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EYE CENTERS OF FLORIDA 401(K) PLAN 401k Plan overview

Plan NameEYE CENTERS OF FLORIDA 401(K) PLAN
Plan identification number 003

EYE CENTERS OF FLORIDA 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

EYE CENTERS OF FLORIDA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:EYE CENTERS OF FLORIDA, P.A.
Employer identification number (EIN):591429153
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about EYE CENTERS OF FLORIDA, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1972-12-28
Company Identification Number: 604039
Legal Registered Office Address: 4101 EVANS AVE

FORT MYERS

33901

More information about EYE CENTERS OF FLORIDA, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CENTERS OF FLORIDA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01KATHY MOFFITT2023-02-13
0032021-01-01KATHY MOFFITT2023-02-13
0032020-01-01KATHY MOFFITT2021-10-05
0032019-01-01KATHY MOFFITT2020-09-10
0032018-01-01KATHY MOFFITT2019-10-06
0032017-01-01
0032016-01-01
0032015-01-01KATHY MOFFITT
0032014-01-01KATHY MOFFITT
0032013-01-01KATHY MOFFITT
0032012-01-01KATHY MOFFITT
0032011-01-01KATHY MOFFITT
0032010-01-01SHARON DILL
0032009-01-01KATHY MOFFITT

Plan Statistics for EYE CENTERS OF FLORIDA 401(K) PLAN

401k plan membership statisitcs for EYE CENTERS OF FLORIDA 401(K) PLAN

Measure Date Value
2022: EYE CENTERS OF FLORIDA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EYE CENTERS OF FLORIDA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01276
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01187
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01190
Number of participants with account balances2021-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: EYE CENTERS OF FLORIDA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01274
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01118
Total of all active and inactive participants2020-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01271
Number of participants with account balances2020-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: EYE CENTERS OF FLORIDA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01269
Total number of active participants reported on line 7a of the Form 55002019-01-01175
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01266
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: EYE CENTERS OF FLORIDA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01262
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: EYE CENTERS OF FLORIDA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01271
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01262
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EYE CENTERS OF FLORIDA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01297
Total number of active participants reported on line 7a of the Form 55002016-01-01171
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01265
Number of participants with account balances2016-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: EYE CENTERS OF FLORIDA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0192
Total of all active and inactive participants2015-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01287
Number of participants with account balances2015-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: EYE CENTERS OF FLORIDA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01227
Total number of active participants reported on line 7a of the Form 55002014-01-01193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01266
Number of participants with account balances2014-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: EYE CENTERS OF FLORIDA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01180
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01239
Number of participants with account balances2013-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: EYE CENTERS OF FLORIDA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01209
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01212
Number of participants with account balances2012-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: EYE CENTERS OF FLORIDA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01208
Total participants2011-01-01208
Number of participants with account balances2011-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: EYE CENTERS OF FLORIDA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01199
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01195
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: EYE CENTERS OF FLORIDA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01195
Number of participants with account balances2009-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on EYE CENTERS OF FLORIDA 401(K) PLAN

Measure Date Value
2022 : EYE CENTERS OF FLORIDA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$-277,231
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$3,363,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$3,336,536
Value of total corrective distributions2022-07-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$0
Value of total assets at end of year2022-07-31$0
Value of total assets at beginning of year2022-07-31$3,640,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$27,190
Total interest from all sources2022-07-31$892
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-07-31$0
Administrative expenses professional fees incurred2022-07-31$7,019
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$1,000,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Participant contributions at end of year2022-07-31$0
Participant contributions at beginning of year2022-07-31$2,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-3,640,957
Value of net assets at end of year (total assets less liabilities)2022-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$3,640,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest in pooled separate accounts at end of year2022-07-31$0
Value of interest in pooled separate accounts at beginning of year2022-07-31$3,220,320
Interest on participant loans2022-07-31$0
Interest earned on other investments2022-07-31$892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-31$418,526
Net investment gain/loss from pooled separate accounts2022-07-31$-278,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31Yes
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$3,336,536
Contract administrator fees2022-07-31$20,171
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31Yes
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31SNELL & CO. PA
Accountancy firm EIN2022-07-31592309183
2021 : EYE CENTERS OF FLORIDA 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$1,158,199
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,409,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,380,507
Value of total corrective distributions2021-12-31$3,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$451,232
Value of total assets at end of year2021-12-31$3,640,957
Value of total assets at beginning of year2021-12-31$4,891,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,715
Total interest from all sources2021-12-31$11,006
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$435,360
Participant contributions at end of year2021-12-31$2,111
Participant contributions at beginning of year2021-12-31$57,389
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,250,995
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,640,957
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,891,952
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
Value of interest in pooled separate accounts at end of year2021-12-31$3,220,320
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,348,934
Interest on participant loans2021-12-31$1,517
Interest earned on other investments2021-12-31$9,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$418,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$485,629
Net investment gain/loss from pooled separate accounts2021-12-31$695,961
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,380,507
Contract administrator fees2021-12-31$24,715
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 name2021-12-31SNELL & CO. PA
Accountancy firm EIN2021-12-31592309183
2020 : EYE CENTERS OF FLORIDA 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$1,112,420
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$705,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$663,709
Value of total corrective distributions2020-12-31$21,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$419,732
Value of total assets at end of year2020-12-31$4,891,952
Value of total assets at beginning of year2020-12-31$4,485,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,163
Total interest from all sources2020-12-31$9,621
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$419,732
Participant contributions at end of year2020-12-31$57,389
Participant contributions at beginning of year2020-12-31$46,844
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$406,888
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,891,952
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,485,064
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$4,348,934
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,181,223
Interest on participant loans2020-12-31$2,710
Interest earned on other investments2020-12-31$6,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$485,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$256,997
Net investment gain/loss from pooled separate accounts2020-12-31$683,067
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$663,709
Contract administrator fees2020-12-31$20,163
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 name2020-12-31HUGHES SNELL & CO. PA
Accountancy firm EIN2020-12-31592309183
2019 : EYE CENTERS OF FLORIDA 401(K) PLAN 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$1,246,992
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$886,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$857,553
Value of total corrective distributions2019-12-31$8,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$411,312
Value of total assets at end of year2019-12-31$4,485,064
Value of total assets at beginning of year2019-12-31$4,124,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,182
Total interest from all sources2019-12-31$14,756
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$410,814
Participant contributions at end of year2019-12-31$46,844
Participant contributions at beginning of year2019-12-31$62,716
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$498
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$360,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,485,064
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,124,953
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$4,181,223
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,463,220
Interest on participant loans2019-12-31$3,565
Interest earned on other investments2019-12-31$11,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$256,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$599,017
Net investment gain/loss from pooled separate accounts2019-12-31$820,924
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$857,553
Contract administrator fees2019-12-31$21,182
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 name2019-12-31HUGHES SNELL & CO. PA
Accountancy firm EIN2019-12-31592309183
2018 : EYE CENTERS OF FLORIDA 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$183,186
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$356,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$316,551
Value of total corrective distributions2018-12-31$18,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$473,251
Value of total assets at end of year2018-12-31$4,124,953
Value of total assets at beginning of year2018-12-31$4,298,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,925
Total interest from all sources2018-12-31$9,848
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$418,312
Participant contributions at end of year2018-12-31$62,716
Participant contributions at beginning of year2018-12-31$52,431
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-173,234
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,124,953
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,298,187
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$3,463,220
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,839,827
Interest on participant loans2018-12-31$1,973
Interest earned on other investments2018-12-31$7,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$599,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$405,929
Net investment gain/loss from pooled separate accounts2018-12-31$-299,913
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$316,551
Contract administrator fees2018-12-31$20,925
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 name2018-12-31HUGHES SNELL & CO PA
Accountancy firm EIN2018-12-31592309183
2017 : EYE CENTERS OF FLORIDA 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$918,724
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$471,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$457,100
Value of total corrective distributions2017-12-31$1,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$355,757
Value of total assets at end of year2017-12-31$4,298,187
Value of total assets at beginning of year2017-12-31$3,851,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,230
Total interest from all sources2017-12-31$7,920
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$355,757
Participant contributions at end of year2017-12-31$52,431
Participant contributions at beginning of year2017-12-31$44,019
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$447,180
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,298,187
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,851,007
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$3,839,827
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,395,514
Interest on participant loans2017-12-31$1,509
Interest earned on other investments2017-12-31$6,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$405,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$411,474
Net investment gain/loss from pooled separate accounts2017-12-31$555,047
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$457,100
Contract administrator fees2017-12-31$13,230
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 name2017-12-31HUGHES SNELL & CO PA
Accountancy firm EIN2017-12-31592309183
2016 : EYE CENTERS OF FLORIDA 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$691,301
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$326,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$295,506
Value of total corrective distributions2016-12-31$18,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$380,554
Value of total assets at end of year2016-12-31$3,851,007
Value of total assets at beginning of year2016-12-31$3,485,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,152
Total interest from all sources2016-12-31$7,107
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
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$380,554
Participant contributions at end of year2016-12-31$44,019
Participant contributions at beginning of year2016-12-31$58,502
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$365,282
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,851,007
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,485,725
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$3,395,514
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,011,860
Interest on participant loans2016-12-31$1,399
Interest earned on other investments2016-12-31$5,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$411,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$415,363
Net investment gain/loss from pooled separate accounts2016-12-31$303,640
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$295,506
Contract administrator fees2016-12-31$12,152
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 name2016-12-31HUGHES SNELL & CO PA
Accountancy firm EIN2016-12-31592309183
2015 : EYE CENTERS OF FLORIDA 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$411,579
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$518,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$491,360
Value of total corrective distributions2015-12-31$14,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$436,713
Value of total assets at end of year2015-12-31$3,485,725
Value of total assets at beginning of year2015-12-31$3,592,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,761
Total interest from all sources2015-12-31$7,365
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$427,780
Participant contributions at end of year2015-12-31$58,502
Participant contributions at beginning of year2015-12-31$70,258
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-106,453
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,485,725
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,592,178
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$3,011,860
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,065,654
Interest on participant loans2015-12-31$1,751
Interest earned on other investments2015-12-31$5,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$415,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$381,266
Net investment gain/loss from pooled separate accounts2015-12-31$-32,499
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
Employer contributions (assets) at beginning of year2015-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$491,360
Contract administrator fees2015-12-31$11,761
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 name2015-12-31HUGHES SNELL & CO PA
Accountancy firm EIN2015-12-31592309183
2014 : EYE CENTERS OF FLORIDA 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$734,064
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$420,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$404,090
Value of total corrective distributions2014-12-31$8,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$526,927
Value of total assets at end of year2014-12-31$3,592,178
Value of total assets at beginning of year2014-12-31$3,278,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,658
Total interest from all sources2014-12-31$6,332
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$1,000,000
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$442,339
Participant contributions at end of year2014-12-31$70,258
Participant contributions at beginning of year2014-12-31$52,203
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,588
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$313,302
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,592,178
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,278,876
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$3,065,654
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,753,435
Interest on participant loans2014-12-31$1,550
Interest earned on other investments2014-12-31$4,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$381,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$398,238
Net investment gain/loss from pooled separate accounts2014-12-31$200,805
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$75,000
Employer contributions (assets) at end of year2014-12-31$75,000
Employer contributions (assets) at beginning of year2014-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$404,090
Contract administrator fees2014-12-31$8,658
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 name2014-12-31HUGHES SNELL & CO PA
Accountancy firm EIN2014-12-31592309183
2013 : EYE CENTERS OF FLORIDA 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$0
Total income from all sources (including contributions)2013-12-31$1,035,369
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$373,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$365,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$489,504
Value of total assets at end of year2013-12-31$3,278,876
Value of total assets at beginning of year2013-12-31$2,617,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,250
Total interest from all sources2013-12-31$8,279
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$1,000,000
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$386,029
Participant contributions at end of year2013-12-31$52,203
Participant contributions at beginning of year2013-12-31$40,662
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,475
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$661,848
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,278,876
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,617,028
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$2,753,435
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,948,665
Interest on participant loans2013-12-31$1,284
Interest earned on other investments2013-12-31$6,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$398,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$552,701
Net investment gain/loss from pooled separate accounts2013-12-31$537,586
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$75,000
Employer contributions (assets) at end of year2013-12-31$75,000
Employer contributions (assets) at beginning of year2013-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$365,271
Contract administrator fees2013-12-31$8,250
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 name2013-12-31HUGHES SNELL & CO PA
Accountancy firm EIN2013-12-31592309183
2012 : EYE CENTERS OF FLORIDA 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$0
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$649,204
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$131,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$122,988
Value of total corrective distributions2012-12-31$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$417,192
Value of total assets at end of year2012-12-31$2,617,028
Value of total assets at beginning of year2012-12-31$2,099,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,470
Total interest from all sources2012-12-31$12,513
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$1,000,000
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$342,192
Participant contributions at end of year2012-12-31$40,662
Participant contributions at beginning of year2012-12-31$28,357
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$517,704
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,617,028
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,099,324
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$1,948,665
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,553,446
Interest on participant loans2012-12-31$992
Interest earned on other investments2012-12-31$11,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$552,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$517,521
Net investment gain/loss from pooled separate accounts2012-12-31$219,499
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$75,000
Employer contributions (assets) at end of year2012-12-31$75,000
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$122,988
Contract administrator fees2012-12-31$8,470
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 name2012-12-31HUGHES SNELL & CO PA
Accountancy firm EIN2012-12-31592309183
2011 : EYE CENTERS OF FLORIDA 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$310,435
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$168,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$159,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$317,108
Value of total assets at end of year2011-12-31$2,099,324
Value of total assets at beginning of year2011-12-31$1,957,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,421
Total interest from all sources2011-12-31$12,865
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$317,108
Participant contributions at end of year2011-12-31$28,357
Participant contributions at beginning of year2011-12-31$24,691
Other income not declared elsewhere2011-12-31$-15
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$142,254
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,099,324
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,957,070
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$1,553,446
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,461,193
Interest on participant loans2011-12-31$771
Interest earned on other investments2011-12-31$12,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$517,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$471,186
Net investment gain/loss from pooled separate accounts2011-12-31$-19,523
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$159,760
Contract administrator fees2011-12-31$8,421
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 name2011-12-31HUGHES SNELL & CO, P.A.
Accountancy firm EIN2011-12-31592309183
2010 : EYE CENTERS OF FLORIDA 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$476,181
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$159,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$152,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$290,631
Value of total assets at end of year2010-12-31$1,957,070
Value of total assets at beginning of year2010-12-31$1,640,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,825
Total interest from all sources2010-12-31$11,869
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$1,000,000
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$290,631
Participant contributions at end of year2010-12-31$24,691
Participant contributions at beginning of year2010-12-31$6,688
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$316,319
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,957,070
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,640,751
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$1,461,193
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,226,484
Interest on participant loans2010-12-31$640
Interest earned on other investments2010-12-31$11,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$471,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$407,579
Net investment gain/loss from pooled separate accounts2010-12-31$173,681
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$152,037
Contract administrator fees2010-12-31$7,825
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 name2010-12-31HUGHES AND SNELL
Accountancy firm EIN2010-12-31592309183
2009 : EYE CENTERS OF FLORIDA 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 EYE CENTERS OF FLORIDA 401(K) PLAN

2022: EYE CENTERS OF FLORIDA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EYE CENTERS OF FLORIDA 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EYE CENTERS OF FLORIDA 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EYE CENTERS OF FLORIDA 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EYE CENTERS OF FLORIDA 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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: EYE CENTERS OF FLORIDA 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-31
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 Administration1
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
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered190
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered271
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 $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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered266
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 $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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered262
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered262
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,994
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 Administration1
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
Commission paid to Insurance BrokerUSD $3,994
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered287
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,724
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 Administration1
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
Commission paid to Insurance BrokerUSD $8,724
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered266
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,031
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 Administration1
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
Commission paid to Insurance BrokerUSD $8,031
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered239
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,135
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 Administration1
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
Commission paid to Insurance BrokerUSD $7,135
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered212
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,703
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 Administration1
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
Commission paid to Insurance BrokerUSD $5,703
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered208
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,042
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802620
Policy instance 1
Insurance contract or identification number802620
Number of Individuals Covered195
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,227
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 Administration1
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

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