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INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 401k Plan overview

Plan NameINSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN
Plan identification number 001

INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

INSTITUTE FOR HEALTH RECOVERY has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR HEALTH RECOVERY
Employer identification number (EIN):043086647
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01NORMA FINKELSTEIN2018-12-13 NORMA FINKELSTEIN2018-12-13
0012016-07-01NORMA FINKELSTEIN2017-11-06 NORMA FINKELSTEIN2017-11-06
0012015-07-01NORMA FINKELSTEIN2017-01-25 NORMA FINKELSTEIN2017-01-25
0012014-07-01NORMA FINKELSTEIN2016-01-27 NORMA FINKELSTEIN2016-01-27
0012013-07-01NORMA FINKELSTEIN2015-01-13 NORMA FINKELSTEIN2015-01-13
0012012-07-01NORMA FINKELSTEIN2014-01-14 NORMA FINKELSTEIN2014-01-14
0012011-07-01NORMA FINKELSTEIN2013-01-17
0012010-07-01NORMA FINKELSTEIN2012-01-10

Plan Statistics for INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN

401k plan membership statisitcs for INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN

Measure Date Value
2022: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01169
Total number of active participants reported on line 7a of the Form 55002022-07-0193
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0172
Total of all active and inactive participants2022-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-012
Total participants2022-07-01167
Number of participants with account balances2022-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01159
Total number of active participants reported on line 7a of the Form 55002021-07-0192
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0175
Total of all active and inactive participants2021-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01169
Number of participants with account balances2021-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01153
Total number of active participants reported on line 7a of the Form 55002020-07-0187
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0170
Total of all active and inactive participants2020-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01159
Number of participants with account balances2020-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01151
Total number of active participants reported on line 7a of the Form 55002019-07-0186
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0165
Total of all active and inactive participants2019-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01153
Number of participants with account balances2019-07-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01145
Total number of active participants reported on line 7a of the Form 55002018-07-0189
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0166
Total of all active and inactive participants2018-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01155
Number of participants with account balances2018-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010

