401k Plan data: CORE HEALTH CARE 401(K) PLAN plan

CORE HEALTH CARE 401(K) PLAN 401k Plan overview

Plan Name	CORE HEALTH CARE 401(K) PLAN
Plan identification number	001

CORE HEALTH CARE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

E & J HEALTH CARE, LP DBA CORE HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name: E & J HEALTH CARE, LP DBA CORE HEALTH CARE

Employer identification number (EIN): 510455232

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DELMY MARQUEZ 2016-08-12
001 2014-01-01
001 2013-01-01
001 2012-01-01 CHRYSTAL WELLS 2013-04-11
001 2011-01-01 CHRYSTAL WELLS 2012-09-05
001 2010-01-01 CHRYSTAL WELLS 2011-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	DELMY MARQUEZ	2016-08-12
001	2014-01-01
001	2013-01-01
001	2012-01-01	CHRYSTAL WELLS	2013-04-11
001	2011-01-01	CHRYSTAL WELLS	2012-09-05
001	2010-01-01	CHRYSTAL WELLS	2011-06-28

Plan Statistics for CORE HEALTH CARE 401(K) PLAN

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

Measure Date Value
2014: CORE HEALTH CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 79
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 17
Total of all active and inactive participants 2014-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 98
Number of participants with account balances 2014-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: CORE HEALTH CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 94
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 114
Number of participants with account balances 2013-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12

Measure	Date	Value
2014: CORE HEALTH CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	79
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	17
Total of all active and inactive participants	2014-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	98
Number of participants with account balances	2014-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: CORE HEALTH CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	94
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	114
Number of participants with account balances	2013-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12

Financial Data on CORE HEALTH CARE 401(K) PLAN

Measure	Date	Value
2014 : CORE HEALTH CARE 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,033
Total income from all sources (including contributions)	2014-12-31	$218,362
Total of all expenses incurred	2014-12-31	$123,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$120,343
Value of total corrective distributions	2014-12-31	$1,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$146,894
Value of total assets at end of year	2014-12-31	$1,459,202
Value of total assets at beginning of year	2014-12-31	$1,362,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,090
Total interest from all sources	2014-12-31	$3,620
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,470
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$114,976
Participant contributions at end of year	2014-12-31	$92,246
Participant contributions at beginning of year	2014-12-31	$74,760
Participant contributions at end of year	2014-12-31	$1,233
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$1,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$95,300
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,458,169
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,362,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,266,438
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,150,118
Interest on participant loans	2014-12-31	$3,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$94,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$137,991
Net investment gain/loss from pooled separate accounts	2014-12-31	$64,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$31,918
Employer contributions (assets) at end of year	2014-12-31	$4,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$120,343
Contract administrator fees	2014-12-31	$1,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PADGETT STRATEMANN
Accountancy firm EIN	2014-12-31	741650885
2013 : CORE HEALTH CARE 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$350,205
Total of all expenses incurred	2013-12-31	$161,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$147,885
Value of total corrective distributions	2013-12-31	$12,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$145,131
Value of total assets at end of year	2013-12-31	$1,362,869
Value of total assets at beginning of year	2013-12-31	$1,173,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$970
Total interest from all sources	2013-12-31	$3,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$112,962
Participant contributions at end of year	2013-12-31	$74,760
Participant contributions at beginning of year	2013-12-31	$36,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$188,891
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,362,869
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,173,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,150,118
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$997,011
Interest on participant loans	2013-12-31	$3,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$137,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$140,585
Net investment gain/loss from pooled separate accounts	2013-12-31	$201,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$32,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$147,885
Contract administrator fees	2013-12-31	$970
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FIGER & COMPANY
Accountancy firm EIN	2013-12-31	742555110

Form 5500 Responses for CORE HEALTH CARE 401(K) PLAN

2014: CORE HEALTH CARE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CORE HEALTH CARE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU789

Policy instance

Insurance contract or identification number	PHU789
Number of Individuals Covered	71
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,352
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,352
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	NFP SECURITIES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU789

Policy instance

Insurance contract or identification number	PHU789
Number of Individuals Covered	70
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,074
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,074
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	NFP SECURITIES, INC.

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	E & J HEALTH CARE, LP DBA CORE HEALTH CARE
Employer identification number (EIN):	510455232
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners