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THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 401k Plan overview

Plan NameTHE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN
Plan identification number 002

THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAMBRIDGE HEALTH ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:CAMBRIDGE HEALTH ALLIANCE
Employer identification number (EIN):042103852
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01DONNA LAURIN
0022016-01-01LAURA CARRABES
0022015-01-01PAULA BRANCATO
0022014-01-01PAULA BRANCATO
0022013-01-01PAULA BRANCATO
0022012-01-01PAULA BRANCATO
0022011-01-01CHRISTINE SANFTLEBEN
0022009-01-01CHRISTINE SANFTLEBEN

Plan Statistics for THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN

401k plan membership statisitcs for THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN

Measure Date Value
2019: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,947
Total number of active participants reported on line 7a of the Form 55002019-01-013,257
Number of retired or separated participants receiving benefits2019-01-0160
Number of other retired or separated participants entitled to future benefits2019-01-01734
Total of all active and inactive participants2019-01-014,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0126
Total participants2019-01-014,077
Number of participants with account balances2019-01-013,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,827
Total number of active participants reported on line 7a of the Form 55002018-01-013,189
Number of retired or separated participants receiving benefits2018-01-0156
Number of other retired or separated participants entitled to future benefits2018-01-01676
Total of all active and inactive participants2018-01-013,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-013,946
Number of participants with account balances2018-01-013,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,598
Total number of active participants reported on line 7a of the Form 55002017-01-012,963
Number of retired or separated participants receiving benefits2017-01-0153
Number of other retired or separated participants entitled to future benefits2017-01-01790
Total of all active and inactive participants2017-01-013,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-013,824
Number of participants with account balances2017-01-013,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,558
Total number of active participants reported on line 7a of the Form 55002016-01-012,746
Number of retired or separated participants receiving benefits2016-01-0150
Number of other retired or separated participants entitled to future benefits2016-01-01783
Total of all active and inactive participants2016-01-013,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-013,598
Number of participants with account balances2016-01-012,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,506
Total number of active participants reported on line 7a of the Form 55002015-01-012,750
Number of retired or separated participants receiving benefits2015-01-0149
Number of other retired or separated participants entitled to future benefits2015-01-01741
Total of all active and inactive participants2015-01-013,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-013,558
Number of participants with account balances2015-01-012,880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,289
Total number of active participants reported on line 7a of the Form 55002014-01-012,733
Number of retired or separated participants receiving benefits2014-01-0145
Number of other retired or separated participants entitled to future benefits2014-01-01711
Total of all active and inactive participants2014-01-013,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-013,506
Number of participants with account balances2014-01-012,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,748
Total number of active participants reported on line 7a of the Form 55002013-01-012,510
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-01725
Total of all active and inactive participants2013-01-013,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0119
Total participants2013-01-013,289
Number of participants with account balances2013-01-012,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,506
Total number of active participants reported on line 7a of the Form 55002012-01-011,977
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-01727
Total of all active and inactive participants2012-01-012,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-012,747
Number of participants with account balances2012-01-012,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,109
Total number of active participants reported on line 7a of the Form 55002011-01-011,816
Number of retired or separated participants receiving benefits2011-01-0122
Number of other retired or separated participants entitled to future benefits2011-01-01653
Total of all active and inactive participants2011-01-012,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-012,504
Number of participants with account balances2011-01-012,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,907
Total number of active participants reported on line 7a of the Form 55002009-01-012,000
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-012,010
Number of participants with account balances2009-01-012,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN

Measure Date Value
2019 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$58,195,135
Total of all expenses incurred2019-12-31$14,941,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,261,434
Expenses. Certain deemed distributions of participant loans2019-12-31$373,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,731,050
Value of total assets at end of year2019-12-31$242,499,476
Value of total assets at beginning of year2019-12-31$199,245,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$306,172
Total interest from all sources2019-12-31$1,787,254
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,376,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,376,545
Administrative expenses professional fees incurred2019-12-31$12,079
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,943,834
Participant contributions at end of year2019-12-31$1,894,778
Participant contributions at beginning of year2019-12-31$2,026,436
