401k Plan data: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN plan

ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

ADVANCE CARE INSURANCE INC. has sponsored the creation of one or more 401k plans.

Company Name: ADVANCE CARE INSURANCE INC.

Employer identification number (EIN): 455137660

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NATIONAL PENSION 2024-09-14
001 2022-01-01 NATIONAL PENSION 2023-05-11
001 2021-01-01 NATIONAL PENSION 2022-03-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	NATIONAL PENSION	2024-09-14
001	2022-01-01	NATIONAL PENSION	2023-05-11
001	2021-01-01	NATIONAL PENSION	2022-03-07

Plan Statistics for ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-21 3
Total number of particpants at end of year 2025-04-21 1
2024: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-14 3
Total number of particpants at end of year 2024-09-14 3
2022: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 815,646
Acturial value of plan assets 2022-12-31 815,646
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 5,210
Active participant vested funding target 2022-12-31 566,765
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 566,765
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 571,975
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 179,984
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 179,984
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 150,000
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 150,042
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 113,353
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 150,042
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-03-07 1
Total number of particpants at end of year 2022-03-07 3
2021: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 584,856
Acturial value of plan assets 2021-12-31 584,856
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 485,157
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 485,157
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 485,157
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 152,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 152,197
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 228,389
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 226,438
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 146,153
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 46,454
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 46,454
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 226,438
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2025: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-21	3
Total number of particpants at end of year	2025-04-21	1
2024: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-14	3
Total number of particpants at end of year	2024-09-14	3
2022: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	815,646
Acturial value of plan assets	2022-12-31	815,646
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	5,210
Active participant vested funding target	2022-12-31	566,765
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	566,765
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	571,975
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	179,984
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	179,984
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	150,000
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	150,042
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	113,353
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	150,042
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-03-07	1
Total number of particpants at end of year	2022-03-07	3
2021: ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	584,856
Acturial value of plan assets	2021-12-31	584,856
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	485,157
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	485,157
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	485,157
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	152,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	152,197
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	228,389
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	226,438
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	146,153
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	46,454
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	46,454
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	226,438
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Financial Data on ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-04-21	0
Total liabilities as of the end of the plan year	2025-04-21	0
Total liabilities as of the beginning of the plan year	2025-04-21	0
Total expenses incurred by plan in this plan year	2025-04-21	736
Net assets as of the end of the plan year	2025-04-21	1078905
Total assets as of the beginning of the plan year	2025-04-21	1006984
Participant contributions to plan in this plan year	2025-04-21	0
Other expenses paid from plan in this plan year	2025-04-21	0
Other contributions to plan in this plan year	2025-04-21	0
Other income to plan in this plan year	2025-04-21	72657
Plan net income in this plan year	2025-04-21	71921
Net assets as of the end of the plan year	2025-04-21	1078905
Net assets as of the beginning of the plan year	2025-04-21	1006984
Employer contributions to plan in this plan year	2025-04-21	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-21	0
2024 : ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-14	0
Total liabilities as of the end of the plan year	2024-09-14	0
Total liabilities as of the beginning of the plan year	2024-09-14	0
Total expenses incurred by plan in this plan year	2024-09-14	0
Net assets as of the end of the plan year	2024-09-14	1006984
Total assets as of the beginning of the plan year	2024-09-14	965688
Participant contributions to plan in this plan year	2024-09-14	0
Other expenses paid from plan in this plan year	2024-09-14	0
Other contributions to plan in this plan year	2024-09-14	0
Other income to plan in this plan year	2024-09-14	41296
Plan net income in this plan year	2024-09-14	41296
Net assets as of the end of the plan year	2024-09-14	1006984
Net assets as of the beginning of the plan year	2024-09-14	965688
Employer contributions to plan in this plan year	2024-09-14	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-14	0
2022 : ADVANCE CARE INSURANCE INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-03-07	0
Total liabilities as of the end of the plan year	2022-03-07	0
Total liabilities as of the beginning of the plan year	2022-03-07	0
Total expenses incurred by plan in this plan year	2022-03-07	0
Net assets as of the end of the plan year	2022-03-07	813245
Total assets as of the beginning of the plan year	2022-03-07	606150
Participant contributions to plan in this plan year	2022-03-07	0
Other expenses paid from plan in this plan year	2022-03-07	0
Other contributions to plan in this plan year	2022-03-07	0
Other income to plan in this plan year	2022-03-07	-21294
Plan net income in this plan year	2022-03-07	207095
Net assets as of the end of the plan year	2022-03-07	813245
Net assets as of the beginning of the plan year	2022-03-07	606150
Employer contributions to plan in this plan year	2022-03-07	228389
Expensese paid to adminstrative service provicers from plan in this plan year	2022-03-07	0

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Company Name:	ADVANCE CARE INSURANCE INC.
Employer identification number (EIN):	455137660
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages