?>
Logo

LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 401k Plan overview

Plan NameLIBERTY HEALTH CARE CORPORATION 401(K) PLAN
Plan identification number 001

LIBERTY HEALTH CARE CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:LBK HEALTH CARE, INC.
Employer identification number (EIN):311360260
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about LBK HEALTH CARE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1992-09-08
Company Identification Number: 827185
Legal Registered Office Address: 7445 LIBERTY WOODS LANE
-
DAYTON
United States of America (USA)
45459

More information about LBK HEALTH CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY HEALTH CARE CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRUCE CARPENTER
0012016-01-01BRUCE CARPENTER
0012015-01-01BRUCE CARPENTER
0012014-01-01BRUCE CARPENTER
0012013-01-01BRUCE CARPENTER
0012012-01-01BRUCE CARPENTER
0012011-01-01BRUCE CARPENTER
0012009-01-01BRUCE CARPENTER BRUCE CARPENTER2010-10-15

Plan Statistics for LIBERTY HEALTH CARE CORPORATION 401(K) PLAN

401k plan membership statisitcs for LIBERTY HEALTH CARE CORPORATION 401(K) PLAN

Measure Date Value
2022: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01316
Total number of active participants reported on line 7a of the Form 55002022-01-01235
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01263
Number of participants with account balances2022-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01317
Total number of active participants reported on line 7a of the Form 55002021-01-01253
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01282
Number of participants with account balances2021-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01353
Total number of active participants reported on line 7a of the Form 55002020-01-01255
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01284
Number of participants with account balances2020-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01260
Total number of active participants reported on line 7a of the Form 55002019-01-01295
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01331
Number of participants with account balances2019-01-0149
2018: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01270
Total number of active participants reported on line 7a of the Form 55002018-01-01217
Number of retired or separated participants receiving benefits2018-01-0143
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01260
Number of participants with account balances2018-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01287
Total number of active participants reported on line 7a of the Form 55002017-01-0149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01221
Total of all active and inactive participants2017-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01270
Number of participants with account balances2017-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01763
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01232
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01287
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,072
Total number of active participants reported on line 7a of the Form 55002015-01-01413
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01350
Total of all active and inactive participants2015-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01763
Number of participants with account balances2015-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,118
Total number of active participants reported on line 7a of the Form 55002014-01-01857
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01215
Total of all active and inactive participants2014-01-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,072
Number of participants with account balances2014-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,311
Total number of active participants reported on line 7a of the Form 55002013-01-01902
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01216
Total of all active and inactive participants2013-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,118
Number of participants with account balances2013-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,064
Total number of active participants reported on line 7a of the Form 55002012-01-01820
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01491
Total of all active and inactive participants2012-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,311
Number of participants with account balances2012-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,371
Total number of active participants reported on line 7a of the Form 55002011-01-01865
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01199
Total of all active and inactive participants2011-01-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,064
Number of participants with account balances2011-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,039
Total number of active participants reported on line 7a of the Form 55002009-01-01924
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01154
Total of all active and inactive participants2009-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,078
Number of participants with account balances2009-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0147

Financial Data on LIBERTY HEALTH CARE CORPORATION 401(K) PLAN

Measure Date Value
2022 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,905
Total income from all sources (including contributions)2022-12-31$-568,970
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$163,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$140,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,547
Value of total assets at end of year2022-12-31$3,198,094
Value of total assets at beginning of year2022-12-31$3,942,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,660
Total interest from all sources2022-12-31$74
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,459
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$22,547
Participant contributions at end of year2022-12-31$2,060
Participant contributions at beginning of year2022-12-31$1,149
Participant contributions at end of year2022-12-31$548
Participant contributions at beginning of year2022-12-31$545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,405
Other income not declared elsewhere2022-12-31$2,000
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$10,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-732,052
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,198,094
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,930,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,951,368
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,672,602
Interest on participant loans2022-12-31$74
Interest earned on other investments2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$244,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$267,755
Net investment gain/loss from pooled separate accounts2022-12-31$-596,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$140,422
Contract administrator fees2022-12-31$22,660
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HW&CO.
Accountancy firm EIN2022-12-31341663157
2021 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,890
Total income from all sources (including contributions)2021-12-31$604,987
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$532,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$510,888
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$33,333
Value of total assets at end of year2021-12-31$3,942,051
Value of total assets at beginning of year2021-12-31$3,859,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,838
Total interest from all sources2021-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,205
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$26,328
Participant contributions at end of year2021-12-31$1,149
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$545
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,890
Other income not declared elsewhere2021-12-31$2,000
Liabilities. Value of operating payables at end of year2021-12-31$10,500
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$72,261
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,930,146
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,857,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,672,602
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,632,033
Interest on participant loans2021-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$267,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$227,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$567,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$510,888
Contract administrator fees2021-12-31$21,838
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HW&CO.
Accountancy firm EIN2021-12-31341663157
2020 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,060
Total income from all sources (including contributions)2020-12-31$595,616
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$104,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$82,765
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$48,418
Value of total assets at end of year2020-12-31$3,859,775
Value of total assets at beginning of year2020-12-31$3,387,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,584
Total interest from all sources2020-12-31$1,423
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,460
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$48,418
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$3,771
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,060
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$491,267
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,857,885
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,366,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,632,033
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,141,754
Interest on participant loans2020-12-31$1,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$227,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$241,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,000
Net investment gain/loss from pooled separate accounts2020-12-31$541,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$82,765
Contract administrator fees2020-12-31$21,584
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HW&CO.
Accountancy firm EIN2020-12-31341663157
2019 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,000
Total income from all sources (including contributions)2019-12-31$652,416
Total income from all sources (including contributions)2019-12-31$652,416
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$346,809
Total of all expenses incurred2019-12-31$346,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$296,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$296,049
Expenses. Certain deemed distributions of participant loans2019-12-31$28,084
Expenses. Certain deemed distributions of participant loans2019-12-31$28,084
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,733
Value of total assets at end of year2019-12-31$3,387,678
Value of total assets at end of year2019-12-31$3,387,678
Value of total assets at beginning of year2019-12-31$3,071,011
Value of total assets at beginning of year2019-12-31$3,071,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,676
Total interest from all sources2019-12-31$1,903
Total interest from all sources2019-12-31$1,903
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,717
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,717
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,717
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$23,682
Contributions received from participants2019-12-31$23,682
Participant contributions at end of year2019-12-31$3,771
Participant contributions at end of year2019-12-31$3,771
Participant contributions at beginning of year2019-12-31$31,499
Participant contributions at beginning of year2019-12-31$31,499
Participant contributions at end of year2019-12-31$563
Participant contributions at end of year2019-12-31$563
Participant contributions at beginning of year2019-12-31$660
Participant contributions at beginning of year2019-12-31$660
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2,000
Other income not declared elsewhere2019-12-31$2,000
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$10,000
Liabilities. Value of operating payables at beginning of year2019-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$305,607
Value of net income/loss2019-12-31$305,607
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,366,618
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,366,618
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,061,011
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,061,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,141,754
Value of interest in pooled separate accounts at end of year2019-12-31$3,141,754
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,789,054
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,789,054
Interest on participant loans2019-12-31$1,668
Interest on participant loans2019-12-31$1,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$241,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$241,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$249,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$249,798
Net investment gain/loss from pooled separate accounts2019-12-31$622,063
Net investment gain/loss from pooled separate accounts2019-12-31$622,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$296,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$296,049
Contract administrator fees2019-12-31$22,676
Contract administrator fees2019-12-31$22,676
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HW&CO.
Accountancy firm name2019-12-31HW&CO.
Accountancy firm EIN2019-12-31341663157
Accountancy firm EIN2019-12-31341663157
2018 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$170
Total income from all sources (including contributions)2018-12-31$-159,686
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$275,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$248,000
Expenses. Certain deemed distributions of participant loans2018-12-31$609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$58,189
Value of total assets at end of year2018-12-31$3,071,011
Value of total assets at beginning of year2018-12-31$3,496,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,781
Total interest from all sources2018-12-31$974
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,109
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$58,189
Participant contributions at end of year2018-12-31$31,499
Participant contributions at beginning of year2018-12-31$11,335
Participant contributions at end of year2018-12-31$660
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$170
Other income not declared elsewhere2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$10,000
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-435,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,061,011
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,496,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,789,054
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,205,163
Interest on participant loans2018-12-31$967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$249,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$279,759
Net investment gain/loss from pooled separate accounts2018-12-31$-221,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$248,000
Contract administrator fees2018-12-31$26,781
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HW&CO.
Accountancy firm EIN2018-12-31341663157
2017 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,000
Total income from all sources (including contributions)2017-12-31$490,546
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$209,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$185,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$59,117
Value of total assets at end of year2017-12-31$3,496,257
Value of total assets at beginning of year2017-12-31$3,225,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,957
Total interest from all sources2017-12-31$600
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$59,117
Participant contributions at end of year2017-12-31$11,335
Participant contributions at beginning of year2017-12-31$11,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,000
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$280,567
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,496,087
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,215,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,205,163
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,939,851
Interest on participant loans2017-12-31$600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$279,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$273,928
Net investment gain/loss from pooled separate accounts2017-12-31$430,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$185,022
Contract administrator fees2017-12-31$24,957
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HW&CO.
Accountancy firm EIN2017-12-31341663157
2016 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$509
Total income from all sources (including contributions)2016-12-31$310,928
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,619,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,589,806
Expenses. Certain deemed distributions of participant loans2016-12-31$2,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$49,207
Value of total assets at end of year2016-12-31$3,225,520
Value of total assets at beginning of year2016-12-31$4,524,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,474
Total interest from all sources2016-12-31$1,967
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,803
Administrative expenses professional fees incurred2016-12-31$14,720
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$49,207
Participant contributions at end of year2016-12-31$11,741
Participant contributions at beginning of year2016-12-31$84,801
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,308,173
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,215,520
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,523,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,939,851
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,806,073
Interest on participant loans2016-12-31$1,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$273,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$633,328
Net investment gain/loss from pooled separate accounts2016-12-31$254,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,589,321
Contract administrator fees2016-12-31$11,754
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HW&CO.
Accountancy firm EIN2016-12-31341663157
2015 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,987
Total income from all sources (including contributions)2015-12-31$131,079
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$658,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$626,399
Expenses. Certain deemed distributions of participant loans2015-12-31$7,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$190,783
Value of total assets at end of year2015-12-31$4,524,202
Value of total assets at beginning of year2015-12-31$5,063,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,307
Total interest from all sources2015-12-31$12,275
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$190,783
Participant contributions at end of year2015-12-31$84,801
Participant contributions at beginning of year2015-12-31$91,036
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,487
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$9,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-527,786
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,523,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,051,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,806,073
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,261,273
Interest on participant loans2015-12-31$3,847
Interest earned on other investments2015-12-31$8,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$633,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$711,157
Net investment gain/loss from pooled separate accounts2015-12-31$-71,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$626,399
Contract administrator fees2015-12-31$25,307
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HW&CO.
Accountancy firm EIN2015-12-31341663157
2014 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,272
Total income from all sources (including contributions)2014-12-31$446,114
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$329,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$297,310
Expenses. Certain deemed distributions of participant loans2014-12-31$6,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$223,333
Value of total assets at end of year2014-12-31$5,063,466
Value of total assets at beginning of year2014-12-31$4,954,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,576
Total interest from all sources2014-12-31$12,620
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$223,333
Participant contributions at end of year2014-12-31$91,036
Participant contributions at beginning of year2014-12-31$83,726
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,272
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$9,500
Liabilities. Value of operating payables at beginning of year2014-12-31$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$116,906
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,051,479
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,934,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,261,273
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,154,341
Interest on participant loans2014-12-31$3,775
Interest earned on other investments2014-12-31$8,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$711,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$716,778
Net investment gain/loss from pooled separate accounts2014-12-31$210,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$297,310
Contract administrator fees2014-12-31$25,576
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HW&CO.
Accountancy firm EIN2014-12-31341663157
2013 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,017
Total income from all sources (including contributions)2013-12-31$1,037,039
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$580,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$552,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$236,980
Value of total assets at end of year2013-12-31$4,954,845
Value of total assets at beginning of year2013-12-31$4,494,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,927
Total interest from all sources2013-12-31$13,481
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$236,980
Participant contributions at end of year2013-12-31$83,726
Participant contributions at beginning of year2013-12-31$107,895
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$5,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,017
Liabilities. Value of operating payables at end of year2013-12-31$9,000
Liabilities. Value of operating payables at beginning of year2013-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$456,054
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,934,573
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,478,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,154,341
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,630,451
Interest on participant loans2013-12-31$4,131
Interest earned on other investments2013-12-31$9,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$716,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$751,094
Net investment gain/loss from pooled separate accounts2013-12-31$786,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$552,058
Contract administrator fees2013-12-31$28,927
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HW&CO.
Accountancy firm EIN2013-12-31341663157
2012 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,045
Total income from all sources (including contributions)2012-12-31$702,913
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$346,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$316,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$262,692
Value of total assets at end of year2012-12-31$4,494,536
Value of total assets at beginning of year2012-12-31$4,135,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,461
Total interest from all sources2012-12-31$15,533
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$262,692
Participant contributions at end of year2012-12-31$107,895
Participant contributions at beginning of year2012-12-31$88,275
Participant contributions at end of year2012-12-31$5,096
Participant contributions at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,045
Other income not declared elsewhere2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$10,000
Liabilities. Value of operating payables at beginning of year2012-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$356,399
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,478,519
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,122,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,630,451
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,249,073
Interest on participant loans2012-12-31$4,360
Interest earned on other investments2012-12-31$11,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$751,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$786,354
Net investment gain/loss from pooled separate accounts2012-12-31$424,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$11,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$316,053
Contract administrator fees2012-12-31$30,461
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOWARD, WERSHBALE & CO.
Accountancy firm EIN2012-12-31341663157
2011 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,000
Total income from all sources (including contributions)2011-12-31$249,632
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$513,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$479,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$371,741
Value of total assets at end of year2011-12-31$4,135,165
Value of total assets at beginning of year2011-12-31$4,396,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,007
Total interest from all sources2011-12-31$21,566
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$328,142
Participant contributions at end of year2011-12-31$88,275
Participant contributions at beginning of year2011-12-31$92,721
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$9,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,045
Administrative expenses (other) incurred2011-12-31$34,007
Liabilities. Value of operating payables at end of year2011-12-31$10,000
Liabilities. Value of operating payables at beginning of year2011-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-264,213
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,122,120
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,386,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,249,073
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,356,506
Interest on participant loans2011-12-31$4,780
Interest earned on other investments2011-12-31$16,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$786,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$856,997
Net investment gain/loss from pooled separate accounts2011-12-31$-143,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$43,599
Employer contributions (assets) at end of year2011-12-31$11,463
Employer contributions (assets) at beginning of year2011-12-31$80,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$479,838
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BATTELLE & BATTELE LLP
Accountancy firm EIN2011-12-31310210560
2010 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,087,851
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$246,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$230,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$666,998
Value of total assets at end of year2010-12-31$4,396,333
Value of total assets at beginning of year2010-12-31$3,544,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,836
Total interest from all sources2010-12-31$25,350
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$359,506
Participant contributions at end of year2010-12-31$92,721
Participant contributions at beginning of year2010-12-31$88,573
Participant contributions at end of year2010-12-31$9,884
Participant contributions at beginning of year2010-12-31$3,758
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$141,238
Liabilities. Value of operating payables at end of year2010-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$841,531
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,386,333
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,544,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,356,506
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,560,196
Interest on participant loans2010-12-31$5,147
Interest earned on other investments2010-12-31$20,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$856,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$810,378
Net investment gain/loss from pooled separate accounts2010-12-31$395,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$166,254
Employer contributions (assets) at end of year2010-12-31$80,225
Employer contributions (assets) at beginning of year2010-12-31$81,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$230,484
Contract administrator fees2010-12-31$15,836
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BATTELLE & BATTELE LLP
Accountancy firm EIN2010-12-31310210560
2009 : LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIBERTY HEALTH CARE CORPORATION 401(K) PLAN

2022: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIBERTY HEALTH CARE CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered263
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,944
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,944
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered46
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19,474
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,474
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered48
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,473
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16473
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered49
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,037
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16037
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,474
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17474
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered235
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,498
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16498
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRODERICK WOOD
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered363
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,544
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,544
Insurance broker organization code?3
Insurance broker nameRODERICK WOOD
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered432
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,664
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24664
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INVESTMENT CO.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered457
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,005
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,005
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INVESTMENT CO.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered490
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,363
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INVESTMENT CO.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered506
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21,413
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937255-01
Policy instance 1
Insurance contract or identification number937255-01
Number of Individuals Covered538
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27,014
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3