?>
Logo

LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN
Plan identification number 001

LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION
Employer identification number (EIN):951693538
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0218883

More information about LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK MINNIS
0012016-01-01MARK MINNIS
0012015-01-01MARK MINNIS
0012014-01-01MARK MINNIS
0012013-01-01MARK MINNIS
0012012-01-01MARK L. MINNIS
0012011-01-01MARK L. MINNIS
0012010-01-01MARK MINNIS
0012009-01-01MARK MINNIS MARK MINNIS2010-10-11

Plan Statistics for LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01276
Total number of active participants reported on line 7a of the Form 55002022-01-01228
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01280
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01316
Total number of active participants reported on line 7a of the Form 55002021-01-01226
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01276
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01333
Total number of active participants reported on line 7a of the Form 55002020-01-01267
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01316
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01325
Total number of active participants reported on line 7a of the Form 55002019-01-01286
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01333
Number of participants with account balances2019-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01345
Total number of active participants reported on line 7a of the Form 55002018-01-01279
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01325
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01339
Total number of active participants reported on line 7a of the Form 55002017-01-01299
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01345
Number of participants with account balances2017-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01339
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01360
Total number of active participants reported on line 7a of the Form 55002015-01-01307
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01352
Number of participants with account balances2015-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01390
Total number of active participants reported on line 7a of the Form 55002014-01-01318
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01360
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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01347
Total number of active participants reported on line 7a of the Form 55002013-01-01347
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01390
Number of participants with account balances2013-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01347
Total number of active participants reported on line 7a of the Form 55002012-01-01302
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01347
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01326
Total number of active participants reported on line 7a of the Form 55002011-01-01303
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01347
Number of participants with account balances2011-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01299
Total number of active participants reported on line 7a of the Form 55002010-01-01281
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01326
Number of participants with account balances2010-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01250
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01299
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-156,145
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$268,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$268,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$506,753
Value of total assets at end of year2022-12-31$8,621,616
Value of total assets at beginning of year2022-12-31$9,046,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$207,189
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$413,318
Participant contributions at end of year2022-12-31$21,324
Participant contributions at beginning of year2022-12-31$28,457
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$93,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-425,115
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,621,616
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,046,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,087,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,017,785
Interest earned on other investments2022-12-31$207,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,512,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,000,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-870,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$268,970
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WALTERS & SKLYAR LLP
Accountancy firm EIN2022-12-31475677171
2021 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,655,043
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$138,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$138,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$855,947
Value of total assets at end of year2021-12-31$9,046,731
Value of total assets at beginning of year2021-12-31$7,529,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50
Total interest from all sources2021-12-31$175,506
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$419,472
Participant contributions at end of year2021-12-31$28,457
Participant contributions at beginning of year2021-12-31$14,190
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$436,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,516,882
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,046,731
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,529,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,017,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,400,720
Interest on participant loans2021-12-31$18
Interest earned on other investments2021-12-31$175,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,000,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,114,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$623,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$138,111
Contract administrator fees2021-12-31$50
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WALTERS & SKLYAR LLP
Accountancy firm EIN2021-12-31475677171
2020 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$1,680,120
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$81,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$81,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$967,142
Value of total assets at end of year2020-12-31$7,529,849
Value of total assets at beginning of year2020-12-31$5,931,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$147,078
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$415,448
Participant contributions at end of year2020-12-31$14,190
Participant contributions at beginning of year2020-12-31$20,468
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$551,694
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$1,598,418
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,529,849
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,931,431
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$3,400,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,773,873
Interest on participant loans2020-12-31$103
Interest earned on other investments2020-12-31$146,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,114,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,137,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$565,900
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$81,702
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WALTERS & SKLYAR LLP
Accountancy firm EIN2020-12-31475677171
2019 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$1,186,708
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$487,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$487,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$443,571
Value of total assets at end of year2019-12-31$5,931,431
Value of total assets at beginning of year2019-12-31$5,231,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$113,565
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$437,085
Participant contributions at end of year2019-12-31$20,468
Participant contributions at beginning of year2019-12-31$29,846
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,486
