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MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameMORAVIAN CARE EMPLOYEE RETIREMENT PLAN
Plan identification number 001

MORAVIAN CARE EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MORAVIAN CARE MINISTRIES DBA AUBURN HOMES & SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MORAVIAN CARE MINISTRIES DBA AUBURN HOMES & SERVICES
Employer identification number (EIN):411771225
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORAVIAN CARE EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01
0012016-10-01MICHAEL SENDEN
0012015-10-01MICHAEL SENDEN
0012015-10-01
0012014-10-01MICHAEL SENDEN
0012013-10-01MICHAEL SENDEN
0012012-10-01MIKE SENDEN TONY RAND2014-05-12
0012011-10-01DEBRA LARSEN
0012009-10-01DEBRA LARSEN
0012009-10-01DEBRA LARSEN
0012009-10-01DEBRA LARSEN
0012009-10-01DEBRA LARSEN
0012009-10-01DEBRA LARSEN

Plan Statistics for MORAVIAN CARE EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for MORAVIAN CARE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2021: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01673
Total number of active participants reported on line 7a of the Form 55002021-01-01403
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01366
Total of all active and inactive participants2021-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01769
Number of participants with account balances2021-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0135
2020: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01549
Total number of active participants reported on line 7a of the Form 55002020-01-01262
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01286
Total of all active and inactive participants2020-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01548
Number of participants with account balances2020-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01142
2019: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01370
Total number of active participants reported on line 7a of the Form 55002019-10-01373
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01176
Total of all active and inactive participants2019-10-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01549
Number of participants with account balances2019-10-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0177
2018: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01335
Total number of active participants reported on line 7a of the Form 55002018-10-01170
Number of other retired or separated participants entitled to future benefits2018-10-01132
Total of all active and inactive participants2018-10-01302
Total participants2018-10-01302
Number of participants with account balances2018-10-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0122
Number of retired or separated participants receiving benefits2018-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
2017: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01314
Total number of active participants reported on line 7a of the Form 55002017-10-01209
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01126
Total of all active and inactive participants2017-10-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01335
Number of participants with account balances2017-10-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0121
2016: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01283
Total number of active participants reported on line 7a of the Form 55002016-10-01206
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01108
Total of all active and inactive participants2016-10-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01314
Number of participants with account balances2016-10-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-018
2015: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01253
Total number of active participants reported on line 7a of the Form 55002015-10-01190
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0193
Total of all active and inactive participants2015-10-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01283
Number of participants with account balances2015-10-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-019
2014: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01226
Total number of active participants reported on line 7a of the Form 55002014-10-01178
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0173
Total of all active and inactive participants2014-10-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-012
Total participants2014-10-01253
Number of participants with account balances2014-10-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0112
2013: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01176
Total number of active participants reported on line 7a of the Form 55002013-10-01152
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0173
Total of all active and inactive participants2013-10-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01226
Number of participants with account balances2013-10-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0115
2012: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01159
Total number of active participants reported on line 7a of the Form 55002012-10-0189
Number of retired or separated participants receiving benefits2012-10-0111
Number of other retired or separated participants entitled to future benefits2012-10-0175
Total of all active and inactive participants2012-10-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01176
Number of participants with account balances2012-10-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0111
2011: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01159
Total number of active participants reported on line 7a of the Form 55002011-10-0185
Number of retired or separated participants receiving benefits2011-10-0112
Number of other retired or separated participants entitled to future benefits2011-10-0173
Total of all active and inactive participants2011-10-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-01172
Number of participants with account balances2011-10-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-018
2009: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01138
Total number of active participants reported on line 7a of the Form 55002009-10-01114
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0148
Total of all active and inactive participants2009-10-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01162
Number of participants with account balances2009-10-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-016

Financial Data on MORAVIAN CARE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2021 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19
Total income from all sources (including contributions)2021-12-31$1,211,868
Total of all expenses incurred2021-12-31$546,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$526,308
Expenses. Certain deemed distributions of participant loans2021-12-31$5,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$559,526
Value of total assets at end of year2021-12-31$5,765,336
Value of total assets at beginning of year2021-12-31$5,100,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,758
Total interest from all sources2021-12-31$12,007
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$76,702
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$76,702
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$327,251
Participant contributions at end of year2021-12-31$58,932
Participant contributions at end of year2021-12-31$12,745
Participant contributions at beginning of year2021-12-31$296
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$19
Other income not declared elsewhere2021-12-31$788
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$664,922
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,765,317
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,100,395
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$5,263,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,673,744
Interest on participant loans2021-12-31$1,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$419,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$426,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$562,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$223,581
Employer contributions (assets) at end of year2021-12-31$11,347
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$526,308
Contract administrator fees2021-12-31$14,758
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2021-12-31410746749
2020 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,346,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,287,431
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$334,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$334,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$510,124
Value of total assets at end of year2020-12-31$5,100,395
Value of total assets at beginning of year2020-12-31$1,800,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$166
Total interest from all sources2020-12-31$11,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$282,109
Participant contributions at end of year2020-12-31$296
Participant contributions at beginning of year2020-12-31$20,028
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,954
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$953,143
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,100,395
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,800,736
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
Investment advisory and management fees2020-12-31$166
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,673,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,644,898
Interest earned on other investments2020-12-31$11,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$426,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$127,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$765,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$223,061
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$8,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$334,122
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$244,839
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$126,620
Value of total assets at end of year2019-12-31$1,800,736
Value of total assets at beginning of year2019-12-31$1,558,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42
Total interest from all sources2019-12-31$866
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$68,863
Participant contributions at end of year2019-12-31$20,028
Participant contributions at beginning of year2019-12-31$0
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$242,275
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,800,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,558,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,644,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,435,358
Interest earned on other investments2019-12-31$866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$127,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$123,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$117,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$57,757
Employer contributions (assets) at end of year2019-12-31$8,299
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,522
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$222,123
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$149,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$149,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$204,644
Value of total assets at end of year2019-09-30$1,558,461
Value of total assets at beginning of year2019-09-30$1,485,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$161
Total interest from all sources2019-09-30$3,411
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$72,700
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,558,461
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,485,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$161
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,435,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,342,852
Interest earned on other investments2019-09-30$3,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$123,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$120,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$14,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$204,644
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$22,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$149,262
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-09-30410746749
2018 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$329,937
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$73,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$73,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$193,964
Value of total assets at end of year2018-09-30$1,485,761
Value of total assets at beginning of year2018-09-30$1,229,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$152
Total interest from all sources2018-09-30$3,117
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$120,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$256,018
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,485,761
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,229,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$152
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,342,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,097,819
Interest earned on other investments2018-09-30$3,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$120,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$126,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$132,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$193,964
Employer contributions (assets) at end of year2018-09-30$22,073
Employer contributions (assets) at beginning of year2018-09-30$5,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$73,767
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-09-30410746749
2017 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$318,686
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$109,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$109,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$178,667
Value of total assets at end of year2017-09-30$1,229,743
Value of total assets at beginning of year2017-09-30$1,020,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$132
Total interest from all sources2017-09-30$3,373
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$120,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$208,933
Value of net assets at end of year (total assets less liabilities)2017-09-30$1,229,743
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$1,020,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$132
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,097,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$889,444
Interest earned on other investments2017-09-30$3,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$126,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$118,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$136,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$178,667
Employer contributions (assets) at end of year2017-09-30$5,584
Employer contributions (assets) at beginning of year2017-09-30$12,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$109,621
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-09-30410746749
2016 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$238,004
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$30,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$30,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$152,988
Value of total assets at end of year2016-09-30$1,020,810
Value of total assets at beginning of year2016-09-30$813,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$113
Total interest from all sources2016-09-30$3,103
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$120,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$207,302
Value of net assets at end of year (total assets less liabilities)2016-09-30$1,020,810
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$813,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$113
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$889,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$696,596
Interest earned on other investments2016-09-30$3,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$118,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$113,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$81,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$152,988
Employer contributions (assets) at end of year2016-09-30$12,944
Employer contributions (assets) at beginning of year2016-09-30$3,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$30,589
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-09-30410746749
2015 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$94,643
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$49,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$48,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$99,068
Value of total assets at end of year2015-09-30$813,508
Value of total assets at beginning of year2015-09-30$767,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$166
Total interest from all sources2015-09-30$3,070
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$120,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$45,617
Value of net assets at end of year (total assets less liabilities)2015-09-30$813,508
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$767,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$166
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$696,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$653,293
Interest earned on other investments2015-09-30$3,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$113,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$111,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-7,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$99,068
Employer contributions (assets) at end of year2015-09-30$3,791
Employer contributions (assets) at beginning of year2015-09-30$3,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$48,860
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-09-30410746749
2014 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$151,201
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$51,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$50,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$83,412
Value of total assets at end of year2014-09-30$767,891
Value of total assets at beginning of year2014-09-30$668,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$734
Total interest from all sources2014-09-30$3,026
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$120,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$99,655
Value of net assets at end of year (total assets less liabilities)2014-09-30$767,891
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$668,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$734
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$653,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$558,244
Interest earned on other investments2014-09-30$3,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$111,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$105,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$64,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$83,412
Employer contributions (assets) at end of year2014-09-30$3,258
Employer contributions (assets) at beginning of year2014-09-30$4,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$50,812
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-09-30410746749
2013 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$150,343
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$31,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$31,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$64,442
Value of total assets at end of year2013-09-30$668,236
Value of total assets at beginning of year2013-09-30$549,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$47
Total interest from all sources2013-09-30$2,837
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$119,083
Value of net assets at end of year (total assets less liabilities)2013-09-30$668,236
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$549,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$47
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$558,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$451,595
Interest on participant loans2013-09-30$0
Interest earned on other investments2013-09-30$2,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$105,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$95,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$83,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$64,442
Employer contributions (assets) at end of year2013-09-30$4,642
Employer contributions (assets) at beginning of year2013-09-30$2,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$31,213
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-09-30410746749
2012 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$139,564
Total of all expenses incurred2012-09-30$48,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$47,909
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$63,109
Value of total assets at end of year2012-09-30$549,153
Value of total assets at beginning of year2012-09-30$457,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$100
Total interest from all sources2012-09-30$2,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Administrative expenses (other) incurred2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$91,555
Value of net assets at end of year (total assets less liabilities)2012-09-30$549,153
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$457,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$100
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$451,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$369,785
Interest on participant loans2012-09-30$0
Interest earned on other investments2012-09-30$2,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$95,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$85,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$73,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$63,109
Employer contributions (assets) at end of year2012-09-30$2,339
Employer contributions (assets) at beginning of year2012-09-30$2,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$47,909
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-09-30410746749
2011 : MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$65,518
Total of all expenses incurred2011-09-30$24,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$24,657
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$69,951
Value of total assets at end of year2011-09-30$457,598
Value of total assets at beginning of year2011-09-30$416,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$4
Total interest from all sources2011-09-30$2,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Administrative expenses (other) incurred2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$40,857
Value of net assets at end of year (total assets less liabilities)2011-09-30$457,598
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$416,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$4
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$369,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$336,503
Interest on participant loans2011-09-30$0
Interest earned on other investments2011-09-30$2,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$85,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$80,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-7,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$69,951
Employer contributions (assets) at end of year2011-09-30$2,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$24,657
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-09-30410746749

Form 5500 Responses for MORAVIAN CARE EMPLOYEE RETIREMENT PLAN

2021: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: MORAVIAN CARE EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57987
Policy instance 1
Insurance contract or identification number57987
Number of Individuals Covered390
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $637
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $573
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814440
Policy instance 2
Insurance contract or identification number814440
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57987
Policy instance 1
Insurance contract or identification number57987
Number of Individuals Covered443
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814440
Policy instance 2
Insurance contract or identification number814440
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57987
Policy instance 1
Insurance contract or identification number57987
Number of Individuals Covered506
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,888
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 Administration1
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
Commission paid to Insurance BrokerUSD $6,430
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57987
Policy instance 1
Insurance contract or identification number57987
Number of Individuals Covered404
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,101
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 Administration1
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
Commission paid to Insurance BrokerUSD $1,502
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57987
Policy instance 1
Insurance contract or identification number57987
Number of Individuals Covered356
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $2,466
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 Administration1
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
Commission paid to Insurance BrokerUSD $2,254
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57987
Policy instance 1
Insurance contract or identification number57987
Number of Individuals Covered330
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $2,314
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 Administration1
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

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