401k Plan data: HEALTH PLAN ONE, LLC 401(K) PLAN plan

HEALTH PLAN ONE, LLC 401(K) PLAN 401k Plan overview

Plan Name	HEALTH PLAN ONE, LLC 401(K) PLAN
Plan identification number	001

HEALTH PLAN ONE, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HEALTH PLAN ONE, LLC has sponsored the creation of one or more 401k plans.

Company Name: HEALTH PLAN ONE, LLC

Employer identification number (EIN): 204098658

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PLAN ONE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JENNIFER BUCHHOLZ
001 2015-01-01 JENNIFER BUCHHOLZ
001 2014-01-01 DAVID MOSER DAVID MOSER 2015-10-22
001 2014-01-01 DAVID MOSER DAVID MOSER 2015-10-19
001 2013-01-01 DAVID MOSER 2014-05-28
001 2012-01-01 DAVID MOSER 2013-07-16
001 2011-01-01 KELLY LEATHERWOOD 2012-10-15
001 2010-01-01 MICHELE MCKNIGHT 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JENNIFER BUCHHOLZ
001	2015-01-01	JENNIFER BUCHHOLZ
001	2014-01-01	DAVID MOSER		DAVID MOSER	2015-10-22
001	2014-01-01	DAVID MOSER		DAVID MOSER	2015-10-19
001	2013-01-01	DAVID MOSER	2014-05-28
001	2012-01-01	DAVID MOSER	2013-07-16
001	2011-01-01	KELLY LEATHERWOOD	2012-10-15
001	2010-01-01	MICHELE MCKNIGHT	2011-09-06

Plan Statistics for HEALTH PLAN ONE, LLC 401(K) PLAN

401k plan membership statisitcs for HEALTH PLAN ONE, LLC 401(K) PLAN

Measure Date Value
2022: HEALTH PLAN ONE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,038
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,418
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 76
Total of all active and inactive participants 2022-01-01 1,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,497
Number of participants with account balances 2022-01-01 472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 38
2021: HEALTH PLAN ONE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 990
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 971
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 66
Total of all active and inactive participants 2021-01-01 1,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,038
Number of participants with account balances 2021-01-01 445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 68
2020: HEALTH PLAN ONE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 752
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 872
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 117
Total of all active and inactive participants 2020-01-01 990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 990
Number of participants with account balances 2020-01-01 479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 44
2019: HEALTH PLAN ONE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 636
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 670
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 81
Total of all active and inactive participants 2019-01-01 752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 752
Number of participants with account balances 2019-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 40
2018: HEALTH PLAN ONE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 586
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 607
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 636
Number of participants with account balances 2018-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 35
2017: HEALTH PLAN ONE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 510
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 390
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 69
Total of all active and inactive participants 2017-01-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 460
Number of participants with account balances 2017-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: HEALTH PLAN ONE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 540
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 418
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 45
Total of all active and inactive participants 2016-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 463
Number of participants with account balances 2016-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: HEALTH PLAN ONE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 454
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 482
Number of participants with account balances 2015-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: HEALTH PLAN ONE, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 273
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 286
Number of participants with account balances 2014-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8

Measure	Date	Value
2022: HEALTH PLAN ONE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,038
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,418
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	76
Total of all active and inactive participants	2022-01-01	1,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,497
Number of participants with account balances	2022-01-01	472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	38
2021: HEALTH PLAN ONE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	990
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	971
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	66
Total of all active and inactive participants	2021-01-01	1,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,038
Number of participants with account balances	2021-01-01	445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	68
2020: HEALTH PLAN ONE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	752
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	872
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	117
Total of all active and inactive participants	2020-01-01	990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	990
Number of participants with account balances	2020-01-01	479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	44
2019: HEALTH PLAN ONE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	636
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	670
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	81
Total of all active and inactive participants	2019-01-01	752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	752
Number of participants with account balances	2019-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	40
2018: HEALTH PLAN ONE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	586
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	607
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	636
Number of participants with account balances	2018-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	35
2017: HEALTH PLAN ONE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	510
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	390
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	69
Total of all active and inactive participants	2017-01-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	460
Number of participants with account balances	2017-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: HEALTH PLAN ONE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	540
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	418
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	45
Total of all active and inactive participants	2016-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	463
Number of participants with account balances	2016-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: HEALTH PLAN ONE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	454
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	482
Number of participants with account balances	2015-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: HEALTH PLAN ONE, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	273
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	286
Number of participants with account balances	2014-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8

