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BROOKS REHABILITATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameBROOKS REHABILITATION 403(B) RETIREMENT PLAN
Plan identification number 005

BROOKS REHABILITATION 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION has sponsored the creation of one or more 401k plans.

Company Name:GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION
Employer identification number (EIN):592249370
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROOKS REHABILITATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01KAREN GALLAGHER
0052016-01-01KAREN GALLAGHER
0052015-01-01KAREN GALLAGHER
0052014-01-01KAREN GALLAGHER
0052013-01-01KAREN GALLAGHER
0052012-01-01KAREN GALLAGHER KAREN GALLAGHER2013-10-11
0052011-01-01KAREN GALLAGHER KAREN GALLAGHER2012-10-11
0052010-01-01KAREN GALLAGHER KAREN GALLAGHER2011-10-12
0052009-01-01KAREN GALLAGHER KAREN GALLAGHER2010-10-14

Plan Statistics for BROOKS REHABILITATION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for BROOKS REHABILITATION 403(B) RETIREMENT PLAN

Measure Date Value
2022: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,023
Total number of active participants reported on line 7a of the Form 55002022-01-011,756
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01822
Total of all active and inactive participants2022-01-012,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-012,589
Number of participants with account balances2022-01-012,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01144
2021: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,104
Total number of active participants reported on line 7a of the Form 55002021-01-011,436
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01577
Total of all active and inactive participants2021-01-012,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-012,023
Number of participants with account balances2021-01-012,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01119
2020: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,170
Total number of active participants reported on line 7a of the Form 55002020-01-011,657
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01442
Total of all active and inactive participants2020-01-012,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,104
Number of participants with account balances2020-01-011,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01121
2019: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,458
Total number of active participants reported on line 7a of the Form 55002019-01-011,657
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01507
Total of all active and inactive participants2019-01-012,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,170
Number of participants with account balances2019-01-011,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01144
2018: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,274
Total number of active participants reported on line 7a of the Form 55002018-01-011,642
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01808
Total of all active and inactive participants2018-01-012,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-012,457
Number of participants with account balances2018-01-012,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01152
2017: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,096
Total number of active participants reported on line 7a of the Form 55002017-01-011,548
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01720
Total of all active and inactive participants2017-01-012,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,274
Number of participants with account balances2017-01-011,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01147
2016: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,855
Total number of active participants reported on line 7a of the Form 55002016-01-011,488
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01601
Total of all active and inactive participants2016-01-012,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,096
Number of participants with account balances2016-01-011,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01107
2015: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,650
Total number of active participants reported on line 7a of the Form 55002015-01-011,412
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01437
Total of all active and inactive participants2015-01-011,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,855
Number of participants with account balances2015-01-011,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01117
2014: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,410
Total number of active participants reported on line 7a of the Form 55002014-01-011,314
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01332
Total of all active and inactive participants2014-01-011,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,650
Number of participants with account balances2014-01-011,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01133
2013: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,550
Total number of active participants reported on line 7a of the Form 55002013-01-011,211
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01199
Total of all active and inactive participants2013-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,410
Number of participants with account balances2013-01-011,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0149
2012: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,359
Total number of active participants reported on line 7a of the Form 55002012-01-011,210
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01340
Total of all active and inactive participants2012-01-011,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,550
Number of participants with account balances2012-01-011,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0161
2011: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,235
Total number of active participants reported on line 7a of the Form 55002011-01-011,140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01270
Total of all active and inactive participants2011-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,410
Number of participants with account balances2011-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0171
2010: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,328
Total number of active participants reported on line 7a of the Form 55002010-01-011,065
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01406
Total of all active and inactive participants2010-01-011,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,471
Number of participants with account balances2010-01-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0188
2009: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,202
Total number of active participants reported on line 7a of the Form 55002009-01-011,010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01271
Total of all active and inactive participants2009-01-011,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,281
Number of participants with account balances2009-01-011,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0175

Financial Data on BROOKS REHABILITATION 403(B) RETIREMENT PLAN

Measure Date Value
2022 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-11,466,811
Total of all expenses incurred2022-12-31$11,445,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,154,879
Expenses. Certain deemed distributions of participant loans2022-12-31$70,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,203,984
Value of total assets at end of year2022-12-31$92,561,470
Value of total assets at beginning of year2022-12-31$115,473,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$219,469
Total interest from all sources2022-12-31$272,565
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,448,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,448,299
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,647,910
Participant contributions at end of year2022-12-31$1,575,397
Participant contributions at beginning of year2022-12-31$1,459,111
Participant contributions at end of year2022-12-31$309,222
Participant contributions at beginning of year2022-12-31$166,820
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,521,154
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,711,744
