?>
Logo

BRETHREN HILLCREST HOMES 403(B) PLAN 401k Plan overview

Plan NameBRETHREN HILLCREST HOMES 403(B) PLAN
Plan identification number 002

BRETHREN HILLCREST HOMES 403(B) PLAN Benefits

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

401k Sponsoring company profile

BRETHREN HILLCREST HOMES has sponsored the creation of one or more 401k plans.

Company Name:BRETHREN HILLCREST HOMES
Employer identification number (EIN):951809564
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about BRETHREN HILLCREST HOMES

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 0000-00-00
Company Identification Number: C0218527
Legal Registered Office Address: 2705 Mountain View DrLa VerneCA91750


United States of America (USA)

More information about BRETHREN HILLCREST HOMES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRETHREN HILLCREST HOMES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MATTHEW NEELEY
0022016-01-01MATTHEW NEELEY
0022015-01-01MATTHEW NEELEY MATTHEW NEELEY2016-10-14
0022014-01-01MATTHEW NEELEY MATTHEW NEELEY2015-10-15
0022013-01-01MATTHEW NEELEY MATTHEW NEELEY2014-10-14
0022012-01-01MATTHEW NEELEY MATTHEW NEELEY2013-10-15
0022011-01-01SCOTT FREDERICK
0022009-01-01MATTHEW NEELEY

Plan Statistics for BRETHREN HILLCREST HOMES 403(B) PLAN

401k plan membership statisitcs for BRETHREN HILLCREST HOMES 403(B) PLAN

Measure Date Value
2022: BRETHREN HILLCREST HOMES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01270
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01285
Number of participants with account balances2022-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: BRETHREN HILLCREST HOMES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01290
Total number of active participants reported on line 7a of the Form 55002021-01-01223
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01270
Number of participants with account balances2021-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: BRETHREN HILLCREST HOMES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01302
Total number of active participants reported on line 7a of the Form 55002020-01-01241
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01290
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: BRETHREN HILLCREST HOMES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01305
Total number of active participants reported on line 7a of the Form 55002019-01-01258
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01303
Number of participants with account balances2019-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: BRETHREN HILLCREST HOMES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01338
Total number of active participants reported on line 7a of the Form 55002018-01-01262
Number of retired or separated participants receiving benefits2018-01-0124
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: BRETHREN HILLCREST HOMES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01324
Total number of active participants reported on line 7a of the Form 55002017-01-01278
Number of retired or separated participants receiving benefits2017-01-0125
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01337
Number of participants with account balances2017-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: BRETHREN HILLCREST HOMES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01302
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-0127
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01327
Number of participants with account balances2016-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: BRETHREN HILLCREST HOMES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01292
Total number of active participants reported on line 7a of the Form 55002015-01-01272
Number of retired or separated participants receiving benefits2015-01-0137
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01309
Number of participants with account balances2015-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: BRETHREN HILLCREST HOMES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01272
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01293
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: BRETHREN HILLCREST HOMES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01268
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01293
Number of participants with account balances2013-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: BRETHREN HILLCREST HOMES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01291
Total number of active participants reported on line 7a of the Form 55002012-01-01266
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01299
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: BRETHREN HILLCREST HOMES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01254
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01293
Number of participants with account balances2011-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: BRETHREN HILLCREST HOMES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01396
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01168
Total of all active and inactive participants2009-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01407
Number of participants with account balances2009-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on BRETHREN HILLCREST HOMES 403(B) PLAN