Financial Data on HEALTH PLAN ONE, LLC 401(K) PLAN

Measure	Date	Value
2022 : HEALTH PLAN ONE, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$1,221,159
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,333,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,285,410
Expenses. Certain deemed distributions of participant loans	2022-12-31	$133
Value of total corrective distributions	2022-12-31	$27,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,475,058
Value of total assets at end of year	2022-12-31	$12,839,484
Value of total assets at beginning of year	2022-12-31	$12,951,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,393
Total interest from all sources	2022-12-31	$30,027
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,416,061
Participant contributions at end of year	2022-12-31	$347,267
Participant contributions at beginning of year	2022-12-31	$277,770
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$289,547
Other income not declared elsewhere	2022-12-31	$2,064
Administrative expenses (other) incurred	2022-12-31	$20,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-112,192
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,839,484
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,951,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,803,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,364,158
Interest on participant loans	2022-12-31	$17,675
Interest earned on other investments	2022-12-31	$12,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$689,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$309,748
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,285,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$769,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,285,410
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-12-31	271728945
2021 : HEALTH PLAN ONE, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$4,811,438
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,218,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,190,171
Value of total corrective distributions	2021-12-31	$4,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,325,376
Value of total assets at end of year	2021-12-31	$12,951,676
Value of total assets at beginning of year	2021-12-31	$9,358,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,335
Total interest from all sources	2021-12-31	$19,910
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,314,352
Participant contributions at end of year	2021-12-31	$277,770
Participant contributions at beginning of year	2021-12-31	$184,923
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$288,733
Other income not declared elsewhere	2021-12-31	$124
Administrative expenses (other) incurred	2021-12-31	$23,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,593,422
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,951,676
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,358,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,364,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,966,631
Interest on participant loans	2021-12-31	$12,075
Interest earned on other investments	2021-12-31	$7,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$309,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$206,700
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,466,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$722,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,190,171
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-12-31	271728945
2020 : HEALTH PLAN ONE, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,189,906
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$959,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$892,102
Value of total corrective distributions	2020-12-31	$50,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,958,288
Value of total assets at end of year	2020-12-31	$9,358,254
Value of total assets at beginning of year	2020-12-31	$6,128,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,658
Total interest from all sources	2020-12-31	$17,938
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,972,728
Participant contributions at end of year	2020-12-31	$184,923
Participant contributions at beginning of year	2020-12-31	$186,043
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$346,734
Other income not declared elsewhere	2020-12-31	$580
Administrative expenses (other) incurred	2020-12-31	$16,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,230,198
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,358,254
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,128,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,966,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,654,239
Interest on participant loans	2020-12-31	$11,764
Interest earned on other investments	2020-12-31	$6,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$206,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$287,774
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,213,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$638,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$892,102
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-12-31	271728945
2019 : HEALTH PLAN ONE, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,973,736
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$647,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$611,246
Value of total corrective distributions	2019-12-31	$26,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,177,164
Value of total assets at end of year	2019-12-31	$6,128,056
Value of total assets at beginning of year	2019-12-31	$3,801,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,950
Total interest from all sources	2019-12-31	$18,980
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,427,119
Participant contributions at end of year	2019-12-31	$186,043
Participant contributions at beginning of year	2019-12-31	$72,258
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$128,850
Other income not declared elsewhere	2019-12-31	$31,546
Administrative expenses (other) incurred	2019-12-31	$8,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,326,590
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,128,056
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,801,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,654,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,379,266
Interest on participant loans	2019-12-31	$5,882
Interest earned on other investments	2019-12-31	$13,098
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,314,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$35,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$35,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$287,774
Net investment gain/loss from pooled separate accounts	2019-12-31	$746,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$621,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$611,246
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-12-31	271728945
2018 : HEALTH PLAN ONE, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,151,082
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$447,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$364,246
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,185
Value of total corrective distributions	2018-12-31	$70,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,366,760
Value of total assets at end of year	2018-12-31	$3,801,466
Value of total assets at beginning of year	2018-12-31	$3,097,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,675
Total interest from all sources	2018-12-31	$3,521
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$198,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$198,821
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$310,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,018,445
Participant contributions at end of year	2018-12-31	$72,258
Participant contributions at beginning of year	2018-12-31	$36,275
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,738
Other income not declared elsewhere	2018-12-31	$2,560
Administrative expenses (other) incurred	2018-12-31	$11,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$703,753
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,801,466
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,097,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,379,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,865,867
Interest on participant loans	2018-12-31	$3,115
Value of interest in common/collective trusts at end of year	2018-12-31	$1,314,073
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,151,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$35,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$44,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$44,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-341,973
Net investment gain or loss from common/collective trusts	2018-12-31	$-78,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$343,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$364,246
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DWORKEN HILLMAN LAMORTE&STERCZAL
Accountancy firm EIN	2018-12-31	061308345
2017 : HEALTH PLAN ONE, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,421,990
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$356,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$334,744
Expenses. Certain deemed distributions of participant loans	2017-12-31	$12,210
Value of total corrective distributions	2017-12-31	$5,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,020,307
Value of total assets at end of year	2017-12-31	$3,097,713
Value of total assets at beginning of year	2017-12-31	$2,032,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,220
Total interest from all sources	2017-12-31	$2,782
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$90,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$90,960
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$204,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$681,609
Participant contributions at end of year	2017-12-31	$36,275
Participant contributions at beginning of year	2017-12-31	$35,394
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$151,811
Other income not declared elsewhere	2017-12-31	$12
Administrative expenses (other) incurred	2017-12-31	$4,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,065,168
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,097,713
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,032,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,865,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,135,231
Interest on participant loans	2017-12-31	$2,641
Value of interest in common/collective trusts at end of year	2017-12-31	$1,151,215
Value of interest in common/collective trusts at beginning of year	2017-12-31	$789,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$44,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$72,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$72,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$169,499
Net investment gain or loss from common/collective trusts	2017-12-31	$138,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$186,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$334,744
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DWORKEN HILLMAN LAMORTE&STERCZAL
Accountancy firm EIN	2017-12-31	061308345
2016 : HEALTH PLAN ONE, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$864,140
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$325,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$298,845
Expenses. Certain deemed distributions of participant loans	2016-12-31	$77
Value of total corrective distributions	2016-12-31	$23,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$707,755
Value of total assets at end of year	2016-12-31	$2,032,545
Value of total assets at beginning of year	2016-12-31	$1,493,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,075
Total interest from all sources	2016-12-31	$1,566
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$50,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$50,868
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$530,818
Participant contributions at end of year	2016-12-31	$35,394
Participant contributions at beginning of year	2016-12-31	$29,503
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$32,166
Administrative expenses (other) incurred	2016-12-31	$3,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$538,863
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,032,545
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,493,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,135,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$774,109
Interest on participant loans	2016-12-31	$1,566
Value of interest in common/collective trusts at end of year	2016-12-31	$789,891
Value of interest in common/collective trusts at beginning of year	2016-12-31	$664,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$72,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$25,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$25,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$47,172
Net investment gain or loss from common/collective trusts	2016-12-31	$56,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$144,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$298,845
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DWORKEN HILLMAN LAMORTE&STERCZAL
Accountancy firm EIN	2016-12-31	061308345
2015 : HEALTH PLAN ONE, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$518,356
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$66,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$54,112
Value of total corrective distributions	2015-12-31	$10,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$581,578
Value of total assets at end of year	2015-12-31	$1,493,682
Value of total assets at beginning of year	2015-12-31	$1,041,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,540
Total interest from all sources	2015-12-31	$1,333
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$38,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$38,931
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$105,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$442,650
Participant contributions at end of year	2015-12-31	$29,503
Participant contributions at beginning of year	2015-12-31	$20,099
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,908
Other income not declared elsewhere	2015-12-31	$59
Administrative expenses (other) incurred	2015-12-31	$1,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$451,981
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,493,682
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,041,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$774,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$497,586
Interest on participant loans	2015-12-31	$1,333
Value of interest in common/collective trusts at end of year	2015-12-31	$664,226
Value of interest in common/collective trusts at beginning of year	2015-12-31	$492,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$25,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$31,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$31,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-91,064
Net investment gain or loss from common/collective trusts	2015-12-31	$-12,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$129,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$54,112
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DWORKEN HILLMAN LAMORTE & STERCZALA
Accountancy firm EIN	2015-12-31	061308345
2014 : HEALTH PLAN ONE, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$494,717
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$144,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$143,450
Expenses. Certain deemed distributions of participant loans	2014-12-31	$12
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$465,870
Value of total assets at end of year	2014-12-31	$1,041,701
Value of total assets at beginning of year	2014-12-31	$691,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,475
Total interest from all sources	2014-12-31	$731
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$24,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$24,377
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$70,000
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	$373,760
Participant contributions at end of year	2014-12-31	$20,099
Participant contributions at beginning of year	2014-12-31	$15,890
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$281
Administrative expenses (other) incurred	2014-12-31	$1,475
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	$349,780
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,041,701
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$691,921
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	$497,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$327,362
Interest on participant loans	2014-12-31	$731
Value of interest in common/collective trusts at end of year	2014-12-31	$492,711
Value of interest in common/collective trusts at beginning of year	2014-12-31	$335,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$31,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$13,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$13,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-27,947
Net investment gain or loss from common/collective trusts	2014-12-31	$31,686
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
Contributions received in cash from employer	2014-12-31	$91,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$143,450
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DWORKEN HILLMAN LAMORTE & STERCZALA
Accountancy firm EIN	2014-12-31	061308345

Form 5500 Responses for HEALTH PLAN ONE, LLC 401(K) PLAN

2022: HEALTH PLAN ONE, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTH PLAN ONE, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTH PLAN ONE, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTH PLAN ONE, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTH PLAN ONE, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTH PLAN ONE, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEALTH PLAN ONE, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEALTH PLAN ONE, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEALTH PLAN ONE, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH4124

Policy instance

Insurance contract or identification number	YH4124
Number of Individuals Covered	1497
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH4124

Policy instance

Insurance contract or identification number	YH4124
Number of Individuals Covered	1038
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH4124

Policy instance

Insurance contract or identification number	YH4124
Number of Individuals Covered	990
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH4124

Policy instance

Insurance contract or identification number	YH4124
Number of Individuals Covered	752
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 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

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Company Name:	HEALTH PLAN ONE, LLC
Employer identification number (EIN):	204098658
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages