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PENSION PLAN OF CIRCLE HEALTH, INC. 401k Plan overview

Plan NamePENSION PLAN OF CIRCLE HEALTH, INC.
Plan identification number 001

PENSION PLAN OF CIRCLE HEALTH, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CIRCLE HEALTH, INC.
Employer identification number (EIN):222579798
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF CIRCLE HEALTH, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01WILLIAM WYMAN
0012016-01-01SUSAN GREEN
0012015-01-01SUSAN GREEN
0012014-01-01SUSAN GREEN
0012013-01-01SUSAN GREEN
0012012-01-01SUSAN GREEN
0012011-01-01SUSAN GREEN
0012009-01-01SUSAN GREEN

Plan Statistics for PENSION PLAN OF CIRCLE HEALTH, INC.

401k plan membership statisitcs for PENSION PLAN OF CIRCLE HEALTH, INC.

Measure Date Value
2022: PENSION PLAN OF CIRCLE HEALTH, INC. 2022 401k membership
Market value of plan assets2022-12-3175,025,268
Acturial value of plan assets2022-12-3171,311,823
Funding target for retired participants and beneficiaries receiving payment2022-12-3142,727,695
Number of terminated vested participants2022-12-31246
Fundng target for terminated vested participants2022-12-3110,192,026
Active participant vested funding target2022-12-3125,403,957
Number of active participants2022-12-31357
Total funding liabilities for active participants2022-12-3125,403,957
Total participant count2022-12-31743
Total funding target for all participants2022-12-3178,323,678
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-314,027,379
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31335,000
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,692,379
Present value of excess contributions2022-12-314,911
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-315,424
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-314,078,233
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31940,000
Net shortfall amortization installment of oustanding balance2022-12-3111,090,088
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-312,129,211
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-312,129,211
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01740
Total number of active participants reported on line 7a of the Form 55002022-01-01318
Number of retired or separated participants receiving benefits2022-01-01156
Number of other retired or separated participants entitled to future benefits2022-01-01242
Total of all active and inactive participants2022-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION PLAN OF CIRCLE HEALTH, INC. 2021 401k membership
Market value of plan assets2021-12-3188,871,267
Acturial value of plan assets2021-12-3183,999,301
Funding target for retired participants and beneficiaries receiving payment2021-12-3151,244,984
Number of terminated vested participants2021-12-31244
Fundng target for terminated vested participants2021-12-3110,021,085
Active participant vested funding target2021-12-3130,275,609
Number of active participants2021-12-31397
Total funding liabilities for active participants2021-12-3130,275,609
Total participant count2021-12-311,152
Total funding target for all participants2021-12-3191,541,678
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,854,086
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,854,086
Present value of excess contributions2021-12-311,853,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,958,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-311,958,034
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-314,027,379
Total employer contributions2021-12-311,913,242
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,872,271
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,020,000
Net shortfall amortization installment of oustanding balance2021-12-3111,569,756
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-312,202,360
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31335,000
Additional cash requirement2021-12-311,867,360
Contributions allocatedtoward minimum required contributions for current year2021-12-311,872,271
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,148
Total number of active participants reported on line 7a of the Form 55002021-01-01358
Number of retired or separated participants receiving benefits2021-01-01135
Number of other retired or separated participants entitled to future benefits2021-01-01240
Total of all active and inactive participants2021-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN OF CIRCLE HEALTH, INC. 2020 401k membership
Market value of plan assets2020-12-3182,935,446
Acturial value of plan assets2020-12-3181,980,047
Funding target for retired participants and beneficiaries receiving payment2020-12-3149,241,674
Number of terminated vested participants2020-12-31236
Fundng target for terminated vested participants2020-12-318,939,890
Active participant vested funding target2020-12-3131,879,087
Number of active participants2020-12-31449
Total funding liabilities for active participants2020-12-3131,879,087
Total participant count2020-12-311,194
Total funding target for all participants2020-12-3190,060,651
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,758,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,854,086
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,854,086
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,854,086
Total employer contributions2020-12-314,095,221
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,861,604
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,020,000
Net shortfall amortization installment of oustanding balance2020-12-319,934,690
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,008,283
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-312,008,283
Contributions allocatedtoward minimum required contributions for current year2020-12-313,861,604
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,190
Total number of active participants reported on line 7a of the Form 55002020-01-01397
Number of retired or separated participants receiving benefits2020-01-01448
Number of other retired or separated participants entitled to future benefits2020-01-01237
Total of all active and inactive participants2020-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0166
Total participants2020-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN OF CIRCLE HEALTH, INC. 2019 401k membership
Market value of plan assets2019-12-3174,624,071
Acturial value of plan assets2019-12-3179,344,087
Funding target for retired participants and beneficiaries receiving payment2019-12-3146,451,921
Number of terminated vested participants2019-12-31250
Fundng target for terminated vested participants2019-12-318,782,950
Active participant vested funding target2019-12-3137,650,248
Number of active participants2019-12-31486
Total funding liabilities for active participants2019-12-3137,650,248
Total participant count2019-12-311,236
Total funding target for all participants2019-12-3192,885,119
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3123,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3124,551
