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COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 401k Plan overview

Plan NameCOASTAL FAMILY HEALTH CENTER RETIREMENT PLAN
Plan identification number 001

COASTAL FAMILY HEALTH CENTER RETIREMENT 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.

401k Sponsoring company profile

COASTAL FAMILY HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL FAMILY HEALTH CENTER, INC.
Employer identification number (EIN):640592416
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERRY MIZELLE
0012016-01-01TERRY MIZELLE
0012015-01-01ANGEL GREER
0012014-01-01ANGEL GREER ANGEL GREER2015-10-15
0012013-01-01ANGEL GREER ANGEL GREER2014-10-14
0012012-01-01ANGEL GREER ANGEL GREER2013-10-14
0012011-01-01ANGEL GREER ANGEL GREER2012-10-01
0012009-01-01ANGEL GREER ANGEL GREER2010-10-07

Plan Statistics for COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN

401k plan membership statisitcs for COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN

Measure Date Value
2022: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01483
Total number of active participants reported on line 7a of the Form 55002022-01-01284
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01232
Total of all active and inactive participants2022-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01524
Number of participants with account balances2022-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01553
Total number of active participants reported on line 7a of the Form 55002021-01-01264
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01213
Total of all active and inactive participants2021-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01483
Number of participants with account balances2021-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01437
Total number of active participants reported on line 7a of the Form 55002020-01-01328
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-01200
Total of all active and inactive participants2020-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01553
Number of participants with account balances2020-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01396
Total number of active participants reported on line 7a of the Form 55002019-01-01250
Number of other retired or separated participants entitled to future benefits2019-01-01182
Total of all active and inactive participants2019-01-01432
Total participants2019-01-01432
Number of participants with account balances2019-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01406
Total number of active participants reported on line 7a of the Form 55002018-01-01253
Number of other retired or separated participants entitled to future benefits2018-01-01165
Total of all active and inactive participants2018-01-01418
Total participants2018-01-01418
Number of participants with account balances2018-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01405
Total number of active participants reported on line 7a of the Form 55002017-01-01220
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01180
Total of all active and inactive participants2017-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01400
Number of participants with account balances2017-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01377
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01176
Total of all active and inactive participants2016-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01395
Number of participants with account balances2016-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01369
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01170
Total of all active and inactive participants2015-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01364
Number of participants with account balances2015-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01355
Total number of active participants reported on line 7a of the Form 55002014-01-01234
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01319
Number of participants with account balances2014-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01306
Total number of active participants reported on line 7a of the Form 55002013-01-01269
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01313
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01296
Total number of active participants reported on line 7a of the Form 55002012-01-01224
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01334
Number of participants with account balances2012-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01304
Total number of active participants reported on line 7a of the Form 55002011-01-01184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01134
Total of all active and inactive participants2011-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01318
Number of participants with account balances2011-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01364
Total number of active participants reported on line 7a of the Form 55002009-01-01199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01193
Total of all active and inactive participants2009-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01392
Number of participants with account balances2009-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN

Measure Date Value
2022 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$122,504
Total of all expenses incurred2022-12-31$477,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$464,474
Expenses. Certain deemed distributions of participant loans2022-12-31$8,355
Value of total corrective distributions2022-12-31$676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,087,838
Value of total assets at end of year2022-12-31$8,908,136
Value of total assets at beginning of year2022-12-31$9,263,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,330
Total interest from all sources2022-12-31$81,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$621,002
Participant contributions at end of year2022-12-31$123,052
Participant contributions at beginning of year2022-12-31$126,925
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-355,331
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,908,136
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,263,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,984,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,532,900
Interest on participant loans2022-12-31$1,955
Interest earned on other investments2022-12-31$80,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,800,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,603,642
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$217,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,047,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$448,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$247,122
Contract administrator fees2022-12-31$4,330
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AVIZO GROUP INC
Accountancy firm EIN2022-12-31631031732
2021 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,905,736
Total of all expenses incurred2021-12-31$544,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$534,675
Expenses. Certain deemed distributions of participant loans2021-12-31$4,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,114,228
Value of total assets at end of year2021-12-31$9,263,467
Value of total assets at beginning of year2021-12-31$7,901,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,595
Total interest from all sources2021-12-31$79,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$573,137
Participant contributions at end of year2021-12-31$126,925
Participant contributions at beginning of year2021-12-31$91,449
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$118,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,361,593
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,263,467
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,901,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,532,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,515,935
Interest on participant loans2021-12-31$1,608
Interest earned on other investments2021-12-31$77,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,603,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,294,490
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$308,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$711,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$422,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$226,214
Contract administrator fees2021-12-31$4,595
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31AVIZO GROUP INC
Accountancy firm EIN2021-12-31631031732
2020 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,681,647
Total of all expenses incurred2020-12-31$605,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$591,505
Expenses. Certain deemed distributions of participant loans2020-12-31$8,028
Value of total corrective distributions2020-12-31$2,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,043,244
Value of total assets at end of year2020-12-31$7,901,874
Value of total assets at beginning of year2020-12-31$6,825,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,563
Total interest from all sources2020-12-31$72,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$585,716
Participant contributions at end of year2020-12-31$91,449
Participant contributions at beginning of year2020-12-31$43,645
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,076,166
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,901,874
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,825,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,515,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,982,262
Interest on participant loans2020-12-31$2,098
Interest earned on other investments2020-12-31$70,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,294,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,799,801
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$128,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$565,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$440,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$463,340
Contract administrator fees2020-12-31$3,563
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AVIZO GROUP INC
Accountancy firm EIN2020-12-31631031732
2019 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,723,782
Total income from all sources (including contributions)2019-12-31$1,723,782
Total of all expenses incurred2019-12-31$269,511
Total of all expenses incurred2019-12-31$269,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$258,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$258,709
Expenses. Certain deemed distributions of participant loans2019-12-31$7,642
Expenses. Certain deemed distributions of participant loans2019-12-31$7,642
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$962,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$962,070
Value of total assets at end of year2019-12-31$6,825,708
Value of total assets at end of year2019-12-31$6,825,708
Value of total assets at beginning of year2019-12-31$5,371,437
Value of total assets at beginning of year2019-12-31$5,371,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,160
Total interest from all sources2019-12-31$63,365
Total interest from all sources2019-12-31$63,365
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$552,009
Contributions received from participants2019-12-31$552,009
Participant contributions at end of year2019-12-31$43,645
Participant contributions at end of year2019-12-31$43,645
Participant contributions at beginning of year2019-12-31$38,251
Participant contributions at beginning of year2019-12-31$38,251
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,265
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,454,271
Value of net income/loss2019-12-31$1,454,271
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,825,708
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,825,708
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,371,437
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,371,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,982,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,982,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,164,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,164,354
Interest on participant loans2019-12-31$1,327
Interest on participant loans2019-12-31$1,327
Interest earned on other investments2019-12-31$62,038
Interest earned on other investments2019-12-31$62,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,799,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,799,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,168,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,168,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$698,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$698,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$408,796
Contributions received in cash from employer2019-12-31$408,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$258,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$258,709
Contract administrator fees2019-12-31$3,160
Contract administrator fees2019-12-31$3,160
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AVIZO GROUP, INC
Accountancy firm name2019-12-31AVIZO GROUP, INC
Accountancy firm EIN2019-12-31631031732
Accountancy firm EIN2019-12-31631031732
2018 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$501,428
Total of all expenses incurred2018-12-31$639,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$634,438
Expenses. Certain deemed distributions of participant loans2018-12-31$1,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$692,699
Value of total assets at end of year2018-12-31$5,371,437
Value of total assets at beginning of year2018-12-31$5,509,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,903
Total interest from all sources2018-12-31$53,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$386,244
Participant contributions at end of year2018-12-31$38,251
Participant contributions at beginning of year2018-12-31$59,856
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-137,880
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,371,437
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,509,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,164,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,361,704
Interest on participant loans2018-12-31$1,405
Interest earned on other investments2018-12-31$51,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,168,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,087,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-244,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$296,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$634,438
Contract administrator fees2018-12-31$2,903
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HARTMAN, BLACKMON & KILGORE, P.C.
Accountancy firm EIN2018-12-31631031732
2017 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,096,758
Total of all expenses incurred2017-12-31$483,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$475,855
Expenses. Certain deemed distributions of participant loans2017-12-31$5,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$621,581
Value of total assets at end of year2017-12-31$5,509,317
Value of total assets at beginning of year2017-12-31$4,896,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,505
Total interest from all sources2017-12-31$50,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$334,075
Participant contributions at end of year2017-12-31$59,856
Participant contributions at beginning of year2017-12-31$52,625
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$38,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$613,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,509,317
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,896,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,361,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,890,109
Interest on participant loans2017-12-31$1,666
Interest earned on other investments2017-12-31$48,782
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,087,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,953,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$424,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$248,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$475,855
Contract administrator fees2017-12-31$2,505
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HARTMAN, BLACKMON & KILGORE, P.C.
Accountancy firm EIN2017-12-31631031732
2016 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$881,805
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$639,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$634,955
Expenses. Certain deemed distributions of participant loans2016-12-31$1,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$620,211
Value of total assets at end of year2016-12-31$4,896,170
Value of total assets at beginning of year2016-12-31$4,654,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,172
Total interest from all sources2016-12-31$51,257
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$284,617
Participant contributions at end of year2016-12-31$52,625
Participant contributions at beginning of year2016-12-31$20,412
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$123,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$242,024
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,896,170
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,654,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,890,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,617,742
Interest on participant loans2016-12-31$1,045
Interest earned on other investments2016-12-31$50,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,953,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,015,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$210,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$212,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$634,955
Contract administrator fees2016-12-31$3,172
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HARTMAN, BLACKMON & KILGORE, P.C.
Accountancy firm EIN2016-12-31631031732
2015 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$523,758
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$639,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$636,485
Expenses. Certain deemed distributions of participant loans2015-12-31$-59
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$523,268
Value of total assets at end of year2015-12-31$4,654,146
Value of total assets at beginning of year2015-12-31$4,770,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,302
Total interest from all sources2015-12-31$52,468
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
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$282,705
Participant contributions at end of year2015-12-31$20,412
Participant contributions at beginning of year2015-12-31$12,890
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-115,970
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,654,146
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,770,116
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$2,617,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,634,373
Interest on participant loans2015-12-31$523
Interest earned on other investments2015-12-31$51,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,015,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,122,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-51,978
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$196,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$636,485
Contract administrator fees2015-12-31$3,302
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 name2015-12-31HARTMANN, BLACKMON & KILGORE, P.C.
Accountancy firm EIN2015-12-31631031732
2014 : COASTAL FAMILY HEALTH CENTER RETIREMENT 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$750,490
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$338,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$296,832
Expenses. Certain deemed distributions of participant loans2014-12-31$38,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$547,756
Value of total assets at end of year2014-12-31$4,770,116
Value of total assets at beginning of year2014-12-31$4,358,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,539
Total interest from all sources2014-12-31$50,469
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$329,347
Participant contributions at end of year2014-12-31$12,890
Participant contributions at beginning of year2014-12-31$16,449
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,906
Administrative expenses (other) incurred2014-12-31$530
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$411,684
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,770,116
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,358,432
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$2,634,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,539,773
Interest on participant loans2014-12-31$1,607
Interest earned on other investments2014-12-31$48,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,122,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,802,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$152,265
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$208,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$296,832
Contract administrator fees2014-12-31$3,009
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 name2014-12-31HARTMANN, BLACKMON & KILGORE, P.C.
Accountancy firm EIN2014-12-31631031732
2013 : COASTAL FAMILY HEALTH CENTER RETIREMENT 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$974,057
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$218,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$213,595
Expenses. Certain deemed distributions of participant loans2013-12-31$2,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$524,103
Value of total assets at end of year2013-12-31$4,358,432
Value of total assets at beginning of year2013-12-31$3,602,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,626
Total interest from all sources2013-12-31$43,114
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$311,092
Participant contributions at end of year2013-12-31$16,449
Participant contributions at beginning of year2013-12-31$16,770
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,585
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$755,627
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,358,432
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,602,805
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$2,539,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,062,403
Interest on participant loans2013-12-31$503
Interest earned on other investments2013-12-31$42,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,802,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,523,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$406,840
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
Contributions received in cash from employer2013-12-31$200,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$213,595
Contract administrator fees2013-12-31$2,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31HARTMANN, BLACKMON & KILGORE, P.C.
Accountancy firm EIN2013-12-31631031732
2012 : COASTAL FAMILY HEALTH CENTER RETIREMENT 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$1,242,404
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$414,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$409,744
Expenses. Certain deemed distributions of participant loans2012-12-31$1,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,008,086
Value of total assets at end of year2012-12-31$3,602,805
Value of total assets at beginning of year2012-12-31$2,774,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,932
Total interest from all sources2012-12-31$40,066
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$321,703
Participant contributions at end of year2012-12-31$16,770
Participant contributions at beginning of year2012-12-31$36
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$404,616
Administrative expenses (other) incurred2012-12-31$532
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$828,184
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,602,805
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,774,621
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,062,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,488,965
Interest on participant loans2012-12-31$669
Interest earned on other investments2012-12-31$39,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,523,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,285,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$194,252
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$281,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$409,744
Contract administrator fees2012-12-31$2,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31HARTMANN, BLACKMON & KILGORE, P.C.
Accountancy firm EIN2012-12-31631031732
2011 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$519,905
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$316,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$313,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$509,673
Value of total assets at end of year2011-12-31$2,774,621
Value of total assets at beginning of year2011-12-31$2,570,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,295
Total interest from all sources2011-12-31$38,258
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$36
Participant contributions at beginning of year2011-12-31$35
Administrative expenses (other) incurred2011-12-31$1,711
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$203,783
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,774,621
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,570,838
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$1,488,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,470,449
Interest on participant loans2011-12-31$1
Interest earned on other investments2011-12-31$38,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,285,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,100,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-28,026
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$509,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$313,827
Contract administrator fees2011-12-31$584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31HARTMANN, BLACKMAN & KILGORE, PC
Accountancy firm EIN2011-12-31631031732
2010 : COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$409,110
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$186,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$184,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$221,217
Value of total assets at end of year2010-12-31$2,570,838
Value of total assets at beginning of year2010-12-31$2,348,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,116
Total interest from all sources2010-12-31$37,815
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$35
Participant contributions at beginning of year2010-12-31$34
Administrative expenses (other) incurred2010-12-31$607
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$222,133
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,570,838
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,348,705
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$1,470,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,292,660
Interest on participant loans2010-12-31$1
Interest earned on other investments2010-12-31$37,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,100,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,056,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$150,078
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$221,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$184,861
Contract administrator fees2010-12-31$1,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31HARTMANN, BLACKMAN & KILGORE, PC
Accountancy firm EIN2010-12-31631031732

Form 5500 Responses for COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered435
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $20,605
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,817
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered426
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,098
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,148
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19,674
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,315
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered415
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $32,957
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,896
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered335
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,063
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,365
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered338
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,504
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $10,241
Insurance broker organization code?3
Insurance broker nameBENVENUTTI-MILNER, MARY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered288
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,100
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,872
Insurance broker organization code?3
Insurance broker nameKELLEY, LOUIS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered280
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,204
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,291
Insurance broker organization code?3
Insurance broker nameBREEN, BRETT A
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered264
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,348
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,641
Insurance broker organization code?3
Insurance broker nameGODBOLDO, DALE E
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered280
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,509
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,969
Insurance broker organization code?3
Insurance broker nameMELTON, MARKITA L
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered293
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,248
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62998
Policy instance 1
Insurance contract or identification number62998
Number of Individuals Covered389
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,148
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,476
Insurance broker organization code?3
Insurance broker nameHAWKINS, CHARLES H

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