401k Plan data: HOPEHEALTH, INC. RETIREMENT PLAN plan

HOPEHEALTH, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	HOPEHEALTH, INC. RETIREMENT PLAN
Plan identification number	001

HOPEHEALTH, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

HOPEHEALTH MASSACHUSETTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOPEHEALTH MASSACHUSETTS, INC.

Employer identification number (EIN): 042681561

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPEHEALTH, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 CARA HART 2021-08-17
001 2019-01-01 CARA HART 2020-09-14
001 2018-01-01 CARA HART 2019-10-04
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 AMY ALMONTE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	CARA HART	2021-08-17
001	2019-01-01	CARA HART	2020-09-14
001	2018-01-01	CARA HART	2019-10-04
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	AMY ALMONTE

Plan Statistics for HOPEHEALTH, INC. RETIREMENT PLAN

401k plan membership statisitcs for HOPEHEALTH, INC. RETIREMENT PLAN

Measure Date Value
2020: HOPEHEALTH, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HOPEHEALTH, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 102
Total of all active and inactive participants 2019-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 102
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: HOPEHEALTH, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 121
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 76
Total of all active and inactive participants 2018-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 197
Number of participants with account balances 2018-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: HOPEHEALTH, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 189
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 62
Total of all active and inactive participants 2017-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 251
Number of participants with account balances 2017-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: HOPEHEALTH, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 197
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 61
Total of all active and inactive participants 2016-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 258
Number of participants with account balances 2016-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: HOPEHEALTH, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 223
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 265
Number of participants with account balances 2015-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: HOPEHEALTH, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 223
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 260
Number of participants with account balances 2014-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12

Measure	Date	Value
2020: HOPEHEALTH, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HOPEHEALTH, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	102
Total of all active and inactive participants	2019-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	102
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: HOPEHEALTH, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	121
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	76
Total of all active and inactive participants	2018-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	197
Number of participants with account balances	2018-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: HOPEHEALTH, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	189
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	62
Total of all active and inactive participants	2017-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	251
Number of participants with account balances	2017-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: HOPEHEALTH, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	197
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	61
Total of all active and inactive participants	2016-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	258
Number of participants with account balances	2016-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: HOPEHEALTH, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	223
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	265
Number of participants with account balances	2015-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: HOPEHEALTH, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	223
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	260
Number of participants with account balances	2014-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12

Financial Data on HOPEHEALTH, INC. RETIREMENT PLAN

Measure	Date	Value
2020 : HOPEHEALTH, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-11-30	$0
Total transfer of assets from this plan	2020-11-30	$572,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total income from all sources (including contributions)	2020-11-30	$77,679
Total loss/gain on sale of assets	2020-11-30	$0
Total of all expenses incurred	2020-11-30	$2,229,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-30	$2,193,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-11-30	$0
Value of total assets at end of year	2020-11-30	$0
Value of total assets at beginning of year	2020-11-30	$2,724,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-30	$35,854
Total interest from all sources	2020-11-30	$1,397
Total dividends received (eg from common stock, registered investment company shares)	2020-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-11-30	No
Was this plan covered by a fidelity bond	2020-11-30	Yes
Value of fidelity bond cover	2020-11-30	$500,000
If this is an individual account plan, was there a blackout period	2020-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2020-11-30	No
Participant contributions at end of year	2020-11-30	$0
Participant contributions at beginning of year	2020-11-30	$10,279
Other income not declared elsewhere	2020-11-30	$2,630
Administrative expenses (other) incurred	2020-11-30	$35,854
Total non interest bearing cash at end of year	2020-11-30	$0
Total non interest bearing cash at beginning of year	2020-11-30	$21,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Value of net income/loss	2020-11-30	$-2,152,123
Value of net assets at end of year (total assets less liabilities)	2020-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-11-30	$2,724,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-30	No
Were any leases to which the plan was party in default or uncollectible	2020-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-11-30	$2,652,783
Interest on participant loans	2020-11-30	$274
Interest earned on other investments	2020-11-30	$1,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-11-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-11-30	$39,243
Net investment gain/loss from pooled separate accounts	2020-11-30	$73,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-30	No
Was there a failure to transmit to the plan any participant contributions	2020-11-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-11-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-30	$2,193,948
Did the plan have assets held for investment	2020-11-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-11-30	Disclaimer
Accountancy firm name	2020-11-30	MARCUM LLP
Accountancy firm EIN	2020-11-30	111986323
2019 : HOPEHEALTH, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$955,374
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,581,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,567,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$206,831
Value of total assets at end of year	2019-12-31	$2,724,234
Value of total assets at beginning of year	2019-12-31	$5,350,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,870
Total interest from all sources	2019-12-31	$860
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$117,521
Participant contributions at end of year	2019-12-31	$10,279
Participant contributions at beginning of year	2019-12-31	$15,124
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$13,795
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$48,208
Other income not declared elsewhere	2019-12-31	$5,155
Administrative expenses (other) incurred	2019-12-31	$5,495
Total non interest bearing cash at end of year	2019-12-31	$21,929
Total non interest bearing cash at beginning of year	2019-12-31	$25,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-2,625,982
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,724,234
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,350,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,652,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,252,756
Interest on participant loans	2019-12-31	$315
Interest earned on other investments	2019-12-31	$545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$39,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$37,563
Net investment gain/loss from pooled separate accounts	2019-12-31	$742,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$41,102
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$5,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,567,486
Contract administrator fees	2019-12-31	$8,375
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARCUM LLP
Accountancy firm EIN	2019-12-31	111986323
2018 : HOPEHEALTH, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$287,636
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,156,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,136,348
Value of total corrective distributions	2018-12-31	$2,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$623,253
Value of total assets at end of year	2018-12-31	$5,350,216
Value of total assets at beginning of year	2018-12-31	$6,218,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,595
Total interest from all sources	2018-12-31	$558
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$462,001
Participant contributions at end of year	2018-12-31	$15,124
Participant contributions at beginning of year	2018-12-31	$2,097
Participant contributions at end of year	2018-12-31	$13,795
Participant contributions at beginning of year	2018-12-31	$760
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,966
Other income not declared elsewhere	2018-12-31	$8,701
Administrative expenses (other) incurred	2018-12-31	$17,595
Total non interest bearing cash at end of year	2018-12-31	$25,916
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-868,755
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,350,216
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,218,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,252,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,182,363
Interest on participant loans	2018-12-31	$236
Interest earned on other investments	2018-12-31	$322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$37,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$33,541
Net investment gain/loss from pooled separate accounts	2018-12-31	$-344,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$156,286
Employer contributions (assets) at end of year	2018-12-31	$5,062
Employer contributions (assets) at beginning of year	2018-12-31	$210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,136,348
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARCUM LLP
Accountancy firm EIN	2018-12-31	111986323
2017 : HOPEHEALTH, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,740,927
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,760,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,741,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$824,661
Value of total assets at end of year	2017-12-31	$6,218,971
Value of total assets at beginning of year	2017-12-31	$6,238,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,180
Total interest from all sources	2017-12-31	$1,157
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$569,947
Participant contributions at end of year	2017-12-31	$2,097
Participant contributions at beginning of year	2017-12-31	$27,226
Participant contributions at end of year	2017-12-31	$760
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$77,426
Other income not declared elsewhere	2017-12-31	$7,617
Administrative expenses (other) incurred	2017-12-31	$18,180
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-19,128
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,218,971
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,238,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,182,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,086,375
Interest on participant loans	2017-12-31	$672
Interest earned on other investments	2017-12-31	$485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$33,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$123,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$907,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$177,288
Employer contributions (assets) at end of year	2017-12-31	$210
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,741,875
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MARCUM LLP
Accountancy firm EIN	2017-12-31	111986323
2016 : HOPEHEALTH, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,418,819
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,091,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,073,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,007,667
Value of total assets at end of year	2016-12-31	$6,238,099
Value of total assets at beginning of year	2016-12-31	$5,911,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,252
Total interest from all sources	2016-12-31	$2,685
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$724,286
Participant contributions at end of year	2016-12-31	$27,226
Participant contributions at beginning of year	2016-12-31	$44,263
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$43,602
Other income not declared elsewhere	2016-12-31	$4,800
Administrative expenses (other) incurred	2016-12-31	$18,252
Total non interest bearing cash at end of year	2016-12-31	$533
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$326,924
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,238,099
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,911,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,086,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,760,814
Interest on participant loans	2016-12-31	$1,096
Interest earned on other investments	2016-12-31	$1,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$123,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$106,098
Net investment gain/loss from pooled separate accounts	2016-12-31	$403,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$239,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,073,643
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARCUM LLP
Accountancy firm EIN	2016-12-31	111986323
2015 : HOPEHEALTH, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$962,351
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,031,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,013,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,017,107
Value of total assets at end of year	2015-12-31	$5,911,175
Value of total assets at beginning of year	2015-12-31	$5,979,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,928
Total interest from all sources	2015-12-31	$2,529
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$717,823
Participant contributions at end of year	2015-12-31	$44,263
Participant contributions at beginning of year	2015-12-31	$4,964
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$55,313
Other income not declared elsewhere	2015-12-31	$4,710
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-68,733
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,911,175
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,979,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,760,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,887,604
Interest on participant loans	2015-12-31	$1,201
Interest earned on other investments	2015-12-31	$1,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$106,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$86,928
Net investment gain/loss from pooled separate accounts	2015-12-31	$-61,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$243,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,013,156
Contract administrator fees	2015-12-31	$17,928
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MARCUM LLP
Accountancy firm EIN	2015-12-31	111986323
2014 : HOPEHEALTH, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,564,240
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$855,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$838,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,323,942
Value of total assets at end of year	2014-12-31	$5,979,908
Value of total assets at beginning of year	2014-12-31	$5,271,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,052
Total interest from all sources	2014-12-31	$1,523
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$764,022
Participant contributions at end of year	2014-12-31	$4,964
Participant contributions at beginning of year	2014-12-31	$1,968
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$308,339
Other income not declared elsewhere	2014-12-31	$2,363
Administrative expenses (other) incurred	2014-12-31	$17,052
Total non interest bearing cash at end of year	2014-12-31	$412
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$708,890
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,979,908
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,271,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,887,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,038,351
Interest on participant loans	2014-12-31	$101
Interest earned on other investments	2014-12-31	$1,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$86,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$230,699
Net investment gain/loss from pooled separate accounts	2014-12-31	$236,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$251,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$838,298
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MARCUM LLP
Accountancy firm EIN	2014-12-31	111986323