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,577,039
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,523,612
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,020,000
Net shortfall amortization installment of oustanding balance2019-12-3113,541,032
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,984,981
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-313,984,981
Contributions allocatedtoward minimum required contributions for current year2019-12-311,523,612
Unpaid minimum required contributions for current year2019-12-312,461,369
Unpaid minimum required contributions for all years2019-12-312,461,369
Total participants, beginning-of-year2019-01-011,231
Total number of active participants reported on line 7a of the Form 55002019-01-01447
Number of retired or separated participants receiving benefits2019-01-01445
Number of other retired or separated participants entitled to future benefits2019-01-01231
Total of all active and inactive participants2019-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0167
Total participants2019-01-011,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN OF CIRCLE HEALTH, INC. 2018 401k membership
Market value of plan assets2018-12-3184,070,647
Acturial value of plan assets2018-12-3180,354,131
Funding target for retired participants and beneficiaries receiving payment2018-12-3138,925,183
Number of terminated vested participants2018-12-31264
Fundng target for terminated vested participants2018-12-318,673,950
Active participant vested funding target2018-12-3141,339,882
Number of active participants2018-12-31525
Total funding liabilities for active participants2018-12-3141,339,882
Total participant count2018-12-311,264
Total funding target for all participants2018-12-3188,939,015
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,929
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,099
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,623,270
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,560,278
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,020,000
Net shortfall amortization installment of oustanding balance2018-12-318,584,884
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,537,038
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,537,038
Contributions allocatedtoward minimum required contributions for current year2018-12-311,560,278
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,260
Total number of active participants reported on line 7a of the Form 55002018-01-01486
Number of retired or separated participants receiving benefits2018-01-01434
Number of other retired or separated participants entitled to future benefits2018-01-01245
Total of all active and inactive participants2018-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0166
Total participants2018-01-011,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN OF CIRCLE HEALTH, INC. 2017 401k membership
Market value of plan assets2017-12-3170,240,129
Acturial value of plan assets2017-12-3172,774,112
Funding target for retired participants and beneficiaries receiving payment2017-12-3131,523,633
Number of terminated vested participants2017-12-31191
Fundng target for terminated vested participants2017-12-315,932,108
Active participant vested funding target2017-12-3139,707,598
Number of active participants2017-12-31542
Total funding liabilities for active participants2017-12-3139,707,598
Total participant count2017-12-311,128
Total funding target for all participants2017-12-3177,163,339
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3121,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3122,303
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,671,855
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,600,811
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31850,000
Net shortfall amortization installment of oustanding balance2017-12-314,389,227
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,597,882
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,597,882
Contributions allocatedtoward minimum required contributions for current year2017-12-311,600,811
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,124
Total number of active participants reported on line 7a of the Form 55002017-01-01525
Number of retired or separated participants receiving benefits2017-01-01412
Number of other retired or separated participants entitled to future benefits2017-01-01263
Total of all active and inactive participants2017-01-011,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0160
Total participants2017-01-011,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN OF CIRCLE HEALTH, INC. 2016 401k membership
Market value of plan assets2016-12-3166,738,043
Acturial value of plan assets2016-12-3170,699,875
Funding target for retired participants and beneficiaries receiving payment2016-12-3129,300,879
Number of terminated vested participants2016-12-31188
Fundng target for terminated vested participants2016-12-315,304,444
Active participant vested funding target2016-12-3139,196,387
Number of active participants2016-12-31574
Total funding liabilities for active participants2016-12-3139,196,387
Total participant count2016-12-311,159
Total funding target for all participants2016-12-3173,801,710
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,355
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,439
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-313,910,123
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,733,028
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,707,297
Net shortfall amortization installment of oustanding balance2016-12-313,101,835
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,711,983
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-313,711,983
Contributions allocatedtoward minimum required contributions for current year2016-12-313,733,028
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,157
Total number of active participants reported on line 7a of the Form 55002016-01-01542
Number of retired or separated participants receiving benefits2016-01-01351
Number of other retired or separated participants entitled to future benefits2016-01-01185
Total of all active and inactive participants2016-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0146
Total participants2016-01-011,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN OF CIRCLE HEALTH, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,365
Total number of active participants reported on line 7a of the Form 55002015-01-01574
Number of retired or separated participants receiving benefits2015-01-01353
Number of other retired or separated participants entitled to future benefits2015-01-01184
Total of all active and inactive participants2015-01-011,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0146
Total participants2015-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN OF CIRCLE HEALTH, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-011,409
Total number of active participants reported on line 7a of the Form 55002014-01-01606
Number of retired or separated participants receiving benefits2014-01-01342