Measure Date Value
2022 : BRETHREN HILLCREST HOMES 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-686,460
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$858,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$843,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$706,380
Value of total assets at end of year2022-12-31$8,516,233
Value of total assets at beginning of year2022-12-31$10,061,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,037
Total interest from all sources2022-12-31$12,195
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$405,810
Participant contributions at end of year2022-12-31$265,537
Participant contributions at beginning of year2022-12-31$268,869
Participant contributions at end of year2022-12-31$14,266
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,544,874
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,516,233
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,061,107
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
Investment advisory and management fees2022-12-31$15,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,227,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,792,238
Interest on participant loans2022-12-31$12,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,405,035
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$300,570
Employer contributions (assets) at end of year2022-12-31$9,304
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$843,377
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HANSEN, HUNTER & CO., P.C.
Accountancy firm EIN2022-12-31930891763
2021 : BRETHREN HILLCREST HOMES 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,795,404
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$652,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$592,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$668,656
Value of total assets at end of year2021-12-31$10,061,107
Value of total assets at beginning of year2021-12-31$8,918,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,692
Total interest from all sources2021-12-31$12,340
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
Administrative expenses professional fees incurred2021-12-31$7,745
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$367,102
Participant contributions at end of year2021-12-31$268,869
Participant contributions at beginning of year2021-12-31$296,333
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$13,834
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$219
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$1,142,652
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,061,107
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,918,455
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
Investment advisory and management fees2021-12-31$52,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,792,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,596,843
Interest on participant loans2021-12-31$12,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,114,408
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$301,335
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$11,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$592,060
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HANSON, HUNTER & CO., P.C.
Accountancy firm EIN2021-12-31930891763
2020 : BRETHREN HILLCREST HOMES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,559,306
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$452,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$452,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$685,279
Value of total assets at end of year2020-12-31$8,918,455
Value of total assets at beginning of year2020-12-31$7,812,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$16,077
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$351,215
Participant contributions at end of year2020-12-31$296,333
Participant contributions at beginning of year2020-12-31$310,967
Participant contributions at end of year2020-12-31$13,834
Participant contributions at beginning of year2020-12-31$13,783
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$14,894
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$1,106,455
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,918,455
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,812,000
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$8,596,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,459,973
Interest on participant loans2020-12-31$16,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$857,950
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$304,791
Employer contributions (assets) at end of year2020-12-31$11,445
Employer contributions (assets) at beginning of year2020-12-31$12,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$452,851
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 name2020-12-31HANSEN, HUNTER & CO., P.C.
Accountancy firm EIN2020-12-31930891763
2019 : BRETHREN HILLCREST HOMES 403(B) 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$1,810,305
Total income from all sources (including contributions)2019-12-31$1,810,305
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$236,103
Total of all expenses incurred2019-12-31$236,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$224,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$224,308
Expenses. Certain deemed distributions of participant loans2019-12-31$11,795
Expenses. Certain deemed distributions of participant loans2019-12-31$11,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$723,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$723,130
Value of total assets at end of year2019-12-31$7,812,000
Value of total assets at end of year2019-12-31$7,812,000
Value of total assets at beginning of year2019-12-31$6,237,798
Value of total assets at beginning of year2019-12-31$6,237,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$17,071
Total interest from all sources2019-12-31$17,071
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
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
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$357,033
Contributions received from participants2019-12-31$357,033
Participant contributions at end of year2019-12-31$310,967
Participant contributions at end of year2019-12-31$310,967
Participant contributions at beginning of year2019-12-31$282,650
Participant contributions at beginning of year2019-12-31$282,650
Participant contributions at end of year2019-12-31$13,783
Participant contributions at end of year2019-12-31$13,783
Participant contributions at beginning of year2019-12-31$12,242
Participant contributions at beginning of year2019-12-31$12,242
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,492
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,348
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$1,574,202
Value of net income/loss2019-12-31$1,574,202
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,812,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,812,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,237,798
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,237,798
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$7,459,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,459,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,923,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,923,449
Interest on participant loans2019-12-31$17,071
Interest on participant loans2019-12-31$17,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,070,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,070,104
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$346,605
Contributions received in cash from employer2019-12-31$346,605
Employer contributions (assets) at end of year2019-12-31$12,383
Employer contributions (assets) at end of year2019-12-31$12,383
Employer contributions (assets) at beginning of year2019-12-31$14,109
Employer contributions (assets) at beginning of year2019-12-31$14,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$224,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$224,308
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HANSEN HUNTER & CO. P. C.
Accountancy firm name2019-12-31HANSEN HUNTER & CO. P. C.
Accountancy firm EIN2019-12-31930891763
Accountancy firm EIN2019-12-31930891763
2018 : BRETHREN HILLCREST HOMES 403(B) 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$248,617
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,582,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,582,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$666,545
Value of total assets at end of year2018-12-31$6,237,798
Value of total assets at beginning of year2018-12-31$7,571,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$17,473
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$332,895
Participant contributions at end of year2018-12-31$282,650
Participant contributions at beginning of year2018-12-31$313,727
Participant contributions at end of year2018-12-31$12,242
Participant contributions at beginning of year2018-12-31$12,371
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,333,511
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,237,798
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,571,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,923,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,225,996
Interest on participant loans2018-12-31$17,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-435,401
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$326,340
Employer contributions (assets) at end of year2018-12-31$14,109
Employer contributions (assets) at beginning of year2018-12-31$14,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,582,128
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 name2018-12-31HANSEN HUNTER & CO. P.C.
Accountancy firm EIN2018-12-31930891763
2017 : BRETHREN HILLCREST HOMES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,550,218
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$401,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$401,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$640,063
Value of total assets at end of year2017-12-31$7,571,309
Value of total assets at beginning of year2017-12-31$6,422,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$12,876
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$297,089
Participant contributions at end of year2017-12-31$313,727
Participant contributions at beginning of year2017-12-31$253,681
Participant contributions at end of year2017-12-31$12,371
Participant contributions at beginning of year2017-12-31$11,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,200
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$1,148,374
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,571,309
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,422,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,225,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,141,923
Interest on participant loans2017-12-31$12,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$897,279
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$342,974
Employer contributions (assets) at end of year2017-12-31$14,455
Employer contributions (assets) at beginning of year2017-12-31$11,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$401,844
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 name2017-12-31HANSEN HUNTER & CO. P.C.
Accountancy firm EIN2017-12-31930891763
2016 : BRETHREN HILLCREST HOMES 403(B) 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$892,755
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$338,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$338,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$566,728
Value of total assets at end of year2016-12-31$6,422,935
Value of total assets at beginning of year2016-12-31$5,868,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$9,918
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$266,323
Participant contributions at end of year2016-12-31$253,681
Participant contributions at beginning of year2016-12-31$229,915
Participant contributions at end of year2016-12-31$11,544
Participant contributions at beginning of year2016-12-31$7,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,939
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$554,399
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,422,935
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,868,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,141,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,615,246
Interest on participant loans2016-12-31$9,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$316,109
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$300,405
Employer contributions (assets) at end of year2016-12-31$11,587
Employer contributions (assets) at beginning of year2016-12-31$11,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$338,356
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 name2016-12-31HANSEN HUNTER & CO. P.C.
Accountancy firm EIN2016-12-31930891763
2015 : BRETHREN HILLCREST HOMES 403(B) 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$362,776
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,194,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,194,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$518,676
Value of total assets at end of year2015-12-31$5,868,536
Value of total assets at beginning of year2015-12-31$6,700,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$10,318
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$251,695
Participant contributions at end of year2015-12-31$229,915
Participant contributions at beginning of year2015-12-31$237,210
Participant contributions at end of year2015-12-31$7,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-831,845
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,868,536
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,700,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,615,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,101,280
Interest on participant loans2015-12-31$10,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$361,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-166,218
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$266,981
Employer contributions (assets) at end of year2015-12-31$11,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,194,621
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 name2015-12-31HANSEN HUNTER & CO. P.C.
Accountancy firm EIN2015-12-31930891763
2014 : BRETHREN HILLCREST HOMES 403(B) 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$807,888
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$854,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$854,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$654,504
Value of total assets at end of year2014-12-31$6,700,381
Value of total assets at beginning of year2014-12-31$6,747,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$10,124
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$285,554
Participant contributions at end of year2014-12-31$237,210
Participant contributions at beginning of year2014-12-31$207,056
Participant contributions at beginning of year2014-12-31$10,827
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-46,695
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,700,381
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,747,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,101,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,113,060
Interest on participant loans2014-12-31$10,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$361,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$404,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$143,260
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$346,863
Employer contributions (assets) at beginning of year2014-12-31$8,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$854,583
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 name2014-12-31HANSEN HUNTER & CO. P.C.
Accountancy firm EIN2014-12-31930891763
2013 : BRETHREN HILLCREST HOMES 403(B) 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$1,295,313
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$153,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$153,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$513,845
Value of total assets at end of year2013-12-31$6,747,076
Value of total assets at beginning of year2013-12-31$5,604,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$22,787
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$287,565
Participant contributions at end of year2013-12-31$207,056
Participant contributions at beginning of year2013-12-31$202,331
Participant contributions at end of year2013-12-31$10,827
Participant contributions at beginning of year2013-12-31$61
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,394
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,498
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$1,142,093
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,747,076
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,604,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,113,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,993,687
Interest on participant loans2013-12-31$9,198
Interest earned on other investments2013-12-31$13,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$404,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$408,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$758,681
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$198,886
Employer contributions (assets) at end of year2013-12-31$8,479
Employer contributions (assets) at beginning of year2013-12-31$177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$153,220
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 name2013-12-31HANSEN HUNTER & CO. P.C.
Accountancy firm EIN2013-12-31930891763
2012 : BRETHREN HILLCREST HOMES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$915,901
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$428,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$428,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$416,350
Value of total assets at end of year2012-12-31$5,604,983
Value of total assets at beginning of year2012-12-31$5,117,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$22,171
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$241,844
Participant contributions at end of year2012-12-31$202,331
Participant contributions at beginning of year2012-12-31$214,628
Participant contributions at end of year2012-12-31$61
Participant contributions at beginning of year2012-12-31$8,805
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$486,992
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,604,983
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,117,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,993,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,340,530
Interest on participant loans2012-12-31$3,248
Interest earned on other investments2012-12-31$18,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$408,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$544,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$477,380
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$173,335
Employer contributions (assets) at end of year2012-12-31$177
Employer contributions (assets) at beginning of year2012-12-31$6,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$428,909
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 name2012-12-31HANSEN HUNTER & CO. P.C.
Accountancy firm EIN2012-12-31930891763
2011 : BRETHREN HILLCREST HOMES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$181,382
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$385,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$385,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$367,215
Value of total assets at end of year2011-12-31$5,117,991
Value of total assets at beginning of year2011-12-31$5,322,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$32,117
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$214,041
Participant contributions at end of year2011-12-31$214,628
Participant contributions at beginning of year2011-12-31$270,348
Participant contributions at end of year2011-12-31$8,805
Participant contributions at beginning of year2011-12-31$25,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-204,579
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,117,991
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,322,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,340,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,274,847
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$9,985
Interest earned on other investments2011-12-31$22,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$544,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$727,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-217,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$153,174
Employer contributions (assets) at end of year2011-12-31$6,629
Employer contributions (assets) at beginning of year2011-12-31$18,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$385,961
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 name2011-12-31HANSEN, HUNTER & COMPANY P.C.
Accountancy firm EIN2011-12-31930891763
2010 : BRETHREN HILLCREST HOMES 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$31,036
Total transfer of assets from this plan2010-12-31$459,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$932,949
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$947,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$849,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$419,221
Value of total assets at end of year2010-12-31$5,322,570
Value of total assets at beginning of year2010-12-31$5,765,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$98,353
Total interest from all sources2010-12-31$46,341
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$230,336
Participant contributions at end of year2010-12-31$270,348
Participant contributions at beginning of year2010-12-31$256,423
Participant contributions at end of year2010-12-31$25,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-14,595
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,322,570
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,765,720
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$37,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,274,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,764,953
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$217,746
Interest on participant loans2010-12-31$11,737
Interest earned on other investments2010-12-31$34,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$727,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,526,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$467,387
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$188,885
Employer contributions (assets) at end of year2010-12-31$18,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$849,191
Contract administrator fees2010-12-31$61,238
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HANSEN,HUNTER & COMPANY P.C.
Accountancy firm EIN2010-12-31930891763
2009 : BRETHREN HILLCREST HOMES 403(B) 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 BRETHREN HILLCREST HOMES 403(B) PLAN

2022: BRETHREN HILLCREST HOMES 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRETHREN HILLCREST HOMES 403(B) 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRETHREN HILLCREST HOMES 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRETHREN HILLCREST HOMES 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRETHREN HILLCREST HOMES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRETHREN HILLCREST HOMES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRETHREN HILLCREST HOMES 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRETHREN HILLCREST HOMES 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRETHREN HILLCREST HOMES 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRETHREN HILLCREST HOMES 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRETHREN HILLCREST HOMES 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRETHREN HILLCREST HOMES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRETHREN HILLCREST HOMES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892357+001
Policy instance 1
Insurance contract or identification number892357+001
Number of Individuals Covered54
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892357+001
Policy instance 1
Insurance contract or identification number892357+001
Number of Individuals Covered78
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892357+001
Policy instance 1
Insurance contract or identification number892357+001
Number of Individuals Covered78
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892357+001
Policy instance 1
Insurance contract or identification number892357+001
Number of Individuals Covered84
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892357+001
Policy instance 1
Insurance contract or identification number892357+001
Number of Individuals Covered85
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892357+001
Policy instance 1
Insurance contract or identification number892357+001
Number of Individuals Covered86
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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