THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 401k Plan overview

THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN Benefits

401k Sponsoring company profile

Company Name:	HOME INSTEAD, INC.
Employer identification number (EIN):	470777636
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2021-01-01
502	2021-01-01	SHANNON ZIMMERMAN
502	2020-01-01
502	2019-01-01
502	2018-01-01	COREY WATTON		COREY WATTON	2019-05-02
502	2017-01-01	COREY WATTON		COREY WATTON	2018-05-21
502	2016-01-01	COREY WATTON
502	2015-01-01	COREY WATTON		COREY WATTON	2016-06-07
502	2014-01-01	COREY WATTON		COREY WATTON	2015-06-01
502	2013-01-01	COREY WATTON

Plan Statistics for THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN

Measure	Date	Value
2021: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
2020: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	280
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	280
2019: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	246
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	252
2018: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	222
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	223
2017: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	203
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	208
2016: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	176
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	178
2015: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	160
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	162
2014: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	142
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	144
2013: THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	142
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	143

Form 5500 Responses for THE HOME INSTEAD, INC. CONSOLIDATED HEALTH AND WELFARE PLAN

Insurance Providers Used on plan

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• THE HOME BRANCH 401K PLAN [EIN = 464406669]
• THE HOME PLACE OF MADISON RETIREMENT PLAN [EIN = 640327015]
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• THE HOME DEPOT SEVERANCE PLAN FOR PART-TIME HOURLY ASSOCIATES [EIN = 581853319]
• THE HOMESTEAD 401(K) PLAN [EIN = 273832109]
• THE HOME LENDING SOURCE WELFARE PLAN [EIN = 943424042]
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