Number of other retired or separated participants entitled to future benefits2014-01-01373
Total of all active and inactive participants2014-01-011,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0144
Total participants2014-01-011,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN OF CIRCLE HEALTH, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011,448
Total number of active participants reported on line 7a of the Form 55002013-01-01661
Number of retired or separated participants receiving benefits2013-01-01331
Number of other retired or separated participants entitled to future benefits2013-01-01376
Total of all active and inactive participants2013-01-011,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0141
Total participants2013-01-011,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN OF CIRCLE HEALTH, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-011,475
Total number of active participants reported on line 7a of the Form 55002012-01-01703
Number of retired or separated participants receiving benefits2012-01-01326
Number of other retired or separated participants entitled to future benefits2012-01-01380
Total of all active and inactive participants2012-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0139
Total participants2012-01-011,448
2011: PENSION PLAN OF CIRCLE HEALTH, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,493
Total number of active participants reported on line 7a of the Form 55002011-01-01733
Number of retired or separated participants receiving benefits2011-01-01315
Number of other retired or separated participants entitled to future benefits2011-01-01393
Total of all active and inactive participants2011-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0134
Total participants2011-01-011,475
2009: PENSION PLAN OF CIRCLE HEALTH, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011,564
Total number of active participants reported on line 7a of the Form 55002009-01-01817
Number of retired or separated participants receiving benefits2009-01-01270
Number of other retired or separated participants entitled to future benefits2009-01-01396
Total of all active and inactive participants2009-01-011,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0134
Total participants2009-01-011,517

Financial Data on PENSION PLAN OF CIRCLE HEALTH, INC.

Measure Date Value
2022 : PENSION PLAN OF CIRCLE HEALTH, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,291,374
Total unrealized appreciation/depreciation of assets2022-12-31$-3,291,374
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,926,223
Total loss/gain on sale of assets2022-12-31$2,081,321
Total of all expenses incurred2022-12-31$5,167,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,316,779
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$59,931,484
Value of total assets at beginning of year2022-12-31$75,025,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$850,773
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$288,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$288,415
Administrative expenses professional fees incurred2022-12-31$220,454
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,155,615
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,831,927
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$-516,166
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$507,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,093,775
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,931,484
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,025,259
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
Assets. partnership/joint venture interests at end of year2022-12-31$24,836,951
Assets. partnership/joint venture interests at beginning of year2022-12-31$30,426,385
Investment advisory and management fees2022-12-31$122,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,170,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,129,349
Value of interest in common/collective trusts at end of year2022-12-31$24,768,031
Value of interest in common/collective trusts at beginning of year2022-12-31$31,637,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$36
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,070,822
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-5,933,799
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,832,945
Contract administrator fees2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$6,564,424
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,483,103
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : PENSION PLAN OF CIRCLE HEALTH, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$612,746
Total unrealized appreciation/depreciation of assets2021-12-31$612,746
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$11,912,960
Total loss/gain on sale of assets2021-12-31$1,337,773
Total of all expenses incurred2021-12-31$24,338,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,955,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,318,463
Value of total assets at end of year2021-12-31$75,025,259
Value of total assets at beginning of year2021-12-31$87,451,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,382,983
Total interest from all sources2021-12-31$-14
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,081,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$504,750
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,831,927
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$55,216
Administrative expenses (other) incurred2021-12-31$770,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-12,425,883
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,025,259
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$87,451,142
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
Assets. partnership/joint venture interests at end of year2021-12-31$30,426,385
Assets. partnership/joint venture interests at beginning of year2021-12-31$11,974,891
Investment advisory and management fees2021-12-31$107,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,129,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,040,043
Value of interest in common/collective trusts at end of year2021-12-31$31,637,598
Value of interest in common/collective trusts at beginning of year2021-12-31$42,436,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-14
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$16,970,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,220,124
Net investment gain or loss from common/collective trusts2021-12-31$6,727,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$3,318,463
Income. Dividends from common stock2021-12-31$1,081,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,985,157
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
Aggregate proceeds on sale of assets2021-12-31$6,361,943
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,024,170
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : PENSION PLAN OF CIRCLE HEALTH, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-411,611
