401k Plan data: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN plan

HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 401k Plan overview

Plan Name	HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN
Plan identification number	001

HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: HOME HEALTH SERVICES OF TEXAS, INC.

Employer identification number (EIN): 201314899

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about HOME HEALTH SERVICES OF TEXAS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2004-05-24

Company Identification Number: 0800345704

Legal Registered Office Address: PO BOX 111159

CARROLLTON
United States of America (USA)
75011

More information about HOME HEALTH SERVICES OF TEXAS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01
001 2013-07-01 LEE SADLER
001 2012-07-01 LEE SADLER
001 2011-07-01 LEE SADLER

Plan Statistics for HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN

401k plan membership statisitcs for HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN

Measure Date Value
2014: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 217
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 110
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 29
Total of all active and inactive participants 2013-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 139
Number of participants with account balances 2013-07-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 284
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 217
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 217
Number of participants with account balances 2012-07-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 221
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 210
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 74
Total of all active and inactive participants 2011-07-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 284
Number of participants with account balances 2011-07-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2014: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	217
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	110
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	29
Total of all active and inactive participants	2013-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	139
Number of participants with account balances	2013-07-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	284
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	217
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	217
Number of participants with account balances	2012-07-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	221
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	210
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	74
Total of all active and inactive participants	2011-07-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	284
Number of participants with account balances	2011-07-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN

Measure	Date	Value
2014 : HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$-7,037
Total of all expenses incurred	2014-12-31	$1,431,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,420,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$8,180
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$1,438,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,895
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$39
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$39
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$8,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-1,438,575
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,438,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,438,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-15,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,420,643
Contract administrator fees	2014-12-31	$10,895
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2014-12-31	743001153
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$0
Total transfer of assets from this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$123,248
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$264,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$256,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$68,453
Value of total assets at end of year	2014-06-30	$1,438,575
Value of total assets at beginning of year	2014-06-30	$1,579,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$8,285
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$20,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$20,051
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$68,453
Other income not declared elsewhere	2014-06-30	$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-141,174
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,438,575
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,579,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,438,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,441,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$137,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$34,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$256,137
Contract administrator fees	2014-06-30	$8,285
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	PMB HELIN DONOVAN LLP
Accountancy firm EIN	2014-06-30	743001153
2013 : HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$92,532
Total unrealized appreciation/depreciation of assets	2013-06-30	$92,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$217,157
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$176,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$168,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$81,057
Value of total assets at end of year	2013-06-30	$1,579,749
Value of total assets at beginning of year	2013-06-30	$1,539,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$8,436
Total interest from all sources	2013-06-30	$43,568
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$81,057
Participant contributions at beginning of year	2013-06-30	$145,347
Participant contributions at beginning of year	2013-06-30	$7,879
Administrative expenses (other) incurred	2013-06-30	$8,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$40,506
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,579,749
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,539,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,441,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,368,206
Interest earned on other investments	2013-06-30	$43,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$137,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$17,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$168,215
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2013-06-30	410746749
2012 : HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$-43,569
Total unrealized appreciation/depreciation of assets	2012-06-30	$-43,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$112,161
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$1,116,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,108,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$105,286
Value of total assets at end of year	2012-06-30	$1,539,243
Value of total assets at beginning of year	2012-06-30	$2,543,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$8,179
Total interest from all sources	2012-06-30	$50,444
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$104,733
Participant contributions at end of year	2012-06-30	$145,347
Participant contributions at beginning of year	2012-06-30	$142,153
Participant contributions at end of year	2012-06-30	$7,879
Participant contributions at beginning of year	2012-06-30	$3,491
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-1,004,749
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,539,243
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,543,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,368,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,485,356
Interest earned on other investments	2012-06-30	$50,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$17,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$912,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,108,731
Contract administrator fees	2012-06-30	$8,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	Yes
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	LARSONALLEN LLP
Accountancy firm EIN	2012-06-30	410746749

Form 5500 Responses for HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN

2014: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HOME HEALTH SERVICES OF TEXAS, INC. AND AFFILIATED ORGANIZATIONS RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2014-07-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	COSTNER, KATHY

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	42
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $3,516
Total amount of fees paid to insurance company	USD $2,419
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,516
Amount paid for insurance broker fees	804
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	VERISIGHT INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $10,414
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $10,414
Insurance broker organization code?	3
Insurance broker name	COSTNER, KATHY

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	175
Insurance policy start date	2011-08-15
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $10,414
Total amount of fees paid to insurance company	USD $3,467
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44308

Policy instance

Insurance contract or identification number	44308
Number of Individuals Covered	17
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $67
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	HOME HEALTH SERVICES OF TEXAS, INC.
Employer identification number (EIN):	201314899
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2004-05-24
Company Identification Number:	0800345704
Legal Registered Office Address:	PO BOX 111159 CARROLLTON United States of America (USA) 75011

Plan id#	Filing Submission Date	Name of Administrator
001	2014-07-01
001	2013-07-01	LEE SADLER
001	2012-07-01	LEE SADLER
001	2011-07-01	LEE SADLER