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CARE WISCONSIN 401(K) SAVINGS PLAN 401k Plan overview

Plan NameCARE WISCONSIN 401(K) SAVINGS PLAN
Plan identification number 001

CARE WISCONSIN 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

CARE WISCONSIN FIRST, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARE WISCONSIN FIRST, INC.
Employer identification number (EIN):391245329
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE WISCONSIN 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY ACKERMANN
0012016-01-01AMY ACKERMANN
0012015-01-01AMY ACKERMANN
0012014-01-01AMY ACKERMANN
0012013-01-01AMY PEELER
0012012-01-01AMY PEELER
0012011-01-01AMY ACKERMANN PEELER
0012009-01-01DEBBIE WAITE DEBBIE WAITE2010-07-30

Plan Statistics for CARE WISCONSIN 401(K) SAVINGS PLAN

401k plan membership statisitcs for CARE WISCONSIN 401(K) SAVINGS PLAN

Measure Date Value
2020: CARE WISCONSIN 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01889
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARE WISCONSIN 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01834
Total number of active participants reported on line 7a of the Form 55002019-01-01632
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01248
Total of all active and inactive participants2019-01-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01880
Number of participants with account balances2019-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01108
2018: CARE WISCONSIN 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01733
Total number of active participants reported on line 7a of the Form 55002018-01-01696
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01834
Number of participants with account balances2018-01-01826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0171
2017: CARE WISCONSIN 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01654
Total number of active participants reported on line 7a of the Form 55002017-01-01609
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01733
Number of participants with account balances2017-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0145
2016: CARE WISCONSIN 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01586
Total number of active participants reported on line 7a of the Form 55002016-01-01532
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01654
Number of participants with account balances2016-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0146
2015: CARE WISCONSIN 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01508
Total number of active participants reported on line 7a of the Form 55002015-01-01470
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01586
Number of participants with account balances2015-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: CARE WISCONSIN 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01469
Total number of active participants reported on line 7a of the Form 55002014-01-01388
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01508
Number of participants with account balances2014-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: CARE WISCONSIN 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01467
Total number of active participants reported on line 7a of the Form 55002013-01-01333
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01134
Total of all active and inactive participants2013-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01469
Number of participants with account balances2013-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: CARE WISCONSIN 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01601
Total number of active participants reported on line 7a of the Form 55002012-01-01318
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01148
Total of all active and inactive participants2012-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01467
Number of participants with account balances2012-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: CARE WISCONSIN 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01616
Total number of active participants reported on line 7a of the Form 55002011-01-01500
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01100
Total of all active and inactive participants2011-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01601
Number of participants with account balances2011-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0144
2009: CARE WISCONSIN 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01538
Total number of active participants reported on line 7a of the Form 55002009-01-01475
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01545
Number of participants with account balances2009-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0152

Financial Data on CARE WISCONSIN 401(K) SAVINGS PLAN

Measure Date Value
2020 : CARE WISCONSIN 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-21$0
Total transfer of assets from this plan2020-12-21$30,850,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-21$168,550
Total income from all sources (including contributions)2020-12-21$6,917,785
Total loss/gain on sale of assets2020-12-21$0
Total of all expenses incurred2020-12-21$5,247,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-21$5,219,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-21$2,490,998
Value of total assets at end of year2020-12-21$0
Value of total assets at beginning of year2020-12-21$29,348,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-21$28,110
Total interest from all sources2020-12-21$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-21$71,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-21No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-21$71,039
Administrative expenses professional fees incurred2020-12-21$28,110
Was this plan covered by a fidelity bond2020-12-21Yes
Value of fidelity bond cover2020-12-21$1,000,000
If this is an individual account plan, was there a blackout period2020-12-21No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-21$0
Were there any nonexempt tranactions with any party-in-interest2020-12-21No
Contributions received from participants2020-12-21$1,842,398
Participant contributions at end of year2020-12-21$0
Participant contributions at beginning of year2020-12-21$100,615
Income. Received or receivable in cash from other sources (including rollovers)2020-12-21$23,458
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-21$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-21$3,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-21$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-21$138,713
Liabilities. Value of operating payables at end of year2020-12-21$0
Liabilities. Value of operating payables at beginning of year2020-12-21$6,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-21No
Value of net income/loss2020-12-21$1,669,909
Value of net assets at end of year (total assets less liabilities)2020-12-21$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-21$29,180,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-21No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-21No
Were any leases to which the plan was party in default or uncollectible2020-12-21No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-21$28,051,907
Value of interest in common/collective trusts at end of year2020-12-21$0
Value of interest in common/collective trusts at beginning of year2020-12-21$1,146,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-21$4,333,273
Net investment gain or loss from common/collective trusts2020-12-21$22,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-21No
Was there a failure to transmit to the plan any participant contributions2020-12-21No
Has the plan failed to provide any benefit when due under the plan2020-12-21No
Contributions received in cash from employer2020-12-21$625,142
Employer contributions (assets) at end of year2020-12-21$0
Employer contributions (assets) at beginning of year2020-12-21$46,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-21$5,219,766
Liabilities. Value of benefit claims payable at end of year2020-12-21$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-21$23,297
Did the plan have assets held for investment2020-12-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-21Yes
Opinion of an independent qualified public accountant for this plan2020-12-21Unqualified
Accountancy firm name2020-12-21PLANTE MORAN
Accountancy firm EIN2020-12-21381357951
2019 : CARE WISCONSIN 401(K) SAVINGS 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$168,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$168,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,096
Total income from all sources (including contributions)2019-12-31$9,554,968
Total income from all sources (including contributions)2019-12-31$9,554,968
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$3,457,190
Total of all expenses incurred2019-12-31$3,457,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,405,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,405,793
Value of total corrective distributions2019-12-31$23,297
Value of total corrective distributions2019-12-31$23,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,021,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,021,347
Value of total assets at end of year2019-12-31$29,348,643
Value of total assets at end of year2019-12-31$29,348,643
Value of total assets at beginning of year2019-12-31$23,112,411
Value of total assets at beginning of year2019-12-31$23,112,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,100
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$407,621
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$407,621
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$407,621
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$407,621
Administrative expenses professional fees incurred2019-12-31$28,100
Administrative expenses professional fees incurred2019-12-31$28,100
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$2,811,041
Contributions received from participants2019-12-31$2,811,041
Participant contributions at end of year2019-12-31$100,615
Participant contributions at end of year2019-12-31$100,615
Participant contributions at beginning of year2019-12-31$96,322
Participant contributions at beginning of year2019-12-31$96,322
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$206,165
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$206,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$138,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$138,713
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$127
Other income not declared elsewhere2019-12-31$127
Liabilities. Value of operating payables at end of year2019-12-31$6,540
Liabilities. Value of operating payables at end of year2019-12-31$6,540
Liabilities. Value of operating payables at beginning of year2019-12-31$5,589
Liabilities. Value of operating payables at beginning of year2019-12-31$5,589
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$6,097,778
Value of net income/loss2019-12-31$6,097,778
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,180,093
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,180,093
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,082,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,082,315
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$28,051,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,051,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,701,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,701,814
Value of interest in common/collective trusts at end of year2019-12-31$1,146,588
Value of interest in common/collective trusts at end of year2019-12-31$1,146,588
Value of interest in common/collective trusts at beginning of year2019-12-31$1,266,792
Value of interest in common/collective trusts at beginning of year2019-12-31$1,266,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,105,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,105,350
Net investment gain or loss from common/collective trusts2019-12-31$20,523
Net investment gain or loss from common/collective trusts2019-12-31$20,523