Total unrealized appreciation/depreciation of assets2020-12-31$-411,611
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$14,917,444
Total loss/gain on sale of assets2020-12-31$-1,950,346
Total of all expenses incurred2020-12-31$7,338,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,087,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,864,260
Value of total assets at end of year2020-12-31$87,451,142
Value of total assets at beginning of year2020-12-31$79,872,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,251,223
Total interest from all sources2020-12-31$4,888
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$917,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$917,376
Administrative expenses professional fees incurred2020-12-31$258,961
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$-103,396
Administrative expenses (other) incurred2020-12-31$766,799
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$-36,940
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$7,578,723
Value of net assets at end of year (total assets less liabilities)2020-12-31$87,451,142
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,872,419
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
Assets. partnership/joint venture interests at end of year2020-12-31$11,974,891
Assets. partnership/joint venture interests at beginning of year2020-12-31$31,984,070
Investment advisory and management fees2020-12-31$225,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,040,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,102,663
Value of interest in common/collective trusts at end of year2020-12-31$42,436,208
Value of interest in common/collective trusts at beginning of year2020-12-31$21,373,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$448,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$448,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,833,122
Net investment gain or loss from common/collective trusts2020-12-31$6,763,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$5,864,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,087,498
Contract administrator fees2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$48,288,162
Aggregate carrying amount (costs) on sale of assets2020-12-31$50,238,508
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER PLLC
Accountancy firm EIN2020-12-31043499945
2019 : PENSION PLAN OF CIRCLE HEALTH, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,025,882
Total unrealized appreciation/depreciation of assets2019-12-31$2,025,882
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$12,806,175
Total loss/gain on sale of assets2019-12-31$-49,065
Total of all expenses incurred2019-12-31$6,988,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,581,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,731,068
Value of total assets at end of year2019-12-31$79,872,419
Value of total assets at beginning of year2019-12-31$74,054,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,406,319
Total interest from all sources2019-12-31$11,105
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$781,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$781,731
Administrative expenses professional fees incurred2019-12-31$372,479
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$5,599
Administrative expenses (other) incurred2019-12-31$764,983
Total non interest bearing cash at end of year2019-12-31$-36,940
Total non interest bearing cash 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
Value of net income/loss2019-12-31$5,817,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,872,419
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,054,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$31,984,070
Assets. partnership/joint venture interests at beginning of year2019-12-31$30,073,835
Investment advisory and management fees2019-12-31$268,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,102,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,422,569
Value of interest in common/collective trusts at end of year2019-12-31$21,373,801
Value of interest in common/collective trusts at beginning of year2019-12-31$21,239,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$448,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,318,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,318,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,621,163
Net investment gain or loss from common/collective trusts2019-12-31$4,678,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,731,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,581,882
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$19,151,033
Aggregate carrying amount (costs) on sale of assets2019-12-31$19,200,098
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER PLLC
Accountancy firm EIN2019-12-31043499945
2018 : PENSION PLAN OF CIRCLE HEALTH, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-80,889
Total unrealized appreciation/depreciation of assets2018-12-31$-80,889
Total transfer of assets to this plan2018-12-31$7,362,628
Total income from all sources (including contributions)2018-12-31$-2,771,879
Total loss/gain on sale of assets2018-12-31$-647,895
Total of all expenses incurred2018-12-31$6,448,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,038,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,849,874
Value of total assets at end of year2018-12-31$74,054,445
Value of total assets at beginning of year2018-12-31$75,912,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,410,272
Total interest from all sources2018-12-31$9,971
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$712,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$712,264
Administrative expenses professional fees incurred2018-12-31$368,863
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
Other income not declared elsewhere2018-12-31$4,822
Administrative expenses (other) incurred2018-12-31$752,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,220,793
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,054,445
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,912,610
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
Assets. partnership/joint venture interests at end of year2018-12-31$30,073,835
Assets. partnership/joint venture interests at beginning of year2018-12-31$52,484,502
Investment advisory and management fees2018-12-31$257,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,422,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,232,353
Value of interest in common/collective trusts at end of year2018-12-31$21,239,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,318,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,195,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,195,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,931,188
Net investment gain or loss from common/collective trusts2018-12-31$-2,688,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,849,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,038,642
Contract administrator fees2018-12-31$31,685
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