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$699,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,931,431
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,231,960
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$2,773,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,631,678
Interest on participant loans2019-12-31$189
Interest earned on other investments2019-12-31$113,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,137,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,570,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$629,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$487,237
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 name2019-12-31WALTERS & SKYLAR LLP
Accountancy firm EIN2019-12-31475677171
2018 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$395,115
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$189,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$182,632
Expenses. Certain deemed distributions of participant loans2018-12-31$6,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$493,869
Value of total assets at end of year2018-12-31$5,231,960
Value of total assets at beginning of year2018-12-31$5,026,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50
Total interest from all sources2018-12-31$90,369
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$397,670
Participant contributions at end of year2018-12-31$29,846
Participant contributions at beginning of year2018-12-31$50,911
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$96,199
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$205,509
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,231,960
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,026,451
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$2,631,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,816,627
Interest on participant loans2018-12-31$344
Interest earned on other investments2018-12-31$90,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,570,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,158,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-189,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$182,632
Contract administrator fees2018-12-31$50
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 name2018-12-31WALTERS & SKYLAR LLP
Accountancy firm EIN2018-12-31475677171
2017 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$947,761
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$280,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$280,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$429,199
Value of total assets at end of year2017-12-31$5,026,451
Value of total assets at beginning of year2017-12-31$4,358,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50
Total interest from all sources2017-12-31$77,914
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$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$404,199
Participant contributions at end of year2017-12-31$50,911
Participant contributions at beginning of year2017-12-31$67,691
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,000
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$667,516
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,026,451
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,358,935
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$2,816,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,459,298
Interest on participant loans2017-12-31$517
Interest earned on other investments2017-12-31$77,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,158,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,831,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$440,648
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$280,195
Contract administrator fees2017-12-31$50
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 name2017-12-31WALTERS & SKYLAR LLP
Accountancy firm EIN2017-12-31475677171
2016 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$593,109
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$121,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$121,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$373,526
Value of total assets at end of year2016-12-31$4,358,935
Value of total assets at beginning of year2016-12-31$3,886,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$67,389
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$500,000
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$373,526
Participant contributions at end of year2016-12-31$67,691
Participant contributions at beginning of year2016-12-31$107,049
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$472,064
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,358,935
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,886,871
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$2,459,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,198,189
Interest on participant loans2016-12-31$739
Interest earned on other investments2016-12-31$66,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,831,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,581,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$152,194
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$121,045
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 name2016-12-31WALTERS & SKYLAR LLP
Accountancy firm EIN2016-12-31475677171
2015 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$508,610
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$148,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$131,877
Expenses. Certain deemed distributions of participant loans2015-12-31$16,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$467,050
Value of total assets at end of year2015-12-31$3,886,871
Value of total assets at beginning of year2015-12-31$3,526,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$150
Total interest from all sources2015-12-31$56,537
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$292,982
Participant contributions at end of year2015-12-31$107,049
Participant contributions at beginning of year2015-12-31$121,886
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$174,068
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$359,976
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,886,871
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,526,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,198,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,240,402
Interest on participant loans2015-12-31$920
Interest earned on other investments2015-12-31$55,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,581,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,164,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,977
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$131,877
Contract administrator fees2015-12-31$150
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 name2015-12-31WALTERS & SKYLER LLP
Accountancy firm EIN2015-12-31475677171
2014 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$487,568
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$121,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$121,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$303,344
Value of total assets at end of year2014-12-31$3,526,895
Value of total assets at beginning of year2014-12-31$3,160,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150
Total interest from all sources2014-12-31$44,698
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$268,235
Participant contributions at end of year2014-12-31$121,886
Participant contributions at beginning of year2014-12-31$105,535
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,109
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$366,203
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,526,895
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,160,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,240,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,003,218
Interest on participant loans2014-12-31$854
Interest earned on other investments2014-12-31$43,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,164,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,051,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$139,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$121,215
Contract administrator fees2014-12-31$150
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 name2014-12-31KELLOGG AND ANDELSON ACCOUNTANCY CO
Accountancy firm EIN2014-12-31952793306
2013 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$690,470
