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CARE PLUS NJ, INC. UNION PLAN 401k Plan overview

Plan NameCARE PLUS NJ, INC. UNION PLAN
Plan identification number 002

CARE PLUS NJ, INC. UNION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • 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.

401k Sponsoring company profile

CARE PLUS NJ, INC has sponsored the creation of one or more 401k plans.

Company Name:CARE PLUS NJ, INC
Employer identification number (EIN):222181654
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE PLUS NJ, INC. UNION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DONALD T. GORSICA
0022016-01-01ELIZABETH ITZIE
0022015-01-01
0022014-01-01ROBERT BODNAR
0022013-01-01JEFFREY KRIEGER
0022012-01-01JEFFREY KRIEGER

Plan Statistics for CARE PLUS NJ, INC. UNION PLAN

401k plan membership statisitcs for CARE PLUS NJ, INC. UNION PLAN

Measure Date Value
2022: CARE PLUS NJ, INC. UNION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01284
Number of participants with account balances2022-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: CARE PLUS NJ, INC. UNION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01332
Total number of active participants reported on line 7a of the Form 55002021-01-01212
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01270
Number of participants with account balances2021-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: CARE PLUS NJ, INC. UNION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01265
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01306
Number of participants with account balances2020-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: CARE PLUS NJ, INC. UNION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01250
Total number of active participants reported on line 7a of the Form 55002019-01-01171
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01265
Number of participants with account balances2019-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: CARE PLUS NJ, INC. UNION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01255
Total number of active participants reported on line 7a of the Form 55002018-01-01156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01237
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: CARE PLUS NJ, INC. UNION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01199
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: CARE PLUS NJ, INC. UNION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CARE PLUS NJ, INC. UNION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01179
Total number of active participants reported on line 7a of the Form 55002015-01-01153
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01175
Number of participants with account balances2015-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CARE PLUS NJ, INC. UNION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CARE PLUS NJ, INC. UNION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01150
Number of participants with account balances2013-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: CARE PLUS NJ, INC. UNION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01204
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01204
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on CARE PLUS NJ, INC. UNION PLAN

