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CATHOLIC ELDERCARE 403(B) PLAN 401k Plan overview

Plan NameCATHOLIC ELDERCARE 403(B) PLAN
Plan identification number 001

CATHOLIC ELDERCARE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CATHOLIC ELDERCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC ELDERCARE, INC.
Employer identification number (EIN):411399954
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC ELDERCARE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICK ZEMAN
0012016-01-01PATRICK ZEMAN
0012015-01-01PATRICK ZEMAN
0012014-01-01PATRICK ZEMAN
0012013-01-01PATRICK ZEMAN PATRICK ZEMAN2014-10-10
0012012-01-01PATRICK ZEMAN
0012011-01-01PATRICK ZEMAN
0012009-01-01PATRICK ZEMAN
0012009-01-01PATRICK ZEMAN
0012009-01-01PATRICK ZEMAN

Plan Statistics for CATHOLIC ELDERCARE 403(B) PLAN

401k plan membership statisitcs for CATHOLIC ELDERCARE 403(B) PLAN

Measure Date Value
2022: CATHOLIC ELDERCARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01414
Total number of active participants reported on line 7a of the Form 55002022-01-01364
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01418
Number of participants with account balances2022-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CATHOLIC ELDERCARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01396
Total number of active participants reported on line 7a of the Form 55002021-01-01363
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01414
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CATHOLIC ELDERCARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01425
Total number of active participants reported on line 7a of the Form 55002020-01-01354
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01396
Number of participants with account balances2020-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CATHOLIC ELDERCARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01430
Total number of active participants reported on line 7a of the Form 55002019-01-01390
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01425
Number of participants with account balances2019-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CATHOLIC ELDERCARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01423
Total number of active participants reported on line 7a of the Form 55002018-01-01403
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01430
Number of participants with account balances2018-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CATHOLIC ELDERCARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01419
Total number of active participants reported on line 7a of the Form 55002017-01-01389
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01423
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: CATHOLIC ELDERCARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01397
Total number of active participants reported on line 7a of the Form 55002016-01-01387
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01424
Number of participants with account balances2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: CATHOLIC ELDERCARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01391
Total number of active participants reported on line 7a of the Form 55002015-01-01361
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01397
Number of participants with account balances2015-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CATHOLIC ELDERCARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01384
Total number of active participants reported on line 7a of the Form 55002014-01-01360
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01391
Number of participants with account balances2014-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CATHOLIC ELDERCARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01439
Total number of active participants reported on line 7a of the Form 55002013-01-01350
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01384
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CATHOLIC ELDERCARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01419
Total number of active participants reported on line 7a of the Form 55002012-01-01418
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01439
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CATHOLIC ELDERCARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01290
Total number of active participants reported on line 7a of the Form 55002011-01-01390
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01419
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CATHOLIC ELDERCARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01260
Total number of active participants reported on line 7a of the Form 55002009-01-01240
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01241
Number of participants with account balances2009-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CATHOLIC ELDERCARE 403(B) PLAN

