401k Plan data: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE plan

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 401k Plan overview

Plan Name	SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE
Plan identification number	004

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WELSH MOUNTAIN HEALTH CENTERS D/B/A UNION COMMUNITY CARE has sponsored the creation of one or more 401k plans.

Company Name: WELSH MOUNTAIN HEALTH CENTERS D/B/A UNION COMMUNITY CARE

Employer identification number (EIN): 231909490

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-07-01
004 2020-07-01
004 2019-07-01
004 2018-07-01
004 2017-07-01 DONNA FETZER 2019-01-30
004 2016-07-01 DONNA FETZER 2018-01-29
004 2015-07-01 DONNA FETZER 2017-01-26
004 2014-07-01 DONNA FETZER 2016-01-14
004 2013-07-01 DONNA L. FETZER 2014-11-21
004 2012-07-01 DONNA L. FETZER 2014-04-10
004 2011-07-01 DONNA L. FETZER 2014-04-10
004 2011-01-01 DONNA FETZER 2012-05-16
004 2010-01-01 KAMAL VIJAYVARGIYA 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2021-07-01
004	2020-07-01
004	2019-07-01
004	2018-07-01
004	2017-07-01	DONNA FETZER	2019-01-30
004	2016-07-01	DONNA FETZER	2018-01-29
004	2015-07-01	DONNA FETZER	2017-01-26
004	2014-07-01	DONNA FETZER	2016-01-14
004	2013-07-01	DONNA L. FETZER	2014-11-21
004	2012-07-01	DONNA L. FETZER	2014-04-10
004	2011-07-01	DONNA L. FETZER	2014-04-10
004	2011-01-01	DONNA FETZER	2012-05-16
004	2010-01-01	KAMAL VIJAYVARGIYA	2011-07-06

Plan Statistics for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE

401k plan membership statisitcs for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE

Measure Date Value
2021: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2021 401k membership
Total participants, beginning-of-year 2021-07-01 363
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 358
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 144
Total of all active and inactive participants 2021-07-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 502
Number of participants with account balances 2021-07-01 475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2020 401k membership
Total participants, beginning-of-year 2020-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 292
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 71
Total of all active and inactive participants 2020-07-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 363
Number of participants with account balances 2020-07-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2019 401k membership
Total participants, beginning-of-year 2019-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 118
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 46
Total of all active and inactive participants 2019-07-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 165
Number of participants with account balances 2019-07-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2018 401k membership
Total participants, beginning-of-year 2018-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 91
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 40
Total of all active and inactive participants 2018-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 131
Number of participants with account balances 2018-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0

Measure	Date	Value
2021: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2021 401k membership
Total participants, beginning-of-year	2021-07-01	363
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	358
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	144
Total of all active and inactive participants	2021-07-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	502
Number of participants with account balances	2021-07-01	475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2020 401k membership
Total participants, beginning-of-year	2020-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	292
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	71
Total of all active and inactive participants	2020-07-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	363
Number of participants with account balances	2020-07-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2019 401k membership
Total participants, beginning-of-year	2019-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	118
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	46
Total of all active and inactive participants	2019-07-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	165
Number of participants with account balances	2019-07-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2018 401k membership
Total participants, beginning-of-year	2018-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	91
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	40
Total of all active and inactive participants	2018-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	131
Number of participants with account balances	2018-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0

Financial Data on SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE

Measure	Date	Value
2022 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$343,210
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$988,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$985,645
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,718,253
Value of total assets at end of year	2022-06-30	$9,337,555
Value of total assets at beginning of year	2022-06-30	$9,983,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$3,140
Total interest from all sources	2022-06-30	$4,477
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$0
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,057,651
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$130,524
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$3,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-645,575
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$9,337,555
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,983,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$8,890,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$9,569,926
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$0
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$4,477
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$446,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$413,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$413,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,379,520
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$530,078
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$985,645
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MCKONLY & ASBURY
Accountancy firm EIN	2022-06-30	231909723
2021 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$5,879,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,261,207
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$161,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$160,047
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$283,758
Value of total assets at end of year	2021-06-30	$9,983,130
Value of total assets at beginning of year	2021-06-30	$3,003,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,495
Total interest from all sources	2021-06-30	$3,384
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$202,381
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$166
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$1,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,099,665
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,983,130
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,003,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$9,569,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,663,014
Interest on participant loans	2021-06-30	$0
Interest earned on other investments	2021-06-30	$3,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$413,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$166,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$166,079
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$974,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$81,211
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$174,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$160,047
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2021-06-30	231909723
2020 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$571,494
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$208,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$207,483
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$450,678
Value of total assets at end of year	2020-06-30	$3,003,593
Value of total assets at beginning of year	2020-06-30	$2,640,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$978
Total interest from all sources	2020-06-30	$3,678
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$300,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$210,502
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$13,018
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$66,172
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$363,033
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,003,593
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,640,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,663,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,345,856
Interest on participant loans	2020-06-30	$0
Interest earned on other investments	2020-06-30	$3,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$166,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$148,751
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from pooled separate accounts	2020-06-30	$117,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$174,004
Employer contributions (assets) at end of year	2020-06-30	$174,500
Employer contributions (assets) at beginning of year	2020-06-30	$132,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$207,483
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2020-06-30	231909723
2019 : SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$482,781
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$329,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$328,858
Expenses. Certain deemed distributions of participant loans	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$326,583
Value of total assets at end of year	2019-06-30	$2,640,560
Value of total assets at beginning of year	2019-06-30	$2,487,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$946
Total interest from all sources	2019-06-30	$3,430
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$175,195
Participant contributions at end of year	2019-06-30	$13,018
Participant contributions at beginning of year	2019-06-30	$4,608
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$18,453
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$152,977
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,640,560
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,487,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,345,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,186,933
Interest on participant loans	2019-06-30	$0
Interest earned on other investments	2019-06-30	$3,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$148,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$223,760
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from pooled separate accounts	2019-06-30	$152,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$132,935
Employer contributions (assets) at end of year	2019-06-30	$132,935
Employer contributions (assets) at beginning of year	2019-06-30	$72,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$328,858
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2019-06-30	231909723

Form 5500 Responses for SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE

2021: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

013166K

Policy instance

Insurance contract or identification number	013166K
Number of Individuals Covered	508
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $706
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	1
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 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	706
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

013166K

Policy instance

Insurance contract or identification number	013166K
Number of Individuals Covered	363
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $740
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	1
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 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	740
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

013166K

Policy instance

Insurance contract or identification number	013166K
Number of Individuals Covered	165
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $242
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	1
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 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	242
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

013166K

Policy instance

Insurance contract or identification number	013166K
Number of Individuals Covered	131
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,158
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	1
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 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	1158
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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Company Name:	WELSH MOUNTAIN HEALTH CENTERS D/B/A UNION COMMUNITY CARE
Employer identification number (EIN):	231909490
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)