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CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 401k Plan overview

Plan NameCAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST
Plan identification number 001

CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPITAL HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL HEALTH SERVICES, INC.
Employer identification number (EIN):201292646
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CAPITAL HEALTH SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2004-04-02
Company Identification Number: 1453953
Legal Registered Office Address: 5020 PHILADELPHIA DR.
-
DAYTON
United States of America (USA)
45415

More information about CAPITAL HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST

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
0012017-01-01KENNETH BERNSEN KENNETH BERNSEN2018-08-22
0012016-01-01KENNETH BERNSEN KENNETH BERNSEN2017-09-26
0012015-01-01KENNETH J. BERNSEN KENNETH J. BERNSEN2016-10-13
0012014-01-01KENNETH BERNSEN KENNETH BERNSEN2015-10-07
0012013-01-01KENNETH BERNSEN KENNETH BERNSEN2014-10-10
0012012-01-01KENNETH BERNSEN KENNETH BERNSEN2013-10-07
0012011-01-01KENNETH BERNSEN KENNETH BERNSEN2012-10-05
0012010-01-01KENNETH BERNSEN KENNETH BERNSEN2011-10-04
0012009-01-01KEN BERNSEN KEN BERNSEN2010-10-08
0012009-01-01KEN BERNSEN KEN BERNSEN2010-10-12

Plan Statistics for CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST

401k plan membership statisitcs for CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST

Measure Date Value
2022: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01885
Total number of active participants reported on line 7a of the Form 55002022-01-01719
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01181
Total of all active and inactive participants2022-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01900
Number of participants with account balances2022-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01908
Total number of active participants reported on line 7a of the Form 55002021-01-01672
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01187
Total of all active and inactive participants2021-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01859
Number of participants with account balances2021-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01983
Total number of active participants reported on line 7a of the Form 55002020-01-01760
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01895
Number of participants with account balances2020-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,037
Total number of active participants reported on line 7a of the Form 55002019-01-01837
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01944
Number of participants with account balances2019-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,028
Total number of active participants reported on line 7a of the Form 55002018-01-01918
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,001
Number of participants with account balances2018-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01965
Total number of active participants reported on line 7a of the Form 55002017-01-01939
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,002
Number of participants with account balances2017-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,023
Total number of active participants reported on line 7a of the Form 55002016-01-01929
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01946
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01945
Total number of active participants reported on line 7a of the Form 55002015-01-011,003
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-011,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,025
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01988
Total number of active participants reported on line 7a of the Form 55002014-01-01852
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01872
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01955
Total number of active participants reported on line 7a of the Form 55002013-01-01910
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01926
Total participants2013-01-01926
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01844
Total number of active participants reported on line 7a of the Form 55002012-01-01938
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01955
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01971
Total number of active participants reported on line 7a of the Form 55002011-01-01778
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01844
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01956
Total number of active participants reported on line 7a of the Form 55002010-01-01915
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01971
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01865
Total number of active participants reported on line 7a of the Form 55002009-01-01891
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01956
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST

Measure Date Value
2022 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 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$208,177
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$930,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$847,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,320,994
Value of total assets at end of year2022-12-31$6,281,006
Value of total assets at beginning of year2022-12-31$7,003,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,966
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$152,912
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$152,912
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$718,309
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$64,067
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-722,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,281,006
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,003,391
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$5,412,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,387,927
Value of interest in common/collective trusts at end of year2022-12-31$488,948
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$379,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$615,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,265,729
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$538,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$847,596
Contract administrator fees2022-12-31$82,966
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 name2022-12-31PLANTE MORAN
Accountancy firm EIN2022-12-31381357951
2021 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 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$2,151,894
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,126,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,046,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,349,863
Value of total assets at end of year2021-12-31$7,003,391
Value of total assets at beginning of year2021-12-31$5,977,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,988
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$344,139
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$344,139
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$757,418
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,918
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$1,025,489
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,003,391
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,977,902
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$6,387,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,562,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$615,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$415,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$457,892
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$586,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,046,417
Contract administrator fees2021-12-31$79,988
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 name2021-12-31PLANTE MORAN
Accountancy firm EIN2021-12-31381357951
2020 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,057,225
Total of all expenses incurred2020-12-31$500,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$442,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,264,934
Value of total assets at end of year2020-12-31$5,977,902
Value of total assets at beginning of year2020-12-31$4,421,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,368
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$120,228
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$120,228
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$724,310
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$305
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$1,556,421
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,977,902
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,421,481
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$5,562,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,130,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$415,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$291,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$672,063
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$540,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$442,436
Contract administrator fees2020-12-31$58,368
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 name2020-12-31PLANTE MORAN
Accountancy firm EIN2020-12-31381357951
2019 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,013,692
Total of all expenses incurred2019-12-31$675,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$658,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,266,698
Value of total assets at end of year2019-12-31$4,421,481
Value of total assets at beginning of year2019-12-31$3,082,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,420
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$88,022
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$88,022
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$709,518
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$49,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,338,586
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,421,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,082,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,130,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,895,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$291,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$187,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$658,972
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$507,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$658,686
Contract administrator fees2019-12-31$16,420
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2018 401k financial data
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$864,709
Total of all expenses incurred2018-12-31$255,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$244,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,046,990
Value of total assets at end of year2018-12-31$3,082,895
Value of total assets at beginning of year2018-12-31$2,473,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,151
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$71,116
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$71,116
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$627,496
Participant contributions at beginning of year2018-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$609,562
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,082,895
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,473,333
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$2,895,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,301,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$187,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$171,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-253,397
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
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$418,658
Employer contributions (assets) at beginning of year2018-12-31$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$244,996
Contract administrator fees2018-12-31$10,151
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2017 401k financial data
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$18,699
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,213,446
Total of all expenses incurred2017-12-31$199,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$192,399
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$892,119
Value of total assets at end of year2017-12-31$2,473,333
Value of total assets at beginning of year2017-12-31$1,477,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,968
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,879
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$43,879
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$532,118
Participant contributions at end of year2017-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$18,699
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,014,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,473,333
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,459,254
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,301,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,389,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$171,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$88,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$277,448
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$351,641
Employer contributions (assets) at end of year2017-12-31$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$192,399
Contract administrator fees2017-12-31$6,968
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31PLANTE MORAN
Accountancy firm EIN2017-12-31381357951
2016 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,157
Total income from all sources (including contributions)2016-12-31$248,110
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$287,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$280,071
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$145,270
Value of total assets at end of year2016-12-31$1,477,953
Value of total assets at beginning of year2016-12-31$1,511,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,415
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$102,840
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$102,840
Administrative expenses professional fees incurred2016-12-31$1,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$127,045
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$7,353
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$18,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,157
Other income not declared elsewhere2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-39,376
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,459,254
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,498,630
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
Investment advisory and management fees2016-12-31$65
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,389,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,504,434
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$88,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$280,071
Contract administrator fees2016-12-31$6,350
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31PLANTE MORAN
Accountancy firm EIN2016-12-31381357951
2015 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,753
Total income from all sources (including contributions)2015-12-31$9,220
Total of all expenses incurred2015-12-31$317,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$315,783
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$75,930
Value of total assets at end of year2015-12-31$1,511,787
Value of total assets at beginning of year2015-12-31$1,816,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,244
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,030
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$34,030
Administrative expenses professional fees incurred2015-12-31$100
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 period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$75,930
Participant contributions at end of year2015-12-31$7,353
Participant contributions at beginning of year2015-12-31$6,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$9,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-307,807
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,498,630
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,806,437
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$1,504,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,708,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$101,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-36,287
Net investment gain/loss from pooled separate accounts2015-12-31$-64,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$315,783
Contract administrator fees2015-12-31$1,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31PLANTE MORAN
Accountancy firm EIN2015-12-31381357951
2014 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,433
Total income from all sources (including contributions)2014-12-31$181,510
Total of all expenses incurred2014-12-31$80,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$78,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$92,229
Value of total assets at end of year2014-12-31$1,816,190
Value of total assets at beginning of year2014-12-31$1,715,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,828
Total interest from all sources2014-12-31$103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$250
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$75,906
Participant contributions at end of year2014-12-31$6,446
Participant contributions at beginning of year2014-12-31$6,722
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$9,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,433
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$101,456
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,806,437
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,704,981
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$1,708,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,607,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$101,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$100,989
Net investment gain/loss from pooled separate accounts2014-12-31$89,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$78,226
Contract administrator fees2014-12-31$1,578
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 name2014-12-31DUVALL & ASSOCIATES
Accountancy firm EIN2014-12-31311182600
2013 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,805
Total income from all sources (including contributions)2013-12-31$327,455
Total of all expenses incurred2013-12-31$53,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$77,352
Value of total assets at end of year2013-12-31$1,715,414
Value of total assets at beginning of year2013-12-31$1,432,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,719
Total interest from all sources2013-12-31$108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$100
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$6,722
Participant contributions at beginning of year2013-12-31$7,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,805
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$274,269
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,704,981
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,430,712
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$1,607,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,414,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$100,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,019
Net investment gain/loss from pooled separate accounts2013-12-31$249,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$77,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,467
Contract administrator fees2013-12-31$1,619
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 name2013-12-31DUVALL & ASSOCIATES
Accountancy firm EIN2013-12-31311182600
2012 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,737
Total income from all sources (including contributions)2012-12-31$290,350
Total of all expenses incurred2012-12-31$257,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$253,195
Value of total corrective distributions2012-12-31$898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$101,791
Value of total assets at end of year2012-12-31$1,432,517
Value of total assets at beginning of year2012-12-31$1,408,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,607
Total interest from all sources2012-12-31$112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,442
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$101,791
Participant contributions at end of year2012-12-31$7,174
Participant contributions at beginning of year2012-12-31$12,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,737
Other income not declared elsewhere2012-12-31$12
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$32,650
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,430,712
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,398,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,414,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,383,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,985
Net investment gain/loss from pooled separate accounts2012-12-31$188,435
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$253,195
Contract administrator fees2012-12-31$2,165
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 name2012-12-31DUVALL & ASSOCIATES
Accountancy firm EIN2012-12-31311182600
2011 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,508
Total income from all sources (including contributions)2011-12-31$116,532
Total of all expenses incurred2011-12-31$177,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$174,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$145,757
Value of total assets at end of year2011-12-31$1,408,799
Value of total assets at beginning of year2011-12-31$1,475,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,737
Total interest from all sources2011-12-31$284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$225
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$140,691
Participant contributions at end of year2011-12-31$12,918
Participant contributions at beginning of year2011-12-31$17,318
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-61,043
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,398,062
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,459,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,383,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,433,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,586
Net investment gain/loss from pooled separate accounts2011-12-31$-29,509
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$174,838
Contract administrator fees2011-12-31$2,512
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 name2011-12-31DUVALL & ASSOCIATES
Accountancy firm EIN2011-12-31311182600
2010 : CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,141
Total income from all sources (including contributions)2010-12-31$319,941
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$170,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$167,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$151,436
Value of total assets at end of year2010-12-31$1,475,613
Value of total assets at beginning of year2010-12-31$1,319,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,004
Total interest from all sources2010-12-31$390
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$105
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$151,436
Participant contributions at end of year2010-12-31$17,318
Participant contributions at beginning of year2010-12-31$18,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,141
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$149,606
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,459,105
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,309,499
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$1,433,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,276,705
Income. Interest from US Government securities2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,108
Net investment gain/loss from pooled separate accounts2010-12-31$168,115
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$167,331
Contract administrator fees2010-12-31$2,899
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 name2010-12-31DUVALL & ASSOCIATES
Accountancy firm EIN2010-12-31311182600

Form 5500 Responses for CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST

2022: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 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: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 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: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 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: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 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
2010: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374593-01
Policy instance 1
Insurance contract or identification number374593-01
Number of Individuals Covered261
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374593-01
Policy instance 1
Insurance contract or identification number374593-01
Number of Individuals Covered299
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374593-01
Policy instance 1
Insurance contract or identification number374593-01
Number of Individuals Covered321
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374593-01
Policy instance 1
Insurance contract or identification number374593-01
Number of Individuals Covered370
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374593-01
Policy instance 1
Insurance contract or identification number374593-01
Number of Individuals Covered214
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83049
Policy instance 1
Insurance contract or identification number83049
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-10-12
Total amount of commissions paid to insurance brokerUSD $3,628
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,628
Insurance broker organization code?7
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SVCS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374593-01
Policy instance 2
Insurance contract or identification number374593-01
Number of Individuals Covered8
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83049
Policy instance 1
Insurance contract or identification number83049
Number of Individuals Covered166
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,402
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,402
Insurance broker organization code?7
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83049
Policy instance 1
Insurance contract or identification number83049
Number of Individuals Covered166
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,896
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,896
Insurance broker organization code?7
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83049
Policy instance 1
Insurance contract or identification number83049
Number of Individuals Covered166
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,649
Total amount of fees paid to insurance companyUSD $1,467
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,649
Insurance broker organization code?7
Amount paid for insurance broker fees1467
Additional information about fees paid to insurance brokerRECORDKEEPING FEES
Insurance broker namePENSION ADMIN AND CONSULTING SVCS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83049
Policy instance 1
Insurance contract or identification number83049
Number of Individuals Covered210
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,569
Total amount of fees paid to insurance companyUSD $286
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83049
Policy instance 1
Insurance contract or identification number83049
Number of Individuals Covered218
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,324
Total amount of fees paid to insurance companyUSD $719
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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