Participant contributions at end of year2019-12-31$409,363
Participant contributions at beginning of year2019-12-31$374,839
Assets. Other investments not covered elsewhere at end of year2019-12-31$329,550
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$308,516
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$919,920
Other income not declared elsewhere2019-12-31$52,454
Administrative expenses (other) incurred2019-12-31$232,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$43,253,971
Value of net assets at end of year (total assets less liabilities)2019-12-31$242,499,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$199,245,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$188,783,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$147,344,006
Interest on participant loans2019-12-31$62,272
Interest earned on other investments2019-12-31$1,724,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$50,848,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,977,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$33,247,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,867,296
Employer contributions (assets) at end of year2019-12-31$233,055
Employer contributions (assets) at beginning of year2019-12-31$214,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,261,434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$11,269,092
Total of all expenses incurred2018-12-31$10,450,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,764,586
Expenses. Certain deemed distributions of participant loans2018-12-31$368,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,774,399
Value of total assets at end of year2018-12-31$199,245,505
Value of total assets at beginning of year2018-12-31$198,427,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$317,435
Total interest from all sources2018-12-31$1,661,441
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,155,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,155,630
Administrative expenses professional fees incurred2018-12-31$11,499
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,853,161
Participant contributions at end of year2018-12-31$2,026,436
Participant contributions at beginning of year2018-12-31$1,884,361
Participant contributions at end of year2018-12-31$374,839
Participant contributions at beginning of year2018-12-31$321,389
Assets. Other investments not covered elsewhere at end of year2018-12-31$308,516
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$296,413
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,491,156
Other income not declared elsewhere2018-12-31$-9,585
Administrative expenses (other) incurred2018-12-31$223,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$818,189
Value of net assets at end of year (total assets less liabilities)2018-12-31$199,245,505
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$198,427,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$82,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$147,344,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$149,842,623
Interest on participant loans2018-12-31$51,980
Interest earned on other investments2018-12-31$1,609,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$48,977,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,879,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,312,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,430,082
Employer contributions (assets) at end of year2018-12-31$214,601
Employer contributions (assets) at beginning of year2018-12-31$202,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,764,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$41,373,385
Total of all expenses incurred2017-12-31$12,855,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,350,970
Expenses. Certain deemed distributions of participant loans2017-12-31$202,508
Value of total corrective distributions2017-12-31$1,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,059,096
Value of total assets at end of year2017-12-31$198,427,316
Value of total assets at beginning of year2017-12-31$169,909,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$300,857
Total interest from all sources2017-12-31$1,606,788
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,699,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,699,807
Administrative expenses professional fees incurred2017-12-31$11,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,434,321
Participant contributions at end of year2017-12-31$1,884,361
Participant contributions at beginning of year2017-12-31$1,639,097
Participant contributions at end of year2017-12-31$321,389
Participant contributions at beginning of year2017-12-31$300,326
Assets. Other investments not covered elsewhere at end of year2017-12-31$296,413
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$174,454
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$585,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Other income not declared elsewhere2017-12-31$37,092
Administrative expenses (other) incurred2017-12-31$211,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$28,517,684
Value of net assets at end of year (total assets less liabilities)2017-12-31$198,427,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$169,909,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$31,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$149,842,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$124,390,675
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$1
Income. Interest from loans (other than to participants)2017-12-31$78,258
Interest earned on other investments2017-12-31$1,528,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$45,879,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,221,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,970,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,039,359
Employer contributions (assets) at end of year2017-12-31$202,717
Employer contributions (assets) at beginning of year2017-12-31$183,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,350,970
Contract administrator fees2017-12-31$46,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$26,554,450
Total of all expenses incurred2016-12-31$12,559,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,109,623
Expenses. Certain deemed distributions of participant loans2016-12-31$158,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,990,897
Value of total assets at end of year2016-12-31$169,909,632
Value of total assets at beginning of year2016-12-31$155,914,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$290,955
Total interest from all sources2016-12-31$1,454,909
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,090,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,090,411
Administrative expenses professional fees incurred2016-12-31$11,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,888,510
Participant contributions at end of year2016-12-31$1,639,097
Participant contributions at beginning of year2016-12-31$1,563,360
Participant contributions at end of year2016-12-31$300,326
Participant contributions at beginning of year2016-12-31$287,654
Assets. Other investments not covered elsewhere at end of year2016-12-31$174,454
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$159,142
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,440,836
Other income not declared elsewhere2016-12-31$174,453
Administrative expenses (other) incurred2016-12-31$201,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,995,190
Value of net assets at end of year (total assets less liabilities)2016-12-31$169,909,632
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$155,914,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$124,390,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$112,870,834
Value of interest in pooled separate accounts at end of year2016-12-31$1
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,408,406
Interest on participant loans2016-12-31$24,330
Interest earned on other investments2016-12-31$1,430,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,221,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$37,452,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,827,100
Net investment gain/loss from pooled separate accounts2016-12-31$16,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,661,551
Employer contributions (assets) at end of year2016-12-31$183,442
Employer contributions (assets) at beginning of year2016-12-31$173,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,109,623
Contract administrator fees2016-12-31$46,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$18,889,517
Total of all expenses incurred2015-12-31$11,538,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,019,706
Expenses. Certain deemed distributions of participant loans2015-12-31$164,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,094,005
Value of total assets at end of year2015-12-31$155,914,442
Value of total assets at beginning of year2015-12-31$148,563,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$354,276
Total interest from all sources2015-12-31$2,958,252
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,895,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,895,225
Administrative expenses professional fees incurred2015-12-31$10,710
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,618,390
Participant contributions at end of year2015-12-31$1,563,360
Participant contributions at beginning of year2015-12-31$1,321,078
Participant contributions at end of year2015-12-31$287,654
Assets. Other investments not covered elsewhere at end of year2015-12-31$159,142
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$205,016
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$955,505
Other income not declared elsewhere2015-12-31$-4,271
Administrative expenses (other) incurred2015-12-31$247,565
Total non interest bearing cash at beginning of year2015-12-31$66,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,350,577
Value of net assets at end of year (total assets less liabilities)2015-12-31$155,914,442
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$148,563,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$38,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$112,870,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$109,003,798
Value of interest in pooled separate accounts at end of year2015-12-31$3,408,406
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,642,704
Interest on participant loans2015-12-31$28,382
Interest earned on other investments2015-12-31$2,929,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$37,452,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$34,262,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,341,501
Net investment gain/loss from pooled separate accounts2015-12-31$287,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,520,110
Employer contributions (assets) at end of year2015-12-31$173,042
Employer contributions (assets) at beginning of year2015-12-31$61,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,019,706
Contract administrator fees2015-12-31$57,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$21,891,709
Total of all expenses incurred2014-12-31$13,191,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,584,703
Expenses. Certain deemed distributions of participant loans2014-12-31$273,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,721,788
Value of total assets at end of year2014-12-31$148,563,865
Value of total assets at beginning of year2014-12-31$139,863,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$333,196
Total interest from all sources2014-12-31$2,880,176
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,314,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,314,804
Administrative expenses professional fees incurred2014-12-31$10,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,653,609
Participant contributions at end of year2014-12-31$1,321,078
Participant contributions at beginning of year2014-12-31$1,118,385
Assets. Other investments not covered elsewhere at end of year2014-12-31$205,016
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$168,105
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$885,418
Other income not declared elsewhere2014-12-31$8,038
Administrative expenses (other) incurred2014-12-31$238,309
Total non interest bearing cash at end of year2014-12-31$66,991
Total non interest bearing cash at beginning of year2014-12-31$187,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,700,388
Value of net assets at end of year (total assets less liabilities)2014-12-31$148,563,865
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$139,863,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$31,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$109,003,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$101,329,691
Value of interest in pooled separate accounts at end of year2014-12-31$3,642,704
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,898,350
Interest on participant loans2014-12-31$22,677
Interest earned on other investments2014-12-31$2,857,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$34,262,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,102,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,653,683
Net investment gain/loss from pooled separate accounts2014-12-31$313,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,182,761
Employer contributions (assets) at end of year2014-12-31$61,401
Employer contributions (assets) at beginning of year2014-12-31$58,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,584,703
Contract administrator fees2014-12-31$52,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$32,996,503
Total of all expenses incurred2013-12-31$12,137,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,707,929
Expenses. Certain deemed distributions of participant loans2013-12-31$254,019
Value of total corrective distributions2013-12-31$962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,255,754
Value of total assets at end of year2013-12-31$139,863,477
Value of total assets at beginning of year2013-12-31$119,004,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$174,164
Total interest from all sources2013-12-31$2,867,302
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,768,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,768,974
Administrative expenses professional fees incurred2013-12-31$10,290
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,469,113
Participant contributions at end of year2013-12-31$1,118,385
Participant contributions at beginning of year2013-12-31$1,299,844
Assets. Other investments not covered elsewhere at end of year2013-12-31$168,105
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$16,224
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$725,840
Other income not declared elsewhere2013-12-31$7,109
Administrative expenses (other) incurred2013-12-31$73,854
Total non interest bearing cash at end of year2013-12-31$187,427
Total non interest bearing cash at beginning of year2013-12-31$148,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,859,429
Value of net assets at end of year (total assets less liabilities)2013-12-31$139,863,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$119,004,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$90,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$101,329,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$79,914,024
Value of interest in pooled separate accounts at end of year2013-12-31$3,898,350
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,016,674
Interest on participant loans2013-12-31$24,980
Interest earned on other investments2013-12-31$2,842,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,102,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$33,513,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,774,878
Net investment gain/loss from pooled separate accounts2013-12-31$322,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,060,801
Employer contributions (assets) at end of year2013-12-31$58,830
Employer contributions (assets) at beginning of year2013-12-31$95,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,707,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$1,547,590
Total income from all sources (including contributions)2012-12-31$22,747,405
Total of all expenses incurred2012-12-31$7,071,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,702,919
Expenses. Certain deemed distributions of participant loans2012-12-31$228,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,622,534
Value of total assets at end of year2012-12-31$119,004,048
Value of total assets at beginning of year2012-12-31$101,780,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$139,698
Total interest from all sources2012-12-31$1,243,223
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,660,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,660,547
Administrative expenses professional fees incurred2012-12-31$10,080
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,476,147
Participant contributions at end of year2012-12-31$1,299,844
Participant contributions at beginning of year2012-12-31$1,070,735
Assets. Other investments not covered elsewhere at end of year2012-12-31$16,224
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,193
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$248,131
Other income not declared elsewhere2012-12-31$268
Administrative expenses (other) incurred2012-12-31$22,328
Total non interest bearing cash at end of year2012-12-31$148,348
Total non interest bearing cash at beginning of year2012-12-31$124,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,675,893
Value of net assets at end of year (total assets less liabilities)2012-12-31$119,004,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$101,780,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$107,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$79,914,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$64,539,335
Value of interest in pooled separate accounts at end of year2012-12-31$4,016,674
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,790,869
Interest on participant loans2012-12-31$20,749
Interest earned on other investments2012-12-31$1,222,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$33,513,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$32,164,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,101,064
Net investment gain/loss from pooled separate accounts2012-12-31$119,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,898,256
Employer contributions (assets) at end of year2012-12-31$95,427
Employer contributions (assets) at beginning of year2012-12-31$80,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,702,919
Contract administrator fees2012-12-31$30
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$10,694,674
Total of all expenses incurred2011-12-31$6,889,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,487,970
Expenses. Certain deemed distributions of participant loans2011-12-31$244,643
Value of total corrective distributions2011-12-31$669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,161,259
Value of total assets at end of year2011-12-31$101,780,565
Value of total assets at beginning of year2011-12-31$97,975,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$156,429
Total interest from all sources2011-12-31$1,182,083
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,204,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,204,434
Administrative expenses professional fees incurred2011-12-31$9,817
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,930,132
Participant contributions at end of year2011-12-31$1,070,735
Participant contributions at beginning of year2011-12-31$1,103,045
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,193
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$552,992
Other income not declared elsewhere2011-12-31$-1,778
Administrative expenses (other) incurred2011-12-31$24,864
Total non interest bearing cash at end of year2011-12-31$124,479
Total non interest bearing cash at beginning of year2011-12-31$108,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,804,963
Value of net assets at end of year (total assets less liabilities)2011-12-31$101,780,565
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$97,975,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$121,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$64,539,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,738,593
Value of interest in pooled separate accounts at end of year2011-12-31$3,790,869
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,509,282
Interest on participant loans2011-12-31$25,889
Interest earned on other investments2011-12-31$1,156,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$32,164,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$30,516,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,836,504
Net investment gain/loss from pooled separate accounts2011-12-31$-14,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,678,135
Employer contributions (assets) at end of year2011-12-31$80,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,487,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$19,032,229
Total of all expenses incurred2010-12-31$4,894,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,499,013
Expenses. Certain deemed distributions of participant loans2010-12-31$231,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,798,922
Value of total assets at end of year2010-12-31$97,975,602
Value of total assets at beginning of year2010-12-31$83,838,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$164,513
Total interest from all sources2010-12-31$1,019,802
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,174,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,174,257
Administrative expenses professional fees incurred2010-12-31$9,452
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,370,232
Participant contributions at end of year2010-12-31$1,103,045
Participant contributions at beginning of year2010-12-31$1,093,352
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,068
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,021,837
Other income not declared elsewhere2010-12-31$45
Administrative expenses (other) incurred2010-12-31$24,468
Total non interest bearing cash at end of year2010-12-31$108,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,137,517
Value of net assets at end of year (total assets less liabilities)2010-12-31$97,975,602
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,838,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$130,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$62,738,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,380,920
Value of interest in pooled separate accounts at end of year2010-12-31$3,509,282
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,360,458
Interest on participant loans2010-12-31$30,562
Interest earned on other investments2010-12-31$989,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$30,516,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$29,001,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,940,247
Net investment gain/loss from pooled separate accounts2010-12-31$98,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,406,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,499,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN

2019: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+031
Policy instance 2
Insurance contract or identification number190816+031
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered3244
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23,939
Are there contracts with unallocated funds for contracts of type 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 $23,939
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+031
Policy instance 2
Insurance contract or identification number190816+031
Number of Individuals Covered28
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered3122
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered2850
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+031
Policy instance 2
Insurance contract or identification number190816+031
Number of Individuals Covered30
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+031
Policy instance 2
Insurance contract or identification number190816+031
Number of Individuals Covered33
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered2761
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+031
Policy instance 2
Insurance contract or identification number190816+031
Number of Individuals Covered34
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered2615
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered2465
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+031
Policy instance 2
Insurance contract or identification number190816+031
Number of Individuals Covered36
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered2239
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+031
Policy instance 2
Insurance contract or identification number190816+031
Number of Individuals Covered37
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number190816+030
Policy instance 2
Insurance contract or identification number190816+030
Number of Individuals Covered39
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068865
Policy instance 1
Insurance contract or identification numberTA068865
Number of Individuals Covered2081
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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