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| Plan Name | PATIENT ADVOCATES, INC. DEFINED BENEFIT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | PATIENT ADVOCATES, INC. |
| Employer identification number (EIN): | 010369814 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2015-01-01 | MICHELLE GLEN | 2015-06-03 | MICHELLE GLEN | 2015-06-03 |
| 002 | 2014-01-01 | MICHELLE GLEN | 2015-03-26 | MICHELLE GLEN | 2015-03-26 |
| 002 | 2013-01-01 | MICHELLE GLEN | 2014-11-12 | MICHELLE GLEN | 2014-11-12 |
| 002 | 2012-01-01 | WILLIAM WEIBLEN | 2013-10-14 | MICHELLE GLEN | 2013-10-14 |
| 002 | 2011-01-01 | WILLIAM WEIBLEN | 2013-10-15 | MICHELLE GLEN | 2013-10-15 |
| 002 | 2009-01-01 | WILLIAM WEIBLEN | |||
| 002 | 2009-01-01 | WILLIAM WEIBLEN | JAMES A. WARD | 2010-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2009: PATIENT ADVOCATES, INC. DEFINED BENEFIT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : PATIENT ADVOCATES, INC. DEFINED BENEFIT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $15,996 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41 |
| Total plan assets at end of year | 2010-12-31 | $260,633 |
| Total plan assets at beginning of year | 2010-12-31 | $244,678 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $41 |
| Other income received | 2010-12-31 | $15,996 |
| Net income (gross income less expenses) | 2010-12-31 | $15,955 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $260,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $244,678 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PATIENT ADVOCATES, INC. DEFINED BENEFIT PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: PATIENT ADVOCATES, INC. DEFINED BENEFIT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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