401k Plan data: O'CONNOR WOODS 403(B) PLAN plan

O'CONNOR WOODS 403(B) PLAN 401k Plan overview

Plan Name	O'CONNOR WOODS 403(B) PLAN
Plan identification number	005

O'CONNOR WOODS 403(B) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OCONNOR WOODS HOUSING CORP has sponsored the creation of one or more 401k plans.

Company Name: OCONNOR WOODS HOUSING CORP

Employer identification number (EIN): 680201024

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'CONNOR WOODS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 BILL PACE
005 2016-01-01 ARNITA BRADSHAW
005 2015-01-01 ARNITA BRADSHAW
005 2014-01-01 ARNITA BRADSHAW
005 2013-01-01 DEBBIE MURILLO
005 2012-01-01 SHELLI HOFMANN
005 2011-01-01 TRUDY QUIJALVO
005 2010-01-01 TRUDY QUIJALVO
005 2009-01-01
005 2009-01-01 TRUDY QUIJALVO
005 2009-01-01 TRUDY QUIJALVO
005 2009-01-01 TRUDY QUIJALVO TRUDY QUIJALVO 2010-10-15
005 2009-01-01 TRUDY QUIJALVO TRUDY QUIJALVO 2011-04-15
005 2009-01-01 TRUDY QUIJALVO
005 2009-01-01 TRUDY QUIJALVO
005 2009-01-01 TRUDY QUIJALVO TRUDY QUIJALVO 2011-04-15
005 2009-01-01 TRUDY QUIJALVO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01
005	2021-01-01
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	BILL PACE
005	2016-01-01	ARNITA BRADSHAW
005	2015-01-01	ARNITA BRADSHAW
005	2014-01-01	ARNITA BRADSHAW
005	2013-01-01	DEBBIE MURILLO
005	2012-01-01	SHELLI HOFMANN
005	2011-01-01	TRUDY QUIJALVO
005	2010-01-01	TRUDY QUIJALVO
005	2009-01-01
005	2009-01-01	TRUDY QUIJALVO
005	2009-01-01	TRUDY QUIJALVO
005	2009-01-01	TRUDY QUIJALVO	TRUDY QUIJALVO	2010-10-15
005	2009-01-01	TRUDY QUIJALVO	TRUDY QUIJALVO	2011-04-15
005	2009-01-01	TRUDY QUIJALVO
005	2009-01-01	TRUDY QUIJALVO
005	2009-01-01	TRUDY QUIJALVO	TRUDY QUIJALVO	2011-04-15
005	2009-01-01	TRUDY QUIJALVO

Plan Statistics for O'CONNOR WOODS 403(B) PLAN

401k plan membership statisitcs for O'CONNOR WOODS 403(B) PLAN

Measure Date Value
2022: O'CONNOR WOODS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 312
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 90
Total of all active and inactive participants 2022-01-01 409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 409
Number of participants with account balances 2022-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: O'CONNOR WOODS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 310
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 84
Total of all active and inactive participants 2021-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 402
Number of participants with account balances 2021-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: O'CONNOR WOODS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 455
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 345
Number of retired or separated participants receiving benefits 2020-01-01 16
Number of other retired or separated participants entitled to future benefits 2020-01-01 77
Total of all active and inactive participants 2020-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 438
Number of participants with account balances 2020-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: O'CONNOR WOODS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 443
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 361
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 94
Total of all active and inactive participants 2019-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 455
Number of participants with account balances 2019-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: O'CONNOR WOODS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 365
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 78
Total of all active and inactive participants 2018-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 443
Number of participants with account balances 2018-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: O'CONNOR WOODS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 365
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 84
Total of all active and inactive participants 2017-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 449
Number of participants with account balances 2017-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: O'CONNOR WOODS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 385
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 82
Total of all active and inactive participants 2016-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 467
Number of participants with account balances 2016-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: O'CONNOR WOODS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 357
Number of other retired or separated participants entitled to future benefits 2015-01-01 75
Total of all active and inactive participants 2015-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 432
Number of participants with account balances 2015-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: O'CONNOR WOODS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 328
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 80
Total of all active and inactive participants 2014-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 408
Number of participants with account balances 2014-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: O'CONNOR WOODS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 295
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 61
Total of all active and inactive participants 2013-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 356
Number of participants with account balances 2013-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: O'CONNOR WOODS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 286
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 62
Total of all active and inactive participants 2012-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 348
Number of participants with account balances 2012-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: O'CONNOR WOODS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 293
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 351
Number of participants with account balances 2011-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: O'CONNOR WOODS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 311
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 43
Total of all active and inactive participants 2010-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 354
Number of participants with account balances 2010-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: O'CONNOR WOODS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 313
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 313
Number of participants with account balances 2009-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: O'CONNOR WOODS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	312
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	90
Total of all active and inactive participants	2022-01-01	409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	409
Number of participants with account balances	2022-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: O'CONNOR WOODS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	310
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	84
Total of all active and inactive participants	2021-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	402
Number of participants with account balances	2021-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: O'CONNOR WOODS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	455
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	345
Number of retired or separated participants receiving benefits	2020-01-01	16
Number of other retired or separated participants entitled to future benefits	2020-01-01	77
Total of all active and inactive participants	2020-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	438
Number of participants with account balances	2020-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: O'CONNOR WOODS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	443
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	361
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	94
Total of all active and inactive participants	2019-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	455
Number of participants with account balances	2019-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: O'CONNOR WOODS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	365
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	78
Total of all active and inactive participants	2018-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	443
Number of participants with account balances	2018-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: O'CONNOR WOODS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	365
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	84
Total of all active and inactive participants	2017-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	449
Number of participants with account balances	2017-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: O'CONNOR WOODS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	385
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	82
Total of all active and inactive participants	2016-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	467
Number of participants with account balances	2016-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: O'CONNOR WOODS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	357
Number of other retired or separated participants entitled to future benefits	2015-01-01	75
Total of all active and inactive participants	2015-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	432
Number of participants with account balances	2015-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: O'CONNOR WOODS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	328
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	80
Total of all active and inactive participants	2014-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	408
Number of participants with account balances	2014-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: O'CONNOR WOODS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	295
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	61
Total of all active and inactive participants	2013-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	356
Number of participants with account balances	2013-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: O'CONNOR WOODS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	286
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	62
Total of all active and inactive participants	2012-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	348
Number of participants with account balances	2012-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: O'CONNOR WOODS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	293
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	351
Number of participants with account balances	2011-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: O'CONNOR WOODS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	311
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	43
Total of all active and inactive participants	2010-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	354
Number of participants with account balances	2010-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: O'CONNOR WOODS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	313
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	313
Number of participants with account balances	2009-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on O'CONNOR WOODS 403(B) PLAN

Measure	Date	Value
2022 : O'CONNOR WOODS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-511,694
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$947,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$946,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$440,920
Value of total assets at end of year	2022-12-31	$6,159,431
Value of total assets at beginning of year	2022-12-31	$7,618,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$784
Total interest from all sources	2022-12-31	$84,474
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$331,441
Participant contributions at end of year	2022-12-31	$232,402
Participant contributions at beginning of year	2022-12-31	$220,988
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$16,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,458,900
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,159,431
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,618,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,640,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,137,905
Interest earned on other investments	2022-12-31	$84,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,285,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,259,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,037,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$92,601
Employer contributions (assets) at end of year	2022-12-31	$1,338
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$946,422
Contract administrator fees	2022-12-31	$784
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2022-12-31	680290029
2021 : O'CONNOR WOODS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,214,991
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$687,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$685,477
Value of total corrective distributions	2021-12-31	$1,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$403,405
Value of total assets at end of year	2021-12-31	$7,618,331
Value of total assets at beginning of year	2021-12-31	$7,091,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,174
Total interest from all sources	2021-12-31	$84,867
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$322,118
Participant contributions at end of year	2021-12-31	$220,988
Participant contributions at beginning of year	2021-12-31	$193,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$527,015
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,618,331
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,091,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,137,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,521,216
Interest earned on other investments	2021-12-31	$84,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,259,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,376,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$726,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$81,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$685,477
Contract administrator fees	2021-12-31	$1,174
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2021-12-31	680290029
2020 : O'CONNOR WOODS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,292,616
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$689,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$689,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$478,392
Value of total assets at end of year	2020-12-31	$7,091,316
Value of total assets at beginning of year	2020-12-31	$6,488,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$815
Total interest from all sources	2020-12-31	$85,424
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$330,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$349,081
Participant contributions at end of year	2020-12-31	$193,222
Participant contributions at beginning of year	2020-12-31	$237,757
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$42,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$602,715
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,091,316
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,488,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,521,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,933,788
Interest earned on other investments	2020-12-31	$85,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,376,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,317,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$728,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$86,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$689,086
Contract administrator fees	2020-12-31	$815
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2020-12-31	680290029
2019 : O'CONNOR WOODS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,310,429
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$435,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$434,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$465,244
Value of total assets at end of year	2019-12-31	$6,488,601
Value of total assets at beginning of year	2019-12-31	$5,613,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$530
Total interest from all sources	2019-12-31	$87,462
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$330,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$368,542
Participant contributions at end of year	2019-12-31	$237,757
Participant contributions at beginning of year	2019-12-31	$281,836
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$875,072
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,488,601
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,613,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,933,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,164,806
Interest earned on other investments	2019-12-31	$87,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,317,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,166,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$757,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$86,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$434,827
Contract administrator fees	2019-12-31	$530
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2019-12-31	680290029
2018 : O'CONNOR WOODS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$305,044
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$464,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$464,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$440,981
Value of total assets at end of year	2018-12-31	$5,613,529
Value of total assets at beginning of year	2018-12-31	$5,773,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6
Total interest from all sources	2018-12-31	$80,157
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$330,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$348,271
Participant contributions at end of year	2018-12-31	$281,836
Participant contributions at beginning of year	2018-12-31	$201,739
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-159,944
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,613,529
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,773,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,164,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,493,070
Interest earned on other investments	2018-12-31	$80,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,166,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,078,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-216,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$88,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$464,982
Contract administrator fees	2018-12-31	$6
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2018-12-31	680290029
2017 : O'CONNOR WOODS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,097,510
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$572,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$572,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$445,517
Value of total assets at end of year	2017-12-31	$5,773,473
Value of total assets at beginning of year	2017-12-31	$5,248,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$229
Total interest from all sources	2017-12-31	$68,754
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$4,800,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$361,249
Participant contributions at end of year	2017-12-31	$201,739
Participant contributions at beginning of year	2017-12-31	$235,069
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$525,261
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,773,473
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,248,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,493,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,143,799
Interest earned on other investments	2017-12-31	$68,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,078,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,869,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$583,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$84,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$572,020
Contract administrator fees	2017-12-31	$229
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2017-12-31	680290029
2016 : O'CONNOR WOODS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$718,890
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$322,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$322,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$430,458
Value of total assets at end of year	2016-12-31	$5,248,212
Value of total assets at beginning of year	2016-12-31	$4,851,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$47
Total interest from all sources	2016-12-31	$66,915
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$4,800,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$321,287
Participant contributions at end of year	2016-12-31	$235,069
Participant contributions at beginning of year	2016-12-31	$224,384
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$24,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$396,543
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,248,212
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,851,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,143,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,916,641
Interest earned on other investments	2016-12-31	$66,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,869,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,710,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$221,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$84,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$322,300
Contract administrator fees	2016-12-31	$47
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2016-12-31	680290029
2015 : O'CONNOR WOODS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$494,810
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$719,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$719,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$469,134
Value of total assets at end of year	2015-12-31	$4,851,669
Value of total assets at beginning of year	2015-12-31	$5,076,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$145
Total interest from all sources	2015-12-31	$62,358
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$4,800,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$380,046
Participant contributions at end of year	2015-12-31	$224,384
Participant contributions at beginning of year	2015-12-31	$260,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-224,971
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,851,669
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,076,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,916,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,196,641
Interest earned on other investments	2015-12-31	$62,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,710,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,619,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-36,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$89,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$719,636
Contract administrator fees	2015-12-31	$145
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2015-12-31	680290029
2014 : O'CONNOR WOODS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$558,112
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$158,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$158,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$321,013
Value of total assets at end of year	2014-12-31	$5,076,640
Value of total assets at beginning of year	2014-12-31	$4,676,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$26
Total interest from all sources	2014-12-31	$59,679
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$330,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$249,337
Participant contributions at end of year	2014-12-31	$260,995
Participant contributions at beginning of year	2014-12-31	$222,811
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$400,085
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,076,640
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,676,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,196,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,937,828
Interest earned on other investments	2014-12-31	$59,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,619,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,515,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$177,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$62,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$158,001
Contract administrator fees	2014-12-31	$26
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2014-12-31	680290029
2013 : O'CONNOR WOODS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,096,770
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$342,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$333,366
Value of total corrective distributions	2013-12-31	$9,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$489,346
Value of total assets at end of year	2013-12-31	$4,676,555
Value of total assets at beginning of year	2013-12-31	$3,922,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$25
Total interest from all sources	2013-12-31	$52,901
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$330,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$322,103
Participant contributions at end of year	2013-12-31	$222,811
Participant contributions at beginning of year	2013-12-31	$182,331
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$85,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$753,789
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,676,555
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,922,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,937,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,365,693
Interest earned on other investments	2013-12-31	$52,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,515,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,374,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$554,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$81,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$333,366
Contract administrator fees	2013-12-31	$25
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2013-12-31	680290029
2012 : O'CONNOR WOODS 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$767,439
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$308,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$307,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$446,895
Value of total assets at end of year	2012-12-31	$3,922,766
Value of total assets at beginning of year	2012-12-31	$3,463,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$792
Total interest from all sources	2012-12-31	$46,818
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$330,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$336,848
Participant contributions at end of year	2012-12-31	$182,331
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$459,067
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,922,766
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,463,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,365,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,079,409
Interest earned on other investments	2012-12-31	$46,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,374,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,384,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$273,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$90,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$307,580
Contract administrator fees	2012-12-31	$792
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCHWARTZ GIANNINI LANTSBERGER ADAMS
Accountancy firm EIN	2012-12-31	680290029
2011 : O'CONNOR WOODS 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$473,698
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$102,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$101,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$474,609
Value of total assets at end of year	2011-12-31	$3,463,699
Value of total assets at beginning of year	2011-12-31	$3,092,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$982
Total interest from all sources	2011-12-31	$45,573
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$330,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$95,241
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$370,932
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,463,699
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,092,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,079,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,886,024
Interest earned on other investments	2011-12-31	$45,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,384,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,206,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-46,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$376,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$101,784
Contract administrator fees	2011-12-31	$982
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOWMAN & COMPANY LLP
Accountancy firm EIN	2011-12-31	941481988
2010 : O'CONNOR WOODS 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$804,060
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$128,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$128,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$533,232
Value of total assets at end of year	2010-12-31	$3,092,767
Value of total assets at beginning of year	2010-12-31	$2,417,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$202
Total interest from all sources	2010-12-31	$41,535
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$390,734
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$52,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$675,152
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,092,767
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,417,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,886,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,360,054
Interest earned on other investments	2010-12-31	$41,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,206,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,057,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$229,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$90,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$128,706
Contract administrator fees	2010-12-31	$202
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BOWMAN & COMPANY LLP
Accountancy firm EIN	2010-12-31	941481988

Form 5500 Responses for O'CONNOR WOODS 403(B) PLAN

2022: O'CONNOR WOODS 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: O'CONNOR WOODS 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: O'CONNOR WOODS 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: O'CONNOR WOODS 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: O'CONNOR WOODS 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: O'CONNOR WOODS 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: O'CONNOR WOODS 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: O'CONNOR WOODS 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: O'CONNOR WOODS 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: O'CONNOR WOODS 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: O'CONNOR WOODS 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: O'CONNOR WOODS 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: O'CONNOR WOODS 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: O'CONNOR WOODS 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	189
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $17,030
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,030
Insurance broker organization code?	4

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	193
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $14,833
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,833
Insurance broker organization code?	4

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	199
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $17,746
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,746
Insurance broker organization code?	4

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	211
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $17,889
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,889
Insurance broker organization code?	4

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	205
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $16,937
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,937
Insurance broker organization code?	4

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	200
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,919
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,919
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	180
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $21,326
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,326
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	182
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,054
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,054
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	173
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $16,461
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,461
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	173
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $13,831
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,831
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	175
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $11,332
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

CR22806

Policy instance

Insurance contract or identification number	CR22806
Number of Individuals Covered	173
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $13,697
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OCONNOR WOODS HOUSING CORP
Employer identification number (EIN):	680201024
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities