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PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 401k Plan overview

Plan NamePROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN
Plan identification number 001

PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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.
  • 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

PROFESSIONAL HEALTHCARE RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROFESSIONAL HEALTHCARE RESOURCES, INC.
Employer identification number (EIN):541694532
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about PROFESSIONAL HEALTHCARE RESOURCES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1994-01-21
Company Identification Number: 0421406
Legal Registered Office Address: 7619 LITTLE RIVER TURNPIKE
SUITE 600
ANNANDALE
United States of America (USA)
22003

More information about PROFESSIONAL HEALTHCARE RESOURCES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EILEEN DECESARE2023-10-16
0012021-01-01EILEEN DECESARE2022-10-17
0012020-01-01EILEEN DECESARE2021-10-15
0012019-01-01EILEEN DECESARE2020-10-13
0012019-01-01EILEEN DECESARE2021-09-27
0012018-01-01EILEEN DECESARE2019-10-15
0012018-01-01EILEEN DECESARE2020-09-04
0012017-01-01
0012016-01-01EILEEN DECESARE
0012015-01-01EILEEN DECESARE
0012014-01-01RON DECESARE
0012013-01-01RON DECESARE
0012012-01-01RON DECESARE
0012011-01-01RON DECESARE
0012010-01-01RONALD DECESARE JR.
0012009-01-01RONALD DECESARE JR.

Plan Statistics for PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN

401k plan membership statisitcs for PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN

Measure Date Value
2022: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01344
Total number of active participants reported on line 7a of the Form 55002022-01-01198
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01279
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01263
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01344
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01145
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01231
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01433
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01135
Number of participants with account balances2018-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01647
Total number of active participants reported on line 7a of the Form 55002017-01-01332
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01101
Total of all active and inactive participants2017-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01433
Number of participants with account balances2017-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01632
Total number of active participants reported on line 7a of the Form 55002016-01-01544
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01647
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01715
Total number of active participants reported on line 7a of the Form 55002015-01-01612
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01697
Number of participants with account balances2015-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01676
Total number of active participants reported on line 7a of the Form 55002014-01-01612
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01689
Number of participants with account balances2014-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01713
Total number of active participants reported on line 7a of the Form 55002013-01-01591
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01674
Number of participants with account balances2013-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01682
Total number of active participants reported on line 7a of the Form 55002012-01-01552
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0183
Total of all active and inactive participants2012-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01642
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01806
Total number of active participants reported on line 7a of the Form 55002011-01-01629
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01708
Number of participants with account balances2011-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01724
Total number of active participants reported on line 7a of the Form 55002010-01-01639
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0166
Total of all active and inactive participants2010-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01706
Number of participants with account balances2010-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0123
2009: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01623
Total number of active participants reported on line 7a of the Form 55002009-01-01649
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01695
Number of participants with account balances2009-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN

Measure Date Value
2022 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-609,539
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$410,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$361,057
Value of total corrective distributions2022-12-31$2,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$203,515
Value of total assets at end of year2022-12-31$4,431,390
Value of total assets at beginning of year2022-12-31$5,451,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,278
Total interest from all sources2022-12-31$2,440
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,125
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$203,515
Participant contributions at end of year2022-12-31$36,271
Participant contributions at beginning of year2022-12-31$65,216
Participant contributions at end of year2022-12-31$2,048
Participant contributions at beginning of year2022-12-31$2,078
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$9,268
Total non interest bearing cash at beginning of year2022-12-31$8,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,019,835
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,431,390
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,451,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,920
Value of interest in pooled separate accounts at end of year2022-12-31$4,383,803
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,375,359
Interest on participant loans2022-12-31$2,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-815,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$361,057
Contract administrator fees2022-12-31$31,233
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIMIONE MACCA & LARROW LLP
Accountancy firm EIN2022-12-31061586075
2021 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$894,637
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$341,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$284,037
Expenses. Certain deemed distributions of participant loans2021-12-31$6,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$227,597
Value of total assets at end of year2021-12-31$5,451,225
Value of total assets at beginning of year2021-12-31$4,898,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,614
Total interest from all sources2021-12-31$3,178
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$227,597
Participant contributions at end of year2021-12-31$65,216
Participant contributions at beginning of year2021-12-31$63,554
Participant contributions at end of year2021-12-31$2,078
Participant contributions at beginning of year2021-12-31$11,472
Administrative expenses (other) incurred2021-12-31$1,200
Total non interest bearing cash at end of year2021-12-31$8,572
Total non interest bearing cash at beginning of year2021-12-31$2,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$552,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,451,225
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,898,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,527
Value of interest in pooled separate accounts at end of year2021-12-31$5,375,359
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,820,617
Interest on participant loans2021-12-31$3,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$663,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$284,037
Contract administrator fees2021-12-31$34,887
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIMIONE MACCA & LARROW LLP
Accountancy firm EIN2021-12-31061586075
2020 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$830,053
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$530,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$486,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$172,816
Value of total assets at end of year2020-12-31$4,898,455
Value of total assets at beginning of year2020-12-31$4,598,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,051
Total interest from all sources2020-12-31$3,799
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$44,051
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$459,861
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$172,816
Participant contributions at end of year2020-12-31$63,554
Participant contributions at beginning of year2020-12-31$85,264
Participant contributions at end of year2020-12-31$11,472
Participant contributions at beginning of year2020-12-31$2,048
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$2,812
Total non interest bearing cash at beginning of year2020-12-31$2,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$299,842
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,898,455
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,598,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,820,617
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,508,489
Interest on participant loans2020-12-31$3,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$653,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$486,160
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SIMIONE MACCA & LARROW LLP
Accountancy firm EIN2020-12-31061586075
2019 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,050,470
Total income from all sources (including contributions)2019-12-31$1,050,470
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$361,624
Total of all expenses incurred2019-12-31$361,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$319,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$319,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$222,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$222,212
Value of total assets at end of year2019-12-31$4,596,735
Value of total assets at end of year2019-12-31$4,596,735
Value of total assets at beginning of year2019-12-31$3,907,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,462
Total interest from all sources2019-12-31$3,819
Total interest from all sources2019-12-31$3,819
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$1,375
Administrative expenses professional fees incurred2019-12-31$1,375
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$390,777
Value of fidelity bond cover2019-12-31$390,777
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$222,212
Contributions received from participants2019-12-31$222,212
Participant contributions at end of year2019-12-31$85,264
Participant contributions at end of year2019-12-31$85,264
Participant contributions at beginning of year2019-12-31$57,479
Participant contributions at beginning of year2019-12-31$57,479
Participant contributions at end of year2019-12-31$2,048
Participant contributions at beginning of year2019-12-31$2,048
Participant contributions at beginning of year2019-12-31$2,048
Total non interest bearing cash at end of year2019-12-31$933
Total non interest bearing cash at end of year2019-12-31$933
Total non interest bearing cash at beginning of year2019-12-31$933
Total non interest bearing cash at beginning of year2019-12-31$933
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$688,846
Value of net income/loss2019-12-31$688,846
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,596,735
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,596,735
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,907,889
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,907,889
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
Investment advisory and management fees2019-12-31$12,775
Investment advisory and management fees2019-12-31$12,775
Value of interest in pooled separate accounts at end of year2019-12-31$4,508,490
