401k Plan data: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN plan

ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 401k Plan overview

Plan Name	ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN
Plan identification number	001

ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

ALLIANCE FOR A HEALTHIER GENERATION has sponsored the creation of one or more 401k plans.

Company Name: ALLIANCE FOR A HEALTHIER GENERATION

Employer identification number (EIN): 272028308

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 SARAH HUSTOLES 2024-02-28
001 2021-07-01 SARAH HUSTOLES 2023-04-06
001 2020-07-01 NHU KHAZAL 2022-04-12
001 2019-07-01 NHU KHAZAL 2021-04-13
001 2018-07-01 NHU KHAZAL 2020-04-09
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 JULIE SATTERWHITE 2015-02-18
001 2012-07-01 JULIE SATTERWHITE 2014-02-14
001 2011-07-01 JULIE SATTERWHITE 2012-10-17
001 2010-07-01 JULIE SATTERWHITE 2012-06-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	SARAH HUSTOLES	2024-02-28
001	2021-07-01	SARAH HUSTOLES	2023-04-06
001	2020-07-01	NHU KHAZAL	2022-04-12
001	2019-07-01	NHU KHAZAL	2021-04-13
001	2018-07-01	NHU KHAZAL	2020-04-09
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	JULIE SATTERWHITE	2015-02-18
001	2012-07-01	JULIE SATTERWHITE	2014-02-14
001	2011-07-01	JULIE SATTERWHITE	2012-10-17
001	2010-07-01	JULIE SATTERWHITE	2012-06-19

Plan Statistics for ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN

401k plan membership statisitcs for ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN

Measure Date Value
2022: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 94
Number of retired or separated participants receiving benefits 2022-07-01 2
Number of other retired or separated participants entitled to future benefits 2022-07-01 54
Total of all active and inactive participants 2022-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 150
Number of participants with account balances 2022-07-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 84
Number of retired or separated participants receiving benefits 2021-07-01 4
Number of other retired or separated participants entitled to future benefits 2021-07-01 55
Total of all active and inactive participants 2021-07-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 143
Number of participants with account balances 2021-07-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 78
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 48
Total of all active and inactive participants 2020-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 126
Number of participants with account balances 2020-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 87
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 41
Total of all active and inactive participants 2019-07-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 128
Number of participants with account balances 2019-07-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 79
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 42
Total of all active and inactive participants 2018-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 121
Number of participants with account balances 2018-07-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 85
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 41
Total of all active and inactive participants 2017-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 126
Number of participants with account balances 2017-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 111
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 25
Total of all active and inactive participants 2016-07-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 136
Number of participants with account balances 2016-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0

Measure	Date	Value
2022: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	94
Number of retired or separated participants receiving benefits	2022-07-01	2
Number of other retired or separated participants entitled to future benefits	2022-07-01	54
Total of all active and inactive participants	2022-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	150
Number of participants with account balances	2022-07-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	84
Number of retired or separated participants receiving benefits	2021-07-01	4
Number of other retired or separated participants entitled to future benefits	2021-07-01	55
Total of all active and inactive participants	2021-07-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	143
Number of participants with account balances	2021-07-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	78
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	48
Total of all active and inactive participants	2020-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	126
Number of participants with account balances	2020-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	87
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	41
Total of all active and inactive participants	2019-07-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	128
Number of participants with account balances	2019-07-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	79
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	42
Total of all active and inactive participants	2018-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	121
Number of participants with account balances	2018-07-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	85
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	41
Total of all active and inactive participants	2017-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	126
Number of participants with account balances	2017-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	111
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	25
Total of all active and inactive participants	2016-07-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	136
Number of participants with account balances	2016-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0

Financial Data on ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN

Measure	Date	Value
2023 : ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$2,811,579
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,747,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,698,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,805,399
Value of total assets at end of year	2023-06-30	$9,814,690
Value of total assets at beginning of year	2023-06-30	$8,750,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$48,864
Total interest from all sources	2023-06-30	$3,146
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Administrative expenses professional fees incurred	2023-06-30	$3,225
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$666,525
Participant contributions at end of year	2023-06-30	$37,504
Participant contributions at beginning of year	2023-06-30	$147,757
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$1,837
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$857,501
Other income not declared elsewhere	2023-06-30	$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,064,197
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$9,814,690
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$8,750,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$17,589
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$9,777,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$8,456,613
Interest on participant loans	2023-06-30	$3,146
Net investment gain/loss from pooled separate accounts	2023-06-30	$1,003,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$281,373
Employer contributions (assets) at end of year	2023-06-30	$-24
Employer contributions (assets) at beginning of year	2023-06-30	$144,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,698,518
Contract administrator fees	2023-06-30	$28,050
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	GARY MCGEE & CO. LLP
Accountancy firm EIN	2023-06-30	274363029
2022 : ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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	$-422,009
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,240,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,185,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$948,824
Value of total assets at end of year	2022-06-30	$8,750,493
Value of total assets at beginning of year	2022-06-30	$10,412,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$54,998
Total interest from all sources	2022-06-30	$3,903
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
Administrative expenses professional fees incurred	2022-06-30	$3,000
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	$532,082
Participant contributions at end of year	2022-06-30	$147,757
Participant contributions at beginning of year	2022-06-30	$37,434
Participant contributions at end of year	2022-06-30	$1,837
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$37,689
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
Value of net income/loss	2022-06-30	$-1,662,071
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$8,750,493
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$10,412,564
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
Investment advisory and management fees	2022-06-30	$19,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$8,456,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$10,373,956
Interest on participant loans	2022-06-30	$3,903
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,374,736
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	$379,053
Employer contributions (assets) at end of year	2022-06-30	$144,286
Employer contributions (assets) at beginning of year	2022-06-30	$1,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,185,064
Contract administrator fees	2022-06-30	$32,574
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
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	GARY MCGEE & CO. LLP
Accountancy firm EIN	2022-06-30	274363029
2021 : ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
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	$3,420,670
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,339,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,281,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$783,934
Value of total assets at end of year	2021-06-30	$10,412,564
Value of total assets at beginning of year	2021-06-30	$8,331,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$57,504
Total interest from all sources	2021-06-30	$1,886
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
Administrative expenses professional fees incurred	2021-06-30	$2,450
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	$496,972
Participant contributions at end of year	2021-06-30	$37,434
Participant contributions at beginning of year	2021-06-30	$40,674
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$21,422
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$45,497
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	$2,081,411
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$10,412,564
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,331,153
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
Investment advisory and management fees	2021-06-30	$19,471
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$10,373,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,246,435
Interest on participant loans	2021-06-30	$1,886
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,634,850
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	No
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	$241,465
Employer contributions (assets) at end of year	2021-06-30	$1,174
Employer contributions (assets) at beginning of year	2021-06-30	$22,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,281,755
Contract administrator fees	2021-06-30	$35,583
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	GARY MCGEE & CO. LLP
Accountancy firm EIN	2021-06-30	274363029
2020 : ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 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	$1,324,176
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,720,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,669,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,102,607
Value of total assets at end of year	2020-06-30	$8,331,153
Value of total assets at beginning of year	2020-06-30	$8,726,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$50,254
Total interest from all sources	2020-06-30	$2,032
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	$500,000
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	$502,029
Participant contributions at end of year	2020-06-30	$40,674
Participant contributions at beginning of year	2020-06-30	$43,563
Participant contributions at end of year	2020-06-30	$21,422
Participant contributions at beginning of year	2020-06-30	$18,310
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$69,808
Other income not declared elsewhere	2020-06-30	$-124
Administrative expenses (other) incurred	2020-06-30	$2,775
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	$-395,831
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,331,153
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,726,984
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
Investment advisory and management fees	2020-06-30	$16,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,246,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$8,641,127
Interest on participant loans	2020-06-30	$2,032
Net investment gain/loss from pooled separate accounts	2020-06-30	$219,661
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	No
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	$530,770
Employer contributions (assets) at end of year	2020-06-30	$22,622
Employer contributions (assets) at beginning of year	2020-06-30	$23,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,669,753
Contract administrator fees	2020-06-30	$30,771
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	GARY MCGEE & CO. LLP
Accountancy firm EIN	2020-06-30	274363029
2019 : ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 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	$1,583,551
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,921,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,874,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,044,639
Value of total assets at end of year	2019-06-30	$8,726,984
Value of total assets at beginning of year	2019-06-30	$9,065,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$47,480
Total interest from all sources	2019-06-30	$2,237
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
Administrative expenses professional fees incurred	2019-06-30	$2,875
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
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	$446,787
Participant contributions at end of year	2019-06-30	$43,563
Participant contributions at beginning of year	2019-06-30	$60,812
Participant contributions at end of year	2019-06-30	$18,310
Participant contributions at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$11,496
Other income not declared elsewhere	2019-06-30	$2,391
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	$-338,137
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,726,984
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$9,065,121
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
Investment advisory and management fees	2019-06-30	$18,033
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$8,641,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$8,998,525
Interest on participant loans	2019-06-30	$2,237
Net investment gain/loss from pooled separate accounts	2019-06-30	$534,284
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	No
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	$586,356
Employer contributions (assets) at end of year	2019-06-30	$23,984
Employer contributions (assets) at beginning of year	2019-06-30	$5,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,874,208
Contract administrator fees	2019-06-30	$26,572
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	GARY MCGEE & CO. LLP
Accountancy firm EIN	2019-06-30	274363029
2018 : ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$4,064
Total income from all sources (including contributions)	2018-06-30	$2,288,683
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,108,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,083,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,598,179
Value of total assets at end of year	2018-06-30	$9,065,121
Value of total assets at beginning of year	2018-06-30	$7,889,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$25,117
Total interest from all sources	2018-06-30	$2,831
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$2,700
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$610,354
Participant contributions at end of year	2018-06-30	$60,812
Participant contributions at beginning of year	2018-06-30	$40,277
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$213,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$4,064
Other income not declared elsewhere	2018-06-30	$13,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,179,759
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$9,065,121
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,885,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$21,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$8,998,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,847,555
Interest on participant loans	2018-06-30	$2,831
Net investment gain/loss from pooled separate accounts	2018-06-30	$674,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$774,770
Employer contributions (assets) at end of year	2018-06-30	$5,784
Employer contributions (assets) at beginning of year	2018-06-30	$1,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,083,807
Contract administrator fees	2018-06-30	$602
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	GARY MCGEE & CO. LLP
Accountancy firm EIN	2018-06-30	274363029
2017 : ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$4,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,174,934
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$448,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$430,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,351,082
Value of total assets at end of year	2017-06-30	$7,889,426
Value of total assets at beginning of year	2017-06-30	$6,159,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$18,360
Total interest from all sources	2017-06-30	$2,111
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$1,650
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$566,551
Participant contributions at end of year	2017-06-30	$40,277
Participant contributions at beginning of year	2017-06-30	$67,535
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$55,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$4,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$10,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,726,174
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,885,362
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,159,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,847,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,732,963
Interest on participant loans	2017-06-30	$2,111
Net investment gain/loss from pooled separate accounts	2017-06-30	$811,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$729,272
Employer contributions (assets) at end of year	2017-06-30	$1,594
Employer contributions (assets) at beginning of year	2017-06-30	$358,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$430,400
Contract administrator fees	2017-06-30	$16,710
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	GARY MCGEE & CO. LLP
Accountancy firm EIN	2017-06-30	274363029

Form 5500 Responses for ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN

2022: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 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 funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 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 funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 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 funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 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 funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97955

Policy instance

Insurance contract or identification number	97955
Number of Individuals Covered	145
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,611
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	7611
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97955

Policy instance

Insurance contract or identification number	97955
Number of Individuals Covered	130
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 $7,981
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	7981
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97955

Policy instance

Insurance contract or identification number	97955
Number of Individuals Covered	120
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 $7,253
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	7253
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97955

Policy instance

Insurance contract or identification number	97955
Number of Individuals Covered	121
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 $6,993
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	6993
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97955

Policy instance

Insurance contract or identification number	97955
Number of Individuals Covered	115
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 $7,239
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Amount paid for insurance broker fees	7239
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

97955

Policy instance

Insurance contract or identification number	97955
Number of Individuals Covered	121
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,030
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

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Company Name:	ALLIANCE FOR A HEALTHIER GENERATION
Employer identification number (EIN):	272028308
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners