HERITAGE CONVALESCENT CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE SAFETY PROGRAM BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2016: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 100 |
| Total of all active and inactive participants | 2016-01-01 | 100 |
| Total participants | 2016-01-01 | 100 |
| 2015: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 100 |
| Total of all active and inactive participants | 2015-01-01 | 100 |
| Total participants | 2015-01-01 | 100 |
| 2014: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-15 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-15 | 100 |
| Total of all active and inactive participants | 2014-01-15 | 100 |
| Total participants | 2014-01-15 | 100 |
| 2012: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 25 |
| Total of all active and inactive participants | 2012-08-01 | 25 |
| 2011: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 25 |
| Total of all active and inactive participants | 2011-08-01 | 25 |
| Total participants | 2011-08-01 | 25 |
| 2009: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 29 |
| Total of all active and inactive participants | 2009-08-01 | 29 |
| Total participants | 2009-08-01 | 29 |
| Measure | Date | Value |
|---|
| 2013 : EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $210,408 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $209,988 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $188,288 |
| Total plan assets at end of year | 2013-07-31 | $12,095 |
| Total plan assets at beginning of year | 2013-07-31 | $11,674 |
| Net income (gross income less expenses) | 2013-07-31 | $420 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $12,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $11,674 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $210,408 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $21,700 |
| 2012 : EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $225,501 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $224,700 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $189,387 |
| Total plan assets at end of year | 2012-07-31 | $11,674 |
| Total plan assets at beginning of year | 2012-07-31 | $10,873 |
| Expenses. Other expenses not covered elsewhere | 2012-07-31 | $6,770 |
| Net income (gross income less expenses) | 2012-07-31 | $801 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $11,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $10,873 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $225,501 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $28,543 |
| 2011 : EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-07-31 | $5,014 |
| Total income from all sources | 2011-07-31 | $267,145 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $261,381 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $230,459 |
| Total plan assets at end of year | 2011-07-31 | $10,873 |
| Total plan assets at beginning of year | 2011-07-31 | $10,122 |
| Expenses. Other expenses not covered elsewhere | 2011-07-31 | $6,266 |
| Net income (gross income less expenses) | 2011-07-31 | $5,764 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $10,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $5,108 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $267,145 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $24,656 |
| 2016: EMPLOYEE SAFETY PROGRAM BENEFIT 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 – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: EMPLOYEE SAFETY PROGRAM BENEFIT 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 – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-15 | Type of plan entity | Single employer plan |
| 2014-01-15 | Submission has been amended | No |
| 2014-01-15 | This submission is the final filing | No |
| 2014-01-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-01-15 | Plan is a collectively bargained plan | No |
| 2014-01-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EMPLOYEE SAFETY PROGRAM BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | 40-18-998 |
| Policy instance | 1 |
| Insurance contract or identification number | 40-18-998 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $16,839 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $112,257 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,839 | | Insurance broker organization code? | 5 | | Insurance broker name | SWA INSURANCE SERVICES |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 575844 |
| Policy instance | 2 |
| Insurance contract or identification number | 575844 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $113 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $753 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $113 | | Insurance broker organization code? | 5 | | Insurance broker name | SWA INSURANCE SERVICES |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | 40-18-998 |
| Policy instance | 1 |
| Insurance contract or identification number | 40-18-998 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $21,326 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $141,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 575844 |
| Policy instance | 2 |
| Insurance contract or identification number | 575844 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $129 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $863 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | 40-18-998 |
| Policy instance | 1 |
| Insurance contract or identification number | 40-18-998 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $18,056 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $120,372 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 575844 |
| Policy instance | 2 |
| Insurance contract or identification number | 575844 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $126 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $839 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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