Value of interest in pooled separate accounts at end of year2019-12-31$4,508,490
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,820,469
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,820,469
Interest on participant loans2019-12-31$3,819
Interest on participant loans2019-12-31$3,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$26,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$26,960
Net investment gain/loss from pooled separate accounts2019-12-31$824,439
Net investment gain/loss from pooled separate accounts2019-12-31$824,439
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$319,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$319,162
Contract administrator fees2019-12-31$28,312
Contract administrator fees2019-12-31$28,312
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 name2019-12-31SIMIONE MACCA & LARROW LLP
Accountancy firm name2019-12-31SIMIONE MACCA & LARROW LLP
Accountancy firm EIN2019-12-31061586075
2018 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$97,491
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$870,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$851,453
Expenses. Certain deemed distributions of participant loans2018-12-31$1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$352,600
Value of total assets at end of year2018-12-31$3,905,721
Value of total assets at beginning of year2018-12-31$4,678,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,001
Total interest from all sources2018-12-31$3,245
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,165
Was this plan covered by a fidelity bond2018-12-31No
Value of fidelity bond cover2018-12-31$390,777
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$229,666
Participant contributions at end of year2018-12-31$57,359
Participant contributions at beginning of year2018-12-31$75,498
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$122,934
Other income not declared elsewhere2018-12-31$216
Total non interest bearing cash at end of year2018-12-31$933
Total non interest bearing cash at beginning of year2018-12-31$718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-773,276
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,905,721
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,678,997
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
Investment advisory and management fees2018-12-31$1,948
Value of interest in pooled separate accounts at end of year2018-12-31$3,820,469
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,568,665
Interest on participant loans2018-12-31$2,949
Interest earned on other investments2018-12-31$296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$26,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$34,116
Net investment gain/loss from pooled separate accounts2018-12-31$-258,570
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$851,453
Contract administrator fees2018-12-31$13,888
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 name2018-12-31IN PROCESS
Accountancy firm EIN2018-12-31541694532
2017 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$986,641
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$580,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$564,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$263,510
Value of total assets at end of year2017-12-31$4,678,997
Value of total assets at beginning of year2017-12-31$4,273,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,509
Total interest from all sources2017-12-31$2,778
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,215
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$432,157
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$262,535
Participant contributions at end of year2017-12-31$75,498
Participant contributions at beginning of year2017-12-31$62,216
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$975
Total non interest bearing cash at end of year2017-12-31$718
Total non interest bearing cash at beginning of year2017-12-31$3,647
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$405,660
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,678,997
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,273,337
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 pooled separate accounts at end of year2017-12-31$4,568,665
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,158,056
Interest on participant loans2017-12-31$2,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$34,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,761
Net investment gain/loss from pooled separate accounts2017-12-31$720,353
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
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$17,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$564,472
Contract administrator fees2017-12-31$13,294
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 name2017-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2017-12-31300840934
2016 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$694,729
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$742,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$717,772
Expenses. Certain deemed distributions of participant loans2016-12-31$3,975
Value of total corrective distributions2016-12-31$5,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$344,288
Value of total assets at end of year2016-12-31$4,273,337
Value of total assets at beginning of year2016-12-31$4,321,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,103
Total interest from all sources2016-12-31$3,165
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,231
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$432,157
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$326,505
Participant contributions at end of year2016-12-31$62,216
Participant contributions at beginning of year2016-12-31$112,471
Participant contributions at end of year2016-12-31$5
Participant contributions at beginning of year2016-12-31$5
Total non interest bearing cash at end of year2016-12-31$3,647
Total non interest bearing cash at beginning of year2016-12-31$24,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-48,224
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,273,337
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,321,561
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 pooled separate accounts at end of year2016-12-31$4,158,056
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,151,145
Interest on participant loans2016-12-31$2,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$33,527
Net investment gain/loss from pooled separate accounts2016-12-31$347,276
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$17,783
Employer contributions (assets) at end of year2016-12-31$17,652
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$717,772
Contract administrator fees2016-12-31$12,872
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 name2016-12-31RICHARD LEFEVER
Accountancy firm EIN2016-12-31521733851
2015 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$323,175
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$427,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$381,882
Expenses. Certain deemed distributions of participant loans2015-12-31$6,281
Value of total corrective distributions2015-12-31$7,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$385,731
Value of total assets at end of year2015-12-31$4,321,561
Value of total assets at beginning of year2015-12-31$4,426,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,116
Total interest from all sources2015-12-31$3,986
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$19,185
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$442,611
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-interest2015-12-31No
Contributions received from participants2015-12-31$384,760
Participant contributions at end of year2015-12-31$112,471
Participant contributions at beginning of year2015-12-31$107,672
Participant contributions at end of year2015-12-31$5
Participant contributions at beginning of year2015-12-31$7
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$971
Total non interest bearing cash at end of year2015-12-31$24,413
Total non interest bearing cash at beginning of year2015-12-31$1,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-104,544
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,321,561
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,426,105
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 pooled separate accounts at end of year2015-12-31$4,151,145
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,166,157
Interest on participant loans2015-12-31$3,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$33,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$139,680
Net investment gain/loss from pooled separate accounts2015-12-31$-66,542
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$10,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$381,882
Contract administrator fees2015-12-31$12,931
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 name2015-12-31RICHARD LEFEVER
Accountancy firm EIN2015-12-31521733851
2014 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$584,697
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$483,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$440,713
Expenses. Certain deemed distributions of participant loans2014-12-31$7,145
Value of total corrective distributions2014-12-31$4,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$430,911
Value of total assets at end of year2014-12-31$4,426,105
Value of total assets at beginning of year2014-12-31$4,324,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,554
Total interest from all sources2014-12-31$3,295
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$17,924
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$432,442
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-interest2014-12-31No
Contributions received from participants2014-12-31$391,819
Participant contributions at end of year2014-12-31$107,672
Participant contributions at beginning of year2014-12-31$92,010
Participant contributions at end of year2014-12-31$7
Participant contributions at beginning of year2014-12-31$7
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-24,425
Total non interest bearing cash at end of year2014-12-31$1,739
Total non interest bearing cash at beginning of year2014-12-31$27,439
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$101,685
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,426,105
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,324,420
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 pooled separate accounts at end of year2014-12-31$4,166,157
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,041,542
Interest on participant loans2014-12-31$2,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$139,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$138,997
Net investment gain/loss from pooled separate accounts2014-12-31$174,916
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$10,850
Employer contributions (assets) at end of year2014-12-31$10,850
Employer contributions (assets) at beginning of year2014-12-31$24,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$440,713
Contract administrator fees2014-12-31$12,630
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 name2014-12-31RICHARD LEFEVER
Accountancy firm EIN2014-12-31521733851
2013 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$45
Total income from all sources (including contributions)2013-12-31$1,116,966
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$737,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$626,296
Expenses. Certain deemed distributions of participant loans2013-12-31$23,802
Value of total corrective distributions2013-12-31$60,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$446,953
Value of total assets at end of year2013-12-31$4,324,420
Value of total assets at beginning of year2013-12-31$3,945,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,082
Total interest from all sources2013-12-31$2,636
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$394,535
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$402,575
Participant contributions at end of year2013-12-31$92,010
Participant contributions at beginning of year2013-12-31$85,493
Participant contributions at end of year2013-12-31$7
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$45
Total non interest bearing cash at end of year2013-12-31$27,439
Total non interest bearing cash at beginning of year2013-12-31$17,103
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$379,075
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,324,420
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,945,345
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 pooled separate accounts at end of year2013-12-31$4,041,542
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,789,643
Interest on participant loans2013-12-31$2,231
Interest earned on other investments2013-12-31$44
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$138,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$25,669
Net investment gain/loss from pooled separate accounts2013-12-31$667,377
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$25,096
Employer contributions (assets) at end of year2013-12-31$24,425
Employer contributions (assets) at beginning of year2013-12-31$27,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$626,296
Contract administrator fees2013-12-31$27,082
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 name2013-12-31RICHARD LEFEVER
Accountancy firm EIN2013-12-31521733851
2012 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$975,666
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$334,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$269,228
Expenses. Certain deemed distributions of participant loans2012-12-31$7,027
Value of total corrective distributions2012-12-31$30,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$500,250
Value of total assets at end of year2012-12-31$3,945,390
Value of total assets at beginning of year2012-12-31$3,303,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,710
Total interest from all sources2012-12-31$2,513
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$330,378
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$457,591
Participant contributions at end of year2012-12-31$85,493
Participant contributions at beginning of year2012-12-31$57,747
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$200
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$17,103
Total non interest bearing cash at beginning of year2012-12-31$11,754
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$641,569
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,945,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,303,776
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 pooled separate accounts at end of year2012-12-31$3,789,643