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$485,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,631
Other income not declared elsewhere2022-12-31$-1,064,213
Administrative expenses (other) incurred2022-12-31$151,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,912,077
Value of net assets at end of year (total assets less liabilities)2022-12-31$92,561,470
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$115,473,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$67,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,611,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$101,358,398
Interest on participant loans2022-12-31$93,897
Interest earned on other investments2022-12-31$178,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,256,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,634,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,327,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,070,291
Employer contributions (assets) at end of year2022-12-31$280,562
Employer contributions (assets) at beginning of year2022-12-31$138,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,154,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$23,319,081
Total of all expenses incurred2021-12-31$8,916,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,606,988
Expenses. Certain deemed distributions of participant loans2021-12-31$55,922
Value of total corrective distributions2021-12-31$978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,800,344
Value of total assets at end of year2021-12-31$115,473,547
Value of total assets at beginning of year2021-12-31$101,070,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$252,387
Total interest from all sources2021-12-31$269,686
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,488,505
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$1,488,505
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,534,702
Participant contributions at end of year2021-12-31$1,459,111
Participant contributions at beginning of year2021-12-31$1,572,264
Participant contributions at end of year2021-12-31$166,820
Participant contributions at beginning of year2021-12-31$140,675
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,711,744
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,778,777
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$512,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,934
Other income not declared elsewhere2021-12-31$1,084,835
Administrative expenses (other) incurred2021-12-31$185,425
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$14,402,806
Value of net assets at end of year (total assets less liabilities)2021-12-31$115,473,547
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$101,070,741
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
Investment advisory and management fees2021-12-31$66,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$101,358,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,703,737
Interest on participant loans2021-12-31$98,893
Interest earned on other investments2021-12-31$170,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,634,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,735,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,675,711
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$3,753,302
Employer contributions (assets) at end of year2021-12-31$138,280
Employer contributions (assets) at beginning of year2021-12-31$132,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,606,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$20,741,398
Total of all expenses incurred2020-12-31$8,191,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,994,130
Expenses. Certain deemed distributions of participant loans2020-12-31$43,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,864,694
Value of total assets at end of year2020-12-31$101,070,741
Value of total assets at beginning of year2020-12-31$88,520,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$154,283
Total interest from all sources2020-12-31$291,900
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,185,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,185,178
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$4,231,884
Participant contributions at end of year2020-12-31$1,572,264
Participant contributions at beginning of year2020-12-31$1,752,306
Participant contributions at end of year2020-12-31$140,675
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,778,777
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,989,751
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$85,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,025
Other income not declared elsewhere2020-12-31$644,857
Administrative expenses (other) incurred2020-12-31$154,283
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,549,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$101,070,741
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$88,520,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,703,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$74,892,877
Interest on participant loans2020-12-31$113,058
Interest earned on other investments2020-12-31$178,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,735,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,881,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,754,769
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$2,547,080
Employer contributions (assets) at end of year2020-12-31$132,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,994,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$23,436,563
Total income from all sources (including contributions)2019-12-31$23,436,563
Total of all expenses incurred2019-12-31$5,443,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,184,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,184,566
Expenses. Certain deemed distributions of participant loans2019-12-31$31,431
Expenses. Certain deemed distributions of participant loans2019-12-31$31,431
Value of total corrective distributions2019-12-31$2,821
Value of total corrective distributions2019-12-31$2,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,310,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,310,380
Value of total assets at end of year2019-12-31$88,520,871
Value of total assets at end of year2019-12-31$88,520,871
Value of total assets at beginning of year2019-12-31$70,527,515
Value of total assets at beginning of year2019-12-31$70,527,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$224,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$224,389
Total interest from all sources2019-12-31$273,200
Total interest from all sources2019-12-31$273,200
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,316,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,316,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,316,765
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,316,765
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,822,008
Contributions received from participants2019-12-31$3,822,008
Participant contributions at end of year2019-12-31$1,752,306
Participant contributions at end of year2019-12-31$1,752,306
Participant contributions at beginning of year2019-12-31$1,732,450
Participant contributions at beginning of year2019-12-31$1,732,450
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,989,751
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,716,696
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,716,696
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$538,943
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$538,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,878
Other income not declared elsewhere2019-12-31$1,114,669
Other income not declared elsewhere2019-12-31$1,114,669
Administrative expenses (other) incurred2019-12-31$161,020
Administrative expenses (other) incurred2019-12-31$161,020
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$19,346
Total non interest bearing cash at beginning of year2019-12-31$19,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,993,356
Value of net assets at end of year (total assets less liabilities)2019-12-31$88,520,871
Value of net assets at end of year (total assets less liabilities)2019-12-31$88,520,871
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,527,515
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,527,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$63,369
Investment advisory and management fees2019-12-31$63,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,892,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,892,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$58,255,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$58,255,549
Interest on participant loans2019-12-31$116,802
Interest on participant loans2019-12-31$116,802
Interest earned on other investments2019-12-31$156,398
Interest earned on other investments2019-12-31$156,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$101,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$101,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$101,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$101,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,881,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,881,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,699,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,699,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,421,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,421,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,949,429
Contributions received in cash from employer2019-12-31$2,949,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,184,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,184,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,927,841
Total of all expenses incurred2018-12-31$4,441,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,176,504
Expenses. Certain deemed distributions of participant loans2018-12-31$13,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,203,906
Value of total assets at end of year2018-12-31$70,527,515
Value of total assets at beginning of year2018-12-31$72,041,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$251,978
Total interest from all sources2018-12-31$233,049
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,167,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,167,742
Administrative expenses professional fees incurred2018-12-31$13,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,676,441
Participant contributions at end of year2018-12-31$1,732,450
Participant contributions at beginning of year2018-12-31$1,507,454
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,716,696
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,636,900
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$360,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$809
Other income not declared elsewhere2018-12-31$-255,315
Administrative expenses (other) incurred2018-12-31$179,750
Total non interest bearing cash at end of year2018-12-31$19,346
Total non interest bearing cash at beginning of year2018-12-31$14,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,514,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,527,515
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$72,041,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$58,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$58,255,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$60,286,970
Interest on participant loans2018-12-31$89,046
Interest earned on other investments2018-12-31$143,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$101,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$24,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$24,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,699,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,570,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,421,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,166,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,176,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXION HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,084,553
Total of all expenses incurred2017-12-31$4,841,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,540,540
Expenses. Certain deemed distributions of participant loans2017-12-31$23,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,507,612
Value of total assets at end of year2017-12-31$72,041,572
Value of total assets at beginning of year2017-12-31$59,798,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$277,414
Total interest from all sources2017-12-31$223,015
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$915,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$915,304
Administrative expenses professional fees incurred2017-12-31$10,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,322,301
Participant contributions at end of year2017-12-31$1,507,454
Participant contributions at beginning of year2017-12-31$1,484,250
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,636,900
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,492,032
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$166,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$790
Other income not declared elsewhere2017-12-31$605,080
Administrative expenses (other) incurred2017-12-31$189,107
Total non interest bearing cash at end of year2017-12-31$14,133
Total non interest bearing cash at beginning of year2017-12-31$12,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,243,267
Value of net assets at end of year (total assets less liabilities)2017-12-31$72,041,572
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,798,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$78,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$60,286,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,115,835
Interest on participant loans2017-12-31$80,513
Interest earned on other investments2017-12-31$142,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$24,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$36,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$36,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,570,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,656,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,833,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,019,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,540,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXION HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,670,113
Total of all expenses incurred2016-12-31$3,345,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,108,044
Expenses. Certain deemed distributions of participant loans2016-12-31$28,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,785,724
Value of total assets at end of year2016-12-31$59,798,305
Value of total assets at beginning of year2016-12-31$53,473,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$208,659
Total interest from all sources2016-12-31$213,615
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$785,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$785,109
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,036,245
Participant contributions at end of year2016-12-31$1,484,250
Participant contributions at beginning of year2016-12-31$1,447,797
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,492,032
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,714,601
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$181,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,310
Administrative expenses (other) incurred2016-12-31$166,232
Total non interest bearing cash at end of year2016-12-31$12,854
Total non interest bearing cash at beginning of year2016-12-31$8,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,324,883
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,798,305
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,473,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$42,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,115,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,045,456
Interest on participant loans2016-12-31$72,182
Interest earned on other investments2016-12-31$141,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$36,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$29,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$29,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,656,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,226,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,885,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,568,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,108,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXION HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,878,152
