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THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 401k Plan overview

Plan NameTHE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN
Plan identification number 505

THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

THE ARC OF CUMBERLAND AND PERRY COUNTIES has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF CUMBERLAND AND PERRY COUNTIES
Employer identification number (EIN):231489837
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052024-04-01ANNE COULDRIDGE
5052023-04-01
5052023-04-01ANNE COULDRIDGE
5052022-04-01
5052022-04-01
5052022-04-01ANNE COULDRIDGE
5052021-04-01
5052021-04-01ANNE COULDRIDGE
5052020-04-01
5052020-04-01ANNE COULDRIDGE
5052019-04-01
5052019-04-01ANNE COULDRIDGE

Plan Statistics for THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN

401k plan membership statisitcs for THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN

Measure Date Value
2023: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-04-01152
Total number of active participants reported on line 7a of the Form 55002023-04-01145
Number of retired or separated participants receiving benefits2023-04-010
Number of other retired or separated participants entitled to future benefits2023-04-010
Total of all active and inactive participants2023-04-01145
2022: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01156
Total number of active participants reported on line 7a of the Form 55002022-04-01151
Number of retired or separated participants receiving benefits2022-04-011
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01152
2021: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01193
Total number of active participants reported on line 7a of the Form 55002021-04-01151
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01151
2020: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01209
Total number of active participants reported on line 7a of the Form 55002020-04-01193
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01193
2019: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01201
Total number of active participants reported on line 7a of the Form 55002019-04-01209
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01209

Financial Data on THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN

Measure Date Value
2024 : THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-03-31$92,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-03-31$0
Total income from all sources (including contributions)2024-03-31$2,297,694
Total loss/gain on sale of assets2024-03-31$0
Total of all expenses incurred2024-03-31$2,571,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-03-31$2,517,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-03-31$2,265,710
Value of total assets at end of year2024-03-31$556,900
Value of total assets at beginning of year2024-03-31$738,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-03-31$54,033
Total interest from all sources2024-03-31$31,984
Total dividends received (eg from common stock, registered investment company shares)2024-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-03-31No
Was this plan covered by a fidelity bond2024-03-31Yes
Value of fidelity bond cover2024-03-31$1,000,000
If this is an individual account plan, was there a blackout period2024-03-31No
Were there any nonexempt tranactions with any party-in-interest2024-03-31No
Contributions received from participants2024-03-31$63,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2024-03-31$43,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2024-03-31$41,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-03-31No
Value of net income/loss2024-03-31$-274,078
Value of net assets at end of year (total assets less liabilities)2024-03-31$464,296
Value of net assets at beginning of year (total assets less liabilities)2024-03-31$738,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2024-03-31No
Were any leases to which the plan was party in default or uncollectible2024-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-03-31$512,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2024-03-31$696,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2024-03-31$696,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2024-03-31$31,984
Expenses. Payments to insurance carriers foe the provision of benefits2024-03-31$566,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-03-31Yes
Was there a failure to transmit to the plan any participant contributions2024-03-31No
Has the plan failed to provide any benefit when due under the plan2024-03-31No
Assets. Invements in employer securities at end of year2024-03-31$0
Assets. Invements in employer securities at beginning of year2024-03-31$0
Contributions received in cash from employer2024-03-31$2,202,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-03-31$1,951,081
Contract administrator fees2024-03-31$54,033
Liabilities. Value of benefit claims payable at end of year2024-03-31$92,604
Liabilities. Value of benefit claims payable at beginning of year2024-03-31$0
Did the plan have assets held for investment2024-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-03-31No
Opinion of an independent qualified public accountant for this plan2024-03-31Unqualified
Accountancy firm name2024-03-31BOYER & RITTER, LLC
Accountancy firm EIN2024-03-31231311005
2023 : THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-01$92,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-01$0
Total income from all sources (including contributions)2023-04-01$2,297,694
Total loss/gain on sale of assets2023-04-01$0
Total of all expenses incurred2023-04-01$2,571,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-01$2,517,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-01$2,265,710
Value of total assets at end of year2023-04-01$556,900
Value of total assets at beginning of year2023-04-01$738,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-01$54,033
Total interest from all sources2023-04-01$31,984
Total dividends received (eg from common stock, registered investment company shares)2023-04-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-01No
Was this plan covered by a fidelity bond2023-04-01Yes
Value of fidelity bond cover2023-04-01$1,000,000
If this is an individual account plan, was there a blackout period2023-04-01No
Were there any nonexempt tranactions with any party-in-interest2023-04-01No
Contributions received from participants2023-04-01$63,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-01$43,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-01$41,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Value of net income/loss2023-04-01$-274,078
Value of net assets at end of year (total assets less liabilities)2023-04-01$464,296
Value of net assets at beginning of year (total assets less liabilities)2023-04-01$738,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-01No
Were any leases to which the plan was party in default or uncollectible2023-04-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-01$512,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-01$31,984
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-01$566,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-01Yes
Was there a failure to transmit to the plan any participant contributions2023-04-01No
Has the plan failed to provide any benefit when due under the plan2023-04-01No
Assets. Invements in employer securities at end of year2023-04-01$0
Assets. Invements in employer securities at beginning of year2023-04-01$0
Contributions received in cash from employer2023-04-01$2,202,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-01$1,951,081
Contract administrator fees2023-04-01$54,033
Liabilities. Value of benefit claims payable at end of year2023-04-01$92,604
Liabilities. Value of benefit claims payable at beginning of year2023-04-01$0
Did the plan have assets held for investment2023-04-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-01No
Opinion of an independent qualified public accountant for this plan2023-04-011
Accountancy firm name2023-04-01BOYER & RITTER, LLC
Accountancy firm EIN2023-04-01231311005
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$2,254,590
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$2,069,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$2,012,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$2,238,559
Value of total assets at end of year2023-03-31$738,374
Value of total assets at beginning of year2023-03-31$553,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$56,707
Total interest from all sources2023-03-31$16,031
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$55,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$41,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$16,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$185,215
Value of net assets at end of year (total assets less liabilities)2023-03-31$738,374
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$553,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$696,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$536,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$536,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$16,031
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$487,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$0
Assets. Invements in employer securities at beginning of year2023-03-31$0
Contributions received in cash from employer2023-03-31$2,183,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,524,902
Contract administrator fees2023-03-31$56,707
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31BOYER & RITTER, LLC
Accountancy firm EIN2023-03-31231311005
