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SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 001

SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SALEM CHRISTIAN HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SALEM CHRISTIAN HOMES, INC.
Employer identification number (EIN):952116809
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01ROD BOLLINS2023-12-11
0012021-07-01ROD BOLLINS2023-01-31
0012020-07-01
0012019-07-01ROD BOLLINS2021-04-12
0012018-07-01ROD BOLLINS2020-04-07
0012017-07-01ROD BOLLINS2019-04-11
0012016-07-01
0012015-07-01RODERICK MCLEISH
0012014-07-01DANIEL COPELAND
0012013-07-01DANIEL COPELAND
0012012-07-01DANIEL COPELAND
0012011-07-01DANIEL COPELAND
0012010-07-01DANIEL COPELAND
0012009-07-01DANIEL COPELAND

Plan Statistics for SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01202
Total number of active participants reported on line 7a of the Form 55002022-07-01208
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0116
Total of all active and inactive participants2022-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01224
Number of participants with account balances2022-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-012
2021: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01196
Total number of active participants reported on line 7a of the Form 55002021-07-01184
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0118
Total of all active and inactive participants2021-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01202
Number of participants with account balances2021-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01193
Total number of active participants reported on line 7a of the Form 55002020-07-01175
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0121
Total of all active and inactive participants2020-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01196
Number of participants with account balances2020-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0147
2019: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01188
Total number of active participants reported on line 7a of the Form 55002019-07-01160
Number of other retired or separated participants entitled to future benefits2019-07-0118
Total of all active and inactive participants2019-07-01178
Total participants2019-07-01178
Number of participants with account balances2019-07-0167
2018: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01185
Total number of active participants reported on line 7a of the Form 55002018-07-01165
Number of other retired or separated participants entitled to future benefits2018-07-0123
Total of all active and inactive participants2018-07-01188
Total participants2018-07-01188
Number of participants with account balances2018-07-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01188
Total number of active participants reported on line 7a of the Form 55002017-07-01166
Number of retired or separated participants receiving benefits2017-07-0119
Total of all active and inactive participants2017-07-01185
Total participants2017-07-01185
Number of participants with account balances2017-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01209
Total number of active participants reported on line 7a of the Form 55002016-07-01176
Number of retired or separated participants receiving benefits2016-07-0112
Total of all active and inactive participants2016-07-01188
Total participants2016-07-01188
Number of participants with account balances2016-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01220
Total number of active participants reported on line 7a of the Form 55002015-07-01202
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01202
Number of participants with account balances2015-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01213
Total number of active participants reported on line 7a of the Form 55002014-07-01206
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-015
Total of all active and inactive participants2014-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01211
Number of participants with account balances2014-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01203
Total number of active participants reported on line 7a of the Form 55002013-07-01210
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-013
Total of all active and inactive participants2013-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01213
Number of participants with account balances2013-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01188
Total number of active participants reported on line 7a of the Form 55002012-07-01195
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-013
Total of all active and inactive participants2012-07-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01198
Number of participants with account balances2012-07-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01133
Total number of active participants reported on line 7a of the Form 55002011-07-01185
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-013
Total of all active and inactive participants2011-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01188
Number of participants with account balances2011-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01161
Total number of active participants reported on line 7a of the Form 55002010-07-01132
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01133
Number of participants with account balances2010-07-0150
2009: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01181
Total number of active participants reported on line 7a of the Form 55002009-07-01160
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01161
Number of participants with account balances2009-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$532,344
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$99,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$85,442
Value of total corrective distributions2023-06-30$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$316,185
Value of total assets at end of year2023-06-30$2,196,262
Value of total assets at beginning of year2023-06-30$1,763,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$13,862
Total interest from all sources2023-06-30$3,243
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$162,538
Participant contributions at end of year2023-06-30$73,963
Participant contributions at beginning of year2023-06-30$23,698
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$37,224
Total non interest bearing cash at beginning of year2023-06-30$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$433,035
Value of net assets at end of year (total assets less liabilities)2023-06-30$2,196,262
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$1,763,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$2,122,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,732,034
Interest on participant loans2023-06-30$3,221
Interest earned on other investments2023-06-30$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$7,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$212,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$116,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$85,442
Contract administrator fees2023-06-30$13,862
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30PENSION ASSURANCE LLP
Accountancy firm EIN2023-06-30300840934
2022 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-46,570
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$90,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$65,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$221,771
Value of total assets at end of year2022-06-30$1,763,227
Value of total assets at beginning of year2022-06-30$1,900,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$24,656
Total interest from all sources2022-06-30$641
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$122,352
Participant contributions at end of year2022-06-30$23,698
Participant contributions at beginning of year2022-06-30$7,570
Total non interest bearing cash at end of year2022-06-30$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-136,849
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,763,227
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,900,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,732,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,887,031
Interest on participant loans2022-06-30$519
Interest earned on other investments2022-06-30$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$7,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$5,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-268,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$99,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$65,623
Contract administrator fees2022-06-30$24,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PENSION ASSURANCE LLP
Accountancy firm EIN2022-06-30300840934
2021 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$0
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Expenses. Interest paid2021-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$0
Total income from all sources (including contributions)2021-06-30$585,452
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$111,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$93,943
Expenses. Certain deemed distributions of participant loans2021-06-30$4,692
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$183,392
Value of total assets at end of year2021-06-30$1,900,076
Value of total assets at beginning of year2021-06-30$1,425,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$12,706
Total income from rents2021-06-30$0
Total interest from all sources2021-06-30$922
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$38,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$38,586
Assets. Real estate other than employer real property at end of year2021-06-30$0
Assets. Real estate other than employer real property at beginning of year2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$90,803
Participant contributions at end of year2021-06-30$7,570
Participant contributions at beginning of year2021-06-30$19,636
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$12,136
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Assets. Loans (other than to participants) at end of year2021-06-30$0
Assets. Loans (other than to participants) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$474,111
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,900,076
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,425,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$0
Assets. partnership/joint venture interests at beginning of year2021-06-30$0
Investment advisory and management fees2021-06-30$6,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,887,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,401,090
Interest on participant loans2021-06-30$840
Income. Interest from loans (other than to participants)2021-06-30$0
Interest earned on other investments2021-06-30$82
Income. Interest from US Government securities2021-06-30$0
Income. Interest from corporate debt instruments2021-06-30$0
Value of interest in master investment trust accounts at end of year2021-06-30$0
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$0
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$5,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$5,239
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Asset value of US Government securities at end of year2021-06-30$0
Asset value of US Government securities at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$362,552
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$0
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Assets. Value of employer real property at end of year2021-06-30$0
Assets. Value of employer real property at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$80,453
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Income. Dividends from preferred stock2021-06-30$0
Income. Dividends from common stock2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$93,943
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$0
Contract administrator fees2021-06-30$6,301
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$0
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PENSION ASSURANCE, LLP
Accountancy firm EIN2021-06-30300840934
2020 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,745,544
Total of all expenses incurred2020-06-30$1,802,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,799,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$145,069
Value of total assets at end of year2020-06-30$1,425,965
Value of total assets at beginning of year2020-06-30$1,483,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,602
Total interest from all sources2020-06-30$1,438
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,599,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,599,037
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$200,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$76,471
Participant contributions at end of year2020-06-30$19,636
Participant contributions at beginning of year2020-06-30$33,155
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$585
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-57,415
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,425,965
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,483,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,401,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,445,365
Interest on participant loans2020-06-30$1,438
Interest earned on other investments2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$5,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,415
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Contributions received in cash from employer2020-06-30$68,598
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,799,357
Contract administrator fees2020-06-30$3,602
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PENSION ASSURANCE, LLP
Accountancy firm EIN2020-06-30300840934
2019 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$270,736
Total of all expenses incurred2019-06-30$159,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$159,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$182,971
Value of total assets at end of year2019-06-30$1,483,380
Value of total assets at beginning of year2019-06-30$1,371,719
Total interest from all sources2019-06-30$1,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$200,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$72,198
Participant contributions at end of year2019-06-30$33,155
Participant contributions at beginning of year2019-06-30$31,604
Participant contributions at end of year2019-06-30$585
Participant contributions at beginning of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$47,916
Other income not declared elsewhere2019-06-30$85,911
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$111,661
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,483,380
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,371,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,445,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,331,522
Interest on participant loans2019-06-30$1,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$8,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$62,857
Employer contributions (assets) at end of year2019-06-30$860
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$159,075
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PENSION ASSURANCE, LLP
Accountancy firm EIN2019-06-30300840934
2018 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$72,059
Total unrealized appreciation/depreciation of assets2018-06-30$72,059
Total income from all sources (including contributions)2018-06-30$216,463
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$314,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$314,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$142,172
Value of total assets at end of year2018-06-30$1,371,719
Value of total assets at beginning of year2018-06-30$1,469,716
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$2,232
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$200,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$84,281
Participant contributions at end of year2018-06-30$31,604
Participant contributions at beginning of year2018-06-30$67,686
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$18,778
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$6,963
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$3,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$-97,997
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,371,719
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,469,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,331,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,379,877
Interest on participant loans2018-06-30$2,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$8,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$50,928
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$314,460
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PENSION ASSURANCE, LLP
Accountancy firm EIN2018-06-30300840934
2017 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$267,842
Total of all expenses incurred2017-06-30$218,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$218,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$267,842
Value of total assets at end of year2017-06-30$1,469,716
Value of total assets at beginning of year2017-06-30$1,420,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$200,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$122,652
Participant contributions at end of year2017-06-30$67,686
Participant contributions at beginning of year2017-06-30$26,573
Participant contributions at end of year2017-06-30$18,778
Participant contributions at beginning of year2017-06-30$6,316
Total non interest bearing cash at end of year2017-06-30$3,375
Total non interest bearing cash at beginning of year2017-06-30$3,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$145,190
Value of net income/loss2017-06-30$49,542
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,469,716
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,420,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,379,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,383,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$218,300
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PENSION ASSURANCE, LLP
Accountancy firm EIN2017-06-30300840934
2016 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$137,279
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$439,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$439,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$137,279
Value of total assets at end of year2016-06-30$1,420,174
Value of total assets at beginning of year2016-06-30$1,722,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$133,711
Participant contributions at end of year2016-06-30$26,573
Participant contributions at beginning of year2016-06-30$32,003
Participant contributions at end of year2016-06-30$6,316
Participant contributions at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$3,394
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$3,568
Value of net income/loss2016-06-30$-302,046
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,420,174
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,722,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,383,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,690,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$439,325
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PENSION ASSURANCE, LLP
Accountancy firm EIN2016-06-30300840934
2015 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$187,050
Total of all expenses incurred2015-06-30$87,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$68,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$119,059
Value of total assets at end of year2015-06-30$1,722,220
Value of total assets at beginning of year2015-06-30$1,623,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$19,640
Total interest from all sources2015-06-30$1,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$200,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$119,059
Participant contributions at end of year2015-06-30$32,003
Participant contributions at beginning of year2015-06-30$30,263
Other income not declared elsewhere2015-06-30$94
Administrative expenses (other) incurred2015-06-30$19,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$99,211
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,722,220
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,623,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,690,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,592,746
Interest on participant loans2015-06-30$1,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$66,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$68,199
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30TEAMAN, RAMIREZ & SMITH, INC.
Accountancy firm EIN2015-06-30953636462
2014 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$388,417
Total of all expenses incurred2014-06-30$60,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$35,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$149,206
Value of total assets at end of year2014-06-30$1,623,009
Value of total assets at beginning of year2014-06-30$1,295,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$25,260
Total interest from all sources2014-06-30$1,651
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$237,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$8,000
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$200,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$113,142
Participant contributions at end of year2014-06-30$30,263
Participant contributions at beginning of year2014-06-30$46,806
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$4,973
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$327,546
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,623,009
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,295,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$11,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,592,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,248,657
Interest on participant loans2014-06-30$1,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$31,091
Income. Dividends from common stock2014-06-30$237,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$35,611
Contract administrator fees2014-06-30$5,404
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30TEAMAN, RAMIREZ & SMITH, INC.
Accountancy firm EIN2014-06-30953636462
2013 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$238,295
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$67,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$34,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$91,213
Value of total assets at end of year2013-06-30$1,295,463
Value of total assets at beginning of year2013-06-30$1,124,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$33,565
Total interest from all sources2013-06-30$1,982
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$145,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$3,750
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$200,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$91,213
Participant contributions at end of year2013-06-30$46,806
Participant contributions at beginning of year2013-06-30$51,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$170,517
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,295,463
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,124,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$17,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,248,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,073,263
Interest on participant loans2013-06-30$1,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Income. Dividends from common stock2013-06-30$145,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$34,213
Contract administrator fees2013-06-30$12,103
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30TEAMAN, RAMIREZ & SMITH, INC.
Accountancy firm EIN2013-06-30953636462
2012 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$121,863
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$106,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$85,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$107,357
Value of total assets at end of year2012-06-30$1,124,946
Value of total assets at beginning of year2012-06-30$1,109,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$20,455
Total interest from all sources2012-06-30$2,426
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$96,641
Participant contributions at end of year2012-06-30$51,683
Participant contributions at beginning of year2012-06-30$48,246
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$10,716
Other income not declared elsewhere2012-06-30$12,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$15,473
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,124,946
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,109,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$18,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,073,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,061,227
Interest on participant loans2012-06-30$2,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$85,935
Contract administrator fees2012-06-30$1,459
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30TEAMAN, RAMIREZ & SMITH, INC.
Accountancy firm EIN2012-06-30953636462
2011 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$299,234
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$32,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$7,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$94,021
Value of total assets at end of year2011-06-30$1,109,473
Value of total assets at beginning of year2011-06-30$842,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$24,877
Total interest from all sources2011-06-30$2,309
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$3,500
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$85,634
Participant contributions at end of year2011-06-30$48,246
Participant contributions at beginning of year2011-06-30$48,477
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$6,239
Other income not declared elsewhere2011-06-30$202,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$266,603
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,109,473
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$842,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$15,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,061,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$794,393
Interest on participant loans2011-06-30$2,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$7,754
Contract administrator fees2011-06-30$5,457
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30TEAMAN, RAMIREZ & SMITH, INC.
Accountancy firm EIN2011-06-30953636462
2010 : SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN

2022: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SALEM CHRISTIAN HOMES 403(B) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number816077
Policy instance 1
Insurance contract or identification number816077
Number of Individuals Covered224
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number816077
Policy instance 2
Insurance contract or identification number816077
Number of Individuals Covered202
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507627-1
Policy instance 1
Insurance contract or identification number507627-1
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507627-01
Policy instance 3
Insurance contract or identification number507627-01
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80320
Policy instance 2
Insurance contract or identification number650-80320
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number507627-01
Policy instance 1
Insurance contract or identification number507627-01
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507627-01
Policy instance 2
Insurance contract or identification number507627-01
Number of Individuals Covered178
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80320
Policy instance 1
Insurance contract or identification number650-80320
Number of Individuals Covered178
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80320
Policy instance 1
Insurance contract or identification number650-80320
Number of Individuals Covered188
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80320
Policy instance 1
Insurance contract or identification number650-80320
Number of Individuals Covered185
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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