401k Plan data: PINNACLE LIVING, INC. TSA RETIREMENT PLAN plan

PINNACLE LIVING, INC. TSA RETIREMENT PLAN 401k Plan overview

Plan Name	PINNACLE LIVING, INC. TSA RETIREMENT PLAN
Plan identification number	001

PINNACLE LIVING, INC. TSA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VIRGINIA UNITED METHODIST HOMES, INC. DBA PINNACLE LIVING has sponsored the creation of one or more 401k plans.

Company Name: VIRGINIA UNITED METHODIST HOMES, INC. DBA PINNACLE LIVING

Employer identification number (EIN): 540720603

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE LIVING, INC. TSA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KEVIN SALMINEN

Plan Statistics for PINNACLE LIVING, INC. TSA RETIREMENT PLAN

401k plan membership statisitcs for PINNACLE LIVING, INC. TSA RETIREMENT PLAN

Measure Date Value
2022: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 811
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 765
Number of retired or separated participants receiving benefits 2022-01-01 53
Number of other retired or separated participants entitled to future benefits 2022-01-01 318
Total of all active and inactive participants 2022-01-01 1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,136
Number of participants with account balances 2022-01-01 1,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 263
2021: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 885
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 793
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 811
Number of participants with account balances 2021-01-01 719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 191
2020: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,240
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 863
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 885
Number of participants with account balances 2020-01-01 809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 156
2019: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,319
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 936
Number of retired or separated participants receiving benefits 2019-01-01 32
Number of other retired or separated participants entitled to future benefits 2019-01-01 272
Total of all active and inactive participants 2019-01-01 1,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,240
Number of participants with account balances 2019-01-01 1,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 91
2018: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,156
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 938
Number of retired or separated participants receiving benefits 2018-01-01 49
Number of other retired or separated participants entitled to future benefits 2018-01-01 332
Total of all active and inactive participants 2018-01-01 1,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,319
Number of participants with account balances 2018-01-01 1,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 110
2017: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,304
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 998
Number of retired or separated participants receiving benefits 2017-01-01 15
Number of other retired or separated participants entitled to future benefits 2017-01-01 133
Total of all active and inactive participants 2017-01-01 1,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 10
Total participants 2017-01-01 1,156
Number of participants with account balances 2017-01-01 1,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 74

Measure	Date	Value
2022: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	811
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	765
Number of retired or separated participants receiving benefits	2022-01-01	53
Number of other retired or separated participants entitled to future benefits	2022-01-01	318
Total of all active and inactive participants	2022-01-01	1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,136
Number of participants with account balances	2022-01-01	1,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	263
2021: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	885
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	793
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	811
Number of participants with account balances	2021-01-01	719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	191
2020: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,240
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	863
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	885
Number of participants with account balances	2020-01-01	809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	156
2019: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,319
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	936
Number of retired or separated participants receiving benefits	2019-01-01	32
Number of other retired or separated participants entitled to future benefits	2019-01-01	272
Total of all active and inactive participants	2019-01-01	1,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,240
Number of participants with account balances	2019-01-01	1,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	91
2018: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,156
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	938
Number of retired or separated participants receiving benefits	2018-01-01	49
Number of other retired or separated participants entitled to future benefits	2018-01-01	332
Total of all active and inactive participants	2018-01-01	1,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,319
Number of participants with account balances	2018-01-01	1,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	110
2017: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,304
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	998
Number of retired or separated participants receiving benefits	2017-01-01	15
Number of other retired or separated participants entitled to future benefits	2017-01-01	133
Total of all active and inactive participants	2017-01-01	1,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	10
Total participants	2017-01-01	1,156
Number of participants with account balances	2017-01-01	1,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	74

Financial Data on PINNACLE LIVING, INC. TSA RETIREMENT PLAN

Measure	Date	Value
2022 : PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,888,319
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,679,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,550,248
Expenses. Certain deemed distributions of participant loans	2022-12-31	$13,924
Value of total corrective distributions	2022-12-31	$880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,013,041
Value of total assets at end of year	2022-12-31	$37,401,014
Value of total assets at beginning of year	2022-12-31	$44,968,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$114,093
Total interest from all sources	2022-12-31	$116,531
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$962,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$962,538
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,794,240
Participant contributions at end of year	2022-12-31	$494,359
Participant contributions at beginning of year	2022-12-31	$515,543
Participant contributions at end of year	2022-12-31	$59,817
Participant contributions at beginning of year	2022-12-31	$55,555
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$326,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,567,464
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$37,401,014
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$44,968,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$31,185,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$38,380,458
Interest on participant loans	2022-12-31	$24,950
Interest earned on other investments	2022-12-31	$91,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,553,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,907,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,980,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,892,408
Employer contributions (assets) at end of year	2022-12-31	$107,855
Employer contributions (assets) at beginning of year	2022-12-31	$109,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,550,248
Contract administrator fees	2022-12-31	$114,093
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2022-12-31	540504608
2021 : PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,153,047
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,439,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,294,027
Expenses. Certain deemed distributions of participant loans	2021-12-31	$33,032
Value of total corrective distributions	2021-12-31	$308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,756,608
Value of total assets at end of year	2021-12-31	$44,968,478
Value of total assets at beginning of year	2021-12-31	$39,255,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$112,580
Total interest from all sources	2021-12-31	$114,894
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,500,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,500,450
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,748,737
Participant contributions at end of year	2021-12-31	$515,543
Participant contributions at beginning of year	2021-12-31	$513,031
Participant contributions at end of year	2021-12-31	$55,555
Participant contributions at beginning of year	2021-12-31	$54,410
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$319,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,713,100
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$44,968,478
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$39,255,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$38,380,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$32,810,602
Interest on participant loans	2021-12-31	$24,234
Interest earned on other investments	2021-12-31	$90,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,907,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,777,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,781,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,688,119
Employer contributions (assets) at end of year	2021-12-31	$109,006
Employer contributions (assets) at beginning of year	2021-12-31	$100,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,294,027
Contract administrator fees	2021-12-31	$112,580
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2021-12-31	540504608
2020 : PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,436,326
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,801,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,701,111
Expenses. Certain deemed distributions of participant loans	2020-12-31	$30,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,504,610
Value of total assets at end of year	2020-12-31	$39,255,378
Value of total assets at beginning of year	2020-12-31	$34,620,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$70,083
Total interest from all sources	2020-12-31	$141,654
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$740,605
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$740,605
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,592,937
Participant contributions at end of year	2020-12-31	$513,031
Participant contributions at beginning of year	2020-12-31	$615,306
Participant contributions at end of year	2020-12-31	$54,410
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$104,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,635,105
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$39,255,378
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$34,620,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$32,810,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$28,398,809
Interest on participant loans	2020-12-31	$33,631
Interest earned on other investments	2020-12-31	$108,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,777,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,606,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,049,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,807,259
Employer contributions (assets) at end of year	2020-12-31	$100,205
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,701,111
Contract administrator fees	2020-12-31	$70,083
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2020-12-31	540565834
2019 : PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$8,606,705
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,277,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,098,072
Expenses. Certain deemed distributions of participant loans	2019-12-31	$93,181
Value of total corrective distributions	2019-12-31	$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,465,818
Value of total assets at end of year	2019-12-31	$34,620,273
Value of total assets at beginning of year	2019-12-31	$30,290,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$85,841
Total interest from all sources	2019-12-31	$157,221
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,439,747
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,439,747
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,489,930
Participant contributions at end of year	2019-12-31	$615,306
Participant contributions at beginning of year	2019-12-31	$643,763
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$227,976
Other income not declared elsewhere	2019-12-31	$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,329,584
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,620,273
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$30,290,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,398,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,659,686
Interest on participant loans	2019-12-31	$34,818
Interest earned on other investments	2019-12-31	$122,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,606,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,987,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,542,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,747,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,098,072
Contract administrator fees	2019-12-31	$85,841
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2019-12-31	540565834
2018 : PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,759,836
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,884,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,791,768
Expenses. Certain deemed distributions of participant loans	2018-12-31	$12,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,468,160
Value of total assets at end of year	2018-12-31	$30,290,689
Value of total assets at beginning of year	2018-12-31	$32,415,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$79,500
Total interest from all sources	2018-12-31	$150,713
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,914,840
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,914,840
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,582,745
Participant contributions at end of year	2018-12-31	$643,763
Participant contributions at beginning of year	2018-12-31	$534,143
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$383,323
Other income not declared elsewhere	2018-12-31	$-523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,124,400
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$30,290,689
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$32,415,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$143
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$23,659,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$25,626,648
Interest on participant loans	2018-12-31	$27,132
Interest earned on other investments	2018-12-31	$123,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,987,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,254,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,773,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,502,092
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,791,768
Contract administrator fees	2018-12-31	$79,357
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2018-12-31	540565834
2017 : PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,135,571
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,401,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,266,017
Expenses. Certain deemed distributions of participant loans	2017-12-31	$59,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,095,646
Value of total assets at end of year	2017-12-31	$32,415,089
Value of total assets at beginning of year	2017-12-31	$26,680,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$75,258
Total interest from all sources	2017-12-31	$143,069
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,319,756
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,319,756
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,470,983
Participant contributions at end of year	2017-12-31	$534,143
Participant contributions at beginning of year	2017-12-31	$445,484
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,085
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$258,595
Other income not declared elsewhere	2017-12-31	$-294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,734,453
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$32,415,089
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$26,680,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$22
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$25,626,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$20,104,405
Interest on participant loans	2017-12-31	$20,699
Interest earned on other investments	2017-12-31	$122,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,254,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,083,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,577,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,366,068
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$45,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,266,017
Contract administrator fees	2017-12-31	$75,236
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2017-12-31	540565834

Form 5500 Responses for PINNACLE LIVING, INC. TSA RETIREMENT PLAN

2022: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PINNACLE LIVING, INC. TSA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VUMH-001

Policy instance

Insurance contract or identification number	VUMH-001
Number of Individuals Covered	172
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VUMH-001

Policy instance

Insurance contract or identification number	VUMH-001
Number of Individuals Covered	185
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VUMH-001

Policy instance

Insurance contract or identification number	VUMH-001
Number of Individuals Covered	192
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VUMH-001

Policy instance

Insurance contract or identification number	VUMH-001
Number of Individuals Covered	214
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VUMH-001

Policy instance

Insurance contract or identification number	VUMH-001
Number of Individuals Covered	258
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

VUMH-001

Policy instance

Insurance contract or identification number	VUMH-001
Number of Individuals Covered	319
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	VIRGINIA UNITED METHODIST HOMES, INC. DBA PINNACLE LIVING
Employer identification number (EIN):	540720603
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities