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VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN
Plan identification number 002

VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VNACARE has sponsored the creation of one or more 401k plans.

Company Name:VNACARE
Employer identification number (EIN):951733155
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about VNACARE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0260396

More information about VNACARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01VALERIE HOGMAN2022-10-13 VALERIE HOGMAN2022-10-13
0022020-01-01VALERIE HOGMAN2021-10-12 VALERIE HOGMAN2021-10-12
0022019-01-01VALERIE HOGMAN2020-10-13 VALERIE HOGMAN2020-10-13
0022018-01-01
0022017-01-01VALERIE HOGMAN
0022016-01-01VALERIE HOGMAN
0022015-01-01VALERIE HOGMAN
0022014-01-01VALERIE HOGMAN VALERIE HOGMAN2015-10-15
0022013-01-01KRISTIN CANDY KRISTIN CANDY2014-10-08
0022012-01-01KRISTIN CANDY KRISTIN CANDY2013-10-07
0022011-01-01KRISTIN CANDY KRISTIN CANDY2012-09-05
0022010-01-01KRISTIN CANDY KRISTIN CANDY2011-07-27
0022009-01-01KRISTIN CANDY KRISTIN CANDY2010-10-12

Plan Statistics for VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN

Measure Date Value
2022: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01508
Total number of active participants reported on line 7a of the Form 55002022-01-01184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01308
Total of all active and inactive participants2022-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01492
Number of participants with account balances2022-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01485
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of other retired or separated participants entitled to future benefits2021-01-01286
Total of all active and inactive participants2021-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01465
Number of participants with account balances2021-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01727
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01498
Total of all active and inactive participants2020-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01706
Number of participants with account balances2020-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01591
Total number of active participants reported on line 7a of the Form 55002019-01-01243
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01384
Total of all active and inactive participants2019-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01627
Number of participants with account balances2019-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01661
Total number of active participants reported on line 7a of the Form 55002018-01-01260
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01331
Total of all active and inactive participants2018-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01591
Number of participants with account balances2018-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01713
Total number of active participants reported on line 7a of the Form 55002017-01-01361
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01300
Total of all active and inactive participants2017-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01661
Number of participants with account balances2017-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01707
Total number of active participants reported on line 7a of the Form 55002016-01-01417
Number of retired or separated participants receiving benefits2016-01-01296
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01713
Number of participants with account balances2016-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01894
Total number of active participants reported on line 7a of the Form 55002015-01-01434
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01273
Total of all active and inactive participants2015-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01707
Number of participants with account balances2015-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01489
Total number of active participants reported on line 7a of the Form 55002014-01-01661
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01233
Total of all active and inactive participants2014-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01894
Number of participants with account balances2014-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01539
Total number of active participants reported on line 7a of the Form 55002013-01-01433
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01213
Total of all active and inactive participants2013-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01646
Number of participants with account balances2013-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01450
Total number of active participants reported on line 7a of the Form 55002012-01-01322
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01217
Total of all active and inactive participants2012-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01539
Number of participants with account balances2012-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01421
Total number of active participants reported on line 7a of the Form 55002011-01-01260
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01190
Total of all active and inactive participants2011-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01450
Number of participants with account balances2011-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01407
Total number of active participants reported on line 7a of the Form 55002010-01-01236
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01185
Total of all active and inactive participants2010-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01421
Number of participants with account balances2010-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01414
Total number of active participants reported on line 7a of the Form 55002009-01-01244
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01163
Total of all active and inactive participants2009-01-01407
Total participants2009-01-01407
Number of participants with account balances2009-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN

Measure Date Value
2022 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-1,748,180
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,779,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,755,797
Expenses. Certain deemed distributions of participant loans2022-12-31$1,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$569,894
Value of total assets at end of year2022-12-31$14,143,071
Value of total assets at beginning of year2022-12-31$17,670,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,554
Total interest from all sources2022-12-31$97,760
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$510,037
Participant contributions at end of year2022-12-31$312,453
Participant contributions at beginning of year2022-12-31$360,984
Participant contributions at beginning of year2022-12-31$18,661
Other income not declared elsewhere2022-12-31$27,785
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,527,504
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,143,071
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,670,575
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$9,765,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,471,167
Interest on participant loans2022-12-31$3,886
Interest earned on other investments2022-12-31$93,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,049,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,803,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,443,619
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
Contributions received in cash from employer2022-12-31$59,857
Employer contributions (assets) at end of year2022-12-31$15,563
Employer contributions (assets) at beginning of year2022-12-31$15,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,755,797
Contract administrator fees2022-12-31$21,554
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 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$2,345,008
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,281,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,191,401
Expenses. Certain deemed distributions of participant loans2021-12-31$22,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$584,829
Value of total assets at end of year2021-12-31$17,670,575
Value of total assets at beginning of year2021-12-31$16,607,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,826
Total interest from all sources2021-12-31$94,422
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$511,186
Participant contributions at end of year2021-12-31$360,984
Participant contributions at beginning of year2021-12-31$526,300
Participant contributions at end of year2021-12-31$18,661
Administrative expenses (other) incurred2021-12-31$42,907
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$1,063,442
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,670,575
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,607,133
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$13,471,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,496,911
Interest on participant loans2021-12-31$6,245
Interest earned on other investments2021-12-31$88,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,803,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,571,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,665,757
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
Contributions received in cash from employer2021-12-31$73,643
Employer contributions (assets) at end of year2021-12-31$15,893
Employer contributions (assets) at beginning of year2021-12-31$12,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,191,401
Contract administrator fees2021-12-31$24,919
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 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$2,337,594
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,046,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,020,748
Expenses. Certain deemed distributions of participant loans2020-12-31$4,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$560,786
Value of total assets at end of year2020-12-31$16,607,133
Value of total assets at beginning of year2020-12-31$15,316,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,042
Total interest from all sources2020-12-31$98,680
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$507,587
Participant contributions at end of year2020-12-31$526,300
Participant contributions at beginning of year2020-12-31$588,250
Other income not declared elsewhere2020-12-31$28,846
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$1,291,009
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,607,133
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,316,124
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$12,496,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,271,395
Interest on participant loans2020-12-31$12,921
Interest earned on other investments2020-12-31$85,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,571,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,440,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,649,282
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
Contributions received in cash from employer2020-12-31$53,199
Employer contributions (assets) at end of year2020-12-31$12,858
Employer contributions (assets) at beginning of year2020-12-31$16,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,020,748
Contract administrator fees2020-12-31$21,042
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 & SKYLAR LLP
Accountancy firm EIN2020-12-31475677171
2019 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,959,110
Total income from all sources (including contributions)2019-12-31$2,959,110
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,098,877
Total of all expenses incurred2019-12-31$2,098,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,076,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,076,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,663
Value of total assets at end of year2019-12-31$15,316,124
Value of total assets at end of year2019-12-31$15,316,124
Value of total assets at beginning of year2019-12-31$14,455,891
Value of total assets at beginning of year2019-12-31$14,455,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,196
Total interest from all sources2019-12-31$106,575
Total interest from all sources2019-12-31$106,575
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$22,196
Administrative expenses professional fees incurred2019-12-31$22,196
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$602,290
Contributions received from participants2019-12-31$602,290
Participant contributions at end of year2019-12-31$588,250
Participant contributions at end of year2019-12-31$588,250
Participant contributions at beginning of year2019-12-31$441,757
Participant contributions at beginning of year2019-12-31$441,757
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,236
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,236
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
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$860,233
Value of net income/loss2019-12-31$860,233
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,316,124
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,316,124
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,455,891
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,455,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$11,271,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,271,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,293,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,293,002
Interest on participant loans2019-12-31$17,311
Interest on participant loans2019-12-31$17,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$89,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$89,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,440,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,702,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,702,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,151,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,151,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$75,137
Contributions received in cash from employer2019-12-31$75,137
Employer contributions (assets) at end of year2019-12-31$16,308
Employer contributions (assets) at end of year2019-12-31$16,308
Employer contributions (assets) at beginning of year2019-12-31$18,156
Employer contributions (assets) at beginning of year2019-12-31$18,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,076,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,076,681
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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 & SKLYAR LLP
Accountancy firm name2019-12-31WALTERS & SKLYAR LLP
Accountancy firm EIN2019-12-31475677171
Accountancy firm EIN2019-12-31475677171
2018 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$-74,654
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$955,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$930,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$713,620
Value of total assets at end of year2018-12-31$14,455,891
Value of total assets at beginning of year2018-12-31$15,486,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,149
Total interest from all sources2018-12-31$107,152
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$630,566
Participant contributions at end of year2018-12-31$441,757
Participant contributions at beginning of year2018-12-31$434,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,030,328
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,455,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,486,219
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
Investment advisory and management fees2018-12-31$25,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,293,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,643,765
Interest on participant loans2018-12-31$14,486
Interest earned on other investments2018-12-31$92,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,702,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,385,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-895,426
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
Contributions received in cash from employer2018-12-31$83,054
Employer contributions (assets) at end of year2018-12-31$18,156
Employer contributions (assets) at beginning of year2018-12-31$22,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$930,525
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 & SKLYAR LLP
Accountancy firm EIN2018-12-31475677171
2017 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$2,613,955
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$866,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$842,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$810,814
Value of total assets at end of year2017-12-31$15,486,219
Value of total assets at beginning of year2017-12-31$13,738,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,592
Total interest from all sources2017-12-31$92,698
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$713,351
Participant contributions at end of year2017-12-31$434,097
Participant contributions at beginning of year2017-12-31$424,687
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$1,747,404
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,486,219
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,738,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,643,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,289,722
Interest on participant loans2017-12-31$14,116
Interest earned on other investments2017-12-31$78,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,385,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,002,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,710,443
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
Contributions received in cash from employer2017-12-31$97,463
Employer contributions (assets) at end of year2017-12-31$22,431
Employer contributions (assets) at beginning of year2017-12-31$21,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$842,959
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 & SKLYAR LLP
Accountancy firm EIN2017-12-31475677171
2016 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$1,724,801
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,058,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,036,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$872,209
Value of total assets at end of year2016-12-31$13,738,815
Value of total assets at beginning of year2016-12-31$13,072,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,050
Total interest from all sources2016-12-31$87,532
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$765,277
Participant contributions at end of year2016-12-31$424,687
Participant contributions at beginning of year2016-12-31$411,764
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,089
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$666,390
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,738,815
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,072,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,289,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,899,558
Interest on participant loans2016-12-31$14,506
Interest earned on other investments2016-12-31$73,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,002,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,732,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$765,060
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
Contributions received in cash from employer2016-12-31$98,843
Employer contributions (assets) at end of year2016-12-31$21,448
Employer contributions (assets) at beginning of year2016-12-31$28,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,036,361
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 & SKLYAR LLP
Accountancy firm EIN2016-12-31475677171
2015 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$955,777
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,141,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,121,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,026,589
Value of total assets at end of year2015-12-31$13,072,425
Value of total assets at beginning of year2015-12-31$13,257,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,098
Total interest from all sources2015-12-31$81,071
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$886,300
Participant contributions at end of year2015-12-31$411,764
Participant contributions at beginning of year2015-12-31$506,516
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-185,359
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,072,425
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,257,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,899,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,223,743
Interest on participant loans2015-12-31$15,630
Interest earned on other investments2015-12-31$65,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,732,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,497,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-151,883
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
Contributions received in cash from employer2015-12-31$108,705
Employer contributions (assets) at end of year2015-12-31$28,553
Employer contributions (assets) at beginning of year2015-12-31$30,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,121,038
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 & SKLYAR
Accountancy firm EIN2015-12-31475677171
2014 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$2,293,673
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,066,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,040,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,737,189
Value of total assets at end of year2014-12-31$13,257,784
Value of total assets at beginning of year2014-12-31$12,030,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,282
Total interest from all sources2014-12-31$78,606
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$878,727
Participant contributions at end of year2014-12-31$506,516
Participant contributions at beginning of year2014-12-31$380,275
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$741,923
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$1,227,567
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,257,784
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,030,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$25,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,223,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,157,970
Interest on participant loans2014-12-31$15,999
Interest earned on other investments2014-12-31$62,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,497,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,383,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$477,878
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
Contributions received in cash from employer2014-12-31$116,539
Employer contributions (assets) at end of year2014-12-31$30,091
Employer contributions (assets) at beginning of year2014-12-31$108,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,040,824
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 & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN2014-12-31952793306
2013 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$3,084,358
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$764,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$741,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,484,632
Value of total assets at end of year2013-12-31$12,030,217
Value of total assets at beginning of year2013-12-31$9,710,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,761
Total interest from all sources2013-12-31$75,020
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$861,515
Participant contributions at end of year2013-12-31$380,275
Participant contributions at beginning of year2013-12-31$335,917
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$233,758
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$2,320,028
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,030,217
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,710,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$22,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,157,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,088,022
Interest on participant loans2013-12-31$13,105
Interest earned on other investments2013-12-31$61,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,383,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,192,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,524,706
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
Contributions received in cash from employer2013-12-31$389,359
Employer contributions (assets) at end of year2013-12-31$108,840
Employer contributions (assets) at beginning of year2013-12-31$93,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$741,569
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 & ADELSON ACCOUNTANCY CORP
Accountancy firm EIN2013-12-31952793306
2012 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$200
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,178,686
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$618,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$599,711
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,239,977
Value of total assets at end of year2012-12-31$9,710,189
Value of total assets at beginning of year2012-12-31$8,150,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,276
Total interest from all sources2012-12-31$68,567
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$822,088
Participant contributions at end of year2012-12-31$335,917
Participant contributions at beginning of year2012-12-31$359,059
Participant contributions at beginning of year2012-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$93,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$200
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,559,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,710,189
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,150,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,088,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,812,415
Interest on participant loans2012-12-31$13,628
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$54,939
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,192,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,895,357
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$870,142
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
Contributions received in cash from employer2012-12-31$324,126
Employer contributions (assets) at end of year2012-12-31$93,403
Employer contributions (assets) at beginning of year2012-12-31$83,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$599,711
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 & ADELSON ACOUNTANCY CORP
Accountancy firm EIN2012-12-31952793306
2011 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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$200
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$1,273,524
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$496,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$479,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,396,102
Value of total assets at end of year2011-12-31$8,150,690
Value of total assets at beginning of year2011-12-31$7,373,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,694
Total interest from all sources2011-12-31$65,189
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$795,734
Participant contributions at end of year2011-12-31$359,059
Participant contributions at beginning of year2011-12-31$286,398
Participant contributions at end of year2011-12-31$30
Participant contributions at beginning of year2011-12-31$50
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$290,999
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$200
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$776,686
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,150,490
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,373,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$17,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,812,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,473,505
Interest on participant loans2011-12-31$12,797
Interest earned on other investments2011-12-31$52,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,895,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,525,340
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-187,767
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
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$309,369
Employer contributions (assets) at end of year2011-12-31$83,829
Employer contributions (assets) at beginning of year2011-12-31$88,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$479,144
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,233,372
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$249,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$236,968
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,468,088
Value of total assets at end of year2010-12-31$7,373,804
Value of total assets at beginning of year2010-12-31$5,389,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,067
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$56,631
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$714,675
Participant contributions at end of year2010-12-31$286,398
Participant contributions at beginning of year2010-12-31$220,132
Participant contributions at end of year2010-12-31$50
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$440,312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,984,337
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,373,804
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,389,467
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
Investment advisory and management fees2010-12-31$12,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,473,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,840,433
Interest on participant loans2010-12-31$10,825
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$45,806
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,525,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,223,284
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$708,653
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$313,101
Employer contributions (assets) at end of year2010-12-31$88,511
Employer contributions (assets) at beginning of year2010-12-31$105,618
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$236,968
Contract administrator fees2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
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 : VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN

2022: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2021: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2020: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2019: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2018: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2017: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2016: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2015: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2014: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2013: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2012: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2011: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2010: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes
2009: VISITING NURSE ASSOCIATION AND HOSPICE OF SOUTHERN CALIFORNIA, INC. RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,097
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,328
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,711
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,667
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Number of Individuals Covered439
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,618
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,551
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,508
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,174
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Number of Individuals Covered480
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,780
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,370
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Number of Individuals Covered500
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,597
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,269
Insurance broker organization code?3
Insurance broker nameDANIEL R. BERGLAND
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Number of Individuals Covered520
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,049
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,436
Insurance broker organization code?3
Insurance broker nameKEVIN B KUGLEY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Number of Individuals Covered527
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,462
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,244
Insurance broker organization code?3
Insurance broker nameROBERT F KIRKLAND
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Number of Individuals Covered489
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,484
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,647
Insurance broker organization code?3
Insurance broker nameWILLIAM PEEBLES
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Number of Individuals Covered447
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,124
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,441
Insurance broker organization code?3
Insurance broker nameJOHN DINKEL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,479
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63938
Policy instance 1
Insurance contract or identification number63938
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $26,292
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,557
Insurance broker organization code?3
Insurance broker nameANN ZLAMAL

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