Total of all expenses incurred2015-12-31$3,121,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,970,916
Expenses. Certain deemed distributions of participant loans2015-12-31$984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,699,099
Value of total assets at end of year2015-12-31$53,473,422
Value of total assets at beginning of year2015-12-31$50,717,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$149,962
Total interest from all sources2015-12-31$207,921
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$744,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$744,076
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,779,072
Participant contributions at end of year2015-12-31$1,447,797
Participant contributions at beginning of year2015-12-31$1,595,159
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,714,601
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,496,512
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$472,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$601
Other income not declared elsewhere2015-12-31$-74,302
Administrative expenses (other) incurred2015-12-31$149,962
Total non interest bearing cash at end of year2015-12-31$8,480
Total non interest bearing cash at beginning of year2015-12-31$4,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,756,290
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,473,422
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,717,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,045,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,350,499
Interest earned on other investments2015-12-31$135,989
Income. Interest from US Government securities2015-12-31$71,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$29,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,226,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,260,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-698,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,447,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,970,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,987,588
Total of all expenses incurred2014-12-31$4,744,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,523,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,520,004
Value of total assets at end of year2014-12-31$50,717,132
Value of total assets at beginning of year2014-12-31$47,473,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$220,433
Total interest from all sources2014-12-31$205,575
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$643,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$643,761
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,347,549
Participant contributions at end of year2014-12-31$1,595,159
Participant contributions at beginning of year2014-12-31$1,303,558
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,496,512
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,879,145
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$399,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$779
Other income not declared elsewhere2014-12-31$147,371
Administrative expenses (other) incurred2014-12-31$140,804
Total non interest bearing cash at end of year2014-12-31$4,441
Total non interest bearing cash at beginning of year2014-12-31$768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,243,440
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,717,132
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,473,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$79,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$41,350,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,718,250
Interest on participant loans2014-12-31$67,331
Interest earned on other investments2014-12-31$138,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$253,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$253,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,260,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,317,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,470,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,772,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,523,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$12,006,884
Total of all expenses incurred2013-12-31$9,611,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,549,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,372,461
Value of total assets at end of year2013-12-31$47,473,692
Value of total assets at beginning of year2013-12-31$45,078,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$62,852
Total interest from all sources2013-12-31$822,837
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$583,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$583,727
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,183,290
Participant contributions at end of year2013-12-31$1,303,558
Participant contributions at beginning of year2013-12-31$965,873
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,879,145
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,521,316
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$779
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$119,818
Administrative expenses (other) incurred2013-12-31$62,852
Total non interest bearing cash at end of year2013-12-31$768
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,395,003
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,473,692
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,078,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,718,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,195,035
Interest on participant loans2013-12-31$421,566
Interest earned on other investments2013-12-31$401,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$253,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,317,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,396,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,108,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,103,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,549,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,154,668
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,922,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,813,998
Expenses. Certain deemed distributions of participant loans2012-12-31$51,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,825,267
Value of total assets at end of year2012-12-31$45,078,689
Value of total assets at beginning of year2012-12-31$39,846,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,545
Total interest from all sources2012-12-31$573,188
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$444,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$444,690
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,089,889
Participant contributions at end of year2012-12-31$965,873
Participant contributions at beginning of year2012-12-31$846,722
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,521,316
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,304,588
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,232,382
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,078,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,846,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,195,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,351,543
Interest on participant loans2012-12-31$35,097
Interest earned on other investments2012-12-31$538,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,396,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,343,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,311,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,690,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,813,998
Contract administrator fees2012-12-31$56,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,247,479
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,331,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,229,836
Expenses. Certain deemed distributions of participant loans2011-12-31$36,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,242,704
Value of total assets at end of year2011-12-31$39,846,307
Value of total assets at beginning of year2011-12-31$38,930,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,672
Total interest from all sources2011-12-31$621,828
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$314,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$314,424
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,094,222
Participant contributions at end of year2011-12-31$846,722
Participant contributions at beginning of year2011-12-31$767,169
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,304,588
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,199,333
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$170,853
Administrative expenses (other) incurred2011-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$915,875
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,846,307
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,930,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,351,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,618,517
Interest on participant loans2011-12-31$32,410
Interest earned on other investments2011-12-31$589,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,343,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,345,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-931,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,977,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,229,836
Contract administrator fees2011-12-31$65,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,856,181
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,497,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,408,298
Expenses. Certain deemed distributions of participant loans2010-12-31$19,626
Value of total corrective distributions2010-12-31$866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,956,437
Value of total assets at end of year2010-12-31$38,930,432
Value of total assets at beginning of year2010-12-31$34,571,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$68,286
Total interest from all sources2010-12-31$589,494
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$181,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$181,143
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,893,160
Participant contributions at end of year2010-12-31$767,169
Participant contributions at beginning of year2010-12-31$694,030
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,199,333
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$278,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,359,105
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,930,432
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,571,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,618,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,089,869
Interest on participant loans2010-12-31$30,338
Interest earned on other investments2010-12-31$559,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,345,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,787,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,129,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,785,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,408,298
Contract administrator fees2010-12-31$68,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for BROOKS REHABILITATION 403(B) RETIREMENT PLAN

2022: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BROOKS REHABILITATION 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069508
Policy instance 2
Insurance contract or identification numberLTD 654253
Number of Individuals Covered877
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $113,631
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 number51990
Policy instance 1
Insurance contract or identification number51990
Number of Individuals Covered182
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,828
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 $1,381
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069508
Policy instance 2
Insurance contract or identification numberTA069508
Number of Individuals Covered1942
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number51990
Policy instance 1
Insurance contract or identification number51990
Number of Individuals Covered190
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,313
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 $1,715
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069508
Policy instance 2
Insurance contract or identification numberTA069508
Number of Individuals Covered1778
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number51990
Policy instance 1
Insurance contract or identification number51990
Number of Individuals Covered196
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,129
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 $1,038
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069508
Policy instance 1
Insurance contract or identification numberTA069508
Number of Individuals Covered1811
Insurance policy start date2019-01-01
Insurance policy end date2019-05-29
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered210
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,350
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 $1,833
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069508
Policy instance 3
Insurance contract or identification numberTA069508
Number of Individuals Covered1811
Insurance policy start date2019-05-29
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069508
Policy instance 1
Insurance contract or identification numberTA069508
Number of Individuals Covered2068
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered209
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,289
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 $1,812
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered218
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,366
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,871
Insurance broker organization code?3
Insurance broker nameELAINE M STOLL
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069508
Policy instance 1
Insurance contract or identification numberTA069508
Number of Individuals Covered1926
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered233
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMICHAEL C CAIRA
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069508
Policy instance 1
Insurance contract or identification numberTA069508
Number of Individuals Covered1763
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered246
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,167
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 $1,522
Insurance broker organization code?3
Insurance broker nameMICHAEL C CAIRA
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069508
Policy instance 1
Insurance contract or identification numberTA069508
Number of Individuals Covered1437
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069508
Policy instance 1
Insurance contract or identification numberTA069508
Number of Individuals Covered1305
Insurance policy start date2013-10-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered264
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $845
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 $438
Insurance broker organization code?3
Insurance broker nameMCCLAINE, KAREN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51990
Policy instance 3
Insurance contract or identification number51990
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-09-30
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 number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered1286
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51990
Policy instance 1
Insurance contract or identification number51990
Number of Individuals Covered293
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,173
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $1,647
Insurance broker organization code?3
Insurance broker nameKURTZ, BASCOM P
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51990
Policy instance 1
Insurance contract or identification number51990
Number of Individuals Covered309
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered1197
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51990
Policy instance 1
Insurance contract or identification number51990
Number of Individuals Covered360
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $630
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51990
Policy instance 2
Insurance contract or identification number51990
Number of Individuals Covered1209
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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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