401k Plan data: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST plan

THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 401k Plan overview

Plan Name	THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST
Plan identification number	001

THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

CENTER TO PROMOTE HEALTHCARE ACCESS has sponsored the creation of one or more 401k plans.

Company Name: CENTER TO PROMOTE HEALTHCARE ACCESS

Employer identification number (EIN): 593831966

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EMMA CRAIG 2023-10-10
001 2021-01-01 REA PANERAS 2022-10-11
001 2020-01-01 CHI HUYNH 2021-10-06
001 2019-01-01 CHRISTHANNAH OLOYEDE 2020-10-05
001 2018-01-01 CHRISTHANNAH OLOYEDE 2019-10-09
001 2017-01-01
001 2016-01-01 LOIRE WHITE 2017-09-28
001 2015-01-01 CHI HUYNH 2016-05-26 CHI HUYNH 2016-05-26
001 2014-01-01 CHI HUYNH 2015-06-23 CHI HUYNH 2015-06-23
001 2013-01-01 CHI HUYNH 2015-06-23 CHI HUYNH 2015-06-23
001 2012-01-01 CHI HUYNH 2015-06-23 CHI HUYNH 2015-06-23
001 2011-01-01 CHI HUYNH 2015-06-23 CHI HUYNH 2015-06-23
001 2010-01-01 CHI HUYNH 2015-07-08 CHI HUYNH 2015-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	EMMA CRAIG	2023-10-10
001	2021-01-01	REA PANERAS	2022-10-11
001	2020-01-01	CHI HUYNH	2021-10-06
001	2019-01-01	CHRISTHANNAH OLOYEDE	2020-10-05
001	2018-01-01	CHRISTHANNAH OLOYEDE	2019-10-09
001	2017-01-01
001	2016-01-01	LOIRE WHITE	2017-09-28
001	2015-01-01	CHI HUYNH	2016-05-26	CHI HUYNH	2016-05-26
001	2014-01-01	CHI HUYNH	2015-06-23	CHI HUYNH	2015-06-23
001	2013-01-01	CHI HUYNH	2015-06-23	CHI HUYNH	2015-06-23
001	2012-01-01	CHI HUYNH	2015-06-23	CHI HUYNH	2015-06-23
001	2011-01-01	CHI HUYNH	2015-06-23	CHI HUYNH	2015-06-23
001	2010-01-01	CHI HUYNH	2015-07-08	CHI HUYNH	2015-07-08

Plan Statistics for THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST

401k plan membership statisitcs for THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST

Measure Date Value
2022: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 28
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 125
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 154
Number of participants with account balances 2022-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 79
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 139
Total of all active and inactive participants 2021-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 219
Number of participants with account balances 2021-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 141
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 88
Total of all active and inactive participants 2020-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 229
Number of participants with account balances 2020-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 125
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 71
Total of all active and inactive participants 2019-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 196
Number of participants with account balances 2019-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 106
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 64
Total of all active and inactive participants 2018-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 170
Number of participants with account balances 2018-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 106
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 149
Number of participants with account balances 2017-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	28
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	125
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	154
Number of participants with account balances	2022-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	79
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	139
Total of all active and inactive participants	2021-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	219
Number of participants with account balances	2021-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	141
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	88
Total of all active and inactive participants	2020-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	229
Number of participants with account balances	2020-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	125
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	71
Total of all active and inactive participants	2019-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	196
Number of participants with account balances	2019-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	106
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	64
Total of all active and inactive participants	2018-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	170
Number of participants with account balances	2018-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	106
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	149
Number of participants with account balances	2017-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST

Measure	Date	Value
2022 : THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,630,832
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,249,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,245,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$538,323
Value of total assets at end of year	2022-12-31	$9,238,334
Value of total assets at beginning of year	2022-12-31	$13,118,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,732
Total interest from all sources	2022-12-31	$7,639
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$378,885
Participant contributions at end of year	2022-12-31	$385,594
Participant contributions at beginning of year	2022-12-31	$97,110
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,236
Total non interest bearing cash at end of year	2022-12-31	$5
Total non interest bearing cash at beginning of year	2022-12-31	$107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,879,918
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,238,334
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,118,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,533,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,689,731
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$1,082
Interest earned on other investments	2022-12-31	$6,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$319,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$331,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,055,455
Net investment gain/loss from pooled separate accounts	2022-12-31	$-121,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$154,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,245,354
Contract administrator fees	2022-12-31	$3,732
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	STOCKMAN, KAST RYAN & COMPANY, LLP
Accountancy firm EIN	2022-12-31	841509584
2021 : THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,348,774
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,541,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,536,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,421,776
Value of total assets at end of year	2021-12-31	$13,118,252
Value of total assets at beginning of year	2021-12-31	$12,310,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,805
Total interest from all sources	2021-12-31	$12,324
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,301,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,301,001
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$977,754
Participant contributions at end of year	2021-12-31	$97,110
Participant contributions at beginning of year	2021-12-31	$185,195
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$20,324
Total non interest bearing cash at end of year	2021-12-31	$107
Total non interest bearing cash at beginning of year	2021-12-31	$542,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$807,658
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,118,252
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,310,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,689,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,716,973
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$561,421
Interest on participant loans	2021-12-31	$5,419
Interest earned on other investments	2021-12-31	$6,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$331,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$304,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$534,897
Net investment gain/loss from pooled separate accounts	2021-12-31	$78,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$423,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,536,311
Contract administrator fees	2021-12-31	$4,805
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	STOCKMAN KAST RYAN & COMPANY, LLP
Accountancy firm EIN	2021-12-31	841509584
2020 : THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,193,186
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,360,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,356,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,550,767
Value of total assets at end of year	2020-12-31	$12,310,594
Value of total assets at beginning of year	2020-12-31	$9,477,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,204
Total interest from all sources	2020-12-31	$17,133
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,193,222
Participant contributions at end of year	2020-12-31	$185,195
Participant contributions at beginning of year	2020-12-31	$239,159
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$731,661
Total non interest bearing cash at end of year	2020-12-31	$542,476
Total non interest bearing cash at beginning of year	2020-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,833,025
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,310,594
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,477,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,716,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,411,386
Value of interest in pooled separate accounts at end of year	2020-12-31	$561,421
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$556,326
Interest on participant loans	2020-12-31	$10,586
Interest earned on other investments	2020-12-31	$6,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$304,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$270,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,539,314
Net investment gain/loss from pooled separate accounts	2020-12-31	$85,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$625,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,356,957
Contract administrator fees	2020-12-31	$3,204
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BPM LLP
Accountancy firm EIN	2020-12-31	814234542
2019 : THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,579,984
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$910,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$906,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,928,533
Value of total assets at end of year	2019-12-31	$9,477,569
Value of total assets at beginning of year	2019-12-31	$6,808,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,988
Total interest from all sources	2019-12-31	$17,092
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$200,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$200,346
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,118,390
Participant contributions at end of year	2019-12-31	$239,159
Participant contributions at beginning of year	2019-12-31	$161,363
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$1,453
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$144,234
Total non interest bearing cash at end of year	2019-12-31	$6
Total non interest bearing cash at beginning of year	2019-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,669,047
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,477,569
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,808,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,411,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,874,029
Value of interest in pooled separate accounts at end of year	2019-12-31	$556,326
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$552,601
Interest on participant loans	2019-12-31	$10,869
Interest earned on other investments	2019-12-31	$6,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$270,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$219,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,300,903
Net investment gain/loss from pooled separate accounts	2019-12-31	$133,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$665,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$906,949
Contract administrator fees	2019-12-31	$3,988
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BPM LLP
Accountancy firm EIN	2019-12-31	814234542
2018 : THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,243,082
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$364,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$360,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,687,555
Value of total assets at end of year	2018-12-31	$6,808,522
Value of total assets at beginning of year	2018-12-31	$5,929,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,423
Total interest from all sources	2018-12-31	$10,111
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$199,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$199,870
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$918,667
Participant contributions at end of year	2018-12-31	$161,363
Participant contributions at beginning of year	2018-12-31	$81,533
Participant contributions at end of year	2018-12-31	$1,453
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$176,218
Total non interest bearing cash at end of year	2018-12-31	$2
Total non interest bearing cash at beginning of year	2018-12-31	$156,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$878,940
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,808,522
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,929,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,874,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,006,417
Value of interest in pooled separate accounts at end of year	2018-12-31	$552,601
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$605,147
Interest on participant loans	2018-12-31	$6,128
Interest earned on other investments	2018-12-31	$3,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$219,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$79,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-604,246
Net investment gain/loss from pooled separate accounts	2018-12-31	$-50,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$592,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$360,719
Contract administrator fees	2018-12-31	$3,423
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ARMANINO LLP
Accountancy firm EIN	2018-12-31	946214841
2017 : THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$2,534,500
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$338,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$335,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,730,293
Value of total assets at end of year	2017-12-31	$5,929,582
Value of total assets at beginning of year	2017-12-31	$3,733,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,446
Total interest from all sources	2017-12-31	$5,563
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$873,091
Participant contributions at end of year	2017-12-31	$81,533
Participant contributions at beginning of year	2017-12-31	$128,545
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$297,461
Total non interest bearing cash at end of year	2017-12-31	$156,702
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,196,399
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,929,582
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,733,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,006,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,643,736
Value of interest in pooled separate accounts at end of year	2017-12-31	$605,147
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$921,889
Interest on participant loans	2017-12-31	$3,948
Interest earned on other investments	2017-12-31	$1,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$79,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$39,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$653,006
Net investment gain/loss from pooled separate accounts	2017-12-31	$145,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$559,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$335,655
Contract administrator fees	2017-12-31	$2,446
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ARMANINO LLP
Accountancy firm EIN	2017-12-31	946214841

Form 5500 Responses for THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST

2022: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE CENTER TO PROMOTE HEALTHCARE ACCESS INC. DBA SOCIAL INTEREST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810493

Policy instance

Insurance contract or identification number	810493
Number of Individuals Covered	154
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

744651-01

Policy instance

Insurance contract or identification number	744651-01
Number of Individuals Covered	12
Insurance policy start date	2022-02-19
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,536
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,536
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810493

Policy instance

Insurance contract or identification number	810493
Number of Individuals Covered	197
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

751282

Policy instance

Insurance contract or identification number	751282
Number of Individuals Covered	22
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,243
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,243
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810493

Policy instance

Insurance contract or identification number	810493
Number of Individuals Covered	207
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

751282

Policy instance

Insurance contract or identification number	751282
Number of Individuals Covered	22
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,100
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,100
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810493

Policy instance

Insurance contract or identification number	810493
Number of Individuals Covered	174
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

751282

Policy instance

Insurance contract or identification number	751282
Number of Individuals Covered	22
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

810493

Policy instance

Insurance contract or identification number	810493
Number of Individuals Covered	142
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

751282

Policy instance

Insurance contract or identification number	751282
Number of Individuals Covered	28
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,918
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,918
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810493

Policy instance

Insurance contract or identification number	810493
Number of Individuals Covered	122
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

751282

Policy instance

Insurance contract or identification number	751282
Number of Individuals Covered	27
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,470
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,470
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC

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Company Name:	CENTER TO PROMOTE HEALTHCARE ACCESS
Employer identification number (EIN):	593831966
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations