PENNEY RETIREMENT COMMUNITY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENNEY RETIREMENT COMMUNITY, INC
| Measure | Date | Value |
|---|
| 2023: PENNEY RETIREMENT COMMUNITY, INC 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-04-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-04-01 | 102 |
| Total of all active and inactive participants | 2023-04-01 | 102 |
| Total participants | 2023-04-01 | 102 |
| 2022: PENNEY RETIREMENT COMMUNITY, INC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 100 |
| Total of all active and inactive participants | 2022-04-01 | 100 |
| Total participants | 2022-04-01 | 100 |
| 2021: PENNEY RETIREMENT COMMUNITY, INC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 98 |
| Total of all active and inactive participants | 2021-04-01 | 98 |
| Total participants | 2021-04-01 | 98 |
| 2020: PENNEY RETIREMENT COMMUNITY, INC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 114 |
| Total of all active and inactive participants | 2020-04-01 | 114 |
| Total participants | 2020-04-01 | 114 |
| 2019: PENNEY RETIREMENT COMMUNITY, INC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 111 |
| Total of all active and inactive participants | 2019-04-01 | 111 |
| Total participants | 2019-04-01 | 111 |
| 2018: PENNEY RETIREMENT COMMUNITY, INC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 107 |
| Total of all active and inactive participants | 2018-04-01 | 107 |
| Total participants | 2018-04-01 | 107 |
| 2017: PENNEY RETIREMENT COMMUNITY, INC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 107 |
| Total of all active and inactive participants | 2017-04-01 | 107 |
| Total participants | 2017-04-01 | 107 |
| 2016: PENNEY RETIREMENT COMMUNITY, INC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 110 |
| Total of all active and inactive participants | 2016-04-01 | 110 |
| Total participants | 2016-04-01 | 110 |
| 2015: PENNEY RETIREMENT COMMUNITY, INC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 104 |
| Total of all active and inactive participants | 2015-04-01 | 104 |
| Total participants | 2015-04-01 | 104 |
| 2014: PENNEY RETIREMENT COMMUNITY, INC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 104 |
| Total of all active and inactive participants | 2014-04-01 | 104 |
| Total participants | 2014-04-01 | 104 |
| 2013: PENNEY RETIREMENT COMMUNITY, INC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 106 |
| Total of all active and inactive participants | 2013-04-01 | 106 |
| Total participants | 2013-04-01 | 106 |
| 2023: PENNEY RETIREMENT COMMUNITY, INC 2023 form 5500 responses |
|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Submission has been amended | No |
| 2023-04-01 | This submission is the final filing | No |
| 2023-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-04-01 | Plan is a collectively bargained plan | No |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: PENNEY RETIREMENT COMMUNITY, INC 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: PENNEY RETIREMENT COMMUNITY, INC 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | Yes |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: PENNEY RETIREMENT COMMUNITY, INC 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | First time form 5500 has been submitted | Yes |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: PENNEY RETIREMENT COMMUNITY, INC 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | Yes |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: PENNEY RETIREMENT COMMUNITY, INC 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Submission has been amended | Yes |
| 2018-04-01 | This submission is the final filing | No |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-04-01 | Plan is a collectively bargained plan | No |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: PENNEY RETIREMENT COMMUNITY, INC 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | Yes |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: PENNEY RETIREMENT COMMUNITY, INC 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | Yes |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: PENNEY RETIREMENT COMMUNITY, INC 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | Yes |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: PENNEY RETIREMENT COMMUNITY, INC 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | Yes |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PENNEY RETIREMENT COMMUNITY, INC 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | Yes |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 927848 |
| Policy instance | 2 |
| Insurance contract or identification number | 927848 | | Number of Individuals Covered | 168 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $1,438 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $15,458 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| Insurance contract or identification number | B8307 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $45,561 | | 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? | No | | 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 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 927848 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 927848 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 927848 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 2 |
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5475926 |
| Policy instance | 1 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5475926 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5475926 |
| Policy instance | 2 |
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5475926 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | B8307 |
| Policy instance | 1 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0837886 |
| Policy instance | 2 |
| AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
| Policy contract number | 0837886HNO |
| Policy instance | 1 |
| AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
| Policy contract number | 0837886HNO |
| Policy instance | 1 |