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,209,247
Interest on participant loans2012-12-31$2,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$25,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$24,828
Net investment gain/loss from pooled separate accounts2012-12-31$472,903
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$28,641
Employer contributions (assets) at end of year2012-12-31$27,482
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$269,228
Contract administrator fees2012-12-31$27,710
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 name2012-12-31RICHARD LEFEVER
Accountancy firm EIN2012-12-31521733851
2011 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$439,230
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$431,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$399,578
Value of total corrective distributions2011-12-31$6,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$593,034
Value of total assets at end of year2011-12-31$3,303,776
Value of total assets at beginning of year2011-12-31$3,296,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,699
Total interest from all sources2011-12-31$1,565
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$329,626
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$593,034
Participant contributions at end of year2011-12-31$57,747
Participant contributions at beginning of year2011-12-31$19,236
Participant contributions at end of year2011-12-31$200
Other income not declared elsewhere2011-12-31$-294
Total non interest bearing cash at end of year2011-12-31$11,754
Total non interest bearing cash at beginning of year2011-12-31$9,823
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$7,517
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,303,776
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,296,259
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 pooled separate accounts at end of year2011-12-31$3,209,247
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,148,138
Interest on participant loans2011-12-31$1,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$24,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$25,695
Net investment gain/loss from pooled separate accounts2011-12-31$-155,075
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
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$93,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$399,578
Contract administrator fees2011-12-31$25,699
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 name2011-12-31RICHARD LEFEVER
Accountancy firm EIN2011-12-31521733851
2010 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,144,419
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$295,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$263,068
Value of total corrective distributions2010-12-31$10,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$733,302
Value of total assets at end of year2010-12-31$3,296,259
Value of total assets at beginning of year2010-12-31$2,446,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,826
Total interest from all sources2010-12-31$739
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$245,000
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$623,850
Participant contributions at end of year2010-12-31$19,236
Participant contributions at beginning of year2010-12-31$3,579
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,960
Total non interest bearing cash at end of year2010-12-31$9,823
Total non interest bearing cash at beginning of year2010-12-31$11,120
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$849,401
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,296,259
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,446,858
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 pooled separate accounts at end of year2010-12-31$3,148,138
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,329,697
Interest on participant loans2010-12-31$230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$25,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,373
Net investment gain/loss from pooled separate accounts2010-12-31$410,378
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$93,492
Employer contributions (assets) at end of year2010-12-31$93,367
Employer contributions (assets) at beginning of year2010-12-31$83,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$263,068
Contract administrator fees2010-12-31$21,826
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 name2010-12-31RICHARD LEFEVER
Accountancy firm EIN2010-12-31521733851
2009 : PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN

2022: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFESSIONAL HEALTHCARE RESOURCES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFESSIONAL HEALTHCARE RESOURCES 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,125
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1125
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered146
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,200
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,200
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,050
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1050
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered145
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,375
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1375
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,771
Total amount of fees paid to insurance companyUSD $1,655
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1570
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,771
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered164
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,778
Total amount of fees paid to insurance companyUSD $3,215
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered186
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,418
Total amount of fees paid to insurance companyUSD $19,185
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19185
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $12,418
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered202
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,156
Total amount of fees paid to insurance companyUSD $17,924
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17924
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,147
Insurance broker nameUSB FINANCIAL SERVICES INS AGENCY I
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered206
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,131
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,488
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL LIFE INSUR CO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered208
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,118
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,118
Insurance broker organization code?3
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerTPA JH IRA R/O PAYMENT
Insurance broker nameBERLIN RAMOS & COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered206
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,407
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11191
Policy instance 1
Insurance contract or identification number11191
Number of Individuals Covered193
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,574
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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