Financial Data on INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN

Measure Date Value
2023 : INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,546,014
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,174,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,174,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$647,917
Value of total assets at end of year2023-06-30$8,547,674
Value of total assets at beginning of year2023-06-30$8,176,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$100
Total interest from all sources2023-06-30$64,486
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$296,852
Participant contributions at end of year2023-06-30$8,024
Participant contributions at beginning of year2023-06-30$12,139
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$2,251
Administrative expenses (other) incurred2023-06-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$371,275
Value of net assets at end of year (total assets less liabilities)2023-06-30$8,547,674
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$8,176,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$6,503,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$6,156,221
Value of interest in pooled separate accounts at end of year2023-06-30$402,239
Value of interest in pooled separate accounts at beginning of year2023-06-30$458,942
Interest on participant loans2023-06-30$442
Interest earned on other investments2023-06-30$64,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,578,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,493,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$873,230
Net investment gain/loss from pooled separate accounts2023-06-30$-39,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$348,814
Employer contributions (assets) at end of year2023-06-30$55,815
Employer contributions (assets) at beginning of year2023-06-30$55,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,174,639
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30DAVISKELLY LLP
Accountancy firm EIN2023-06-30463169148
2022 : INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-384,318
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$483,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$483,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$715,914
Value of total assets at end of year2022-06-30$8,176,399
Value of total assets at beginning of year2022-06-30$9,044,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$300
Total interest from all sources2022-06-30$52,384
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$311,070
Participant contributions at end of year2022-06-30$12,139
Participant contributions at beginning of year2022-06-30$4,208
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$31,268
Other income not declared elsewhere2022-06-30$225
Administrative expenses (other) incurred2022-06-30$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-867,620
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,176,399
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,044,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,156,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,185,552
Value of interest in pooled separate accounts at end of year2022-06-30$458,942
Value of interest in pooled separate accounts at beginning of year2022-06-30$362,287
Interest on participant loans2022-06-30$510
Interest earned on other investments2022-06-30$51,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,493,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,439,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,240,353
Net investment gain/loss from pooled separate accounts2022-06-30$87,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$373,576
Employer contributions (assets) at end of year2022-06-30$55,374
Employer contributions (assets) at beginning of year2022-06-30$52,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$483,002
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30DAVISKELLY LLP
Accountancy firm EIN2022-06-30463169148
2021 : INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,409,091
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$429,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$429,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$659,275
Value of total assets at end of year2021-06-30$9,044,019
Value of total assets at beginning of year2021-06-30$7,064,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$100
Total interest from all sources2021-06-30$48,659
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$265,173
Participant contributions at end of year2021-06-30$4,208
Participant contributions at beginning of year2021-06-30$3,700
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$24,593
Administrative expenses (other) incurred2021-06-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,979,686
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,044,019
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,064,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,185,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,430,601
Value of interest in pooled separate accounts at end of year2021-06-30$362,287
Value of interest in pooled separate accounts at beginning of year2021-06-30$291,779
Interest on participant loans2021-06-30$159
Interest earned on other investments2021-06-30$48,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,439,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,307,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,678,830
Net investment gain/loss from pooled separate accounts2021-06-30$22,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$369,509
Employer contributions (assets) at end of year2021-06-30$52,610
Employer contributions (assets) at beginning of year2021-06-30$30,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$429,305
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30DAVISKELLY LLP
Accountancy firm EIN2021-06-30463169148
2020 : INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,006,753
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$256,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$256,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$588,310
Value of total assets at end of year2020-06-30$7,064,333
Value of total assets at beginning of year2020-06-30$6,313,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$46,458
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$257,108
Participant contributions at end of year2020-06-30$3,700
Participant contributions at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$750,730
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,064,333
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,313,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,430,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,724,384
Value of interest in pooled separate accounts at end of year2020-06-30$291,779
Value of interest in pooled separate accounts at beginning of year2020-06-30$293,310
Interest earned on other investments2020-06-30$46,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,307,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,273,407
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$6,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$369,224
Net investment gain/loss from pooled separate accounts2020-06-30$2,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$331,202
Employer contributions (assets) at end of year2020-06-30$30,982
Employer contributions (assets) at beginning of year2020-06-30$22,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$249,301
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30DAVISKELLY LLP
Accountancy firm EIN2020-06-30463169148
2019 : INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$892,976
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$113,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$113,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$547,806
Value of total assets at end of year2019-06-30$6,313,603
Value of total assets at beginning of year2019-06-30$5,534,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$45,763
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$208,872
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$47,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$779,429
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,313,603
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,534,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,724,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,084,341
Value of interest in pooled separate accounts at end of year2019-06-30$293,310
Value of interest in pooled separate accounts at beginning of year2019-06-30$289,214
Interest earned on other investments2019-06-30$45,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,273,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,144,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$284,640
Net investment gain/loss from pooled separate accounts2019-06-30$14,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$291,859
Employer contributions (assets) at end of year2019-06-30$22,502
Employer contributions (assets) at beginning of year2019-06-30$15,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$113,547
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30DAVISKELLY CPAS
Accountancy firm EIN2019-06-30463169148

Form 5500 Responses for INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN

2022: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: INSTITUTE FOR HEALTH RECOVERY 403(B) DC PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386047
Policy instance 1
Insurance contract or identification number386047
Number of Individuals Covered166
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386047
Policy instance 1
Insurance contract or identification number386047
Number of Individuals Covered168
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386047
Policy instance 1
Insurance contract or identification number386047
Number of Individuals Covered158
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386047
Policy instance 1
Insurance contract or identification number386047
Number of Individuals Covered153
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386047
Policy instance 1
Insurance contract or identification number386047
Number of Individuals Covered151
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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