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SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN
Plan identification number 002

SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SENIOR LIFESTYLE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SENIOR LIFESTYLE CORPORATION
Employer identification number (EIN):363398105
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DONAL K. FORD
0022016-01-01DONALD K. FORD

Plan Statistics for SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,660
Total number of active participants reported on line 7a of the Form 55002022-01-015,752
Number of retired or separated participants receiving benefits2022-01-0188
Number of other retired or separated participants entitled to future benefits2022-01-01753
Total of all active and inactive participants2022-01-016,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016,593
Number of participants with account balances2022-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01138
2021: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,743
Total number of active participants reported on line 7a of the Form 55002021-01-015,009
Number of retired or separated participants receiving benefits2021-01-0146
Number of other retired or separated participants entitled to future benefits2021-01-01735
Total of all active and inactive participants2021-01-015,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,790
Number of participants with account balances2021-01-011,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01231
2020: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,662
Total number of active participants reported on line 7a of the Form 55002020-01-017,896
Number of retired or separated participants receiving benefits2020-01-0167
Number of other retired or separated participants entitled to future benefits2020-01-01661
Total of all active and inactive participants2020-01-018,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018,624
Number of participants with account balances2020-01-011,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01172
2019: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,065
Total number of active participants reported on line 7a of the Form 55002019-01-017,519
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01508
Total of all active and inactive participants2019-01-018,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018,027
Number of participants with account balances2019-01-011,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01164
2018: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,096
Total number of active participants reported on line 7a of the Form 55002018-01-017,068
Number of retired or separated participants receiving benefits2018-01-0145
Number of other retired or separated participants entitled to future benefits2018-01-01278
Total of all active and inactive participants2018-01-017,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,391
Number of participants with account balances2018-01-011,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0163
2017: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,887
Total number of active participants reported on line 7a of the Form 55002017-01-016,481
Number of retired or separated participants receiving benefits2017-01-0135
Number of other retired or separated participants entitled to future benefits2017-01-01350
Total of all active and inactive participants2017-01-016,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,866
Number of participants with account balances2017-01-011,343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0179
2016: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,099
Total number of active participants reported on line 7a of the Form 55002016-01-014,676
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-01285
Total of all active and inactive participants2016-01-014,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,977
Number of participants with account balances2016-01-011,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0180

Financial Data on SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$147,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$141,325
Total income from all sources (including contributions)2022-12-31$-2,084,509
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,100,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,696,688
Value of total corrective distributions2022-12-31$147,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,389,642
Value of total assets at end of year2022-12-31$26,129,472
Value of total assets at beginning of year2022-12-31$33,307,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$255,708
Total interest from all sources2022-12-31$22,548
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$490,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$490,770
Administrative expenses professional fees incurred2022-12-31$876
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,886,679
Participant contributions at end of year2022-12-31$505,001
Participant contributions at beginning of year2022-12-31$494,862
Participant contributions at end of year2022-12-31$19,490
Participant contributions at beginning of year2022-12-31$104,195
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$162,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$147,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$141,325
Total non interest bearing cash at end of year2022-12-31$14,487
Total non interest bearing cash at beginning of year2022-12-31$17,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,184,766
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,981,611
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,166,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,358,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,640,700
Interest on participant loans2022-12-31$22,548
Value of interest in common/collective trusts at end of year2022-12-31$2,171,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,987,433
Net investment gain or loss from common/collective trusts2022-12-31$-36
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$340,691
Employer contributions (assets) at end of year2022-12-31$60,775
Employer contributions (assets) at beginning of year2022-12-31$50,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,696,688
Contract administrator fees2022-12-31$254,832
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$141,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$249,005
Total income from all sources (including contributions)2021-12-31$8,384,681
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,382,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,115,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,026,521
Value of total assets at end of year2021-12-31$33,307,702
Value of total assets at beginning of year2021-12-31$32,412,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$266,837
Total interest from all sources2021-12-31$28,006
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,186,794
Participant contributions at end of year2021-12-31$494,862
Participant contributions at beginning of year2021-12-31$688,525
Participant contributions at end of year2021-12-31$104,195
Participant contributions at beginning of year2021-12-31$139,550
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$324,815
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$262,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$141,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$249,005
Total non interest bearing cash at end of year2021-12-31$17,196
Total non interest bearing cash at beginning of year2021-12-31$7,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,002,643
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,166,377
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,163,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,640,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,505,589
Interest on participant loans2021-12-31$28,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,330,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$514,912
Employer contributions (assets) at end of year2021-12-31$50,749
Employer contributions (assets) at beginning of year2021-12-31$71,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,852,827
Contract administrator fees2021-12-31$266,837
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$249,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$210,912
Total income from all sources (including contributions)2020-12-31$9,494,975
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,285,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,035,538
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,797,169
Value of total assets at end of year2020-12-31$32,412,739
Value of total assets at beginning of year2020-12-31$28,165,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$250,378
Total interest from all sources2020-12-31$34,810
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,647,092
Participant contributions at end of year2020-12-31$688,525
Participant contributions at beginning of year2020-12-31$631,050
Participant contributions at end of year2020-12-31$139,550
Participant contributions at beginning of year2020-12-31$131,085
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$564,034
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$249,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$210,912
Other income not declared elsewhere2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$7,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,209,059
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,163,734
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,954,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,505,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,383,126
Interest on participant loans2020-12-31$34,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,662,996
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$586,043
Employer contributions (assets) at end of year2020-12-31$71,205
Employer contributions (assets) at beginning of year2020-12-31$18,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,034,502
Contract administrator fees2020-12-31$250,378
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$210,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$210,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$160,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$160,722
Total income from all sources (including contributions)2019-12-31$9,819,490
Total income from all sources (including contributions)2019-12-31$9,819,490
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,962,092
Total of all expenses incurred2019-12-31$2,962,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,526,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,526,528
Expenses. Certain deemed distributions of participant loans2019-12-31$11,879
Expenses. Certain deemed distributions of participant loans2019-12-31$11,879
Value of total corrective distributions2019-12-31$210,833
Value of total corrective distributions2019-12-31$210,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,917,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,917,545
Value of total assets at end of year2019-12-31$28,165,587
Value of total assets at end of year2019-12-31$28,165,587
Value of total assets at beginning of year2019-12-31$21,257,999
Value of total assets at beginning of year2019-12-31$21,257,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$212,852
Total interest from all sources2019-12-31$34,448
Total interest from all sources2019-12-31$34,448
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,798,645
Contributions received from participants2019-12-31$3,798,645
Participant contributions at end of year2019-12-31$631,050
Participant contributions at end of year2019-12-31$631,050
Participant contributions at beginning of year2019-12-31$573,865
Participant contributions at end of year2019-12-31$131,085
Participant contributions at end of year2019-12-31$131,085
Participant contributions at beginning of year2019-12-31$100,307
Participant contributions at beginning of year2019-12-31$100,307
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$508,266
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$508,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$79,229
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$79,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$210,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$210,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$160,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$160,722
Other income not declared elsewhere2019-12-31$3,068
Other income not declared elsewhere2019-12-31$3,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,857,398
Value of net income/loss2019-12-31$6,857,398
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,954,675
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,954,675
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,097,277
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,097,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,383,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,383,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,567,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,567,973
Interest on participant loans2019-12-31$34,448
Interest on participant loans2019-12-31$34,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,864,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,864,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$610,634
Contributions received in cash from employer2019-12-31$610,634
Employer contributions (assets) at end of year2019-12-31$18,515
Employer contributions (assets) at beginning of year2019-12-31$13,137
Employer contributions (assets) at beginning of year2019-12-31$13,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,447,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,447,299
Contract administrator fees2019-12-31$212,852
Contract administrator fees2019-12-31$212,852
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARAN & ASSOCIATES LTD
Accountancy firm name2019-12-31HARAN & ASSOCIATES LTD
Accountancy firm EIN2019-12-31363097692
Accountancy firm EIN2019-12-31363097692
2018 : SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$160,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$167,448
Total income from all sources (including contributions)2018-12-31$3,403,921
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,540,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,117,924
Expenses. Certain deemed distributions of participant loans2018-12-31$63,633
Value of total corrective distributions2018-12-31$160,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,697,263
Value of total assets at end of year2018-12-31$21,257,999
Value of total assets at beginning of year2018-12-31$20,401,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$197,878
Total interest from all sources2018-12-31$24,706
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,385,418
Participant contributions at end of year2018-12-31$573,865
Participant contributions at beginning of year2018-12-31$469,243
Participant contributions at end of year2018-12-31$100,307
Participant contributions at beginning of year2018-12-31$82,653
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$815,023
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$26,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$160,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$167,448
Other income not declared elsewhere2018-12-31$631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$863,557
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,097,277
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,233,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,567,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,822,399
Interest on participant loans2018-12-31$24,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,318,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$496,822
Employer contributions (assets) at end of year2018-12-31$13,137
Employer contributions (assets) at beginning of year2018-12-31$12,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,091,923
Contract administrator fees2018-12-31$197,878
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HARAN & ASSOCIATES LTD
Accountancy firm EIN2018-12-31363097692
2017 : SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$167,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$178,950
Total income from all sources (including contributions)2017-12-31$6,261,097
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,823,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,475,432
Expenses. Certain deemed distributions of participant loans2017-12-31$33,164
Value of total corrective distributions2017-12-31$167,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,444,873
Value of total assets at end of year2017-12-31$20,401,168
Value of total assets at beginning of year2017-12-31$15,974,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,191
Total interest from all sources2017-12-31$20,022
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,443,646
Participant contributions at end of year2017-12-31$469,243
Participant contributions at beginning of year2017-12-31$413,442
Participant contributions at end of year2017-12-31$82,653
Participant contributions at beginning of year2017-12-31$74,179
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$586,089
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$86,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$98
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$167,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$178,950
Other income not declared elsewhere2017-12-31$7,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$61,262
Value of net income/loss2017-12-31$4,437,862
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,233,720
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,795,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,822,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,474,616
Interest on participant loans2017-12-31$20,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,789,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$353,876
Employer contributions (assets) at end of year2017-12-31$12,448
Employer contributions (assets) at beginning of year2017-12-31$12,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,388,825
Contract administrator fees2017-12-31$147,191
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HARAN & ASSOCIATES LTD
Accountancy firm EIN2017-12-31363097692
2016 : SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$12,840,662
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$178,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,550,648
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,595,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,263,490
Expenses. Certain deemed distributions of participant loans2016-12-31$48,356
Value of total corrective distributions2016-12-31$178,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,663,746
Value of total assets at end of year2016-12-31$15,974,808
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,754
Total interest from all sources2016-12-31$17,006
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,051,199
Participant contributions at end of year2016-12-31$413,442
Participant contributions at end of year2016-12-31$74,179
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$249,931
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$17,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$98
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$178,950
Other income not declared elsewhere2016-12-31$15,644
Administrative expenses (other) incurred2016-12-31$9,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,955,196
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,795,858
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,474,616
Interest on participant loans2016-12-31$17,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,854,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$362,616
Employer contributions (assets) at end of year2016-12-31$12,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,245,713
Contract administrator fees2016-12-31$94,901
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HARAN & ASSOCIATES LTD
Accountancy firm EIN2016-12-31363097692

Form 5500 Responses for SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN

2022: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512548
Policy instance 1
Insurance contract or identification number512548
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512548
Policy instance 1
Insurance contract or identification number512548
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,067
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees4067
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512548
Policy instance 1
Insurance contract or identification number512548
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,901
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7646
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512548
Policy instance 1
Insurance contract or identification number512548
Number of Individuals Covered8027
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,276
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12276
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512548
Policy instance 1
Insurance contract or identification number512548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,577
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractSTABLE VALUE OPTION
Amount paid for insurance broker fees10577
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512548
Policy instance 1
Insurance contract or identification number512548
Number of Individuals Covered6481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,779
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractSTABLE VALUE OPTION
Amount paid for insurance broker fees8779
Additional information about fees paid to insurance brokerREVENUE SHARING
Insurance broker organization code?5
Insurance broker namePINNACLE FINANCIAL SERVICES

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