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THE HERITAGE 401(K) PLAN 401k Plan overview

Plan NameTHE HERITAGE 401(K) PLAN
Plan identification number 009

THE HERITAGE 401(K) 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SAN FRANCISCO LADIES PROTECTION RELIEF SOCIETY A.K.A.THE HERITAGE has sponsored the creation of one or more 401k plans.

Company Name:SAN FRANCISCO LADIES PROTECTION RELIEF SOCIETY A.K.A.THE HERITAGE
Employer identification number (EIN):941156611
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERITAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092020-01-01
0092019-01-01
0092018-01-01
0092018-01-01
0092018-01-01
0092017-01-01JOSEPH CONROY JOSEPH CONROY2018-10-12
0092016-01-01JOSEPH CONROY JOSEPH CONROY2017-10-13
0092015-01-01JOSEPH CONROY2016-09-07 JOSEPH CONROY2016-09-07
0092014-01-01JOSEPH CONROY2015-09-21 JOSEPH CONROY2015-09-21
0092013-01-01JOSEPH CONROY2014-06-30 JOSEPH CONROY2014-06-30
0092012-01-01JOSEPH CONROY2013-07-22
0092011-01-01JOSEPH CONROY2012-10-02
0092010-01-01CYNTHIA JOHNSON2011-09-27 CYNTHIA JOHNSON2011-09-27

Plan Statistics for THE HERITAGE 401(K) PLAN

401k plan membership statisitcs for THE HERITAGE 401(K) PLAN

Measure Date Value
2020: THE HERITAGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01112
Total number of active participants reported on line 7a of the Form 55002020-01-0177
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01124
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE HERITAGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-0166
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01112
Number of participants with account balances2019-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HERITAGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01132
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HERITAGE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-0175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01123
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HERITAGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01123
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01130
Number of participants with account balances2016-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on THE HERITAGE 401(K) PLAN

Measure Date Value
2020 : THE HERITAGE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$891,506
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$420,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$419,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$350,375
Value of total assets at end of year2020-12-31$5,199,295
Value of total assets at beginning of year2020-12-31$4,728,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,260
Total interest from all sources2020-12-31$15,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$42,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$42,448
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$179,359
Administrative expenses (other) incurred2020-12-31$1,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$471,087
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,199,295
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,728,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,842,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,665,157
Interest earned on other investments2020-12-31$15,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,356,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,063,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$483,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$171,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$419,159
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY, US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE HERITAGE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,077,053
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$948,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$946,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$325,644
Value of total assets at end of year2019-12-31$4,728,208
Value of total assets at beginning of year2019-12-31$4,600,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,377
Total interest from all sources2019-12-31$15,600
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$61,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$61,882
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$166,907
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,948
Other income not declared elsewhere2019-12-31$-3
Administrative expenses (other) incurred2019-12-31$2,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$128,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,728,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,600,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,665,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,497,480
Interest earned on other investments2019-12-31$15,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,063,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,102,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$673,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$153,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$946,534
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SQUAR MILNER LLP
Accountancy firm EIN2019-12-31330835986
2018 : THE HERITAGE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$104,822
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$793,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$791,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$343,740
Value of total assets at end of year2018-12-31$4,600,066
Value of total assets at beginning of year2018-12-31$5,288,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,770
Total interest from all sources2018-12-31$13,364
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$54,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$54,746
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$190,152
Administrative expenses (other) incurred2018-12-31$1,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-688,266
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,600,066
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,288,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,497,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,162,334
Interest earned on other investments2018-12-31$13,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,102,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,125,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-307,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$153,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$791,318
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SQUAR MILNER LLP
Accountancy firm EIN2018-12-31330835986
2017 : THE HERITAGE 401(K) 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$1,001,109
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$159,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$158,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$324,689
Value of total assets at end of year2017-12-31$5,288,332
Value of total assets at beginning of year2017-12-31$4,446,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$511
Total interest from all sources2017-12-31$16,978
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$44,555
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$175,436
Administrative expenses (other) incurred2017-12-31$511
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$841,968
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,288,332
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,446,364
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,162,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,467,282
Interest earned on other investments2017-12-31$16,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,125,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$979,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$614,887
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$149,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$158,630
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 name2017-12-31SQUAR MILNER LLP
Accountancy firm EIN2017-12-31330835986
2016 : THE HERITAGE 401(K) 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$637,451
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$100,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$100,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$346,910
Value of total assets at end of year2016-12-31$4,446,364
Value of total assets at beginning of year2016-12-31$3,909,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$9,813
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$46,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$46,730
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$405,244
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$177,439
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$537,213
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,446,364
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,909,151
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,467,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,083,262
Interest earned on other investments2016-12-31$9,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$979,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$825,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$233,998
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$169,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$100,238
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 name2016-12-31DZH PHILLIPS LLP
Accountancy firm EIN2016-12-31264677183

Form 5500 Responses for THE HERITAGE 401(K) PLAN

2020: THE HERITAGE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HERITAGE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HERITAGE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HERITAGE 401(K) 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: THE HERITAGE 401(K) 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040464
Policy instance 1
Insurance contract or identification number040464
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040464
Policy instance 1
Insurance contract or identification number040464
Number of Individuals Covered112
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040464
Policy instance 1
Insurance contract or identification number040464
Number of Individuals Covered132
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040464
Policy instance 1
Insurance contract or identification number040464
Number of Individuals Covered123
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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