401k Plan data: PREFERRED HOME CARE 401(K) PLAN plan

PREFERRED HOME CARE 401(K) PLAN 401k Plan overview

Plan Name	PREFERRED HOME CARE 401(K) PLAN
Plan identification number	002

PREFERRED HOME CARE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PREFERRED HOME HEALTH CARE & NURSING SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PREFERRED HOME HEALTH CARE & NURSING SERVICES, INC.

Employer identification number (EIN): 223607563

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREFERRED HOME CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 TODD THIEDE 2020-10-13
002 2018-01-01 TODD THIEDE 2019-09-25
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 TODD THIEDE
002 2013-01-01 TODD THIEDE

Plan Statistics for PREFERRED HOME CARE 401(K) PLAN

401k plan membership statisitcs for PREFERRED HOME CARE 401(K) PLAN

Measure Date Value
2022: PREFERRED HOME CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,135
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,059
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 110
Total of all active and inactive participants 2022-01-01 1,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,169
Number of participants with account balances 2022-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: PREFERRED HOME CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,594
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,460
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 90
Total of all active and inactive participants 2021-01-01 1,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,550
Number of participants with account balances 2021-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: PREFERRED HOME CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,977
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,635
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 85
Total of all active and inactive participants 2020-01-01 1,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,720
Number of participants with account balances 2020-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: PREFERRED HOME CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,695
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,939
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 1,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,977
Number of participants with account balances 2019-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: PREFERRED HOME CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,605
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,660
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 1,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,695
Number of participants with account balances 2018-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: PREFERRED HOME CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,615
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,584
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 1,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,605
Number of participants with account balances 2017-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: PREFERRED HOME CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,042
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,360
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,378
Number of participants with account balances 2016-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: PREFERRED HOME CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 764
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,020
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 1,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,042
Number of participants with account balances 2015-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 19
2014: PREFERRED HOME CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 560
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 747
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 764
Number of participants with account balances 2014-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: PREFERRED HOME CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 556
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 560
Number of participants with account balances 2013-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2022: PREFERRED HOME CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,135
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,059
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	110
Total of all active and inactive participants	2022-01-01	1,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,169
Number of participants with account balances	2022-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: PREFERRED HOME CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,594
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,460
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	90
Total of all active and inactive participants	2021-01-01	1,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,550
Number of participants with account balances	2021-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: PREFERRED HOME CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,977
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,635
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	85
Total of all active and inactive participants	2020-01-01	1,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,720
Number of participants with account balances	2020-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: PREFERRED HOME CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,695
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,939
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	1,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,977
Number of participants with account balances	2019-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: PREFERRED HOME CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,605
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,660
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	1,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,695
Number of participants with account balances	2018-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: PREFERRED HOME CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,615
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,584
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	1,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,605
Number of participants with account balances	2017-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: PREFERRED HOME CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,042
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,360
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,378
Number of participants with account balances	2016-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: PREFERRED HOME CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	764
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,020
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	1,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,042
Number of participants with account balances	2015-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	19
2014: PREFERRED HOME CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	560
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	747
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	764
Number of participants with account balances	2014-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: PREFERRED HOME CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	556
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	560
Number of participants with account balances	2013-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on PREFERRED HOME CARE 401(K) PLAN