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
Contributions received in cash from employer2019-12-31$1,004,141
Contributions received in cash from employer2019-12-31$1,004,141
Employer contributions (assets) at end of year2019-12-31$46,052
Employer contributions (assets) at end of year2019-12-31$46,052
Employer contributions (assets) at beginning of year2019-12-31$43,766
Employer contributions (assets) at beginning of year2019-12-31$43,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,405,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,405,793
Liabilities. Value of benefit claims payable at end of year2019-12-31$23,297
Liabilities. Value of benefit claims payable at end of year2019-12-31$23,297
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$24,507
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$24,507
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 name2019-12-31PLANTE MORAN
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
Accountancy firm EIN2019-12-31381357951
2018 : CARE WISCONSIN 401(K) SAVINGS 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$30,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,914
Total income from all sources (including contributions)2018-12-31$2,611,185
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,887,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,839,206
Value of total corrective distributions2018-12-31$24,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,145,632
Value of total assets at end of year2018-12-31$23,112,411
Value of total assets at beginning of year2018-12-31$23,385,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,105
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$330,680
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$330,680
Administrative expenses professional fees incurred2018-12-31$24,105
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$2,584,870
Participant contributions at end of year2018-12-31$96,322
Participant contributions at beginning of year2018-12-31$81,277
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$621,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,700
Liabilities. Value of operating payables at end of year2018-12-31$5,589
Liabilities. Value of operating payables at beginning of year2018-12-31$5,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-276,633
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,082,315
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,358,948
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$21,701,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,190,872
Value of interest in common/collective trusts at end of year2018-12-31$1,266,792
Value of interest in common/collective trusts at beginning of year2018-12-31$1,068,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,880,767
Net investment gain or loss from common/collective trusts2018-12-31$15,640
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
Contributions received in cash from employer2018-12-31$938,957
Employer contributions (assets) at end of year2018-12-31$43,766
Employer contributions (assets) at beginning of year2018-12-31$42,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,839,206
Liabilities. Value of benefit claims payable at end of year2018-12-31$24,507
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$21,680
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 name2018-12-31GRANT THORNTON
Accountancy firm EIN2018-12-31396055558
2017 : CARE WISCONSIN 401(K) SAVINGS 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$26,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,556
Total income from all sources (including contributions)2017-12-31$6,857,660
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,073,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,024,673
Value of total corrective distributions2017-12-31$21,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,236,835
Value of total assets at end of year2017-12-31$23,385,862
Value of total assets at beginning of year2017-12-31$17,581,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,011
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$265,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$265,168
Administrative expenses professional fees incurred2017-12-31$27,011
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$2,168,868
Participant contributions at end of year2017-12-31$81,277
Participant contributions at beginning of year2017-12-31$65,861
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$281,123
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,637
Other income not declared elsewhere2017-12-31$127
Liabilities. Value of operating payables at end of year2017-12-31$5,234
Liabilities. Value of operating payables at beginning of year2017-12-31$6,556
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$5,784,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,358,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,574,716
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$22,190,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,423,711
Value of interest in common/collective trusts at end of year2017-12-31$1,068,678
Value of interest in common/collective trusts at beginning of year2017-12-31$1,056,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,338,721
Net investment gain or loss from common/collective trusts2017-12-31$16,809
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
Contributions received in cash from employer2017-12-31$786,844
Employer contributions (assets) at end of year2017-12-31$42,335
Employer contributions (assets) at beginning of year2017-12-31$32,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,024,673
Liabilities. Value of benefit claims payable at end of year2017-12-31$21,680
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : CARE WISCONSIN 401(K) SAVINGS 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$6,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,666
Total income from all sources (including contributions)2016-12-31$3,896,272
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,426,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,400,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,816,042
Value of total assets at end of year2016-12-31$17,581,272
Value of total assets at beginning of year2016-12-31$15,118,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,050
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$204,952
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$204,952
Administrative expenses professional fees incurred2016-12-31$26,050
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$1,814,239
Participant contributions at end of year2016-12-31$65,861
Participant contributions at beginning of year2016-12-31$57,837
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$344,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,930
Other income not declared elsewhere2016-12-31$745
Liabilities. Value of operating payables at end of year2016-12-31$6,556
Liabilities. Value of operating payables at beginning of year2016-12-31$5,637
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$2,469,489
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,574,716
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,105,227
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$16,423,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,081,665
Value of interest in common/collective trusts at end of year2016-12-31$1,056,275
Value of interest in common/collective trusts at beginning of year2016-12-31$947,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$858,504
Net investment gain or loss from common/collective trusts2016-12-31$16,029
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
Contributions received in cash from employer2016-12-31$657,346
Employer contributions (assets) at end of year2016-12-31$32,788
Employer contributions (assets) at beginning of year2016-12-31$29,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,400,733
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,029
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 name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : CARE WISCONSIN 401(K) SAVINGS 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$13,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,837
Total income from all sources (including contributions)2015-12-31$2,229,511
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,504,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,472,360
Value of total corrective distributions2015-12-31$8,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,327,775
Value of total assets at end of year2015-12-31$15,118,893
Value of total assets at beginning of year2015-12-31$14,395,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,350
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$180,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$180,354
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$1,036
Contributions received from participants2015-12-31$1,589,158
Participant contributions at end of year2015-12-31$57,837
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$165,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,498
Other income not declared elsewhere2015-12-31$1,330
Administrative expenses (other) incurred2015-12-31$24,350
Liabilities. Value of operating payables at end of year2015-12-31$5,637
Liabilities. Value of operating payables at beginning of year2015-12-31$6,142
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$724,772
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,105,227
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,380,455
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$14,081,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,444,891
Value of interest in common/collective trusts at end of year2015-12-31$947,133
Value of interest in common/collective trusts at beginning of year2015-12-31$942,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-283,781
Net investment gain or loss from common/collective trusts2015-12-31$3,833
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
Contributions received in cash from employer2015-12-31$573,197
Employer contributions (assets) at end of year2015-12-31$29,328
Employer contributions (assets) at beginning of year2015-12-31$5,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,472,360
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,029
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$8,695
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : CARE WISCONSIN 401(K) SAVINGS 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$14,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,199
Total income from all sources (including contributions)2014-12-31$2,483,043
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,220,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,188,762
Value of total corrective distributions2014-12-31$8,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,693,234
Value of total assets at end of year2014-12-31$14,395,292
Value of total assets at beginning of year2014-12-31$13,141,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,247
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$169,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$169,300
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$1,036
Contributions received from participants2014-12-31$1,241,443
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,081
Other income not declared elsewhere2014-12-31$18
Administrative expenses (other) incurred2014-12-31$23,247
Liabilities. Value of operating payables at end of year2014-12-31$6,142
Liabilities. Value of operating payables at beginning of year2014-12-31$11,494
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$1,262,339
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,380,455
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,118,116
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$13,444,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,724,391
Value of interest in common/collective trusts at end of year2014-12-31$942,038
Value of interest in common/collective trusts at beginning of year2014-12-31$3,409,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$596,808
Net investment gain or loss from common/collective trusts2014-12-31$23,683
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
Contributions received in cash from employer2014-12-31$420,946
Employer contributions (assets) at end of year2014-12-31$5,865
Employer contributions (assets) at beginning of year2014-12-31$5,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,188,762
Liabilities. Value of benefit claims payable at end of year2014-12-31$8,695
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$11,705
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : CARE WISCONSIN 401(K) SAVINGS 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$23,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,756
Total income from all sources (including contributions)2013-12-31$3,814,684
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,998,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,942,327
Value of total corrective distributions2013-12-31$11,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,316,392
Value of total assets at end of year2013-12-31$13,141,315
Value of total assets at beginning of year2013-12-31$11,322,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,598
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$90,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,146
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$998,724
Participant contributions at beginning of year2013-12-31$36,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,931
Administrative expenses (other) incurred2013-12-31$44,598
Liabilities. Value of operating payables at end of year2013-12-31$11,494
Liabilities. Value of operating payables at beginning of year2013-12-31$9,826
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$1,816,054
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,118,116
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,302,062
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$9,724,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,162,432
Value of interest in common/collective trusts at end of year2013-12-31$3,409,354
Value of interest in common/collective trusts at beginning of year2013-12-31$3,100,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,031,113
Net investment gain or loss from common/collective trusts2013-12-31$377,033
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
Contributions received in cash from employer2013-12-31$317,668
Employer contributions (assets) at end of year2013-12-31$5,489
Employer contributions (assets) at beginning of year2013-12-31$19,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,942,327
