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HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 401k Plan overview

Plan NameHOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN
Plan identification number 001

HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HOSPICE CARE OF SOUTHWEST MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE CARE OF SOUTHWEST MICHIGAN
Employer identification number (EIN):382293985
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOSPICE CARE OF SOUTHWEST MICHIGAN

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 732400
Legal Registered Office Address: 222 N KALAMAZOO MALL STE 100 KALAMAZOO


United States of America (USA)
49007

More information about HOSPICE CARE OF SOUTHWEST MICHIGAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01JAMIE L COCKEREL2022-09-29
0012020-01-01JAMIE L COCKEREL2021-09-28
0012019-01-01JAMIE L. COCKEREL2020-09-03
0012018-01-01
0012017-01-01REBECCA A. HOLLOWAY REBECCA A. HOLLOWAY2018-09-17
0012016-01-01REBECCA A. HOLLOWAY REBECCA A. HOLLOWAY2017-09-12
0012015-01-01REBECCA A. HOLLOWAY REBECCA A. HOLLOWAY2016-09-26
0012014-01-01REBECCA A. HOLLOWAY REBECCA A. HOLLOWAY2015-09-25
0012013-01-01REBECCA A. HOLLOWAY REBECCA A. HOLLOWAY2014-08-15
0012012-01-01REBECCA A. HOLLOWAY REBECCA A. HOLLOWAY2013-10-01
0012011-01-01REBECCA A. HOLLOWAY
0012010-01-01REBECCA A. HOLLOWAY
0012009-01-01REBECCA A. HOLLOWAY

Plan Statistics for HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN

401k plan membership statisitcs for HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN

Measure Date Value
2022: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01365
Total number of active participants reported on line 7a of the Form 55002022-01-01314
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01383
Number of participants with account balances2022-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-01301
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01383
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01313
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01352
Number of participants with account balances2020-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01268
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01313
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01249
Total number of active participants reported on line 7a of the Form 55002018-01-01227
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01271
Number of participants with account balances2018-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01202
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01250
Number of participants with account balances2017-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01212
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01216
Number of participants with account balances2016-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01201
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01202
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01218
Number of participants with account balances2013-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01202
Total number of active participants reported on line 7a of the Form 55002012-01-01207
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01215
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01177
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01182
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01175
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01182
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN

Measure Date Value
2022 : HOSPICE CARE OF SOUTHWEST MICHIGAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-450,983
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,407,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,325,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,396,993
Value of total assets at end of year2022-12-31$13,286,550
Value of total assets at beginning of year2022-12-31$16,144,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,897
Total interest from all sources2022-12-31$96,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$122,444
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$122,444
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,520,377
Participant contributions at end of year2022-12-31$122,941
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$308,276
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$440,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,649
Other income not declared elsewhere2022-12-31$3,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,858,014
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,286,550
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,144,564
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$8,020,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,788,237
Interest on participant loans2022-12-31$1,726
Interest earned on other investments2022-12-31$95,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$22,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$22,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,142,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,070,569
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$436,158
Employer contributions (assets) at end of year2022-12-31$292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,325,134
Contract administrator fees2022-12-31$81,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31PLANTE MORAN
Accountancy firm EIN2022-12-31381357951
2021 : HOSPICE CARE OF SOUTHWEST MICHIGAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,368,359
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,364,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,282,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,298,757
Value of total assets at end of year2021-12-31$16,144,564
Value of total assets at beginning of year2021-12-31$13,140,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,728
Total interest from all sources2021-12-31$7
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
Administrative expenses professional fees incurred2021-12-31$81,728
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,242,974
Assets. Other investments not covered elsewhere at end of year2021-12-31$308,276
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$254,536
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$738,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,415
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$3,004,068
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,144,564
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,140,496
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$15,788,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,791,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$22,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$70,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$70,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,069,595
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$317,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,282,563
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : HOSPICE CARE OF SOUTHWEST MICHIGAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,868,682
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$448,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$390,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,119,124
Value of total assets at end of year2020-12-31$13,140,496
Value of total assets at beginning of year2020-12-31$9,720,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,012
Total interest from all sources2020-12-31$949
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
Administrative expenses professional fees incurred2020-12-31$58,012
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,111,877
Assets. Other investments not covered elsewhere at end of year2020-12-31$254,536
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$219,739
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$721,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,375
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$3,420,143
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,140,496
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,720,353
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$12,791,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,248,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$70,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$229,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$229,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$21,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,748,609
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$285,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$390,527
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,443,470
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,200,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,149,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,689,347
Value of total assets at end of year2019-12-31$9,720,353
Value of total assets at beginning of year2019-12-31$7,477,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,842
Total interest from all sources2019-12-31$1,655
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$956,322
Assets. Other investments not covered elsewhere at end of year2019-12-31$219,739
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$173,432
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$472,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,639
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$2,242,668
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,720,353
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,477,685
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 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$9,248,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,205,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$229,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$76,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$76,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,752,468
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$260,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,149,960
Contract administrator fees2019-12-31$50,842
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : HOSPICE CARE OF SOUTHWEST MICHIGAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$758,526
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,570,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,524,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,184,070
Value of total assets at end of year2018-12-31$7,477,685
Value of total assets at beginning of year2018-12-31$8,289,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,255
Total interest from all sources2018-12-31$1,284
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$805,854
Assets. Other investments not covered elsewhere at end of year2018-12-31$173,432
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$194,544
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$167,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-812,204
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,477,685
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,289,889
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$7,205,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,007,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$76,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$65,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$65,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-426,828
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$210,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,524,475
Contract administrator fees2018-12-31$46,255
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : HOSPICE CARE OF SOUTHWEST MICHIGAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,331,482
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$757,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$715,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,125,997
Value of total assets at end of year2017-12-31$8,289,889
Value of total assets at beginning of year2017-12-31$6,715,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,678
Total interest from all sources2017-12-31$537
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$687,354
Assets. Other investments not covered elsewhere at end of year2017-12-31$194,544
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$233,917
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$253,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,361
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
Value of net income/loss2017-12-31$1,574,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,289,889
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,715,586
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$8,007,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,362,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$65,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$97,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$97,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,204,948
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$184,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$715,501
Contract administrator fees2017-12-31$41,678
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 name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$1,168,910
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$927,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$891,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$685,218
Value of total assets at end of year2016-12-31$6,715,586
Value of total assets at beginning of year2016-12-31$6,473,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,276
Total interest from all sources2016-12-31$146
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$504,994
Assets. Other investments not covered elsewhere at end of year2016-12-31$233,917
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$222,659
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,147
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$241,781
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,715,586
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,473,805
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$6,362,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,174,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$97,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$56,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$56,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$483,546
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$166,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$891,853
Contract administrator fees2016-12-31$35,276
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 name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$907,469
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$692,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$658,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$933,998
Value of total assets at end of year2015-12-31$6,473,805
Value of total assets at beginning of year2015-12-31$6,259,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,565
Total interest from all sources2015-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$515,918
Assets. Other investments not covered elsewhere at end of year2015-12-31$222,659
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$358,228
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$251,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$214,553
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,473,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,259,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,174,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,840,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$56,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$39,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$39,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-26,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$166,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$658,351
Contract administrator fees2015-12-31$34,565
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$998,748
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$230,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$198,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$660,351
Value of total assets at end of year2014-12-31$6,259,252
Value of total assets at beginning of year2014-12-31$5,491,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,885
Total interest from all sources2014-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$493,711
Assets. Other investments not covered elsewhere at end of year2014-12-31$358,228
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$341,538
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,000
Other income not declared elsewhere2014-12-31$338,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$768,125
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,259,252
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,491,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,840,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,098,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$39,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$160,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$198,738
Contract administrator fees2014-12-31$31,885
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,548,503
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$787,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$760,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$649,481
Value of total assets at end of year2013-12-31$5,491,127
Value of total assets at beginning of year2013-12-31$4,730,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,509
Total interest from all sources2013-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$497,613
Assets. Other investments not covered elsewhere at end of year2013-12-31$341,538
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$370,759
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$760,572
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,491,127
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,730,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,098,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,316,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$22,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$899,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$148,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$760,422
Contract administrator fees2013-12-31$27,509
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,110,522
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$238,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$214,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$577,033
Value of total assets at end of year2012-12-31$4,730,555
Value of total assets at beginning of year2012-12-31$3,858,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,484
Total interest from all sources2012-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$395,699
Assets. Other investments not covered elsewhere at end of year2012-12-31$370,759
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$403,640
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$871,969
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,730,555
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,858,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,316,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,398,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$35,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$35,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$533,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$139,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$214,069
Contract administrator fees2012-12-31$901
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$779,184
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$120,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$102,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$862,405
Value of total assets at end of year2011-12-31$3,858,586
Value of total assets at beginning of year2011-12-31$3,199,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,873
Total interest from all sources2011-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$71,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$71,618
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$404,423
Assets. Other investments not covered elsewhere at end of year2011-12-31$403,640
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,602,085
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$321,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$970
Administrative expenses (other) incurred2011-12-31$17,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$658,903
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,858,586
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,199,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,398,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$526,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$35,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-154,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$136,089
Employer contributions (assets) at beginning of year2011-12-31$52,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$102,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$788,826
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$93,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$37,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$450,006
Value of total assets at end of year2010-12-31$3,199,683
Value of total assets at beginning of year2010-12-31$2,504,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,698
Total interest from all sources2010-12-31$18,664
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$284,481
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,602,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$695,255
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,199,683
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,504,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$526,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,974,118
Interest earned on other investments2010-12-31$18,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$530,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$320,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$165,525
Employer contributions (assets) at end of year2010-12-31$52,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$37,873
Contract administrator fees2010-12-31$55,698
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN

2022: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: HOSPICE CARE OF SOUTHWEST MICHIGAN 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: HOSPICE CARE OF SOUTHWEST MICHIGAN 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: HOSPICE CARE OF SOUTHWEST MICHIGAN 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: HOSPICE CARE OF SOUTHWEST MICHIGAN 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: HOSPICE CARE OF SOUTHWEST MICHIGAN 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: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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
2015: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOSPICE CARE OF SOUTHWEST MICHIGAN RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered383
Insurance policy start date2022-05-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,996
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,996
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25031
Policy instance 2
Insurance contract or identification numberCR25031
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25031
Policy instance 1
Insurance contract or identification numberCR25031
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25031
Policy instance 1
Insurance contract or identification numberCR25031
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 $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25031
Policy instance 1
Insurance contract or identification numberCR25031
Number of Individuals Covered8
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 $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR25031
Policy instance 1
Insurance contract or identification numberCR25031
Number of Individuals Covered3
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 $0
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

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