Measure	Date	Value
2022 : PREFERRED HOME CARE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-124,175
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$697,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$627,459
Expenses. Certain deemed distributions of participant loans	2022-12-31	$9,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,034,026
Value of total assets at end of year	2022-12-31	$7,601,415
Value of total assets at beginning of year	2022-12-31	$8,423,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$60,941
Total interest from all sources	2022-12-31	$19,862
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$168,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$168,931
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,034,026
Participant contributions at end of year	2022-12-31	$194,415
Participant contributions at beginning of year	2022-12-31	$232,322
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-821,894
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,601,415
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,423,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$60,941
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,439,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,235,786
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$10,256
Interest earned on other investments	2022-12-31	$9,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$967,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$955,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$627,459
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BEDERSON LLP
Accountancy firm EIN	2022-12-31	222978848
2021 : PREFERRED HOME CARE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,914,929
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$601,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$574,490
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,048,499
Value of total assets at end of year	2021-12-31	$8,423,309
Value of total assets at beginning of year	2021-12-31	$7,109,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,510
Total interest from all sources	2021-12-31	$17,834
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$265,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$265,415
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,040,094
Participant contributions at end of year	2021-12-31	$232,322
Participant contributions at beginning of year	2021-12-31	$121,738
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,313,764
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,423,309
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,109,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$21,510
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,235,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,049,708
Interest on participant loans	2021-12-31	$8,296
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$9,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$955,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$938,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$583,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$574,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	BEDERSON LLP
Accountancy firm EIN	2021-12-31	222978848
2020 : PREFERRED HOME CARE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,851,204
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$608,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$577,360
Expenses. Certain deemed distributions of participant loans	2020-12-31	$20,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,013,910
Value of total assets at end of year	2020-12-31	$7,109,545
Value of total assets at beginning of year	2020-12-31	$5,866,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,005
Total interest from all sources	2020-12-31	$24,927
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$912,569
Participant contributions at end of year	2020-12-31	$121,738
Participant contributions at beginning of year	2020-12-31	$204,562
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,242,596
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,109,545
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,866,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$11,005
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,049,708
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,837,779
Interest on participant loans	2020-12-31	$11,721
Interest earned on other investments	2020-12-31	$13,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$938,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$824,608
Net investment gain/loss from pooled separate accounts	2020-12-31	$812,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$71,605
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$577,360
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BEDERSON LLP
Accountancy firm EIN	2020-12-31	222978848
2019 : PREFERRED HOME CARE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,960,591
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$382,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$366,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,169,307
Value of total assets at end of year	2019-12-31	$5,866,949
Value of total assets at beginning of year	2019-12-31	$4,289,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,309
Total interest from all sources	2019-12-31	$23,887
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$838,621
Participant contributions at end of year	2019-12-31	$204,562
Participant contributions at beginning of year	2019-12-31	$184,891
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$78,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,577,814
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,866,949
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,289,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$16,309
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,837,779
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,214,326
Interest on participant loans	2019-12-31	$10,308
Interest earned on other investments	2019-12-31	$13,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$824,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$889,918
Net investment gain/loss from pooled separate accounts	2019-12-31	$767,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$252,100
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$366,468
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BEDERSON LLP
Accountancy firm EIN	2019-12-31	222978848
2018 : PREFERRED HOME CARE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$787,375
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$295,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$279,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$975,066
Value of total assets at end of year	2018-12-31	$4,289,135
Value of total assets at beginning of year	2018-12-31	$3,797,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,060
Total interest from all sources	2018-12-31	$22,427
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$147
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$400,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$696,757
Participant contributions at end of year	2018-12-31	$184,891
Participant contributions at beginning of year	2018-12-31	$108,443
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$46
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$62,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$491,553
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,289,135
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,797,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$16,060
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,214,326
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,131,561
Interest on participant loans	2018-12-31	$8,459
Interest earned on other investments	2018-12-31	$13,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$889,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$557,492
Net investment gain/loss from pooled separate accounts	2018-12-31	$-210,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$216,182
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$40
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$279,762
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BEDERSON LLP
Accountancy firm EIN	2018-12-31	222978848
2017 : PREFERRED HOME CARE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,316,808
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$189,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$166,003
Expenses. Certain deemed distributions of participant loans	2017-12-31	$999
Value of total corrective distributions	2017-12-31	$9,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$936,635
Value of total assets at end of year	2017-12-31	$3,797,582
Value of total assets at beginning of year	2017-12-31	$2,670,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,073
Total interest from all sources	2017-12-31	$13,619
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$638,000
Participant contributions at end of year	2017-12-31	$108,443
Participant contributions at beginning of year	2017-12-31	$74,794
Participant contributions at end of year	2017-12-31	$46
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$92,588
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$13,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,127,193
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,797,582
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,670,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,131,561
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,066,031
Interest on participant loans	2017-12-31	$4,162
Interest earned on other investments	2017-12-31	$9,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$557,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$529,564
Net investment gain/loss from pooled separate accounts	2017-12-31	$366,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$206,047
Employer contributions (assets) at end of year	2017-12-31	$40
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$165,792
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BEDERSON LLP
Accountancy firm EIN	2017-12-31	222978848
2016 : PREFERRED HOME CARE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$339
Total income from all sources (including contributions)	2016-12-31	$873,266
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$131,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$119,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$727,191
Value of total assets at end of year	2016-12-31	$2,670,389
Value of total assets at beginning of year	2016-12-31	$1,928,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,418
Total interest from all sources	2016-12-31	$10,363
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$400,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$523,342
Participant contributions at end of year	2016-12-31	$74,794
Participant contributions at beginning of year	2016-12-31	$61,886
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$125
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$34,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$339
Administrative expenses (other) incurred	2016-12-31	$11,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$741,958
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,670,389
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,928,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,066,031
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,622,762
Interest on participant loans	2016-12-31	$2,277
Interest earned on other investments	2016-12-31	$8,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$529,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$243,767
Net investment gain/loss from pooled separate accounts	2016-12-31	$135,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$169,356
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$119,890
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BEDERSON LLP
Accountancy firm EIN	2016-12-31	222978848
2015 : PREFERRED HOME CARE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$591,366
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$106,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$98,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$603,323
Value of total assets at end of year	2015-12-31	$1,928,770
Value of total assets at beginning of year	2015-12-31	$1,443,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,660
Total interest from all sources	2015-12-31	$6,396
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$411,015
Participant contributions at end of year	2015-12-31	$61,886
Participant contributions at beginning of year	2015-12-31	$25,831
Participant contributions at end of year	2015-12-31	$125
Participant contributions at beginning of year	2015-12-31	$8,256
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$60,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$7,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$485,354
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,928,431
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,443,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,622,762
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,273,937
Interest on participant loans	2015-12-31	$2,167
Interest earned on other investments	2015-12-31	$4,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$243,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$130,075
Net investment gain/loss from pooled separate accounts	2015-12-31	$-18,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$132,023
Employer contributions (assets) at end of year	2015-12-31	$230
Employer contributions (assets) at beginning of year	2015-12-31	$4,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$98,352
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BEDERSON LLP
Accountancy firm EIN	2015-12-31	222978848
2014 : PREFERRED HOME CARE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$816,929
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$19,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$15,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$781,867
Value of total assets at end of year	2014-12-31	$1,443,077
Value of total assets at beginning of year	2014-12-31	$645,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,186
Total interest from all sources	2014-12-31	$35,062
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$480,489
Participant contributions at end of year	2014-12-31	$25,831
Participant contributions at beginning of year	2014-12-31	$4,844
Participant contributions at end of year	2014-12-31	$8,256
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,244
Administrative expenses (other) incurred	2014-12-31	$4,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$797,602
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,443,077
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$645,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,273,937
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$581,087
Interest on participant loans	2014-12-31	$330
Interest earned on other investments	2014-12-31	$34,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$130,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$59,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$294,134
Employer contributions (assets) at end of year	2014-12-31	$4,978
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$15,141
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BEDERSON LLP
Accountancy firm EIN	2014-12-31	222978848
2013 : PREFERRED HOME CARE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$652,638
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$7,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$608,988
Value of total assets at end of year	2013-12-31	$645,475
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,342
Total interest from all sources	2013-12-31	$430
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$269,111
Participant contributions at end of year	2013-12-31	$4,844
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$152,321
Administrative expenses (other) incurred	2013-12-31	$1,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$645,475
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$645,475
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$581,087
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$18
Interest earned on other investments	2013-12-31	$412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$59,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$43,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$187,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,821
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BEDERSON LLP
Accountancy firm EIN	2013-12-31	222978848

Form 5500 Responses for PREFERRED HOME CARE 401(K) PLAN

2022: PREFERRED HOME CARE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PREFERRED HOME CARE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PREFERRED HOME CARE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PREFERRED HOME CARE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PREFERRED HOME CARE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PREFERRED HOME CARE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PREFERRED HOME CARE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PREFERRED HOME CARE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PREFERRED HOME CARE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PREFERRED HOME CARE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

861075

Policy instance

Insurance contract or identification number	861075
Number of Individuals Covered	366
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	5

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

Policy contract number

861075

Policy instance

Insurance contract or identification number	861075
Number of Individuals Covered	336
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $24,362
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,362
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	321
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $29,994
Total amount of fees paid to insurance company	USD $2,892
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,994
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	308
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $23,814
Total amount of fees paid to insurance company	USD $2,290
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,814
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	270
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $20,001
Total amount of fees paid to insurance company	USD $1,936
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,001
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	240
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $15,402
Total amount of fees paid to insurance company	USD $1,453
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,402
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	FELDMAN BENEFIT SERVICES, INC.

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	152
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,914
Total amount of fees paid to insurance company	USD $748
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,914
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	FELDMAN BENEFIT SERVICES, INC.

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	117
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,853
Total amount of fees paid to insurance company	USD $2,012
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,853
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	FELDMAN BENEFIT SERVICES, INC.

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

Policy contract number

872142

Policy instance

Insurance contract or identification number	872142
Number of Individuals Covered	71
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,527
Total amount of fees paid to insurance company	USD $2,853
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2853
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	AXA NETWORK LLC

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Company Name:	PREFERRED HOME HEALTH CARE & NURSING SERVICES, INC.
Employer identification number (EIN):	223607563
NAIC Classification:	621610
NAIC Description:	Home Health Care Services