Aggregate proceeds on sale of assets2018-12-31$42,942,975
Aggregate carrying amount (costs) on sale of assets2018-12-31$43,590,870
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : PENSION PLAN OF CIRCLE HEALTH, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,455,220
Total unrealized appreciation/depreciation of assets2017-12-31$6,455,220
Total income from all sources (including contributions)2017-12-31$12,573,565
Total loss/gain on sale of assets2017-12-31$599,219
Total of all expenses incurred2017-12-31$5,503,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,331,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,462,678
Value of total assets at end of year2017-12-31$75,912,610
Value of total assets at beginning of year2017-12-31$68,842,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,172,231
Total interest from all sources2017-12-31$102,675
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$640,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$640,088
Administrative expenses professional fees incurred2017-12-31$262,186
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
Other income not declared elsewhere2017-12-31$596
Administrative expenses (other) incurred2017-12-31$683,408
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$7,070,052
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,912,610
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$68,842,558
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
Assets. partnership/joint venture interests at end of year2017-12-31$52,484,502
Assets. partnership/joint venture interests at beginning of year2017-12-31$50,234,966
Investment advisory and management fees2017-12-31$226,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,232,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,333,672
Interest earned on other investments2017-12-31$98,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,195,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$273,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$273,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,313,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,462,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,331,282
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
Aggregate proceeds on sale of assets2017-12-31$7,020,496
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,421,277
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 name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605
2016 : PENSION PLAN OF CIRCLE HEALTH, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,538,584
Total unrealized appreciation/depreciation of assets2016-12-31$2,538,584
Total income from all sources (including contributions)2016-12-31$8,118,100
Total loss/gain on sale of assets2016-12-31$539,859
Total of all expenses incurred2016-12-31$4,747,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,662,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,783,591
Value of total assets at end of year2016-12-31$68,842,558
Value of total assets at beginning of year2016-12-31$65,471,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,085,362
Total interest from all sources2016-12-31$56,997
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$634,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$634,419
Administrative expenses professional fees incurred2016-12-31$215,945
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
Other income not declared elsewhere2016-12-31$573
Administrative expenses (other) incurred2016-12-31$683,055
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$3,370,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$68,842,558
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,471,833
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
Assets. partnership/joint venture interests at end of year2016-12-31$50,234,966
Assets. partnership/joint venture interests at beginning of year2016-12-31$33,292,038
Investment advisory and management fees2016-12-31$186,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,333,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,929,398
Interest earned on other investments2016-12-31$55,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$273,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$248,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$248,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$564,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,783,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,662,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$23,682,876
Aggregate carrying amount (costs) on sale of assets2016-12-31$23,143,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAMET & COMPANY PC
Accountancy firm EIN2016-12-31043027605
2015 : PENSION PLAN OF CIRCLE HEALTH, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-239,114
Total unrealized appreciation/depreciation of assets2015-12-31$-239,114
Total income from all sources (including contributions)2015-12-31$1,522,264
Total loss/gain on sale of assets2015-12-31$56,833
Total of all expenses incurred2015-12-31$8,814,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,890,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,711,501
Value of total assets at end of year2015-12-31$65,471,833
Value of total assets at beginning of year2015-12-31$72,764,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$924,226
Total interest from all sources2015-12-31$7,136
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,248,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,248,810
Administrative expenses professional fees incurred2015-12-31$315,502
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
Other income not declared elsewhere2015-12-31$940
Administrative expenses (other) incurred2015-12-31$429,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,292,536
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,471,833
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,764,369
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
Assets. partnership/joint venture interests at end of year2015-12-31$33,292,038
Assets. partnership/joint venture interests at beginning of year2015-12-31$31,329,979
Investment advisory and management fees2015-12-31$179,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,929,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,066,020
Interest earned on other investments2015-12-31$6,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$248,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$366,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$366,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,263,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$3,711,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,890,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
Aggregate proceeds on sale of assets2015-12-31$1,000,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$943,167
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SAMET & COMPANY PC
Accountancy firm EIN2015-12-31043027605
2014 : PENSION PLAN OF CIRCLE HEALTH, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,536,711
Total unrealized appreciation/depreciation of assets2014-12-31$-2,536,711
Total income from all sources (including contributions)2014-12-31$11,236,869
Total loss/gain on sale of assets2014-12-31$3,697,877
Total of all expenses incurred2014-12-31$4,045,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,276,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,730,816
Value of total assets at end of year2014-12-31$72,764,369
Value of total assets at beginning of year2014-12-31$65,572,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$769,136
Total interest from all sources2014-12-31$2,864
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,177,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,177,623
Administrative expenses professional fees incurred2014-12-31$239,985
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
Other income not declared elsewhere2014-12-31$977
Administrative expenses (other) incurred2014-12-31$345,352
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$7,191,612
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,764,369
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,572,757
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
Assets. partnership/joint venture interests at end of year2014-12-31$31,329,979
Assets. partnership/joint venture interests at beginning of year2014-12-31$16,078,585
Investment advisory and management fees2014-12-31$183,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$41,066,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,323,939
Interest earned on other investments2014-12-31$2,726
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$6,447,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$366,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$721,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$721,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,234,261
Net investment gain or loss from common/collective trusts2014-12-31$929,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$3,730,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,276,121
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Aggregate proceeds on sale of assets2014-12-31$10,448,491
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,750,614
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 name2014-12-31SAMET & COMPANY PC
Accountancy firm EIN2014-12-31043027605
2013 : PENSION PLAN OF CIRCLE HEALTH, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,557,534
Total unrealized appreciation/depreciation of assets2013-12-31$2,557,534
Total income from all sources (including contributions)2013-12-31$9,353,189
Total loss/gain on sale of assets2013-12-31$8,968
Total of all expenses incurred2013-12-31$3,591,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,128,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,737,898
Value of total assets at end of year2013-12-31$65,572,757
Value of total assets at beginning of year2013-12-31$59,811,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$463,253
Total interest from all sources2013-12-31$161
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,317,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,317,389
Administrative expenses professional fees incurred2013-12-31$52,400
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
Other income not declared elsewhere2013-12-31$72
Administrative expenses (other) incurred2013-12-31$197,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,761,611
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,572,757
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,811,146
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
Assets. partnership/joint venture interests at end of year2013-12-31$16,078,585
Assets. partnership/joint venture interests at beginning of year2013-12-31$7,628,131
Investment advisory and management fees2013-12-31$213,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,323,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,197,579
Interest earned on other investments2013-12-31$45
Value of interest in common/collective trusts at end of year2013-12-31$6,447,143
Value of interest in common/collective trusts at beginning of year2013-12-31$6,916,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$721,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,067,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,067,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,189,460
Net investment gain or loss from common/collective trusts2013-12-31$-458,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$3,737,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,128,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Aggregate proceeds on sale of assets2013-12-31$17,325
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAMET & COMPANY PC
Accountancy firm EIN2013-12-31043027605
2012 : PENSION PLAN OF CIRCLE HEALTH, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-301,507
Total unrealized appreciation/depreciation of assets2012-12-31$-301,507
Total income from all sources (including contributions)2012-12-31$10,462,800
Total of all expenses incurred2012-12-31$2,883,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,384,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,643,710
Value of total assets at end of year2012-12-31$59,811,146
Value of total assets at beginning of year2012-12-31$52,231,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$499,035
Total interest from all sources2012-12-31$211
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,298,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,298,510
Administrative expenses professional fees incurred2012-12-31$37,025
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
Other income not declared elsewhere2012-12-31$1,907
Administrative expenses (other) incurred2012-12-31$172,849
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$7,579,258
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,811,146
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,231,888
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
Assets. partnership/joint venture interests at end of year2012-12-31$7,628,131
Assets. partnership/joint venture interests at beginning of year2012-12-31$6,971,308
Investment advisory and management fees2012-12-31$289,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$44,197,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,860,811
Interest earned on other investments2012-12-31$53
Value of interest in common/collective trusts at end of year2012-12-31$6,916,430
Value of interest in common/collective trusts at beginning of year2012-12-31$6,144,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,067,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$253,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$253,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,037,946