Form 5500 Responses for HOPEHEALTH, INC. RETIREMENT PLAN

2020: HOPEHEALTH, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOPEHEALTH, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOPEHEALTH, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOPEHEALTH, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOPEHEALTH, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOPEHEALTH, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HOPEHEALTH, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27579

Policy instance

Insurance contract or identification number	27579
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-11-30
Total amount of commissions paid to insurance broker	USD $22,185
Total amount of fees paid to insurance company	USD $993
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,185
Amount paid for insurance broker fees	993
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27579

Policy instance

Insurance contract or identification number	27579
Number of Individuals Covered	102
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,631
Total amount of fees paid to insurance company	USD $1,827
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,631
Insurance broker organization code?	3
Amount paid for insurance broker fees	1827
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27579

Policy instance

Insurance contract or identification number	27579
Number of Individuals Covered	152
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $17,631
Total amount of fees paid to insurance company	USD $2,941
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,631
Insurance broker organization code?	3
Amount paid for insurance broker fees	2941
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27579

Policy instance

Insurance contract or identification number	27579
Number of Individuals Covered	174
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $18,046
Total amount of fees paid to insurance company	USD $3,011
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,046
Insurance broker organization code?	3
Amount paid for insurance broker fees	3011
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27579

Policy instance

Insurance contract or identification number	27579
Number of Individuals Covered	179
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $17,763
Total amount of fees paid to insurance company	USD $2,976
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,763
Insurance broker organization code?	3
Amount paid for insurance broker fees	2976
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27579

Policy instance

Insurance contract or identification number	27579
Number of Individuals Covered	174
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,756
Total amount of fees paid to insurance company	USD $2,811
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,756
Insurance broker organization code?	3
Amount paid for insurance broker fees	2811
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

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Company Name:	HOPEHEALTH MASSACHUSETTS, INC.
Employer identification number (EIN):	042681561
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations