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AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameAMERICAN HOSPICE MANAGEMENT 401(K) PLAN
Plan identification number 001

AMERICAN HOSPICE MANAGEMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN HOSPICE MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN HOSPICE MANAGEMENT
Employer identification number (EIN):593154237
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HOSPICE MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JEFFREY PREUSS
0012011-01-01JEFFREY PREUSS
0012010-01-01SANDY ALBERT
0012009-01-01ROBERT A. MCKENDRY
0012009-01-012010-10-14

Plan Statistics for AMERICAN HOSPICE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for AMERICAN HOSPICE MANAGEMENT 401(K) PLAN

Measure Date Value
2015: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01854
Total number of active participants reported on line 7a of the Form 55002015-01-01378
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01161
Total of all active and inactive participants2015-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01539
Number of participants with account balances2015-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,027
Total number of active participants reported on line 7a of the Form 55002014-01-01640
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01181
Total of all active and inactive participants2014-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01821
Number of participants with account balances2014-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,141
Total number of active participants reported on line 7a of the Form 55002013-01-01873
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01156
Total of all active and inactive participants2013-01-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,029
Number of participants with account balances2013-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,121
Total number of active participants reported on line 7a of the Form 55002012-01-01943
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01286
Total of all active and inactive participants2012-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,229
Number of participants with account balances2012-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,076
Total number of active participants reported on line 7a of the Form 55002011-01-01922
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,033
Number of participants with account balances2011-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2010: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01909
Total number of active participants reported on line 7a of the Form 55002010-01-01773
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01273
Total of all active and inactive participants2010-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,046
Number of participants with account balances2010-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,024
Total number of active participants reported on line 7a of the Form 55002009-01-01840
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01909
Number of participants with account balances2009-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on AMERICAN HOSPICE MANAGEMENT 401(K) PLAN

Measure Date Value
2015 : AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2015 401k financial data
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$507,544
Total of all expenses incurred2015-12-31$2,371,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,329,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$637,229
Value of total assets at end of year2015-12-31$7,167,398
Value of total assets at beginning of year2015-12-31$9,031,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,191
Total interest from all sources2015-12-31$528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$42,191
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$634,623
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$957
Total non interest bearing cash at end of year2015-12-31$23,221
Total non interest bearing cash at beginning of year2015-12-31$22,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,863,898
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,167,398
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,031,296
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$7,109,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,970,798
Interest earned on other investments2015-12-31$528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$34,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$37,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-130,213
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,329,251
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : AMERICAN HOSPICE MANAGEMENT 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$1,279,798
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,022,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,013,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$911,404
Value of total assets at end of year2014-12-31$9,031,296
Value of total assets at beginning of year2014-12-31$9,774,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,119
Total interest from all sources2014-12-31$750
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,119
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$907,057
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,347
Other income not declared elsewhere2014-12-31$910
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$22,576
Total non interest bearing cash at beginning of year2014-12-31$7,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-742,973
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,031,296
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,774,269
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$8,970,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,705,210
Interest earned on other investments2014-12-31$750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$37,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$61,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$366,734
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,013,652
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : AMERICAN HOSPICE MANAGEMENT 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$2,881,067
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,256,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,250,335
Value of total corrective distributions2013-12-31$570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,494,110
Value of total assets at end of year2013-12-31$9,774,269
Value of total assets at beginning of year2013-12-31$8,150,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,012
Total interest from all sources2013-12-31$1,378
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
Administrative expenses professional fees incurred2013-12-31$6,012
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,158,721
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$335,389
Total non interest bearing cash at end of year2013-12-31$7,914
Total non interest bearing cash at beginning of year2013-12-31$38,492
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$1,624,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,774,269
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,150,119
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$9,705,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,858,680
Interest earned on other investments2013-12-31$1,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$61,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$110,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,385,579
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$142,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,250,335
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : AMERICAN HOSPICE MANAGEMENT 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$2,378,980
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,433,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,421,820
Value of total corrective distributions2012-12-31$2,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,451,336
Value of total assets at end of year2012-12-31$8,150,119
Value of total assets at beginning of year2012-12-31$7,204,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,103
Total interest from all sources2012-12-31$1,591
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
Administrative expenses professional fees incurred2012-12-31$6,613
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,144,245
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$150,644
Administrative expenses (other) incurred2012-12-31$13
Total non interest bearing cash at end of year2012-12-31$38,492
Total non interest bearing cash at beginning of year2012-12-31$15,195
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$945,223
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,150,119
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,204,896
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$7,858,680
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,910,420
Interest earned on other investments2012-12-31$1,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$110,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$104,406
Net investment gain/loss from pooled separate accounts2012-12-31$926,053
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$156,447
Employer contributions (assets) at end of year2012-12-31$142,649
Employer contributions (assets) at beginning of year2012-12-31$174,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,421,820
Contract administrator fees2012-12-31$2,477
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 name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : AMERICAN HOSPICE MANAGEMENT 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$1,926
Total income from all sources (including contributions)2011-12-31$1,676,188
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$737,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$673,109
Value of total corrective distributions2011-12-31$2,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,826,798
Value of total assets at end of year2011-12-31$7,204,896
Value of total assets at beginning of year2011-12-31$6,267,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,747
Total interest from all sources2011-12-31$2,042
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
Administrative expenses professional fees incurred2011-12-31$61,747
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,293,786
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$358,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,926
Total non interest bearing cash at end of year2011-12-31$15,195
Total non interest bearing cash at beginning of year2011-12-31$31,373
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$938,996
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,204,896
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,265,900
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$6,910,420
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,994,479
Interest earned on other investments2011-12-31$2,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$104,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$108,993
Net investment gain/loss from pooled separate accounts2011-12-31$-152,652
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$174,875
Employer contributions (assets) at end of year2011-12-31$174,875
Employer contributions (assets) at beginning of year2011-12-31$132,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$673,109
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
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$1,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,934
Total income from all sources (including contributions)2010-12-31$2,005,806
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$532,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$464,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,342,584
Value of total assets at end of year2010-12-31$6,267,826
Value of total assets at beginning of year2010-12-31$4,807,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,670
Total interest from all sources2010-12-31$2,428
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
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,148,646
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$59,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$14,934
Total non interest bearing cash at end of year2010-12-31$31,373
Total non interest bearing cash at beginning of year2010-12-31$17,215
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$1,473,604
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,265,900
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,792,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,994,479
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,530,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$108,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$125,533
Net investment gain/loss from pooled separate accounts2010-12-31$660,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$134,644
Employer contributions (assets) at end of year2010-12-31$132,981
Employer contributions (assets) at beginning of year2010-12-31$133,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$464,532
Contract administrator fees2010-12-31$67,670
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 name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : AMERICAN HOSPICE MANAGEMENT 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 AMERICAN HOSPICE MANAGEMENT 401(K) PLAN

2015: AMERICAN HOSPICE MANAGEMENT 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: AMERICAN HOSPICE MANAGEMENT 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: AMERICAN HOSPICE MANAGEMENT 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: AMERICAN HOSPICE MANAGEMENT 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: AMERICAN HOSPICE MANAGEMENT 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: AMERICAN HOSPICE MANAGEMENT 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: AMERICAN HOSPICE MANAGEMENT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50147
Policy instance 1
Insurance contract or identification number50147
Number of Individuals Covered309
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $41,982
Total amount of fees paid to insurance companyUSD $4,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,982
Insurance broker organization code?3
Amount paid for insurance broker fees4226
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameLBA RETIREMENT PLAN SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50147
Policy instance 1
Insurance contract or identification number50147
Number of Individuals Covered430
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $46,756
Total amount of fees paid to insurance companyUSD $4,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,756
Insurance broker organization code?3
Amount paid for insurance broker fees4690
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameLBA RETIREMENT PLAN SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50147
Policy instance 1
Insurance contract or identification number50147
Number of Individuals Covered468
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $44,524
Total amount of fees paid to insurance companyUSD $4,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,524
Insurance broker organization code?3
Amount paid for insurance broker fees4463
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameLBA RETIREMENT PLAN SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50147
Policy instance 1
Insurance contract or identification number50147
Number of Individuals Covered473
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $36,685
Total amount of fees paid to insurance companyUSD $4,437
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $36,685
Insurance broker organization code?3
Amount paid for insurance broker fees4372
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameTHE LBA GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50147
Policy instance 1
Insurance contract or identification number50147
Number of Individuals Covered460
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,554
Total amount of fees paid to insurance companyUSD $8,314
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50147
Policy instance 1
Insurance contract or identification number50147
Number of Individuals Covered406
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,326
Total amount of fees paid to insurance companyUSD $6,147
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $20,326
Insurance broker organization code?3
Amount paid for insurance broker fees4033
Additional information about fees paid to insurance brokerTRANSACTION BASED FEES
Insurance broker nameLBA

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