Measure Date Value
2022 : CATHOLIC ELDERCARE 403(B) 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$1,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$766
Total income from all sources (including contributions)2022-12-31$-1,038,822
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,516,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,463,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,016,081
Value of total assets at end of year2022-12-31$7,991,719
Value of total assets at beginning of year2022-12-31$10,546,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,159
Total interest from all sources2022-12-31$907
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$360,310
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$360,310
Administrative expenses professional fees incurred2022-12-31$52,820
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$837,373
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$766
Administrative expenses (other) incurred2022-12-31$339
Total non interest bearing cash at end of year2022-12-31$1,517
Total non interest bearing cash at beginning of year2022-12-31$766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,555,105
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,990,202
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,545,307
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$7,637,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,106,933
Interest earned on other investments2022-12-31$907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$353,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$438,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,416,120
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$147,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,463,124
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2022-12-31411680240
2021 : CATHOLIC ELDERCARE 403(B) 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$766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,780
Total income from all sources (including contributions)2021-12-31$2,265,258
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,181,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,126,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$846,890
Value of total assets at end of year2021-12-31$10,546,073
Value of total assets at beginning of year2021-12-31$10,476,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,736
Total interest from all sources2021-12-31$613
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$832,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$832,406
Administrative expenses professional fees incurred2021-12-31$53,689
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$718,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$14,780
Administrative expenses (other) incurred2021-12-31$1,047
Total non interest bearing cash at end of year2021-12-31$766
Total non interest bearing cash at beginning of year2021-12-31$14,780
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$83,627
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,545,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,461,680
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$10,106,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,065,902
Interest earned on other investments2021-12-31$613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$438,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$395,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$585,349
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$128,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,126,895
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 name2021-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2021-12-31411680240
2020 : CATHOLIC ELDERCARE 403(B) 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$14,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,752
Total income from all sources (including contributions)2020-12-31$2,781,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,443,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,394,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$849,022
Value of total assets at end of year2020-12-31$10,476,460
Value of total assets at beginning of year2020-12-31$9,131,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,535
Total interest from all sources2020-12-31$1,981
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$451,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$451,406
Administrative expenses professional fees incurred2020-12-31$26,886
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$719,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$14,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,752
Administrative expenses (other) incurred2020-12-31$21,649
Total non interest bearing cash at end of year2020-12-31$14,780
Total non interest bearing cash at beginning of year2020-12-31$7,752
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$1,338,178
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,461,680
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,123,502
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$10,065,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,710,703
Interest earned on other investments2020-12-31$1,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$395,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$412,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,479,149
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$129,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,394,845
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 name2020-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2020-12-31411680240
2019 : CATHOLIC ELDERCARE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$90,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$90,025
Total income from all sources (including contributions)2019-12-31$2,637,040
Total income from all sources (including contributions)2019-12-31$2,637,040
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$626,421
Total of all expenses incurred2019-12-31$626,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$582,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$582,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$840,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$840,403
Value of total assets at end of year2019-12-31$9,131,254
Value of total assets at end of year2019-12-31$9,131,254
Value of total assets at beginning of year2019-12-31$7,202,908
Value of total assets at beginning of year2019-12-31$7,202,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,166
Total interest from all sources2019-12-31$318
Total interest from all sources2019-12-31$318
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,620
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,620
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,620
Administrative expenses professional fees incurred2019-12-31$24,668
Administrative expenses professional fees incurred2019-12-31$24,668
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$703,208
Contributions received from participants2019-12-31$703,208
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,676
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$90,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$90,025
Administrative expenses (other) incurred2019-12-31$19,498
Administrative expenses (other) incurred2019-12-31$19,498
Total non interest bearing cash at end of year2019-12-31$7,752
Total non interest bearing cash at end of year2019-12-31$7,752
Total non interest bearing cash at beginning of year2019-12-31$90,025
Total non interest bearing cash at beginning of year2019-12-31$90,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,010,619
Value of net income/loss2019-12-31$2,010,619
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,123,502
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,123,502
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,112,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,112,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,710,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,710,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,716,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,716,945
Interest earned on other investments2019-12-31$318
Interest earned on other investments2019-12-31$318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$412,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$412,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$395,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$395,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,476,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$125,519
Contributions received in cash from employer2019-12-31$125,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$582,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$582,255
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm name2019-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2019-12-31411680240
Accountancy firm EIN2019-12-31411680240
2018 : CATHOLIC ELDERCARE 403(B) 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$90,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,389
Total income from all sources (including contributions)2018-12-31$301,886
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$677,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$635,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$820,405
