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RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHITNEY M. YOUNG, JR. HEALTH CENTER, INC.
Employer identification number (EIN):132922147
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID SHIPPEE DAVID SHIPPEE2018-09-24
0012016-01-01MARY CONNOLLY MARY CONNOLLY2017-10-13
0012015-01-01MARY CONNOLLY MARY CONNOLLY2016-10-13
0012014-01-01MARY CONNOLLY MARY CONNOLLY2015-10-07
0012013-01-01MARY CONNOLLY MARY CONNOLLY2014-10-03
0012012-01-01MARY CONNOLLY MARY CONNOLLY2013-10-14
0012011-01-01MARY CONNOLLY MARY CONNOLLY2012-09-20
0012009-01-01MARY CONNOLLY MARY CONNOLLY2010-10-07

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01299
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01172
Total of all active and inactive participants2022-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01346
Number of participants with account balances2022-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01133
Total of all active and inactive participants2021-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01297
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01360
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01247
Number of participants with account balances2020-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01162
Total of all active and inactive participants2019-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01358
Number of participants with account balances2019-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01277
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01119
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01312
Number of participants with account balances2018-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01247
Total number of active participants reported on line 7a of the Form 55002017-01-01192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01276
Total participants2017-01-01276
Number of participants with account balances2017-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01246
Number of participants with account balances2016-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01205
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01212
Number of participants with account balances2015-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01165
Number of participants with account balances2014-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01167
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01187
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01171
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01182
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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$0
Total income from all sources (including contributions)2022-12-31$-696,510
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$819,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$815,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,240,196
Value of total assets at end of year2022-12-31$9,150,934
Value of total assets at beginning of year2022-12-31$10,666,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,800
Total interest from all sources2022-12-31$14,122
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$723,595
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$160,284
Administrative expenses (other) incurred2022-12-31$3,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,515,945
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,150,934
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,666,879
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$8,108,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,688,486
Interest earned on other investments2022-12-31$14,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,042,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$978,393
Net investment gain/loss from pooled separate accounts2022-12-31$-1,950,828
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$356,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$815,635
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,456,157
Total of all expenses incurred2021-12-31$925,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$922,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,067,057
Value of total assets at end of year2021-12-31$10,666,879
Value of total assets at beginning of year2021-12-31$9,135,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,175
Total interest from all sources2021-12-31$12,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$690,305
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$39,065
Administrative expenses (other) incurred2021-12-31$3,175
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$1,530,909
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,666,879
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,135,970
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$9,688,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,225,215
Interest earned on other investments2021-12-31$12,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$978,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$910,755
Net investment gain/loss from pooled separate accounts2021-12-31$1,376,290
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$337,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$922,073
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,449,286
Total of all expenses incurred2020-12-31$1,241,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,229,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,081,091
Value of total assets at end of year2020-12-31$9,135,970
Value of total assets at beginning of year2020-12-31$7,927,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,350
Total interest from all sources2020-12-31$13,311
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$651,859
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,132
Administrative expenses (other) incurred2020-12-31$11,350
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$1,208,214
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,135,970
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,927,756
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$8,225,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,032,580
Interest earned on other investments2020-12-31$13,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$910,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$895,176
Net investment gain/loss from pooled separate accounts2020-12-31$1,354,884
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$388,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,229,722
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 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,395,655
Total income from all sources (including contributions)2019-12-31$2,395,655
Total of all expenses incurred2019-12-31$881,758
Total of all expenses incurred2019-12-31$881,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$878,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$878,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$975,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$975,957
Value of total assets at end of year2019-12-31$7,927,756
Value of total assets at end of year2019-12-31$7,927,756
Value of total assets at beginning of year2019-12-31$6,413,859
Value of total assets at beginning of year2019-12-31$6,413,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,525
Total interest from all sources2019-12-31$15,290
Total interest from all sources2019-12-31$15,290
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$579,610
Contributions received from participants2019-12-31$579,610
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,694
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,694
Administrative expenses (other) incurred2019-12-31$3,525
Administrative expenses (other) incurred2019-12-31$3,525
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
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$1,513,897
Value of net income/loss2019-12-31$1,513,897
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,927,756
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,927,756
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,413,859
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,413,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,032,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,032,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,410,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,410,644
Interest earned on other investments2019-12-31$15,290
Interest earned on other investments2019-12-31$15,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$895,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$895,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,003,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,003,215
Net investment gain/loss from pooled separate accounts2019-12-31$1,404,408
Net investment gain/loss from pooled separate accounts2019-12-31$1,404,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$372,653
Contributions received in cash from employer2019-12-31$372,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$878,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$878,233
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$575,973
Total of all expenses incurred2018-12-31$171,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$168,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$887,810
Value of total assets at end of year2018-12-31$6,413,859
Value of total assets at beginning of year2018-12-31$6,009,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,200
Total interest from all sources2018-12-31$15,868
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$500,000
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$530,965
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,767
Administrative expenses (other) incurred2018-12-31$3,200
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$404,126
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,413,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,009,733
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$5,410,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,064,622
Interest earned on other investments2018-12-31$15,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,003,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$945,111
Net investment gain/loss from pooled separate accounts2018-12-31$-327,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$345,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$168,647
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,692,374
Total of all expenses incurred2017-12-31$1,292,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,289,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$799,862
Value of total assets at end of year2017-12-31$6,009,733
Value of total assets at beginning of year2017-12-31$5,609,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,375
Total interest from all sources2017-12-31$18,385
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$500,000
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$466,802
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,141
Administrative expenses (other) incurred2017-12-31$3,375
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$399,736
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,009,733
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,609,997
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$5,064,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,490,075
Interest earned on other investments2017-12-31$18,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$945,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,119,910
Net investment gain/loss from pooled separate accounts2017-12-31$874,127
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$312,919
Employer contributions (assets) at beginning of year2017-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,289,263
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,048,893
Total of all expenses incurred2016-12-31$477,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$475,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$730,199
Value of total assets at end of year2016-12-31$5,609,997
Value of total assets at beginning of year2016-12-31$5,039,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,400
Total interest from all sources2016-12-31$22,008
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 bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$433,789
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$83
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,085
Administrative expenses (other) incurred2016-12-31$2,400
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$570,976
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,609,997
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,039,021
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$4,490,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,948,250
Interest earned on other investments2016-12-31$22,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,119,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,090,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$296,686
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$252,325
Employer contributions (assets) at end of year2016-12-31$12
Employer contributions (assets) at beginning of year2016-12-31$21
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$475,517
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHN REZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$692,543
Total of all expenses incurred2015-12-31$499,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$497,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$635,176
Value of total assets at end of year2015-12-31$5,039,021
Value of total assets at beginning of year2015-12-31$4,846,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,750
Total interest from all sources2015-12-31$21,767
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$500,000
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$405,396
Participant contributions at end of year2015-12-31$83
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,832
Administrative expenses (other) incurred2015-12-31$2,750
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$192,646
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,039,021
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,846,375
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$3,948,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,842,822
Interest earned on other investments2015-12-31$21,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,090,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,003,553
Net investment gain/loss from pooled separate accounts2015-12-31$35,600
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$205,948
Employer contributions (assets) at end of year2015-12-31$21
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$497,147
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$791,196
Total of all expenses incurred2014-12-31$202,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$199,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$521,690
Value of total assets at end of year2014-12-31$4,846,375
Value of total assets at beginning of year2014-12-31$4,257,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,200
Total interest from all sources2014-12-31$22,693
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 bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$284,529
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,774
Administrative expenses (other) incurred2014-12-31$2,200
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$589,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,846,375
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,257,192
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$3,842,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,234,581
Interest earned on other investments2014-12-31$22,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,003,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,022,813
Net investment gain/loss from pooled separate accounts2014-12-31$246,813
Net investment gain or loss from common/collective trusts2014-12-31$0
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$224,387
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$-202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$199,813
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,135,248
Total of all expenses incurred2013-12-31$538,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$536,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$485,182
Value of total assets at end of year2013-12-31$4,257,192
Value of total assets at beginning of year2013-12-31$3,660,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,075
Total interest from all sources2013-12-31$27,094
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 bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$268,052
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,811
Administrative expenses (other) incurred2013-12-31$2,075
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$596,682
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,257,192
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,660,510
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$3,234,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,369,486
Interest earned on other investments2013-12-31$27,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,022,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,291,530
Net investment gain/loss from pooled separate accounts2013-12-31$622,972
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$211,319
Employer contributions (assets) at end of year2013-12-31$-202
Employer contributions (assets) at beginning of year2013-12-31$-506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$536,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$849,688
Total of all expenses incurred2012-12-31$311,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$309,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$525,153
Value of total assets at end of year2012-12-31$3,660,510
Value of total assets at beginning of year2012-12-31$3,122,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,300
Total interest from all sources2012-12-31$39,755
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 bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$297,287
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,427
Administrative expenses (other) incurred2012-12-31$2,300
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$537,757
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,660,510
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,122,753
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$2,369,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,922,205
Interest earned on other investments2012-12-31$39,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,291,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,200,548
Net investment gain/loss from pooled separate accounts2012-12-31$284,780
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$211,439
Employer contributions (assets) at end of year2012-12-31$-506
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$309,631
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2011 401k financial data
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$486,701
Total of all expenses incurred2011-12-31$488,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$486,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$506,749
Value of total assets at end of year2011-12-31$3,122,753
Value of total assets at beginning of year2011-12-31$3,124,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,950
Total interest from all sources2011-12-31$36,011
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 bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$289,299
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$10,013
Administrative expenses (other) incurred2011-12-31$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,653
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,122,753
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,124,406
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$1,922,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,008,245
Interest earned on other investments2011-12-31$36,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,200,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,098,629
Net investment gain/loss from pooled separate accounts2011-12-31$-56,059
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$217,450
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$7,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$486,404
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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$791,914
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$385,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$383,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$510,763
Value of total assets at end of year2010-12-31$3,124,406
Value of total assets at beginning of year2010-12-31$2,717,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,100
Total interest from all sources2010-12-31$32,885
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
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$325,000
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$281,558
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$10,013
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,100
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$406,635
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,124,406
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,717,771
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,008,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,718,088
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest earned on other investments2010-12-31$32,885
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,098,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$999,683
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$248,266
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
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$214,362
Employer contributions (assets) at end of year2010-12-31$7,519
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$383,179
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF WHITNEY M. YOUNG, JR. HEALTH CENTER, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered337
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,652
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,652
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered281
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19,763
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,763
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,419
Total amount of fees paid to insurance companyUSD $3,774
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,419
Insurance broker organization code?3
Amount paid for insurance broker fees3774
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered345
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,525
Total amount of fees paid to insurance companyUSD $3,556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,525
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered301
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,964
Total amount of fees paid to insurance companyUSD $3,182
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,964
Insurance broker organization code?3
Amount paid for insurance broker fees3182
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered263
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,545
Total amount of fees paid to insurance companyUSD $2,841
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,545
Insurance broker organization code?3
Amount paid for insurance broker fees2841
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCETERA ADVISOR NETWORKS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered177
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,022
Total amount of fees paid to insurance companyUSD $2,466
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,022
Insurance broker organization code?3
Amount paid for insurance broker fees2466
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameACTUARIAL PENSION ANALYSTS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered146
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,321
Total amount of fees paid to insurance companyUSD $1,857
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,321
Insurance broker organization code?3
Amount paid for insurance broker fees1857
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameACTUARIAL PENSION ANALYSTS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU930
Policy instance 2
Insurance contract or identification numberPHU930
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,239
Total amount of fees paid to insurance companyUSD $1,863
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,200
Insurance broker organization code?3
Amount paid for insurance broker fees1863
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCETERA AVISOR NETWORKS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810621
Policy instance 1
Insurance contract or identification number810621
Number of Individuals Covered138
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU930
Policy instance 1
Insurance contract or identification numberPHU930
Number of Individuals Covered144
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,260
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,605
Insurance broker organization code?3
Insurance broker nameACTUARIAL PENSION ANALYSTS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU930
Policy instance 1
Insurance contract or identification numberPHU930
Number of Individuals Covered151
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,380
Total amount of fees paid to insurance companyUSD $1,539
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU930
Policy instance 1
Insurance contract or identification numberPHU930
Number of Individuals Covered156
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,113
Total amount of fees paid to insurance companyUSD $1,354
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,113
Insurance broker organization code?3
Amount paid for insurance broker fees1354
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameACTUARIAL PENSION ANALYSTS INC

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