401k Plan data: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST plan

PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

TOUCHSTONE HEALTH PARTNERSHIP IN has sponsored the creation of one or more 401k plans.

Company Name: TOUCHSTONE HEALTH PARTNERSHIP IN

Employer identification number (EIN): 134023856

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 KENNETH FASS 2017-09-12
001 2016-01-01 KENNETH FASS 2017-08-10
001 2015-01-01 KENNETH FASS 2016-06-10
001 2014-01-01 TINA LI TINA 2015-10-07
001 2013-01-01 TINA LI TINA LI 2014-10-09
001 2012-01-01 TINA LI TINA LI 2013-10-14
001 2011-01-01 TINA LI
001 2010-01-01 JOHN KRESSER
001 2009-01-01 TINA LI TINA LI 2010-10-15
001 2008-01-01 KEN FASS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	KENNETH FASS	2017-09-12
001	2016-01-01	KENNETH FASS	2017-08-10
001	2015-01-01	KENNETH FASS	2016-06-10
001	2014-01-01	TINA LI		TINA	2015-10-07
001	2013-01-01	TINA LI		TINA LI	2014-10-09
001	2012-01-01	TINA LI		TINA LI	2013-10-14
001	2011-01-01	TINA LI
001	2010-01-01	JOHN KRESSER
001	2009-01-01	TINA LI		TINA LI	2010-10-15
001	2008-01-01	KEN FASS

Plan Statistics for PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 88
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 113
Number of participants with account balances 2014-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 79
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 101
Number of participants with account balances 2013-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 81
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 105
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 89
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 116
Number of participants with account balances 2011-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 101
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 33
Total of all active and inactive participants 2010-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 134
Number of participants with account balances 2010-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 131
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 36
Total of all active and inactive participants 2009-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 167
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year 2008-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 160
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 36
Total of all active and inactive participants 2008-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 196
Number of participants with account balances 2008-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2014: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	88
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	113
Number of participants with account balances	2014-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	79
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	101
Number of participants with account balances	2013-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	81
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	105
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	89
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	116
Number of participants with account balances	2011-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	101
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	33
Total of all active and inactive participants	2010-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	134
Number of participants with account balances	2010-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	131
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	36
Total of all active and inactive participants	2009-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	167
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year	2008-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	160
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	36
Total of all active and inactive participants	2008-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	196
Number of participants with account balances	2008-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$400,537
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$295,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$251,575
Value of total corrective distributions	2014-12-31	$43,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$332,920
Value of total assets at end of year	2014-12-31	$1,543,431
Value of total assets at beginning of year	2014-12-31	$1,438,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$1,496
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$118,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$118,726
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$144,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$332,920
Participant contributions at end of year	2014-12-31	$32,933
Participant contributions at beginning of year	2014-12-31	$34,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$105,373
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,543,431
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,438,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,510,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,404,023
Interest on participant loans	2014-12-31	$1,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-52,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$251,575
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MELILLO & MITCHELL, LLC
Accountancy firm EIN	2014-12-31	061089881
2013 : PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$583,423
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$99,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$91,544
Value of total corrective distributions	2013-12-31	$7,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$345,096
Value of total assets at end of year	2013-12-31	$1,438,058
Value of total assets at beginning of year	2013-12-31	$953,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$1,690
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$56,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$56,887
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$96,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$316,048
Participant contributions at end of year	2013-12-31	$34,035
Participant contributions at beginning of year	2013-12-31	$31,184
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$29,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$484,121
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,438,058
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$953,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,404,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$922,753
Interest on participant loans	2013-12-31	$1,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$179,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$91,544
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MELILLO & MITCHELL, LLC
Accountancy firm EIN	2013-12-31	061089881
2012 : PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$336,645
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$146,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$146,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$246,863
Value of total assets at end of year	2012-12-31	$953,937
Value of total assets at beginning of year	2012-12-31	$763,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$1,583
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$12,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$12,152
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$77,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$245,010
Participant contributions at end of year	2012-12-31	$31,184
Participant contributions at beginning of year	2012-12-31	$31,387
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$190,333
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$953,937
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$763,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$922,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$732,217
Interest on participant loans	2012-12-31	$1,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$76,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$146,312
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MELILLO & MITCHELL, LLC
Accountancy firm EIN	2012-12-31	061089881
2011 : PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$169,443
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$367,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$367,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$195,428
Value of total assets at end of year	2011-12-31	$763,604
Value of total assets at beginning of year	2011-12-31	$961,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$938
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$10,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$10,555
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$97,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$157,105
Participant contributions at end of year	2011-12-31	$31,387
Participant contributions at beginning of year	2011-12-31	$3,198
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$38,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-198,013
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$763,604
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$961,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$732,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$958,419
Interest on participant loans	2011-12-31	$938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-37,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$367,456
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MELILLO & MITCHELL, LLC
Accountancy firm EIN	2011-12-31	061089881
2010 : PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$406,387
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$407,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$407,186
Expenses. Certain deemed distributions of participant loans	2010-12-31	$424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$288,355
Value of total assets at end of year	2010-12-31	$961,617
Value of total assets at beginning of year	2010-12-31	$962,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$610
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$8,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$8,871
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$97,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$238,608
Participant contributions at end of year	2010-12-31	$3,198
Participant contributions at beginning of year	2010-12-31	$4,118
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$49,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-1,223
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$961,617
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$962,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$958,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$958,722
Interest on participant loans	2010-12-31	$610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$108,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$407,186
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MELILLO & MITCHELL LLC
Accountancy firm EIN	2010-12-31	061089881
2009 : PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total income from all sources (including contributions)	2008-12-31	$-112,663
Total of all expenses incurred	2008-12-31	$612,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$584,769
Expenses. Certain deemed distributions of participant loans	2008-12-31	$25,486
Value of total corrective distributions	2008-12-31	$2,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$200,966
Value of total assets at end of year	2008-12-31	$773,838
Value of total assets at beginning of year	2008-12-31	$1,498,776
Total interest from all sources	2008-12-31	$5,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$150,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$198,532
Participant contributions at end of year	2008-12-31	$13,902
Participant contributions at beginning of year	2008-12-31	$85,733
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$2,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-724,938
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$773,838
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$1,498,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$759,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$1,413,043
Interest on participant loans	2008-12-31	$5,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-318,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$584,769
Did the plan have assets held for investment	2008-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	BDO SEIDMAN LLP
Accountancy firm EIN	2008-12-31	135381590

Form 5500 Responses for PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST

2014: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: PHYSICIANS HEALTH ALLIANCE INC. 401K PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	TOUCHSTONE HEALTH PARTNERSHIP IN
Employer identification number (EIN):	134023856
NAIC Classification:	524140