Value of total assets at end of year2018-12-31$7,202,908
Value of total assets at beginning of year2018-12-31$7,495,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,153
Total interest from all sources2018-12-31$7,906
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$483,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$483,282
Administrative expenses professional fees incurred2018-12-31$22,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$685,527
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$90,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,389
Administrative expenses (other) incurred2018-12-31$19,551
Total non interest bearing cash at end of year2018-12-31$90,025
Total non interest bearing cash at beginning of year2018-12-31$7,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-375,479
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,112,883
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,488,362
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$6,716,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,127,688
Interest earned on other investments2018-12-31$7,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$395,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$360,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,009,707
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$128,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$635,212
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 name2018-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2018-12-31411680240
2017 : CATHOLIC ELDERCARE 403(B) 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$7,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,329
Total income from all sources (including contributions)2017-12-31$2,083,203
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$811,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$773,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$785,267
Value of total assets at end of year2017-12-31$7,495,751
Value of total assets at beginning of year2017-12-31$6,220,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,377
Total interest from all sources2017-12-31$7,075
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$348,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$348,039
Administrative expenses professional fees incurred2017-12-31$21,422
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$638,131
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,329
Administrative expenses (other) incurred2017-12-31$16,955
Total non interest bearing cash at end of year2017-12-31$7,389
Total non interest bearing cash at beginning of year2017-12-31$3,329
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$1,271,542
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,488,362
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,216,820
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$7,127,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,855,385
Interest earned on other investments2017-12-31$7,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$360,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$361,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$942,822
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$126,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$773,284
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 name2017-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2017-12-31411680240
2016 : CATHOLIC ELDERCARE 403(B) 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$3,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,136
Total income from all sources (including contributions)2016-12-31$1,059,757
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$342,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$325,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$639,626
Value of total assets at end of year2016-12-31$6,220,149
Value of total assets at beginning of year2016-12-31$5,500,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,277
Total interest from all sources2016-12-31$6,990
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$99,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$99,329
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$517,378
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,136
Administrative expenses (other) incurred2016-12-31$17,277
Total non interest bearing cash at end of year2016-12-31$3,329
Total non interest bearing cash at beginning of year2016-12-31$1,136
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$717,478
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,216,820
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,499,342
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$5,855,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,171,317
Interest earned on other investments2016-12-31$6,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$361,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$328,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$313,812
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$109,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$325,002
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 name2016-12-31SCHECHTER DOKKEN KANTER CPAS
Accountancy firm EIN2016-12-31411680240
2015 : CATHOLIC ELDERCARE 403(B) 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$1,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,091
Total income from all sources (including contributions)2015-12-31$493,829
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$658,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$642,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$485,584
Value of total assets at end of year2015-12-31$5,500,478
Value of total assets at beginning of year2015-12-31$5,665,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,566
Total interest from all sources2015-12-31$6,832
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$210,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$210,877
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$401,222
Participant contributions at beginning of year2015-12-31$13,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,091
Administrative expenses (other) incurred2015-12-31$15,566
Total non interest bearing cash at end of year2015-12-31$1,136
Total non interest bearing cash at beginning of year2015-12-31$1,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-164,721
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,499,342
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,664,063
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$5,171,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,319,154
Interest earned on other investments2015-12-31$6,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$328,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$313,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-209,464
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$84,362
Employer contributions (assets) at beginning of year2015-12-31$2,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$642,984
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 name2015-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2015-12-31411680240
2014 : CATHOLIC ELDERCARE 403(B) 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$1,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,231
Total income from all sources (including contributions)2014-12-31$810,639
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$272,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$255,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$441,110
Value of total assets at end of year2014-12-31$5,665,154
Value of total assets at beginning of year2014-12-31$5,126,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,761
Total interest from all sources2014-12-31$6,872
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$272,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$272,333
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$361,952
Participant contributions at end of year2014-12-31$13,763
Participant contributions at beginning of year2014-12-31$12,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,231
Administrative expenses (other) incurred2014-12-31$16,761
Total non interest bearing cash at end of year2014-12-31$1,091
Total non interest bearing cash at beginning of year2014-12-31$1,231
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$538,452
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,664,063
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,125,611
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$5,319,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,794,848
Interest earned on other investments2014-12-31$6,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$313,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$315,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$90,324
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$79,158
Employer contributions (assets) at end of year2014-12-31$2,978
Employer contributions (assets) at beginning of year2014-12-31$2,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$255,426
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 name2014-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2014-12-31411680240
2013 : CATHOLIC ELDERCARE 403(B) 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$1,231