2022 : THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total income from all sources (including contributions)2022-04-01$2,254,590
Total loss/gain on sale of assets2022-04-01$0
Total of all expenses incurred2022-04-01$2,069,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-01$2,012,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-01$2,238,559
Value of total assets at end of year2022-04-01$738,374
Value of total assets at beginning of year2022-04-01$553,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-01$56,707
Total interest from all sources2022-04-01$16,031
Total dividends received (eg from common stock, registered investment company shares)2022-04-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-01No
Was this plan covered by a fidelity bond2022-04-01Yes
Value of fidelity bond cover2022-04-01$1,000,000
If this is an individual account plan, was there a blackout period2022-04-01No
Were there any nonexempt tranactions with any party-in-interest2022-04-01No
Contributions received from participants2022-04-01$55,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-01$41,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-01$16,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Value of net income/loss2022-04-01$185,215
Value of net assets at end of year (total assets less liabilities)2022-04-01$738,374
Value of net assets at beginning of year (total assets less liabilities)2022-04-01$553,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-01No
Were any leases to which the plan was party in default or uncollectible2022-04-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-01$696,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-01$16,031
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-01$487,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-01Yes
Was there a failure to transmit to the plan any participant contributions2022-04-01No
Has the plan failed to provide any benefit when due under the plan2022-04-01No
Assets. Invements in employer securities at end of year2022-04-01$0
Assets. Invements in employer securities at beginning of year2022-04-01$0
Contributions received in cash from employer2022-04-01$2,183,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-01$1,524,902
Contract administrator fees2022-04-01$56,707
Did the plan have assets held for investment2022-04-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-01No
Opinion of an independent qualified public accountant for this plan2022-04-011
Accountancy firm name2022-04-01BOYER & RITTER, LLC
Accountancy firm EIN2022-04-01231311005
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$67,734
Total income from all sources (including contributions)2022-03-31$2,209,032
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$2,148,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$2,031,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$2,208,970
Value of total assets at end of year2022-03-31$553,159
Value of total assets at beginning of year2022-03-31$560,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$117,037
Total interest from all sources2022-03-31$62
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$43,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$16,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$5,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$60,790
Value of net assets at end of year (total assets less liabilities)2022-03-31$553,159
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$492,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$536,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$554,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$554,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$62
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$467,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$0
Assets. Invements in employer securities at beginning of year2022-03-31$0
Contributions received in cash from employer2022-03-31$2,165,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$1,563,293
Contract administrator fees2022-03-31$117,037
Liabilities. Value of benefit claims payable at end of year2022-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$67,734
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31BOYER & RITTER, LLC
Accountancy firm EIN2022-03-31231311005
2021 : THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$67,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$15,737
Total income from all sources (including contributions)2021-03-31$2,381,832
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$2,020,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$1,884,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$2,381,751
Value of total assets at end of year2021-03-31$560,103
Value of total assets at beginning of year2021-03-31$146,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$136,447
Total interest from all sources2021-03-31$81
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$49,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$5,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$12,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$361,366
Value of net assets at end of year (total assets less liabilities)2021-03-31$492,369
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$131,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$554,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$134,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$134,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$81
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$480,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$0
Assets. Invements in employer securities at beginning of year2021-03-31$0
Contributions received in cash from employer2021-03-31$2,331,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$1,403,354
Contract administrator fees2021-03-31$136,447
Liabilities. Value of benefit claims payable at end of year2021-03-31$67,734
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$15,737
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31BOYER & RITTER, LLC
Accountancy firm EIN2021-03-31231311005
2020 : THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-01$67,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-01$15,737
Total income from all sources (including contributions)2020-04-01$2,381,832
Total loss/gain on sale of assets2020-04-01$0
Total of all expenses incurred2020-04-01$2,020,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-01$1,884,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-01$2,381,751
Value of total assets at end of year2020-04-01$560,103
Value of total assets at beginning of year2020-04-01$146,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-01$136,447
Total interest from all sources2020-04-01$81
Total dividends received (eg from common stock, registered investment company shares)2020-04-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-01No
Was this plan covered by a fidelity bond2020-04-01Yes
Value of fidelity bond cover2020-04-01$1,000,000
If this is an individual account plan, was there a blackout period2020-04-01No
Were there any nonexempt tranactions with any party-in-interest2020-04-01No
Contributions received from participants2020-04-01$49,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-01$5,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-01$12,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-01No
Value of net income/loss2020-04-01$361,366
Value of net assets at end of year (total assets less liabilities)2020-04-01$492,369
Value of net assets at beginning of year (total assets less liabilities)2020-04-01$131,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-01No
Were any leases to which the plan was party in default or uncollectible2020-04-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-01$554,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-01$81
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-01$480,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-01Yes
Was there a failure to transmit to the plan any participant contributions2020-04-01No
Has the plan failed to provide any benefit when due under the plan2020-04-01No
Assets. Invements in employer securities at end of year2020-04-01$0
Assets. Invements in employer securities at beginning of year2020-04-01$0
Contributions received in cash from employer2020-04-01$2,331,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-01$1,403,354
Contract administrator fees2020-04-01$136,447
Liabilities. Value of benefit claims payable at end of year2020-04-01$67,734
Liabilities. Value of benefit claims payable at beginning of year2020-04-01$15,737
Did the plan have assets held for investment2020-04-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-01No
Opinion of an independent qualified public accountant for this plan2020-04-011
Accountancy firm name2020-04-01BOYER & RITTER, LLC
Accountancy firm EIN2020-04-01231311005
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$15,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$2,269,347
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$2,138,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$1,980,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$2,267,155
Value of total assets at end of year2020-03-31$146,740
Value of total assets at beginning of year2020-03-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$157,613
Total interest from all sources2020-03-31$2,192
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$68,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$12,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$131,003
Value of net assets at end of year (total assets less liabilities)2020-03-31$131,003
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$134,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$2,192
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$465,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$0
Assets. Invements in employer securities at beginning of year2020-03-31$0
Contributions received in cash from employer2020-03-31$2,198,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$1,515,573
Contract administrator fees2020-03-31$157,613
Liabilities. Value of benefit claims payable at end of year2020-03-31$15,737
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31BOYER & RITTER, LLC
Accountancy firm EIN2020-03-31231311005
2019 : THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-01$15,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-01$0
Total income from all sources (including contributions)2019-04-01$2,269,347
Total loss/gain on sale of assets2019-04-01$0
Total of all expenses incurred2019-04-01$2,138,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-01$1,980,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-01$2,267,155
Value of total assets at end of year2019-04-01$146,740
Value of total assets at beginning of year2019-04-01$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-01$157,613
Total interest from all sources2019-04-01$2,192
Total dividends received (eg from common stock, registered investment company shares)2019-04-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-01No
Was this plan covered by a fidelity bond2019-04-01Yes
Value of fidelity bond cover2019-04-01$1,000,000
If this is an individual account plan, was there a blackout period2019-04-01No
Were there any nonexempt tranactions with any party-in-interest2019-04-01No
Contributions received from participants2019-04-01$68,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-01$12,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-01No
Value of net income/loss2019-04-01$131,003
Value of net assets at end of year (total assets less liabilities)2019-04-01$131,003
Value of net assets at beginning of year (total assets less liabilities)2019-04-01$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-01No
Were any leases to which the plan was party in default or uncollectible2019-04-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-01$134,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-01$2,192
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-01$465,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-01Yes
Was there a failure to transmit to the plan any participant contributions2019-04-01No
Has the plan failed to provide any benefit when due under the plan2019-04-01No
Assets. Invements in employer securities at end of year2019-04-01$0
Assets. Invements in employer securities at beginning of year2019-04-01$0
Contributions received in cash from employer2019-04-01$2,198,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-01$1,515,573
Contract administrator fees2019-04-01$157,613
Liabilities. Value of benefit claims payable at end of year2019-04-01$15,737
Liabilities. Value of benefit claims payable at beginning of year2019-04-01$0
Did the plan have assets held for investment2019-04-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-01No
Opinion of an independent qualified public accountant for this plan2019-04-011
Accountancy firm name2019-04-01BOYER & RITTER, LLC
Accountancy firm EIN2019-04-01231311005

Form 5500 Responses for THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN

2023: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Submission has been amendedNo
2023-04-01This submission is the final filingNo
2023-04-01This return/report is a short plan year return/report (less than 12 months)No
2023-04-01Plan is a collectively bargained planNo
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan funding arrangement – TrustYes
2023-04-01Plan benefit arrangement – InsuranceYes
2023-04-01Plan benefit arrangement - TrustYes
2022: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – General assets of the sponsorYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01First time form 5500 has been submittedYes
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberKBP
Policy instance 1
Insurance contract or identification numberKBP
Number of Individuals Covered145
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $566,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberKBP
Policy instance 1
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberKBP
Policy instance 1
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberKBP
Policy instance 1
Insurance contract or identification numberKBP
Number of Individuals Covered193
Insurance policy start date2020-04-01
Insurance policy end date2021-03-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $480,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberKBP
Policy instance 1
Insurance contract or identification numberKBP
Number of Individuals Covered209
Insurance policy start date2019-04-01
Insurance policy end date2020-03-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $465,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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