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SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 401k Plan overview

Plan NameSACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN
Plan identification number 003

SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

SACRED HEART REHABILITATION CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SACRED HEART REHABILITATION CENTER, INC.
Employer identification number (EIN):381880385
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CAROLYN PARASICK2023-10-16
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01PAULA NELSON PAULA NELSON2018-09-28
0032016-01-01PAULA NELSON PAULA NELSON2017-07-18
0032015-01-01PAULA NELSON PAULA NELSON2016-07-26
0032014-01-01PAULA NELSON PAULA NELSON2015-10-12
0032013-01-01GRADY WILKINSON GRADY WILKINSON2014-09-29
0032012-01-01GRADY WILKINSON GRADY WILKINSON2013-07-11
0032011-01-01GRADY WILKINSON GRADY WILKINSON2012-08-07
0032010-01-01GRADY WILKINSON GRADY WILKINSON2011-07-18
0032009-01-01GRADY WILKINSON GRADY WILKINSON2010-08-06

Plan Statistics for SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

401k plan membership statisitcs for SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

Measure Date Value
2021: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0178
Total number of active participants reported on line 7a of the Form 55002021-01-0152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0183
Number of participants with account balances2021-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0177
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0177
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0181
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0176
Number of participants with account balances2019-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0177
Total number of active participants reported on line 7a of the Form 55002018-01-0153
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0180
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0177
Total number of active participants reported on line 7a of the Form 55002017-01-0155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0155
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0180
Total number of active participants reported on line 7a of the Form 55002016-01-0154
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0175
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0183
Total number of active participants reported on line 7a of the Form 55002015-01-0156
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0180
Number of participants with account balances2015-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0182
Total number of active participants reported on line 7a of the Form 55002014-01-0161
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0183
Number of participants with account balances2014-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0179
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0182
Number of participants with account balances2013-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0181
Total number of active participants reported on line 7a of the Form 55002012-01-0162
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0179
Number of participants with account balances2012-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0153
Total number of active participants reported on line 7a of the Form 55002011-01-0167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0181
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0146
Total number of active participants reported on line 7a of the Form 55002010-01-0140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0153
Number of participants with account balances2010-01-0153
2009: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0146
Number of participants with account balances2009-01-0146

