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MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 401k Plan overview

Plan NameMOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN
Plan identification number 001

MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

MOTHER ANGELINE MCCRORY MANOR, INC. has sponsored the creation of one or more 401k plans.

Company Name:MOTHER ANGELINE MCCRORY MANOR, INC.
Employer identification number (EIN):912134683
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MOTHER ANGELINE MCCRORY MANOR, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2001-03-13
Company Identification Number: 1220514
Legal Registered Office Address: 41 S. HIGH STREET - #2600
-
COLUMBUS
United States of America (USA)
43215

More information about MOTHER ANGELINE MCCRORY MANOR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012017-01-01JAMES P. SILK2019-10-04
0012016-01-01
0012015-01-01
0012014-01-01SHERRY WORTHINGTON
0012013-01-01SHERRY WORTHINGTON
0012012-01-01SHERRY WORTHINGTON
0012011-01-01SHERRY WORTHINGTON
0012009-01-01SHERRY WORTHINGTON
0012009-01-01SHERRY WORTHINGTON
0012009-01-01SHERRY WORTHINGTON
0012009-01-01SHERRY WORTHINGTON
0012009-01-01SHERRY WORTHINGTON

Plan Statistics for MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN

401k plan membership statisitcs for MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN

Measure Date Value
2017: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01316
Total number of active participants reported on line 7a of the Form 55002017-01-01301
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01363
Number of participants with account balances2017-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01308
Total number of active participants reported on line 7a of the Form 55002016-01-01287
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01316
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-01246
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01283
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01249
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01267
Number of participants with account balances2014-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01281
Total number of active participants reported on line 7a of the Form 55002013-01-01250
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01276
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01253
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01281
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0194
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01109
Number of participants with account balances2009-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN

Measure Date Value
2017 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$237,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$125,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$106,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$134,615
Value of total assets at end of year2017-12-31$937,222
Value of total assets at beginning of year2017-12-31$825,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,746
Total interest from all sources2017-12-31$2,077
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$118,031
Participant contributions at end of year2017-12-31$14,799
Participant contributions at beginning of year2017-12-31$3,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$112,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$937,222
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$825,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$699,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$573,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$22,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$22,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$22,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$184,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$207,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$100,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,584
Employer contributions (assets) at end of year2017-12-31$16,584
Employer contributions (assets) at beginning of year2017-12-31$17,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$106,532
Contract administrator fees2017-12-31$15,223
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HW&CO.
Accountancy firm EIN2017-12-31341663157
2016 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$197,024
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$111,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$94,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$137,008
Value of total assets at end of year2016-12-31$825,077
Value of total assets at beginning of year2016-12-31$739,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,805
Total interest from all sources2016-12-31$2,377
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$100,805
Participant contributions at end of year2016-12-31$3,705
Participant contributions at beginning of year2016-12-31$7,094
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$85,501
Value of net assets at end of year (total assets less liabilities)2016-12-31$825,077
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$739,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$573,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$494,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$22,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$27,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$27,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$207,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$196,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$57,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,178
Employer contributions (assets) at end of year2016-12-31$17,178
Employer contributions (assets) at beginning of year2016-12-31$15,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$94,718
Contract administrator fees2016-12-31$11,242
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HW&CO.
Accountancy firm EIN2016-12-31341663157
2015 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$93,714
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$83,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$109,088
Value of total assets at end of year2015-12-31$739,576
Value of total assets at beginning of year2015-12-31$729,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,770
Total interest from all sources2015-12-31$2,228
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$93,989
Participant contributions at end of year2015-12-31$7,094
Participant contributions at beginning of year2015-12-31$3,284
Administrative expenses (other) incurred2015-12-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$10,522
Value of net assets at end of year (total assets less liabilities)2015-12-31$739,576
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$729,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$494,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$483,673
Interest earned on other investments2015-12-31$2,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$26,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$26,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$196,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$201,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,099
Employer contributions (assets) at end of year2015-12-31$15,099
Employer contributions (assets) at beginning of year2015-12-31$14,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,422
Contract administrator fees2015-12-31$9,995
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HW&CO.
Accountancy firm EIN2015-12-31341663157
2014 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$124,831
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$101,942
Value of total assets at end of year2014-12-31$729,054
Value of total assets at beginning of year2014-12-31$636,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,505
Total interest from all sources2014-12-31$2,576
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$87,083
Participant contributions at end of year2014-12-31$3,284
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$812
Administrative expenses (other) incurred2014-12-31$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$92,985
Value of net assets at end of year (total assets less liabilities)2014-12-31$729,054
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$636,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$483,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$418,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$26,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$27,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$27,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$201,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$175,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,047
Employer contributions (assets) at end of year2014-12-31$14,047
Employer contributions (assets) at beginning of year2014-12-31$14,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,341
Contract administrator fees2014-12-31$9,277
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HW&CO.
Accountancy firm EIN2014-12-31341663157
2013 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$175,357
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$78,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$91,108
Value of total assets at end of year2013-12-31$636,069
Value of total assets at beginning of year2013-12-31$539,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,925
Total interest from all sources2013-12-31$2,816
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$76,168
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$96,948
Value of net assets at end of year (total assets less liabilities)2013-12-31$636,069
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$539,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$418,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$328,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$27,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$46,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$46,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$175,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$149,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$81,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,940
Employer contributions (assets) at end of year2013-12-31$14,556
Employer contributions (assets) at beginning of year2013-12-31$11,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,484
Contract administrator fees2013-12-31$7,982
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HW&CO.
Accountancy firm EIN2013-12-31341663157
2012 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$123,599
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$77,607
Value of total assets at end of year2012-12-31$539,121
Value of total assets at beginning of year2012-12-31$430,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,267
Total interest from all sources2012-12-31$3,043
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$64,161
Participant contributions at end of year2012-12-31$2,790
Participant contributions at beginning of year2012-12-31$2,513
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$108,493
Value of net assets at end of year (total assets less liabilities)2012-12-31$539,121
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$430,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$328,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$248,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$46,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$50,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$50,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$149,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$110,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$42,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,874
Employer contributions (assets) at end of year2012-12-31$11,874
Employer contributions (assets) at beginning of year2012-12-31$18,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,839
Contract administrator fees2012-12-31$6,929
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOWARD WERSHBALE & CO
Accountancy firm EIN2012-12-31341663157
2011 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$95,567
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$63,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$103,286
Value of total assets at end of year2011-12-31$430,628
Value of total assets at beginning of year2011-12-31$398,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,982
Total interest from all sources2011-12-31$2,434
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$82,634
Participant contributions at end of year2011-12-31$2,513
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$31,907
Value of net assets at end of year (total assets less liabilities)2011-12-31$430,628
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$398,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$248,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$241,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$50,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$42,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$42,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$110,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$96,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$18,832
Employer contributions (assets) at end of year2011-12-31$18,832
Employer contributions (assets) at beginning of year2011-12-31$18,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,678
Contract administrator fees2011-12-31$6,314
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOWARD WERSHBALE & CO
Accountancy firm EIN2011-12-31341663157
2010 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2010 401k financial data
Total income from all sources2010-12-31$150,064
Expenses. Total of all expenses incurred2010-12-31$121,499
Benefits paid (including direct rollovers)2010-12-31$121,499
Total plan assets at end of year2010-12-31$386,816
Total plan assets at beginning of year2010-12-31$358,251
Total contributions received or receivable from participants2010-12-31$106,763
Contributions received from other sources (not participants or employers)2010-12-31$885
Other income received2010-12-31$22,112
Net income (gross income less expenses)2010-12-31$28,565
Net plan assets at end of year (total assets less liabilities)2010-12-31$386,816
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$358,251
Total contributions received or receivable from employer(s)2010-12-31$20,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN

2017: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MOTHER ANGELINE MCCRORY MANOR, INC. 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WZ88
Policy instance 1
Insurance contract or identification numberGAP-B2-WZ88
Number of Individuals Covered35
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,086
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,086
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WZ88
Policy instance 1
Insurance contract or identification numberGAP-B2-WZ88
Number of Individuals Covered107
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,139
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,139
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WZ88
Policy instance 1
Insurance contract or identification numberGAP-B2-WZ88
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $752
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WZ88
Policy instance 1
Insurance contract or identification numberGAP-B2-WZ88
Number of Individuals Covered100
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $556
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WZ88
Policy instance 1
Insurance contract or identification numberGAP-B2-WZ88
Number of Individuals Covered28
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $583
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $583
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WZ88
Policy instance 1
Insurance contract or identification numberGAP-B2-WZ88
Number of Individuals Covered184
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $770
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WZ88
Policy instance 1
Insurance contract or identification numberGAP-B2-WZ88
Number of Individuals Covered129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,193
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,193
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameINVEST FINANCIAL CORPORATION

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