Net investment gain or loss from common/collective trusts2012-12-31$782,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$4,643,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,384,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31SAMET & COMPANY PC
Accountancy firm EIN2012-12-31043027605
2011 : PENSION PLAN OF CIRCLE HEALTH, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$117,486
Total unrealized appreciation/depreciation of assets2011-12-31$117,486
Total income from all sources (including contributions)2011-12-31$6,057,797
Total of all expenses incurred2011-12-31$2,513,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,118,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,998,521
Value of total assets at end of year2011-12-31$52,231,888
Value of total assets at beginning of year2011-12-31$48,687,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$395,035
Total interest from all sources2011-12-31$174
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,360,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,360,131
Administrative expenses professional fees incurred2011-12-31$72,060
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$186,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,544,546
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,231,888
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,687,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$6,971,308
Assets. partnership/joint venture interests at beginning of year2011-12-31$6,863,084
Investment advisory and management fees2011-12-31$136,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$38,860,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,008,167
Interest earned on other investments2011-12-31$54
Value of interest in common/collective trusts at end of year2011-12-31$6,144,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$253,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$261,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$261,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,519,988
Net investment gain or loss from common/collective trusts2011-12-31$1,101,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,998,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,118,216
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$6,552,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMET & COMPANY PC
Accountancy firm EIN2011-12-31043027605
2010 : PENSION PLAN OF CIRCLE HEALTH, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,359,812
Total unrealized appreciation/depreciation of assets2010-12-31$1,359,812
Total income from all sources (including contributions)2010-12-31$9,827,296
Total loss/gain on sale of assets2010-12-31$-48,742
Total of all expenses incurred2010-12-31$2,285,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,864,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,036,463
Value of total assets at end of year2010-12-31$48,687,342
Value of total assets at beginning of year2010-12-31$41,145,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$420,298
Total interest from all sources2010-12-31$345
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$982,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$982,515
Administrative expenses professional fees incurred2010-12-31$71,660
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$141,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,542,028
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,687,342
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,145,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$6,863,084
Assets. partnership/joint venture interests at beginning of year2010-12-31$13,028,936
Investment advisory and management fees2010-12-31$207,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,008,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,564,967
Interest earned on other investments2010-12-31$53
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$261,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$549,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$549,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,496,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,036,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,864,970
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$6,552,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,915,504
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,964,246
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAMET & COMPANY PC
Accountancy firm EIN2010-12-31043027605

Form 5500 Responses for PENSION PLAN OF CIRCLE HEALTH, INC.

2022: PENSION PLAN OF CIRCLE HEALTH, INC. 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN OF CIRCLE HEALTH, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF CIRCLE HEALTH, INC. 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: PENSION PLAN OF CIRCLE HEALTH, INC. 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: PENSION PLAN OF CIRCLE HEALTH, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: PENSION PLAN OF CIRCLE HEALTH, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: PENSION PLAN OF CIRCLE HEALTH, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: PENSION PLAN OF CIRCLE HEALTH, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: PENSION PLAN OF CIRCLE HEALTH, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: PENSION PLAN OF CIRCLE HEALTH, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: PENSION PLAN OF CIRCLE HEALTH, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF CIRCLE HEALTH, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF CIRCLE HEALTH, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number202160
Policy instance 1
Insurance contract or identification number202160
Number of Individuals Covered383
Insurance policy start date2021-09-22
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050539K20
Policy instance 1
Insurance contract or identification number050539K20
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSES
Insurance broker organization code?0
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050539K20
Policy instance 1
Insurance contract or identification number050539K20
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16
Additional information about fees paid to insurance brokerADMINISTRATIVE EXPENSES
Insurance broker organization code?0
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050539K20
Policy instance 1
Insurance contract or identification number050539K20
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?0
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050539K20
Policy instance 1
Insurance contract or identification number050539K20
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?0
Insurance broker nameMUTUAL OF AMERICA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050539K20
Policy instance 1
Insurance contract or identification number050539K20
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050539K20
Policy instance 1
Insurance contract or identification number050539K20
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?0
Insurance broker nameMUTUAL OF AMERICA

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