?>
Logo

THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 401k Plan overview

Plan NameTHE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC.
Plan identification number 001

THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC.
Employer identification number (EIN):061181226
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01MIRIAM Y. VEGA, PHD, CEO2021-10-14
0012019-01-01MIRIAM Y. VEGA, PHD, CEO2021-05-12
0012018-01-01MIRIAM Y. VEGA, PHD, CEO2021-05-12
0012017-01-01MIRIAM Y. VEGA, PHD, CEO2021-05-12
0012016-01-01
0012016-01-01
0012016-01-01MIRIAM Y. VEGA, PHD, CEO2021-05-12
0012015-01-01MIRIAM Y. VEGA, PHD, CEO2021-05-12
0012014-01-01DR. MARJORIE JEAN HILL
0012013-01-01DR. MARJORIE JEAN HILL
0012012-01-01DR. MARJORIE JEAN HILL
0012011-01-01DR MARJORIE JEAN HILL
0012010-01-01DR. MARJORIE JEAN HILL
0012009-01-01DR. MARJORIE JEAN HILL
0012009-01-01DR. MARJORIE JEAN HILL

Plan Statistics for THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC.

401k plan membership statisitcs for THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC.

Measure Date Value
2022: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01317
Total number of active participants reported on line 7a of the Form 55002022-01-01261
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01277
Number of participants with account balances2022-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01346
Total number of active participants reported on line 7a of the Form 55002021-01-01292
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01317
Number of participants with account balances2021-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01355
Total number of active participants reported on line 7a of the Form 55002020-01-01220
Number of retired or separated participants receiving benefits2020-01-0130
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01346
Total participants2020-01-01346
Number of participants with account balances2020-01-01346
2019: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01330
Total number of active participants reported on line 7a of the Form 55002019-01-01225
Number of retired or separated participants receiving benefits2019-01-0133
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01355
Total participants2019-01-01355
Number of participants with account balances2019-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01296
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-01330
Total participants2018-01-01330
Number of participants with account balances2018-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01100
Total of all active and inactive participants2017-01-01296
Total participants2017-01-01296
Number of participants with account balances2017-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01288
Number of participants with account balances2016-01-01278
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-0199
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01270
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01288
Number of participants with account balances2015-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01279
Number of participants with account balances2014-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01234
Total number of active participants reported on line 7a of the Form 55002013-01-01153
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01261
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01236
Number of participants with account balances2012-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01218
Number of participants with account balances2011-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01170
Total number of active participants reported on line 7a of the Form 55002010-01-01123
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0171
Total of all active and inactive participants2010-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01194
Number of participants with account balances2010-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Number of participants with account balances2009-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC.

