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NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 401k Plan overview

Plan NameNORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN
Plan identification number 001

NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NORTH COUNTRY FAMILY HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:NORTH COUNTRY FAMILY HEALTH CENTER
Employer identification number (EIN):161030802
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN

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
0012017-01-01JOEY MARIE HORTON
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANIEL WASNEECEK DANIEL WASNEECEK2013-10-15
0012011-01-01JENNIFER CRESTANI JENNIFER CRESTANI2012-10-15
0012009-01-01SUSAN M. TRUGLIO SUSAN M. TRUGLIO2010-10-15

Plan Statistics for NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN

401k plan membership statisitcs for NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN

Measure Date Value
2022: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01199
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01191
Number of participants with account balances2022-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-01138
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01199
Number of participants with account balances2021-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01180
Total number of active participants reported on line 7a of the Form 55002020-01-01131
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01167
Number of participants with account balances2020-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01180
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01121
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01147
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01153
Number of participants with account balances2017-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01172
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01172
Total participants2015-01-01172
Number of participants with account balances2015-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01158
Total participants2014-01-01158
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01167
Total participants2013-01-01167
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01184
Total participants2012-01-01184
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01169
Total participants2011-01-01169
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN

Measure Date Value
2022 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-257,332
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$145,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$127,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$807,542
Value of total assets at end of year2022-12-31$5,866,246
Value of total assets at beginning of year2022-12-31$6,269,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,822
Total interest from all sources2022-12-31$1,569
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$146,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$146,857
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$380,000
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$621,337
Participant contributions at end of year2022-12-31$25,830
Participant contributions at beginning of year2022-12-31$29,682
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,760
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$8,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-403,264
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,866,246
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,269,510
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$5,566,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,067,233
Interest on participant loans2022-12-31$1,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$107,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$41,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,213,300
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$166,445
Employer contributions (assets) at end of year2022-12-31$166,445
Employer contributions (assets) at beginning of year2022-12-31$122,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$127,110
Contract administrator fees2022-12-31$18,822
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 name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,343,331
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$89,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$80,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$677,859
Value of total assets at end of year2021-12-31$6,269,510
Value of total assets at beginning of year2021-12-31$5,015,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,107
Total interest from all sources2021-12-31$2,386
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$785,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$785,829
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$380,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$533,450
Participant contributions at end of year2021-12-31$29,682
Participant contributions at beginning of year2021-12-31$35,673
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,053
Total non interest bearing cash at end of year2021-12-31$8,964
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$1,254,245
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,269,510
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,015,265
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$6,067,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,772,427
Interest on participant loans2021-12-31$1,738
Interest earned on other investments2021-12-31$648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$103,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$103,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$41,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-122,743
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$123,356
Employer contributions (assets) at end of year2021-12-31$122,441
Employer contributions (assets) at beginning of year2021-12-31$104,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$80,979
Contract administrator fees2021-12-31$8,107
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 name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,355,532
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$102,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$89,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$716,573
Value of total assets at end of year2020-12-31$5,015,265
Value of total assets at beginning of year2020-12-31$3,762,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,094
Total interest from all sources2020-12-31$1,904
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$137,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$137,529
Administrative expenses professional fees incurred2020-12-31$1,887
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$396,813
Participant contributions at end of year2020-12-31$35,673
Participant contributions at beginning of year2020-12-31$33,627
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$222,728
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$1,252,955
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,015,265
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,762,310
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$4,772,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,600,189
Interest on participant loans2020-12-31$1,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$103,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$48,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$48,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$499,526
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$97,032
Employer contributions (assets) at end of year2020-12-31$104,032
Employer contributions (assets) at beginning of year2020-12-31$79,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$89,483
Contract administrator fees2020-12-31$11,207
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,267,067
Total income from all sources (including contributions)2019-12-31$1,267,067
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$458,622
Total of all expenses incurred2019-12-31$458,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$449,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$449,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$698,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$698,555
Value of total assets at end of year2019-12-31$3,762,310
Value of total assets at end of year2019-12-31$3,762,310
Value of total assets at beginning of year2019-12-31$2,953,865
Value of total assets at beginning of year2019-12-31$2,953,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,287
Total interest from all sources2019-12-31$826
Total interest from all sources2019-12-31$826
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$104,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$104,513
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$104,513
Administrative expenses professional fees incurred2019-12-31$1,537
Administrative expenses professional fees incurred2019-12-31$1,537
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$300,000
Value of fidelity bond cover2019-12-31$300,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$291,888
Contributions received from participants2019-12-31$291,888
Participant contributions at end of year2019-12-31$33,627
Participant contributions at end of year2019-12-31$33,627
Participant contributions at beginning of year2019-12-31$12,626
Participant contributions at beginning of year2019-12-31$12,626
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,557
Participant contributions at beginning of year2019-12-31$8,557
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$326,340
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$326,340
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$808,445
Value of net income/loss2019-12-31$808,445
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,762,310
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,762,310
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,953,865
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,953,865
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$3,600,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,600,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,838,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,838,645
Interest on participant loans2019-12-31$826
Interest on participant loans2019-12-31$826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$48,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$37,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$37,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$37,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$37,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$463,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$463,173
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$80,327
Contributions received in cash from employer2019-12-31$80,327
Employer contributions (assets) at end of year2019-12-31$79,692
Employer contributions (assets) at end of year2019-12-31$79,692
Employer contributions (assets) at beginning of year2019-12-31$56,332
Employer contributions (assets) at beginning of year2019-12-31$56,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$449,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$449,335
Contract administrator fees2019-12-31$7,750
Contract administrator fees2019-12-31$7,750
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 name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$218,999
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$980,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$971,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$367,115
Value of total assets at end of year2018-12-31$2,953,865
Value of total assets at beginning of year2018-12-31$3,715,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,069
Total interest from all sources2018-12-31$609
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$127,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$127,215
Administrative expenses professional fees incurred2018-12-31$1,061
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$260,316
Participant contributions at end of year2018-12-31$12,626
Participant contributions at beginning of year2018-12-31$20,298
Participant contributions at end of year2018-12-31$8,557
Participant contributions at beginning of year2018-12-31$41,556
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-761,511
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,953,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,715,376
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$2,838,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,591,801
Interest on participant loans2018-12-31$609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$37,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-275,940
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$57,182
Employer contributions (assets) at end of year2018-12-31$56,332
Employer contributions (assets) at beginning of year2018-12-31$57,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$971,441
Contract administrator fees2018-12-31$8,008
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$873,363
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$246,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$236,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$399,254
Value of total assets at end of year2017-12-31$3,715,376
Value of total assets at beginning of year2017-12-31$3,088,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,879
Total interest from all sources2017-12-31$574
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$132,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$132,202
Administrative expenses professional fees incurred2017-12-31$1,210
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$277,055
Participant contributions at end of year2017-12-31$20,298
Participant contributions at beginning of year2017-12-31$17,793
Participant contributions at end of year2017-12-31$41,556
Participant contributions at beginning of year2017-12-31$8,906
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,991
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$626,618
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,715,376
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,088,758
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$3,591,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,998,426
Interest on participant loans2017-12-31$574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$341,333
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$57,208
Employer contributions (assets) at end of year2017-12-31$57,208
Employer contributions (assets) at beginning of year2017-12-31$62,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$236,866
Contract administrator fees2017-12-31$8,669
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$515,452
Total of all expenses incurred2016-12-31$258,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$242,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$318,287
Value of total assets at end of year2016-12-31$3,088,758
Value of total assets at beginning of year2016-12-31$2,832,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,474
Total interest from all sources2016-12-31$590
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$102,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$102,498
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$309,381
Participant contributions at end of year2016-12-31$17,793
Participant contributions at beginning of year2016-12-31$33,654
Participant contributions at end of year2016-12-31$62,593
Participant contributions at beginning of year2016-12-31$11,131
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$256,694
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,088,758
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,832,064
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$2,998,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,784,422
Interest on participant loans2016-12-31$590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$94,077
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$8,906
Employer contributions (assets) at end of year2016-12-31$8,906
Employer contributions (assets) at beginning of year2016-12-31$2,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$242,284
Contract administrator fees2016-12-31$16,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$200,052
Total of all expenses incurred2015-12-31$326,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$305,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$256,891
Value of total assets at end of year2015-12-31$2,832,064
Value of total assets at beginning of year2015-12-31$2,958,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,044
Total interest from all sources2015-12-31$927
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$109,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$109,830
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$200,094
Participant contributions at end of year2015-12-31$33,654
Participant contributions at beginning of year2015-12-31$20,289
Participant contributions at end of year2015-12-31$11,131
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-125,968
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,832,064
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,958,032
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$2,784,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,937,743
Interest on participant loans2015-12-31$927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-167,596
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$52,084
Employer contributions (assets) at end of year2015-12-31$2,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$305,976
Contract administrator fees2015-12-31$20,044
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 name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$340,046
Total of all expenses incurred2014-12-31$381,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$335,147
Expenses. Certain deemed distributions of participant loans2014-12-31$25,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$174,685
Value of total assets at end of year2014-12-31$2,958,032
Value of total assets at beginning of year2014-12-31$2,999,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,026
Total interest from all sources2014-12-31$995
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$145,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$145,187
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$173,148
Participant contributions at end of year2014-12-31$20,289
Participant contributions at beginning of year2014-12-31$52,185
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-41,770
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,958,032
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,999,802
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$2,937,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,947,617
Interest on participant loans2014-12-31$995
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,179
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$335,147
Contract administrator fees2014-12-31$21,026
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 name2014-12-31CROWLEY & HALLORAN,CPAS. P.C.
Accountancy firm EIN2014-12-31364709572
2013 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$646,071
Total of all expenses incurred2013-12-31$141,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$120,808
Expenses. Certain deemed distributions of participant loans2013-12-31$403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$202,373
Value of total assets at end of year2013-12-31$2,999,802
Value of total assets at beginning of year2013-12-31$2,495,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,489
Total interest from all sources2013-12-31$1,801
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$87,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$87,283
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 period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$172,691
Participant contributions at end of year2013-12-31$52,185
Participant contributions at beginning of year2013-12-31$56,187
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,682
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$504,371
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,999,802
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,495,431
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$2,947,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,439,244
Interest on participant loans2013-12-31$1,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$354,614
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$120,808
Contract administrator fees2013-12-31$20,489
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 name2013-12-31CROWLEY & HALLORAN,CPAS. P.C.
Accountancy firm EIN2013-12-31364709572
2012 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$35,743
Total income from all sources (including contributions)2012-12-31$466,832
Total of all expenses incurred2012-12-31$438,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$401,736
Expenses. Certain deemed distributions of participant loans2012-12-31$19,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$153,228
Value of total assets at end of year2012-12-31$2,495,431
Value of total assets at beginning of year2012-12-31$2,431,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,254
Total interest from all sources2012-12-31$1,960
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$69,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$69,632
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$150,607
Participant contributions at end of year2012-12-31$56,187
Participant contributions at beginning of year2012-12-31$59,106
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$28,002
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,495,431
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,431,686
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
Investment advisory and management fees2012-12-31$17,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,439,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,359,347
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,233
Interest on participant loans2012-12-31$1,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$242,012
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$401,736
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 name2012-12-31CROWLEY & HALLORAN,CPAS. P.C.
Accountancy firm EIN2012-12-31364709572
2011 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$28,698
Total income from all sources (including contributions)2011-12-31$209,219
Total of all expenses incurred2011-12-31$149,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$130,289
Expenses. Certain deemed distributions of participant loans2011-12-31$2,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$262,679
Value of total assets at end of year2011-12-31$2,431,686
Value of total assets at beginning of year2011-12-31$2,343,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,403
Total interest from all sources2011-12-31$1,184
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$78,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$78,702
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
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$164,530
Participant contributions at end of year2011-12-31$59,106
Participant contributions at beginning of year2011-12-31$31,363
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$66,529
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$59,914
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,431,686
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,343,074
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
Investment advisory and management fees2011-12-31$16,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,359,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,292,389
Value of interest in pooled separate accounts at end of year2011-12-31$13,233
Value of interest in pooled separate accounts at beginning of year2011-12-31$19,322
Interest on participant loans2011-12-31$1,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-133,346
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$31,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$130,289
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 name2011-12-31CROWLEY & HALLORAN,CPAS. P.C.
Accountancy firm EIN2011-12-31364709572
2010 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$55,304
Total income from all sources (including contributions)2010-12-31$580,962
Total of all expenses incurred2010-12-31$734,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$719,204
Expenses. Certain deemed distributions of participant loans2010-12-31$1,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$293,375
Value of total assets at end of year2010-12-31$2,343,074
Value of total assets at beginning of year2010-12-31$2,441,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,441
Total interest from all sources2010-12-31$1,459
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,498
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
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$178,135
Participant contributions at end of year2010-12-31$31,363
Participant contributions at beginning of year2010-12-31$37,216
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$56,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-153,437
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,343,074
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,441,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,292,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,380,884
Value of interest in pooled separate accounts at end of year2010-12-31$19,322
Value of interest in pooled separate accounts at beginning of year2010-12-31$23,107
Interest on participant loans2010-12-31$1,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$232,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$58,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$719,204
Contract administrator fees2010-12-31$13,441
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DRAGON BENWARE & CROWLEY CO., P.C.
Accountancy firm EIN2010-12-31141603119
2009 : NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN

2022: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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: NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN 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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-2548-7
Policy instance 1
Insurance contract or identification number031-2548-7
Number of Individuals Covered191
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-2548-7
Policy instance 1
Insurance contract or identification number031-2548-7
Number of Individuals Covered199
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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