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$403,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$364,667
Expenses. Certain deemed distributions of participant loans2013-12-31$38,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$273,676
Value of total assets at end of year2013-12-31$3,160,692
Value of total assets at beginning of year2013-12-31$2,873,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$250
Total interest from all sources2013-12-31$40,850
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$500,000
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$273,676
Participant contributions at end of year2013-12-31$105,535
Participant contributions at beginning of year2013-12-31$134,239
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$287,373
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,160,692
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,873,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,003,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,782,645
Interest on participant loans2013-12-31$952
Interest earned on other investments2013-12-31$39,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,051,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$956,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$375,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$364,667
Contract administrator fees2013-12-31$250
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 name2013-12-31KELLOGG AND ANDELSON ACCOUNTANCY CO
Accountancy firm EIN2013-12-31952793306
2012 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$526,937
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$166,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$152,694
Expenses. Certain deemed distributions of participant loans2012-12-31$13,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$284,282
Value of total assets at end of year2012-12-31$2,873,319
Value of total assets at beginning of year2012-12-31$2,512,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150
Total interest from all sources2012-12-31$38,876
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$500,000
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$248,735
Participant contributions at end of year2012-12-31$134,239
Participant contributions at beginning of year2012-12-31$123,082
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$35,547
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$360,402
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,873,319
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,512,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,782,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,456,638
Interest on participant loans2012-12-31$989
Interest earned on other investments2012-12-31$37,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$956,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$933,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$203,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$152,694
Contract administrator fees2012-12-31$150
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 name2012-12-31KELLOGG AND ANDELSON ACCOUNTANCY CO
Accountancy firm EIN2012-12-31952793306
2011 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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$324,127
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$588,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$586,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$324,726
Value of total assets at end of year2011-12-31$2,512,917
Value of total assets at beginning of year2011-12-31$2,777,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,175
Total interest from all sources2011-12-31$39,950
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$500,000
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$219,458
Participant contributions at end of year2011-12-31$123,082
Participant contributions at beginning of year2011-12-31$127,348
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$105,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-264,680
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,512,917
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,777,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,456,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,586,785
Interest on participant loans2011-12-31$1,015
Interest earned on other investments2011-12-31$38,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$933,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,063,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-40,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$586,632
Contract administrator fees2011-12-31$2,175
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 name2011-12-31KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN2011-12-31952793306
2010 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$473,529
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$57,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$55,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$221,527
Value of total assets at end of year2010-12-31$2,777,597
Value of total assets at beginning of year2010-12-31$2,361,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,400
Total interest from all sources2010-12-31$40,924
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$221,527
Participant contributions at end of year2010-12-31$127,348
Participant contributions at beginning of year2010-12-31$92,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$416,051
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,777,597
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,361,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,586,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,277,080
Interest on participant loans2010-12-31$851
Interest earned on other investments2010-12-31$40,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,063,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$991,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$211,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$55,078
Contract administrator fees2010-12-31$2,400
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN2010-12-31952793306
2009 : LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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 LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN

2022: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS 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: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,167
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
Commission paid to Insurance BrokerUSD $15,167
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered106
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,373
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
Commission paid to Insurance BrokerUSD $17,373
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $28,947
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
Commission paid to Insurance BrokerUSD $28,947
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered101
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,262
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
Commission paid to Insurance BrokerUSD $14,262
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered93
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,853
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
Commission paid to Insurance BrokerUSD $12,853
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered86
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,011
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $14,011
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,110
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $9,110
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered89
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $8,210
Insurance broker organization code?4
Insurance broker nameMARSH INSURANCE AND INVESTMENTS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered91
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,970
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $7,970
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered94
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891487+006
Policy instance 1
Insurance contract or identification number891487+006
Number of Individuals Covered95
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,646
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $6,646
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3