Measure Date Value
2022 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,049,673
Total loss/gain on sale of assets2022-12-31$-18,737
Total of all expenses incurred2022-12-31$2,022,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,987,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,053,247
Value of total assets at end of year2022-12-31$25,333,092
Value of total assets at beginning of year2022-12-31$28,405,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,109
Total interest from all sources2022-12-31$579,090
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$78,385
Administrative expenses professional fees incurred2022-12-31$35,109
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$653,247
Participant contributions at end of year2022-12-31$264,315
Participant contributions at beginning of year2022-12-31$326,579
Participant contributions at end of year2022-12-31$19,687
Participant contributions at beginning of year2022-12-31$24,997
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,072,628
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,333,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,405,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,736,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$643,506
Value of interest in pooled separate accounts at end of year2022-12-31$8,317,756
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,384,636
Interest on participant loans2022-12-31$10,233
Value of interest in common/collective trusts at end of year2022-12-31$74,782
Value of interest in common/collective trusts at beginning of year2022-12-31$61,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$568,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,520,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,564,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-266,418
Net investment gain/loss from pooled separate accounts2022-12-31$-2,476,461
Net investment gain or loss from common/collective trusts2022-12-31$1,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$400,000
Employer contributions (assets) at end of year2022-12-31$400,000
Employer contributions (assets) at beginning of year2022-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,987,846
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-18,737
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31COHNREZNICK, LLP
Accountancy firm EIN2022-12-31221478099
2021 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,198,125
Total loss/gain on sale of assets2021-12-31$-2,012
Total of all expenses incurred2021-12-31$2,365,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,337,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,161,926
Value of total assets at end of year2021-12-31$28,405,720
Value of total assets at beginning of year2021-12-31$26,572,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,687
Total interest from all sources2021-12-31$544,626
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$35,589
Administrative expenses professional fees incurred2021-12-31$27,687
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$739,615
Participant contributions at end of year2021-12-31$326,579
Participant contributions at beginning of year2021-12-31$335,883
Participant contributions at end of year2021-12-31$24,997
Participant contributions at beginning of year2021-12-31$22,205
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,833,070
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,405,720
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,572,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$643,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$13,384,636
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,366,949
Interest on participant loans2021-12-31$8,582
Value of interest in common/collective trusts at end of year2021-12-31$61,701
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$536,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,564,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,847,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-20,848
Net investment gain/loss from pooled separate accounts2021-12-31$2,478,576
Net investment gain or loss from common/collective trusts2021-12-31$268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$400,000
Employer contributions (assets) at end of year2021-12-31$400,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,337,368
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$-2,012
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31COHNREZNICK, LLP
Accountancy firm EIN2021-12-31221478099
2020 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,338,238
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,431,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,410,796
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$859,325
Value of total assets at end of year2020-12-31$26,572,650
Value of total assets at beginning of year2020-12-31$24,666,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,965
Total interest from all sources2020-12-31$550,082
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$837,343
Participant contributions at end of year2020-12-31$335,883
Participant contributions at beginning of year2020-12-31$310,423
Participant contributions at end of year2020-12-31$22,205
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,906,477
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,572,650
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,666,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$12,366,949
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,532,332
Interest on participant loans2020-12-31$11,169
Interest earned on other investments2020-12-31$538,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,847,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,580,988
Net investment gain/loss from pooled separate accounts2020-12-31$1,928,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$242,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,410,796
Contract administrator fees2020-12-31$20,965
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,099,783
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,063,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,053,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,310,912
Value of total assets at end of year2019-12-31$24,666,173
Value of total assets at beginning of year2019-12-31$21,630,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,472
Total interest from all sources2019-12-31$528,120
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,175,734
Participant contributions at end of year2019-12-31$310,423
Participant contributions at beginning of year2019-12-31$278,032
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$63,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,035,869
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,666,173
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,630,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,532,332
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,889,636
Interest on participant loans2019-12-31$12,286
Interest earned on other investments2019-12-31$515,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,580,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,379,240
Net investment gain/loss from pooled separate accounts2019-12-31$2,260,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,071,607
Employer contributions (assets) at end of year2019-12-31$242,430
Employer contributions (assets) at beginning of year2019-12-31$83,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,053,442
Contract administrator fees2019-12-31$10,472
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,956,365
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$440,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$433,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,147,258
Value of total assets at end of year2018-12-31$21,630,304
Value of total assets at beginning of year2018-12-31$20,114,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,294
Total interest from all sources2018-12-31$476,674
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,134,857
Participant contributions at end of year2018-12-31$278,032
Participant contributions at beginning of year2018-12-31$191,391
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$29,171
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$121,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,515,818
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,630,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,114,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,889,636
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,506,530
Interest on participant loans2018-12-31$8,701
Interest earned on other investments2018-12-31$467,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,379,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,258,884
Net investment gain/loss from pooled separate accounts2018-12-31$-667,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$891,332
Employer contributions (assets) at end of year2018-12-31$83,396
Employer contributions (assets) at beginning of year2018-12-31$128,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$433,253
Contract administrator fees2018-12-31$7,294
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,922,736
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$910,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$907,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,196,436
Value of total assets at end of year2017-12-31$20,114,486
Value of total assets at beginning of year2017-12-31$17,102,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,587
Total interest from all sources2017-12-31$431,701
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$898,907
Participant contributions at end of year2017-12-31$191,391
Participant contributions at beginning of year2017-12-31$367,075
Participant contributions at end of year2017-12-31$29,171
Participant contributions at beginning of year2017-12-31$33,358
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$359,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,012,379
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,114,486
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,102,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,506,530
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,337,968
Interest on participant loans2017-12-31$5,626
Interest earned on other investments2017-12-31$426,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,258,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,363,706
Net investment gain/loss from pooled separate accounts2017-12-31$1,294,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$938,219
Employer contributions (assets) at end of year2017-12-31$128,510
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$907,770
Contract administrator fees2017-12-31$2,587
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,795,175
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$774,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$733,293
Expenses. Certain deemed distributions of participant loans2016-12-31$35,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$912,252
Value of total assets at end of year2016-12-31$16,840,700
Value of total assets at beginning of year2016-12-31$14,817,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,434
Total interest from all sources2016-12-31$385,327
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,700
Participant contributions at end of year2016-12-31$139,026
Participant contributions at beginning of year2016-12-31$287,995
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$32,541
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$241,231
Administrative expenses (other) incurred2016-12-31$5,434
Total non interest bearing cash at beginning of year2016-12-31$32,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,021,008
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,840,700
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,817,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,331,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,636,406
Value of interest in pooled separate accounts at end of year2016-12-31$6,337,968
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,636,406
Interest on participant loans2016-12-31$5,605
Interest earned on other investments2016-12-31$379,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,370,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,860,915
Net investment gain/loss from pooled separate accounts2016-12-31$497,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$903,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$733,293
Contract administrator fees2016-12-31$2,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DEANS ARCHER & CO.
Accountancy firm EIN2016-12-31113156566
2015 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$2,287,555
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$855,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$850,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,036,112
Value of total assets at end of year2015-12-31$14,817,857
Value of total assets at beginning of year2015-12-31$13,385,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,805
Total interest from all sources2015-12-31$327,814
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,136,858
Participant contributions at end of year2015-12-31$287,995
Participant contributions at beginning of year2015-12-31$222,528
Participant contributions at end of year2015-12-31$32,541
Participant contributions at beginning of year2015-12-31$30,205
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,431,982
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,817,857
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,385,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,244,835
Value of interest in pooled separate accounts at end of year2015-12-31$5,636,406
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$8,313
Interest earned on other investments2015-12-31$319,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,860,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,888,307
Net investment gain/loss from pooled separate accounts2015-12-31$-76,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$895,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$850,768
Contract administrator fees2015-12-31$4,805
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DEANS ARCHER & CO.
Accountancy firm EIN2015-12-31113156566
2014 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,655,448
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$936,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$932,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,950,901
Value of total assets at end of year2014-12-31$13,385,876
Value of total assets at beginning of year2014-12-31$11,666,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,220
Total interest from all sources2014-12-31$4,195
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,013,962
Participant contributions at end of year2014-12-31$222,528
Participant contributions at beginning of year2014-12-31$170,530
Participant contributions at end of year2014-12-31$30,205
Participant contributions at beginning of year2014-12-31$23,422
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$117,664
Administrative expenses (other) incurred2014-12-31$4,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,719,130
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,385,876
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,666,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,244,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,101,184
Interest on participant loans2014-12-31$4,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,888,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,371,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$700,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$819,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$932,098
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RSM US LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,640,523
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$667,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$663,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,528,585
Value of total assets at end of year2013-12-31$11,666,746
Value of total assets at beginning of year2013-12-31$9,693,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,830
Total interest from all sources2013-12-31$5,282
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$755,994
Participant contributions at end of year2013-12-31$170,530
Participant contributions at beginning of year2013-12-31$211,475
Participant contributions at end of year2013-12-31$23,422
Participant contributions at beginning of year2013-12-31$30,308
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,248
Administrative expenses (other) incurred2013-12-31$3,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,972,784
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,666,746
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,693,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,101,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,141,631
Interest on participant loans2013-12-31$5,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,371,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,310,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,106,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$756,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$663,909
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RSM US LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,055,813
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$574,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$571,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,468,100
Value of total assets at end of year2012-12-31$9,693,962
Value of total assets at beginning of year2012-12-31$8,213,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,436
Total interest from all sources2012-12-31$7,332
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$738,438
Participant contributions at end of year2012-12-31$211,475
Participant contributions at beginning of year2012-12-31$187,454
Participant contributions at end of year2012-12-31$30,308
Participant contributions at beginning of year2012-12-31$20,827
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,160
Administrative expenses (other) incurred2012-12-31$3,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,480,851
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,693,962
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,213,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,141,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,801,568
Interest on participant loans2012-12-31$7,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,310,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,203,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$580,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$659,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$571,526
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RSM US LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,440,615
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$330,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$327,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,314,570
Value of total assets at end of year2011-12-31$8,213,111
Value of total assets at beginning of year2011-12-31$7,102,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,800
Total interest from all sources2011-12-31$5,754
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$805,681
Participant contributions at end of year2011-12-31$187,454
Participant contributions at beginning of year2011-12-31$159,942
Participant contributions at end of year2011-12-31$20,827
Participant contributions at beginning of year2011-12-31$18,654
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,519
Administrative expenses (other) incurred2011-12-31$2,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,110,227
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,213,111
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,102,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,801,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,004,774
Interest on participant loans2011-12-31$5,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,203,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,919,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$120,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$470,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$327,588
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RSM US LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,577,331
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$258,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$255,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,063,575
Value of total assets at end of year2010-12-31$7,102,883
Value of total assets at beginning of year2010-12-31$5,783,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,340
Total interest from all sources2010-12-31$6,897
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$619,692
Participant contributions at end of year2010-12-31$159,942
Participant contributions at beginning of year2010-12-31$246,159
Participant contributions at end of year2010-12-31$18,654
Participant contributions at beginning of year2010-12-31$16,365
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$45,449
Administrative expenses (other) incurred2010-12-31$2,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,319,203
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,102,883
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,783,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,004,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,317,892
Interest on participant loans2010-12-31$6,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,919,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,203,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$506,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$398,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$255,788
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RSM US LLP
Accountancy firm EIN2010-12-31420714325
2009 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$1,360,687
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$157,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$154,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$782,911
Value of total assets at end of year2009-12-31$5,783,681
Value of total assets at beginning of year2009-12-31$4,580,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$2,865
Total interest from all sources2009-12-31$7,377
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31No
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$363,565
Participant contributions at end of year2009-12-31$246,159
Participant contributions at beginning of year2009-12-31$229,372
Participant contributions at end of year2009-12-31$16,365
Participant contributions at beginning of year2009-12-31$8,783
Administrative expenses (other) incurred2009-12-31$2,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$1,202,951
Value of net assets at end of year (total assets less liabilities)2009-12-31$5,783,681
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$4,580,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$2,317,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$1,612,114
Interest on participant loans2009-12-31$7,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$3,203,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$2,730,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$570,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$419,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$154,871
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31No
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31RSM US LLP
Accountancy firm EIN2009-12-31420714325

Form 5500 Responses for THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC.

2022: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE AMERICAS 403(B) MEP AS ADOPTED BY THE JOSEPH P. ADDABBO FAMILY HEALTH CENTER, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered293
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,343
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19495
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered317
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $31,031
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,957
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered346
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $40,142
Total amount of fees paid to insurance companyUSD $208
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,386
Insurance broker organization code?3
Amount paid for insurance broker fees208
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered355
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $71,243
Total amount of fees paid to insurance companyUSD $5,559
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,806
Insurance broker organization code?3
Amount paid for insurance broker fees5559
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered330
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $65,574
Total amount of fees paid to insurance companyUSD $6,736
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,555
Insurance broker organization code?3
Amount paid for insurance broker fees6736
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered296
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $52,150
Total amount of fees paid to insurance companyUSD $3,324
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,091
Insurance broker organization code?3
Amount paid for insurance broker fees3324
Additional information about fees paid to insurance brokerSUPPLEMENTAL INCOME
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered299
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $49,037
Total amount of fees paid to insurance companyUSD $3,451
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,274
Insurance broker organization code?3
Amount paid for insurance broker fees3451
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID AND ALLOCATED NON-CASH COMPENSATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered288
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $50,287
Total amount of fees paid to insurance companyUSD $3,716
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,345
Insurance broker organization code?3
Amount paid for insurance broker fees3716
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID AND ALLOCATED NON-CASH COMPENSATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered270
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $46,056
Total amount of fees paid to insurance companyUSD $5,916
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,962
Amount paid for insurance broker fees5916
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID & ALLOCATED NON-CASH COMP.
Insurance broker organization code?3
Insurance broker nameANTHONY AMALFITANO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered255
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,305
Amount paid for insurance broker fees2850
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID & ALLOCATED NON-CASH COMP.
Insurance broker organization code?3
Insurance broker nameANTHONY AMALFITANO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered234
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $37,615
Total amount of fees paid to insurance companyUSD $4,302
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,933
Insurance broker organization code?3
Amount paid for insurance broker fees4302
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID & ALLOCATED NON-CASH COMP
Insurance broker nameSTEPHAN COLES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered216
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,093
Total amount of fees paid to insurance companyUSD $6,067
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,576
Amount paid for insurance broker fees5610
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID & ALLOCATED NON-CASH COMP.
Insurance broker organization code?3
Insurance broker nameANTHONY AMALFITANO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered194
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $26,756
Total amount of fees paid to insurance companyUSD $5,629
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,144
Amount paid for insurance broker fees5528
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID & ALLOCATED NON-CASH COMP.
Insurance broker organization code?3
Insurance broker nameANTHONY AMALFITANO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3521
Policy instance 1
Insurance contract or identification numberVC3521
Number of Individuals Covered170
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $18,121
Total amount of fees paid to insurance companyUSD $2,670
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,981
Amount paid for insurance broker fees2463
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameANTHONY AMALFITANO

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3