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DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan NameDIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST
Plan identification number 001

DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTH SYSTEMS MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH SYSTEMS MANAGEMENT, INC.
Employer identification number (EIN):586231978
NAIC Classification:621492
NAIC Description:Kidney Dialysis Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JINPING SU SANDRA KEMP2018-10-12
0012016-01-01JINPING SU SANDRA KEMP2018-01-16
0012015-01-01JINPING SU SANDRA KEMP2016-10-13
0012014-01-01JINPING SU SANDRA KEMP2015-10-15
0012013-01-01JINPING SU SANDRA KEMP2014-10-08
0012012-01-01JINPING SU KIM BENSON2013-10-03
0012011-01-01SANDRA S. KEMP
0012010-01-01SANDRA S. KEMP JINPING SU2011-09-09
0012009-01-01SANDRA S. KEMP SANDRA S KEMP2010-09-22

Plan Statistics for DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2020: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01877
Total number of active participants reported on line 7a of the Form 55002020-01-01656
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01212
Total of all active and inactive participants2020-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01875
Number of participants with account balances2020-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01812
Total number of active participants reported on line 7a of the Form 55002019-01-01627
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01169
Total of all active and inactive participants2019-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01806
Number of participants with account balances2019-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01754
Total number of active participants reported on line 7a of the Form 55002018-01-01616
Number of retired or separated participants receiving benefits2018-01-0139
Number of other retired or separated participants entitled to future benefits2018-01-01130
Total of all active and inactive participants2018-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01785
Number of participants with account balances2018-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01770
Total number of active participants reported on line 7a of the Form 55002017-01-01599
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01734
Number of participants with account balances2017-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01707
Total number of active participants reported on line 7a of the Form 55002016-01-01564
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01110
Total of all active and inactive participants2016-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01674
Number of participants with account balances2016-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01708
Total number of active participants reported on line 7a of the Form 55002015-01-01560
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01673
Number of participants with account balances2015-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01661
Total number of active participants reported on line 7a of the Form 55002014-01-01563
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01660
Number of participants with account balances2014-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01571
Total number of active participants reported on line 7a of the Form 55002013-01-01537
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01613
Number of participants with account balances2013-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01527
Total number of active participants reported on line 7a of the Form 55002012-01-01482
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01530
Number of participants with account balances2012-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01517
Total number of active participants reported on line 7a of the Form 55002011-01-01482
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01527
Number of participants with account balances2011-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01431
Total number of active participants reported on line 7a of the Form 55002010-01-01445
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01472
Number of participants with account balances2010-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01434
Total number of active participants reported on line 7a of the Form 55002009-01-01392
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01414
Number of participants with account balances2009-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2020 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$5,401,136
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,490,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,427,364
Expenses. Certain deemed distributions of participant loans2020-12-31$12,862
Value of total corrective distributions2020-12-31$1,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,194,890
Value of total assets at end of year2020-12-31$28,414,955
Value of total assets at beginning of year2020-12-31$24,504,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,649
Total interest from all sources2020-12-31$213,401
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,506,840
Participant contributions at end of year2020-12-31$171,424
Participant contributions at beginning of year2020-12-31$186,413
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,849
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
Value of net income/loss2020-12-31$3,910,629
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,414,955
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,504,326
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$21,984,624
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,550,970
Interest on participant loans2020-12-31$8,927
Interest earned on other investments2020-12-31$204,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,258,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,766,943
Net investment gain/loss from pooled separate accounts2020-12-31$2,992,845
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$616,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,427,364
Contract administrator fees2020-12-31$48,649
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 name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
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 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$5,584,429
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,490,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,406,055
Expenses. Certain deemed distributions of participant loans2019-12-31$33,459
Value of total corrective distributions2019-12-31$5,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,946,387
Value of total assets at end of year2019-12-31$24,504,326
Value of total assets at beginning of year2019-12-31$20,410,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,687
Total interest from all sources2019-12-31$203,749
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$1,415,789
Participant contributions at end of year2019-12-31$186,413
Participant contributions at beginning of year2019-12-31$171,911
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,835
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$4,093,952
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,504,326
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,410,374
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$18,550,970
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,876,160
Interest on participant loans2019-12-31$9,693
Interest earned on other investments2019-12-31$194,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,766,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,362,303
Net investment gain/loss from pooled separate accounts2019-12-31$3,434,293
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$482,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,406,055
Contract administrator fees2019-12-31$45,687
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
2018 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$1,192,624
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,156,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,085,698
Expenses. Certain deemed distributions of participant loans2018-12-31$12,967
Value of total corrective distributions2018-12-31$15,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,969,296
Value of total assets at end of year2018-12-31$20,410,374
Value of total assets at beginning of year2018-12-31$20,374,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,625
Total interest from all sources2018-12-31$190,974
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,344,157
Participant contributions at end of year2018-12-31$171,911
Participant contributions at beginning of year2018-12-31$171,793
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$150,463
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$36,117
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,410,374
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,374,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$14,876,160
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,915,358
Interest on participant loans2018-12-31$8,266
Interest earned on other investments2018-12-31$182,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,362,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,287,106
Net investment gain/loss from pooled separate accounts2018-12-31$-967,646
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$474,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,085,698
Contract administrator fees2018-12-31$42,625
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 name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$3,891,158
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,227,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,151,374
Expenses. Certain deemed distributions of participant loans2017-12-31$9,005
Value of total corrective distributions2017-12-31$27,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,639,038
Value of total assets at end of year2017-12-31$20,374,257
Value of total assets at beginning of year2017-12-31$17,710,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,048
Total interest from all sources2017-12-31$187,176
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,221,186
Participant contributions at end of year2017-12-31$171,793
Participant contributions at beginning of year2017-12-31$162,922
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,766
Other income not declared elsewhere2017-12-31$1,417
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$2,663,380
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,374,257
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,710,877
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
Investment advisory and management fees2017-12-31$2,640
Value of interest in pooled separate accounts at end of year2017-12-31$14,915,358
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,382,133
Interest on participant loans2017-12-31$7,456
Interest earned on other investments2017-12-31$179,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,287,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,165,822
Net investment gain/loss from pooled separate accounts2017-12-31$2,063,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$392,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,151,374
Contract administrator fees2017-12-31$37,408
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 name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$2,724,383
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,034,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$961,038
Expenses. Certain deemed distributions of participant loans2016-12-31$19,736
Value of total corrective distributions2016-12-31$13,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,576,345
Value of total assets at end of year2016-12-31$17,710,877
Value of total assets at beginning of year2016-12-31$16,021,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,568
Total interest from all sources2016-12-31$177,957
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,057,746
Participant contributions at end of year2016-12-31$162,922
Participant contributions at beginning of year2016-12-31$172,435
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$75,912
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$1,689,562
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,710,877
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,021,315
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
Investment advisory and management fees2016-12-31$39,728
Value of interest in pooled separate accounts at end of year2016-12-31$12,382,133
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,901,678
Interest on participant loans2016-12-31$7,751
Interest earned on other investments2016-12-31$170,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,165,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,947,202
Net investment gain/loss from pooled separate accounts2016-12-31$970,081
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$442,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$961,038
Contract administrator fees2016-12-31$840
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$1,583,718
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$800,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$717,597
Expenses. Certain deemed distributions of participant loans2015-12-31$44,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,485,607
Value of total assets at end of year2015-12-31$16,021,315
Value of total assets at beginning of year2015-12-31$15,237,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,789
Total interest from all sources2015-12-31$174,505
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,072,515
Participant contributions at end of year2015-12-31$172,435
Participant contributions at beginning of year2015-12-31$150,513
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,655
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$783,707
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,021,315
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,237,608
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
Investment advisory and management fees2015-12-31$37,789
Value of interest in pooled separate accounts at end of year2015-12-31$10,901,678
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,439,266
Interest on participant loans2015-12-31$9,108
Interest earned on other investments2015-12-31$165,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,947,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,647,829
Net investment gain/loss from pooled separate accounts2015-12-31$-76,394
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$411,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$717,597
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 name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$2,207,142
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$695,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$650,703
Expenses. Certain deemed distributions of participant loans2014-12-31$5,291
Value of total corrective distributions2014-12-31$4,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,376,823
Value of total assets at end of year2014-12-31$15,237,608
Value of total assets at beginning of year2014-12-31$13,725,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,740
Total interest from all sources2014-12-31$168,888
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$989,342
Participant contributions at end of year2014-12-31$150,513
Participant contributions at beginning of year2014-12-31$160,101
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,511,650
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,237,608
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,725,958
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$10,439,266
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,251,808
Interest on participant loans2014-12-31$11,864
Interest earned on other investments2014-12-31$157,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,647,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,314,049
Net investment gain/loss from pooled separate accounts2014-12-31$661,431
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$379,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$650,703
Contract administrator fees2014-12-31$34,740
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 name2014-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$0
Total income from all sources (including contributions)2013-12-31$2,922,624
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$394,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$348,724
Expenses. Certain deemed distributions of participant loans2013-12-31$7,839
Value of total corrective distributions2013-12-31$8,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,355,607
Value of total assets at end of year2013-12-31$13,725,958
Value of total assets at beginning of year2013-12-31$11,197,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,602
Total interest from all sources2013-12-31$154,098
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$957,025
Participant contributions at end of year2013-12-31$160,101
Participant contributions at beginning of year2013-12-31$139,249
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$33,325
Other income not declared elsewhere2013-12-31$-480
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$2,528,183
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,725,958
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,197,775
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$9,251,808
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,177,758
Interest on participant loans2013-12-31$10,494
Interest earned on other investments2013-12-31$143,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,314,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,880,768
Net investment gain/loss from pooled separate accounts2013-12-31$1,413,399
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$365,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$348,724
Contract administrator fees2013-12-31$29,602
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 name2013-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2013-12-31721396621
2012 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,100,087
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$382,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$348,818
Expenses. Certain deemed distributions of participant loans2012-12-31$3,193
Value of total corrective distributions2012-12-31$5,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,231,537
Value of total assets at end of year2012-12-31$11,197,775
Value of total assets at beginning of year2012-12-31$9,480,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,941
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$136,942
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$880,195
Participant contributions at end of year2012-12-31$139,249
Participant contributions at beginning of year2012-12-31$108,418
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,635
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,717,273
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,197,775
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,480,502
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
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$7,177,758
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,863,445
Interest on participant loans2012-12-31$8,965
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$127,977
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,880,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,508,639
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$731,608
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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$325,707
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$348,818
Contract administrator fees2012-12-31$24,941
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
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 name2012-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2012-12-31721396621
2011 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$1,116,337
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$307,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$278,765
Expenses. Certain deemed distributions of participant loans2011-12-31$2,205
Value of total corrective distributions2011-12-31$4,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,138,410
Value of total assets at end of year2011-12-31$9,480,502
Value of total assets at beginning of year2011-12-31$8,671,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,003
Total interest from all sources2011-12-31$120,021
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$772,282
Participant contributions at end of year2011-12-31$108,418
Participant contributions at beginning of year2011-12-31$79,524
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,748
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$808,772
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,480,502
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,671,730
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$5,863,445
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,470,773
Interest on participant loans2011-12-31$5,424
Interest earned on other investments2011-12-31$114,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,508,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,121,433
Net investment gain/loss from pooled separate accounts2011-12-31$-142,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$273,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$278,765
Contract administrator fees2011-12-31$22,003
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 name2011-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2011-12-31721396621
2010 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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$1,698,952
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$789,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$746,381
Expenses. Certain deemed distributions of participant loans2010-12-31$21,070
Value of total corrective distributions2010-12-31$2,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$971,329
Value of total assets at end of year2010-12-31$8,671,730
Value of total assets at beginning of year2010-12-31$7,761,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,325
Total interest from all sources2010-12-31$114,584
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$668,660
Participant contributions at end of year2010-12-31$79,524
Participant contributions at beginning of year2010-12-31$82,330
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,808
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$909,941
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,671,730
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,761,789
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$5,470,773
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,504,804
Interest on participant loans2010-12-31$6,021
Interest earned on other investments2010-12-31$108,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,121,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,174,655
Net investment gain/loss from pooled separate accounts2010-12-31$613,039
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$238,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$746,381
Contract administrator fees2010-12-31$19,325
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 name2010-12-31BOWENPHILLIPS, LLP
Accountancy firm EIN2010-12-31581849056
2009 : DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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 DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST

2020: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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: DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered681
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $71,942
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $71,942
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered605
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $66,912
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $66,912
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered559
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $52,962
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $52,962
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered527
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $61,004
Total amount of fees paid to insurance companyUSD $5,671
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?Yes
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 $50,037
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
Insurance broker nameCOLHOUN ROBINS DAVENPORT & CO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered497
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $38,855
Total amount of fees paid to insurance companyUSD $9,744
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $38,855
Amount paid for insurance broker fees9744
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION, MARKETING ALLOWANCE
Insurance broker organization code?4
Insurance broker nameCOLHOUN ROBINS DAVENPORT & CO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered510
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $35,843
Total amount of fees paid to insurance companyUSD $8,997
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $35,843
Amount paid for insurance broker fees8997
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION, SALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameCOLHOUN ROBINS DAVENPORT & CO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered485
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,435
Total amount of fees paid to insurance companyUSD $5,634
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $22,435
Amount paid for insurance broker fees5634
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION, SALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameCOLHOUN ROBINS DAVENPORT & CO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered396
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,579
Total amount of fees paid to insurance companyUSD $6,421
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $25,579
Amount paid for insurance broker fees6421
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameCOLHOUN ROBINS DAVENPORT & CO
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered373
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,529
Total amount of fees paid to insurance companyUSD $5,677
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP59490
Policy instance 1
Insurance contract or identification numberGP59490
Number of Individuals Covered314
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,007
Total amount of fees paid to insurance companyUSD $5,022
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $20,007
Insurance broker organization code?4
Amount paid for insurance broker fees5002
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker nameCOLHOUN ROBINS DAVENPORT & CO

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