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HEALTH CARE COST INSTITUTE 403(B) PLAN 401k Plan overview

Plan NameHEALTH CARE COST INSTITUTE 403(B) PLAN
Plan identification number 001

HEALTH CARE COST INSTITUTE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:HEALTH CARE COST INSTITUTE, INC.
Employer identification number (EIN):383917409
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE COST INSTITUTE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATIE MARTIN2024-06-25
0012022-01-01KATIE MARTIN2023-06-05
0012021-01-01KATIE MARTIN2022-05-11
0012020-01-01NIALL BRENNAN2021-06-15
0012019-01-01NIALL BRENNAN2020-04-02
0012018-01-01NIALL BRENNAN2019-06-17
0012017-01-01NIALL BRENNAN2018-07-31
0012016-01-01KRISTINE BURNASKA2017-06-13
0012015-01-01DAVID NEWMAN2016-06-02

Financial Data on HEALTH CARE COST INSTITUTE 403(B) PLAN

Measure Date Value
2025 : HEALTH CARE COST INSTITUTE 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2645138
Net assets as of the end of the plan year2025-06-263015536
Total assets as of the beginning of the plan year2025-06-262359276
Value of plan covered by a fidelity bond2025-06-262000000
Participant contributions to plan in this plan year2025-06-2691619
Other contributions to plan in this plan year2025-06-2656102
Other income to plan in this plan year2025-06-26407297
Plan net income in this plan year2025-06-26656260
Net assets as of the end of the plan year2025-06-263015536
Net assets as of the beginning of the plan year2025-06-262359276
Employer contributions to plan in this plan year2025-06-26146380
Fees paid to broker by Benefit Provider2025-06-2611633
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-263001
2024 : HEALTH CARE COST INSTITUTE 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2553836
Net assets as of the end of the plan year2024-06-252359276
Total assets as of the beginning of the plan year2024-06-251781911
Value of plan covered by a fidelity bond2024-06-252000000
Participant contributions to plan in this plan year2024-06-25100884
Other income to plan in this plan year2024-06-25363605
Plan net income in this plan year2024-06-25577365
Net assets as of the end of the plan year2024-06-252359276
Net assets as of the beginning of the plan year2024-06-251781911
Employer contributions to plan in this plan year2024-06-25166712
Fees paid to broker by Benefit Provider2024-06-259367
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-251268
2022 : HEALTH CARE COST INSTITUTE 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-11264943
Net assets as of the end of the plan year2022-05-111880598
Total assets as of the beginning of the plan year2022-05-111540182
Value of plan covered by a fidelity bond2022-05-112000000
Participant contributions to plan in this plan year2022-05-1190773
Other contributions to plan in this plan year2022-05-110
Other income to plan in this plan year2022-05-11305444
Plan net income in this plan year2022-05-11340416
Net assets as of the end of the plan year2022-05-111880598
Net assets as of the beginning of the plan year2022-05-111540182
Employer contributions to plan in this plan year2022-05-11209142
Fees paid to broker by Benefit Provider2022-05-118344
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-11663

Potentially related plans

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