Liabilities. Value of benefit claims payable at end of year2013-12-31$11,705
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$8,999
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 name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : CARE WISCONSIN 401(K) SAVINGS 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$20,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,340
Total income from all sources (including contributions)2012-12-31$3,173,436
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,130,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,079,460
Value of total corrective distributions2012-12-31$8,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,730,588
Value of total assets at end of year2012-12-31$11,322,818
Value of total assets at beginning of year2012-12-31$10,271,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,967
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$112,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$112,028
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$1,266,242
Participant contributions at end of year2012-12-31$36,825
Participant contributions at beginning of year2012-12-31$50,000
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,931
Administrative expenses (other) incurred2012-12-31$41,967
Liabilities. Value of operating payables at end of year2012-12-31$9,826
Liabilities. Value of operating payables at beginning of year2012-12-31$8,908
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$1,043,010
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,302,062
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,259,052
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$8,162,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,471,966
Value of interest in common/collective trusts at end of year2012-12-31$3,100,632
Value of interest in common/collective trusts at beginning of year2012-12-31$2,725,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,048,717
Net investment gain or loss from common/collective trusts2012-12-31$282,103
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
Contributions received in cash from employer2012-12-31$402,196
Employer contributions (assets) at end of year2012-12-31$19,350
Employer contributions (assets) at beginning of year2012-12-31$19,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,079,460
Liabilities. Value of benefit claims payable at end of year2012-12-31$8,999
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,432
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 name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : CARE WISCONSIN 401(K) SAVINGS 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$12,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,172
Total income from all sources (including contributions)2011-12-31$1,647,891
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$730,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$692,529
Value of total corrective distributions2011-12-31$3,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,890,337
Value of total assets at end of year2011-12-31$10,271,392
Value of total assets at beginning of year2011-12-31$9,350,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,995
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$97,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$97,140
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$1,375,033
Participant contributions at end of year2011-12-31$50,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,033
Administrative expenses (other) incurred2011-12-31$34,995
Liabilities. Value of operating payables at end of year2011-12-31$8,908
Liabilities. Value of operating payables at beginning of year2011-12-31$8,172
Total non interest bearing cash at beginning of year2011-12-31$22,428
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$916,935
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,259,052
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,342,117
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$7,471,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,885,529
Value of interest in common/collective trusts at end of year2011-12-31$2,725,368
Value of interest in common/collective trusts at beginning of year2011-12-31$2,435,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-333,847
Net investment gain or loss from common/collective trusts2011-12-31$-5,739
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$427,921
Employer contributions (assets) at end of year2011-12-31$19,968
Employer contributions (assets) at beginning of year2011-12-31$2,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$692,529
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,432
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : CARE WISCONSIN 401(K) SAVINGS 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$8,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,316
Total income from all sources (including contributions)2010-12-31$2,975,545
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$989,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$957,131
Value of total corrective distributions2010-12-31$201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,786,195
Value of total assets at end of year2010-12-31$9,350,289
Value of total assets at beginning of year2010-12-31$7,360,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,322
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$83,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$83,171
Administrative expenses professional fees incurred2010-12-31$700
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$1,304,924
Participant contributions at beginning of year2010-12-31$49,569
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,639
Administrative expenses (other) incurred2010-12-31$31,622
Liabilities. Value of operating payables at end of year2010-12-31$8,172
Liabilities. Value of operating payables at beginning of year2010-12-31$4,316
Total non interest bearing cash at end of year2010-12-31$22,428
Total non interest bearing cash at beginning of year2010-12-31$4,763
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$1,985,891
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,342,117
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,356,226
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$6,885,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,287,684
Value of interest in common/collective trusts at end of year2010-12-31$2,435,747
Value of interest in common/collective trusts at beginning of year2010-12-31$1,992,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$866,984
Net investment gain or loss from common/collective trusts2010-12-31$239,195
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$449,329
Employer contributions (assets) at end of year2010-12-31$2,552
Employer contributions (assets) at beginning of year2010-12-31$22,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$957,131
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31396055558
2009 : CARE WISCONSIN 401(K) SAVINGS 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 CARE WISCONSIN 401(K) SAVINGS PLAN

2020: CARE WISCONSIN 401(K) SAVINGS 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARE WISCONSIN 401(K) SAVINGS 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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