Measure Date Value
2022 : CARE PLUS NJ, INC. UNION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-354,466
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$231,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$210,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$231,982
Value of total assets at end of year2022-12-31$2,900,640
Value of total assets at beginning of year2022-12-31$3,486,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,392
Total interest from all sources2022-12-31$2,215
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$185,487
Participant contributions at end of year2022-12-31$46,921
Participant contributions at beginning of year2022-12-31$43,142
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-586,100
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,900,640
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,486,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$354,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$430,195
Value of interest in pooled separate accounts at end of year2022-12-31$2,150,566
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,690,276
Interest on participant loans2022-12-31$2,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$302,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$277,935
Net investment gain/loss from pooled separate accounts2022-12-31$-588,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$46,495
Employer contributions (assets) at end of year2022-12-31$46,495
Employer contributions (assets) at beginning of year2022-12-31$45,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$210,242
Contract administrator fees2022-12-31$21,392
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SAX LLP
Accountancy firm EIN2022-12-31812950760
2021 : CARE PLUS NJ, INC. UNION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$747,714
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$711,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$691,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$235,300
Value of total assets at end of year2021-12-31$3,486,740
Value of total assets at beginning of year2021-12-31$3,450,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,423
Total interest from all sources2021-12-31$1,042
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$180,608
Participant contributions at end of year2021-12-31$43,142
Participant contributions at beginning of year2021-12-31$16,266
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,500
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$35,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,486,740
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,450,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$430,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$2,690,276
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,924,536
Interest on participant loans2021-12-31$1,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$277,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$464,664
Net investment gain/loss from pooled separate accounts2021-12-31$511,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,192
Employer contributions (assets) at end of year2021-12-31$45,192
Employer contributions (assets) at beginning of year2021-12-31$45,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$691,368
Contract administrator fees2021-12-31$20,423
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SAX LLP
Accountancy firm EIN2021-12-31812950760
2020 : CARE PLUS NJ, INC. UNION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$680,001
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$241,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$233,594
Expenses. Certain deemed distributions of participant loans2020-12-31$7,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$232,865
Value of total assets at end of year2020-12-31$3,450,817
Value of total assets at beginning of year2020-12-31$3,012,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$445
Total interest from all sources2020-12-31$1,500
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$445
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$186,726
Participant contributions at end of year2020-12-31$16,266
Participant contributions at beginning of year2020-12-31$31,956
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$6,823
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$788
Other income not declared elsewhere2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$438,118
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,450,817
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,012,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,924,536
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,396,339
Interest on participant loans2020-12-31$1,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$464,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$534,715
Net investment gain/loss from pooled separate accounts2020-12-31$445,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$45,351
Employer contributions (assets) at end of year2020-12-31$45,351
Employer contributions (assets) at beginning of year2020-12-31$42,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$233,594
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SAX LLP
Accountancy firm EIN2020-12-31812950760
2019 : CARE PLUS NJ, INC. UNION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$691,928
Total income from all sources (including contributions)2019-12-31$691,928
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$136,324
Total of all expenses incurred2019-12-31$136,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$135,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$135,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$233,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$233,861
Value of total assets at end of year2019-12-31$3,012,699
Value of total assets at end of year2019-12-31$3,012,699
Value of total assets at beginning of year2019-12-31$2,457,095
Value of total assets at beginning of year2019-12-31$2,457,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,064
Total interest from all sources2019-12-31$1,965
Total interest from all sources2019-12-31$1,965
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$183,343
Contributions received from participants2019-12-31$183,343
Participant contributions at end of year2019-12-31$31,956
Participant contributions at end of year2019-12-31$31,956
Participant contributions at beginning of year2019-12-31$30,392
Participant contributions at beginning of year2019-12-31$30,392
Participant contributions at end of year2019-12-31$6,823
Participant contributions at end of year2019-12-31$6,823
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,963
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$555,604
Value of net income/loss2019-12-31$555,604
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,012,699
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,012,699
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,457,095
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,457,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,396,339
Value of interest in pooled separate accounts at end of year2019-12-31$2,396,339
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,865,170
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,865,170
Interest on participant loans2019-12-31$1,965
Interest on participant loans2019-12-31$1,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$534,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$534,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$517,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$517,618
Net investment gain/loss from pooled separate accounts2019-12-31$456,102
Net investment gain/loss from pooled separate accounts2019-12-31$456,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$42,555
Contributions received in cash from employer2019-12-31$42,555
Employer contributions (assets) at end of year2019-12-31$42,866
Employer contributions (assets) at end of year2019-12-31$42,866
Employer contributions (assets) at beginning of year2019-12-31$43,915
Employer contributions (assets) at beginning of year2019-12-31$43,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$135,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$135,260
Contract administrator fees2019-12-31$1,064
Contract administrator fees2019-12-31$1,064
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAX LLP
Accountancy firm name2019-12-31SAX LLP
Accountancy firm EIN2019-12-31812950760
Accountancy firm EIN2019-12-31812950760
2018 : CARE PLUS NJ, INC. UNION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$88,242
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$124,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$123,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$236,136
Value of total assets at end of year2018-12-31$2,457,095
Value of total assets at beginning of year2018-12-31$2,492,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,009
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$187,706
Participant contributions at end of year2018-12-31$30,392
Participant contributions at beginning of year2018-12-31$13,804
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,852
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,457,095
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,492,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,865,170
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,925,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$517,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$508,809
Net investment gain/loss from pooled separate accounts2018-12-31$-148,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$43,471
Employer contributions (assets) at end of year2018-12-31$43,915
Employer contributions (assets) at beginning of year2018-12-31$44,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$123,085
Contract administrator fees2018-12-31$1,009
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAX LLP
Accountancy firm EIN2018-12-31812950760
2017 : CARE PLUS NJ, INC. UNION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$546,688
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$210,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$209,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$233,529
Value of total assets at end of year2017-12-31$2,492,947
Value of total assets at beginning of year2017-12-31$2,156,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$935
Total interest from all sources2017-12-31$801
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$185,244
Participant contributions at end of year2017-12-31$13,804
Participant contributions at beginning of year2017-12-31$18,738
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$276
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$336,024
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,492,947
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,156,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,925,833
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,592,598
Interest on participant loans2017-12-31$801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$508,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$504,531
Net investment gain/loss from pooled separate accounts2017-12-31$312,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$44,501
Employer contributions (assets) at end of year2017-12-31$44,501
Employer contributions (assets) at beginning of year2017-12-31$40,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$209,729
Contract administrator fees2017-12-31$935
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : CARE PLUS NJ, INC. UNION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$341,351
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$120,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$115,948
Expenses. Certain deemed distributions of participant loans2016-12-31$3,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$227,823
Value of total assets at end of year2016-12-31$2,156,923
Value of total assets at beginning of year2016-12-31$1,935,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$935
Total interest from all sources2016-12-31$15,273
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$935
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$178,180
Participant contributions at end of year2016-12-31$18,738
Participant contributions at beginning of year2016-12-31$14,533
Participant contributions at end of year2016-12-31$276
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$221,327
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,156,923
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,935,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,592,598
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,408,666
Interest on participant loans2016-12-31$856
Interest earned on other investments2016-12-31$14,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$504,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$468,593
Net investment gain/loss from pooled separate accounts2016-12-31$98,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$40,780
Employer contributions (assets) at end of year2016-12-31$40,780
Employer contributions (assets) at beginning of year2016-12-31$43,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$115,948
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : CARE PLUS NJ, INC. UNION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$256,539
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$225,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$221,027
Expenses. Certain deemed distributions of participant loans2015-12-31$2,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$256,074
Value of total assets at end of year2015-12-31$1,935,596
Value of total assets at beginning of year2015-12-31$1,904,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,053
Total interest from all sources2015-12-31$465
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,053
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$195,131
Participant contributions at end of year2015-12-31$14,533
Participant contributions at beginning of year2015-12-31$10,437
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$13,323
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$30,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,935,596
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,904,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,408,666
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,415,114
Interest on participant loans2015-12-31$638
Interest earned on other investments2015-12-31$-173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$468,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$422,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$49,819
Employer contributions (assets) at end of year2015-12-31$43,804
Employer contributions (assets) at beginning of year2015-12-31$43,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$221,027
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : CARE PLUS NJ, INC. UNION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$300,081
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$107,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$106,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$215,428
Value of total assets at end of year2014-12-31$1,904,655
Value of total assets at beginning of year2014-12-31$1,711,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$935
Total interest from all sources2014-12-31$84,653
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$172,342
Participant contributions at end of year2014-12-31$10,437
Participant contributions at beginning of year2014-12-31$8,222
Participant contributions at end of year2014-12-31$13,323
Participant contributions at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$193,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,904,655
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,711,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,415,114
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,307,304
Interest on participant loans2014-12-31$419
Interest earned on other investments2014-12-31$84,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$422,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$355,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$43,086
Employer contributions (assets) at end of year2014-12-31$43,086
Employer contributions (assets) at beginning of year2014-12-31$40,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$106,146
Contract administrator fees2014-12-31$935
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : CARE PLUS NJ, INC. UNION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$389,749
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$43,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$42,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$207,480
Value of total assets at end of year2013-12-31$1,711,655
Value of total assets at beginning of year2013-12-31$1,365,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$520
Total interest from all sources2013-12-31$174
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$163,201
Participant contributions at end of year2013-12-31$8,222
Participant contributions at beginning of year2013-12-31$8,409
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,862
Administrative expenses (other) incurred2013-12-31$520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$346,548
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,711,655
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,365,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,307,304
Value of interest in pooled separate accounts at beginning of year2013-12-31$947,206
Interest on participant loans2013-12-31$174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$355,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$370,421
Net investment gain/loss from pooled separate accounts2013-12-31$182,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$41,417
Employer contributions (assets) at end of year2013-12-31$40,800
Employer contributions (assets) at beginning of year2013-12-31$39,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$42,681
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : CARE PLUS NJ, INC. UNION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$317,507
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$198,265
Value of total assets at end of year2012-12-31$1,365,107
Value of total assets at beginning of year2012-12-31$1,059,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$170
Total interest from all sources2012-12-31$419
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$159,194
Participant contributions at end of year2012-12-31$8,409
Participant contributions at beginning of year2012-12-31$9,738
Participant contributions at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$305,471
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,365,107
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,059,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$947,206
Value of interest in pooled separate accounts at beginning of year2012-12-31$691,849
Interest on participant loans2012-12-31$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$370,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$314,389
Net investment gain/loss from pooled separate accounts2012-12-31$118,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$39,071
Employer contributions (assets) at end of year2012-12-31$39,071
Employer contributions (assets) at beginning of year2012-12-31$43,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,866
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826

Form 5500 Responses for CARE PLUS NJ, INC. UNION PLAN

2022: CARE PLUS NJ, INC. UNION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARE PLUS NJ, INC. UNION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARE PLUS NJ, INC. UNION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARE PLUS NJ, INC. UNION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARE PLUS NJ, INC. UNION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARE PLUS NJ, INC. UNION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARE PLUS NJ, INC. UNION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARE PLUS NJ, INC. UNION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARE PLUS NJ, INC. UNION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARE PLUS NJ, INC. UNION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARE PLUS NJ, INC. UNION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number726020
Policy instance 1
Insurance contract or identification number726020
Number of Individuals Covered319
Insurance policy start date2022-06-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,482
Total amount of fees paid to insurance companyUSD $1,297
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,482
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1428
Policy instance 1
Insurance contract or identification numberGH1428
Number of Individuals Covered213
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,347
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,347
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number726020
Policy instance 2
Insurance contract or identification number726020
Number of Individuals Covered284
Insurance policy start date2021-06-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,399
Total amount of fees paid to insurance companyUSD $9,373
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9373
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1428
Policy instance 1
Insurance contract or identification numberGH1428
Number of Individuals Covered204
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,254
Total amount of fees paid to insurance companyUSD $1,425
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,254
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1428
Policy instance 1
Insurance contract or identification numberGH1428
Number of Individuals Covered191
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,662
Total amount of fees paid to insurance companyUSD $1,303
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,662
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1428
Policy instance 1
Insurance contract or identification numberGH1428
Number of Individuals Covered175
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,246
Total amount of fees paid to insurance companyUSD $1,241
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,246
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1428
Policy instance 1
Insurance contract or identification numberGH1428
Number of Individuals Covered171
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,703
Total amount of fees paid to insurance companyUSD $1,116
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,703
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameASSOCIATED PENSION CONSULTANTS, INC

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