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NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN 401k Plan overview

Plan NameNORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN
Plan identification number 001

NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN Benefits

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

NORTH AMERICAN AMBULANCE ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:NORTH AMERICAN AMBULANCE ALLIANCE
Employer identification number (EIN):113679409
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01PHILIP HOLOWKA2012-10-03
0012010-01-01PHILIP HOLOWKA
0012009-01-01PHILIP HOLOWKA

Plan Statistics for NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN

401k plan membership statisitcs for NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN

Measure Date Value
2010: NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01284
Total number of active participants reported on line 7a of the Form 55002010-01-01242
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01269
Number of participants with account balances2010-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01274
Total number of active participants reported on line 7a of the Form 55002009-01-01258
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01288
Number of participants with account balances2009-01-0185

Financial Data on NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN

Measure Date Value
2010 : NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN 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$465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$694
Total income from all sources (including contributions)2010-12-31$227,577
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$57,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$115,348
Value of total assets at end of year2010-12-31$975,099
Value of total assets at beginning of year2010-12-31$805,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,555
Total interest from all sources2010-12-31$2,597
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
Administrative expenses professional fees incurred2010-12-31$2,933
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$120,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$85,258
Participant contributions at end of year2010-12-31$51,462
Participant contributions at beginning of year2010-12-31$54,793
Participant contributions at end of year2010-12-31$12,224
Participant contributions at beginning of year2010-12-31$7,318
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$9,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$694
Total non interest bearing cash at end of year2010-12-31$1,673
Total non interest bearing cash at beginning of year2010-12-31$3,337
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$170,178
Value of net assets at end of year (total assets less liabilities)2010-12-31$974,634
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$804,456
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$887,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$719,264
Interest on participant loans2010-12-31$2,512
Interest earned on other investments2010-12-31$85
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$109,632
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$30,090
Employer contributions (assets) at end of year2010-12-31$16,099
Employer contributions (assets) at beginning of year2010-12-31$11,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$33,624
Contract administrator fees2010-12-31$11,622
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LALLY & CO.
Accountancy firm EIN2010-12-31251846963

Form 5500 Responses for NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN

2010: NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH AMERICAN AMBULANCE ALLIANCE GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14060
Policy instance 1
Insurance contract or identification number14060
Number of Individuals Covered79
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,563
Total amount of fees paid to insurance companyUSD $2,933
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,563
Insurance broker organization code?3
Amount paid for insurance broker fees2933
Additional information about fees paid to insurance brokerTPA SERVICE FEE
Insurance broker nameKEYSTONE BENEFITS GROUP, INC.

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