Financial Data on SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

Measure Date Value
2021 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2021 401k financial data
Total income from all sources2021-12-31$576,945
Expenses. Total of all expenses incurred2021-12-31$179,058
Benefits paid (including direct rollovers)2021-12-31$178,340
Total plan assets at end of year2021-12-31$2,936,584
Total plan assets at beginning of year2021-12-31$2,538,697
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$188,462
Other income received2021-12-31$388,483
Net income (gross income less expenses)2021-12-31$397,887
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,936,584
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,538,697
Assets. Value of participant loans2021-12-31$22,429
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$718
2020 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$429,378
Expenses. Total of all expenses incurred2020-12-31$40,033
Benefits paid (including direct rollovers)2020-12-31$39,314
Total plan assets at end of year2020-12-31$2,538,697
Total plan assets at beginning of year2020-12-31$2,149,352
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$127,283
Contributions received from other sources (not participants or employers)2020-12-31$14,232
Other income received2020-12-31$287,863
Net income (gross income less expenses)2020-12-31$389,345
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,538,697
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,149,352
Assets. Value of participant loans2020-12-31$9,893
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$719
2019 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$553,643
Expenses. Total of all expenses incurred2019-12-31$344,163
Benefits paid (including direct rollovers)2019-12-31$15,381
Total plan assets at end of year2019-12-31$2,149,352
Total plan assets at beginning of year2019-12-31$1,939,872
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$138,055
Expenses. Other expenses not covered elsewhere2019-12-31$328,049
Contributions received from other sources (not participants or employers)2019-12-31$28,540
Other income received2019-12-31$387,048
Net income (gross income less expenses)2019-12-31$209,480
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,149,352
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,939,872
Assets. Value of participant loans2019-12-31$10,688
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$733
2018 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$30,099
Expenses. Total of all expenses incurred2018-12-31$23,659
Total plan assets at end of year2018-12-31$1,939,872
Total plan assets at beginning of year2018-12-31$1,933,432
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$152,828
Expenses. Other expenses not covered elsewhere2018-12-31$22,923
Contributions received from other sources (not participants or employers)2018-12-31$10,912
Other income received2018-12-31$-133,641
Net income (gross income less expenses)2018-12-31$6,440
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,939,872
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,933,432
Assets. Value of participant loans2018-12-31$5,268
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$736
2017 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-534
Total income from all sources2017-12-31$368,346
Expenses. Total of all expenses incurred2017-12-31$282,928
Total plan assets at end of year2017-12-31$1,933,432
Total plan assets at beginning of year2017-12-31$1,848,548
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$93,159
Expenses. Other expenses not covered elsewhere2017-12-31$282,282
Contributions received from other sources (not participants or employers)2017-12-31$8,688
Other income received2017-12-31$266,499
Net income (gross income less expenses)2017-12-31$85,418
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,933,432
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,848,548
Assets. Value of participant loans2017-12-31$5,345
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$646
2016 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$460,887
Expenses. Total of all expenses incurred2016-12-31$222,453
Total plan assets at end of year2016-12-31$1,848,548
Total plan assets at beginning of year2016-12-31$1,610,114
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$111,452
Expenses. Other expenses not covered elsewhere2016-12-31$221,801
Contributions received from other sources (not participants or employers)2016-12-31$208,038
Other income received2016-12-31$141,397
Net income (gross income less expenses)2016-12-31$238,434
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,848,548
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,610,114
Assets. Value of participant loans2016-12-31$5,106
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$652
2015 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$148,608
Expenses. Total of all expenses incurred2015-12-31$37,772
Total plan assets at end of year2015-12-31$1,610,114
Total plan assets at beginning of year2015-12-31$1,499,278
Total contributions received or receivable from participants2015-12-31$133,664
Expenses. Other expenses not covered elsewhere2015-12-31$37,106
Contributions received from other sources (not participants or employers)2015-12-31$44,393
Other income received2015-12-31$-29,449
Net income (gross income less expenses)2015-12-31$110,836
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,610,114
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,499,278
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$666
2014 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$235,405
Expenses. Total of all expenses incurred2014-12-31$88,182
Total plan assets at end of year2014-12-31$1,499,278
Total plan assets at beginning of year2014-12-31$1,352,055
Total contributions received or receivable from participants2014-12-31$139,892
Expenses. Other expenses not covered elsewhere2014-12-31$87,559
Contributions received from other sources (not participants or employers)2014-12-31$11,825
Other income received2014-12-31$83,688
Net income (gross income less expenses)2014-12-31$147,223
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,499,278
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,352,055
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$623
2013 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$614,443
Expenses. Total of all expenses incurred2013-12-31$98,895
Total plan assets at end of year2013-12-31$1,352,055
Total plan assets at beginning of year2013-12-31$836,507
Total contributions received or receivable from participants2013-12-31$140,763
Expenses. Other expenses not covered elsewhere2013-12-31$98,137
Contributions received from other sources (not participants or employers)2013-12-31$273,002
Other income received2013-12-31$200,678
Net income (gross income less expenses)2013-12-31$515,548
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,352,055
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$836,507
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$758
2012 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$267,530
Expenses. Total of all expenses incurred2012-12-31$256,114
Total plan assets at end of year2012-12-31$836,507
Total plan assets at beginning of year2012-12-31$825,091
Total contributions received or receivable from participants2012-12-31$154,371
Expenses. Other expenses not covered elsewhere2012-12-31$255,411
Contributions received from other sources (not participants or employers)2012-12-31$25,770
Other income received2012-12-31$87,389
Net income (gross income less expenses)2012-12-31$11,416
Net plan assets at end of year (total assets less liabilities)2012-12-31$836,507
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$825,091
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$703
2011 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$160,646
Expenses. Total of all expenses incurred2011-12-31$9,424
Total plan assets at end of year2011-12-31$825,091
Total plan assets at beginning of year2011-12-31$673,869
Total contributions received or receivable from participants2011-12-31$138,498
Expenses. Other expenses not covered elsewhere2011-12-31$8,800
Contributions received from other sources (not participants or employers)2011-12-31$38,326
Other income received2011-12-31$-16,178
Net income (gross income less expenses)2011-12-31$151,222
Net plan assets at end of year (total assets less liabilities)2011-12-31$825,091
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$673,869
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$624
2010 : SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$195,434
Expenses. Total of all expenses incurred2010-12-31$63,976
Total plan assets at end of year2010-12-31$673,869
Total plan assets at beginning of year2010-12-31$542,411
Total contributions received or receivable from participants2010-12-31$79,590
Expenses. Other expenses not covered elsewhere2010-12-31$63,321
Contributions received from other sources (not participants or employers)2010-12-31$30,478
Other income received2010-12-31$85,366
Net income (gross income less expenses)2010-12-31$131,458
Net plan assets at end of year (total assets less liabilities)2010-12-31$673,869
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$542,411
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$655

Form 5500 Responses for SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN

2021: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SACRED HEART REHABILITATION CENTER, INC. AGGREGATED 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered80
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $449
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees449
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered80
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $449
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees449
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered80
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $167
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees167
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,206
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,206
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered80
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $131
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees131
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered83
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $626
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees626
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered82
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $245
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees245
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSOUTHFIELD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered79
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $148
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees70
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameANTHONY ROGALSKI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered81
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $381
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018585-A
Policy instance 1
Insurance contract or identification number018585-A
Number of Individuals Covered53
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $207
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER SCHUPPE

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