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$1,419,956
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$437,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$416,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$383,318
Value of total assets at end of year2013-12-31$5,126,842
Value of total assets at beginning of year2013-12-31$4,143,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,480
Total interest from all sources2013-12-31$8,540
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$171,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$171,173
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$311,398
Participant contributions at end of year2013-12-31$12,858
Participant contributions at beginning of year2013-12-31$12,066
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,231
Administrative expenses (other) incurred2013-12-31$20,480
Total non interest bearing cash at end of year2013-12-31$1,231
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$982,589
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,125,611
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,143,022
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$4,794,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,730,355
Interest earned on other investments2013-12-31$8,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$315,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$397,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$856,925
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$70,998
Employer contributions (assets) at end of year2013-12-31$2,612
Employer contributions (assets) at beginning of year2013-12-31$2,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$416,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2013-12-31411680240
2012 : CATHOLIC ELDERCARE 403(B) 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$833,736
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$123,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$119,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$367,224
Value of total assets at end of year2012-12-31$4,143,022
Value of total assets at beginning of year2012-12-31$3,432,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,371
Total interest from all sources2012-12-31$7,728
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$44,468
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$299,064
Participant contributions at end of year2012-12-31$12,066
Participant contributions at beginning of year2012-12-31$11,085
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$4,371
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$710,097
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,143,022
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,432,925
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,730,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,061,543
Interest earned on other investments2012-12-31$7,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$397,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$357,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$414,316
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$68,160
Employer contributions (assets) at end of year2012-12-31$2,625
Employer contributions (assets) at beginning of year2012-12-31$2,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$119,268
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 name2012-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2012-12-31411680240
2011 : CATHOLIC ELDERCARE 403(B) 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$164,954
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$198,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$194,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$320,751
Value of total assets at end of year2011-12-31$3,432,925
Value of total assets at beginning of year2011-12-31$3,466,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,815
Total interest from all sources2011-12-31$8,036
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,407
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$31,407
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$256,697
Participant contributions at end of year2011-12-31$11,085
Participant contributions at beginning of year2011-12-31$10,110
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,151
Administrative expenses (other) incurred2011-12-31$4,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-33,967
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,432,925
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,466,892
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$3,061,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,117,114
Interest earned on other investments2011-12-31$8,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$357,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$337,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-195,240
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,903
Employer contributions (assets) at end of year2011-12-31$2,557
Employer contributions (assets) at beginning of year2011-12-31$2,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$194,106
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 name2011-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2011-12-31411680240
2010 : CATHOLIC ELDERCARE 403(B) 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$3,568
Total income from all sources (including contributions)2010-12-31$713,868
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$163,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$159,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$324,499
Value of total assets at end of year2010-12-31$3,466,892
Value of total assets at beginning of year2010-12-31$2,920,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,812
Total interest from all sources2010-12-31$9,922
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$32,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,681
Was this plan covered by a fidelity bond2010-12-31No
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$262,786
Participant contributions at end of year2010-12-31$10,110
Participant contributions at beginning of year2010-12-31$13,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,568
Administrative expenses (other) incurred2010-12-31$4,812
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$549,880
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,466,892
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,917,012
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$3,117,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,527,307
Interest earned on other investments2010-12-31$9,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$337,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$376,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$346,766
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$61,713
Employer contributions (assets) at end of year2010-12-31$2,376
Employer contributions (assets) at beginning of year2010-12-31$3,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$159,176
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 name2010-12-31SCHECHTER DOKKEN KANTER CPA'S
Accountancy firm EIN2010-12-31411680240
2009 : CATHOLIC ELDERCARE 403(B) 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 CATHOLIC ELDERCARE 403(B) PLAN

2022: CATHOLIC ELDERCARE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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: CATHOLIC ELDERCARE 403(B) 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
2009: CATHOLIC ELDERCARE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered46
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
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered51
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered53
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered49
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered51
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered58
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered64
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered73
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 2
Insurance contract or identification number300241
Number of Individuals Covered144
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39673
Policy instance 1
Insurance contract or identification number39673
Number of Individuals Covered144
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $428
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees428
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 2
Insurance contract or identification number300241
Number of Individuals Covered142
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39673
Policy instance 1
Insurance contract or identification number39673
Number of Individuals Covered142
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $519
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300241
Policy instance 2
Insurance contract or identification number300241
Number of Individuals Covered136
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number300241
Policy instance 1
Insurance contract or identification number300241
Number of Individuals Covered136
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $580
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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