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HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHCARE PARTNERS INVESTMENTS,LLC has sponsored the creation of one or more 401k plans.

Company Name:HEALTHCARE PARTNERS INVESTMENTS,LLC
Employer identification number (EIN):651233477
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012012-01-01CARL MIKESH
0012011-01-01CARL MIKESH
0012010-01-01CARL MIKESH
0012009-10-01LISA HOLBROOK
0012009-10-01LORI HARGUS
0012009-10-01LISA HOLBROOK
0012009-10-01LISA HOLBROOK
0012009-10-01LISA HOLBROOK

Plan Statistics for HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,226
Total number of active participants reported on line 7a of the Form 55002018-01-011,049
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01165
Total of all active and inactive participants2018-01-011,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,214
Number of participants with account balances2018-01-011,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01233
2012: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01741
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01806
Total number of active participants reported on line 7a of the Form 55002011-01-01520
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01221
Total of all active and inactive participants2011-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01741
Number of participants with account balances2011-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01128
2010: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01801
Total number of active participants reported on line 7a of the Form 55002010-01-01294
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01512
Total of all active and inactive participants2010-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01806
Number of participants with account balances2010-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01123
2009: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01635
Total number of active participants reported on line 7a of the Form 55002009-10-01635
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-01166
Total of all active and inactive participants2009-10-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01801
Number of participants with account balances2009-10-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0121

Financial Data on HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,583
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$2,207,132
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,664,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,397,055
Expenses. Certain deemed distributions of participant loans2018-12-31$4,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,523,435
Value of total assets at end of year2018-12-31$51,031,616
Value of total assets at beginning of year2018-12-31$53,474,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$262,621
Total interest from all sources2018-12-31$58,926
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,707,555
Participant contributions at end of year2018-12-31$1,044,704
Participant contributions at beginning of year2018-12-31$921,659
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,248,426
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,284,328
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$431,062
Total non interest bearing cash at end of year2018-12-31$7,441
Total non interest bearing cash at beginning of year2018-12-31$25,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,457,266
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,017,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,474,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$47,702,704
Value of interest in pooled separate accounts at beginning of year2018-12-31$50,220,348
Interest on participant loans2018-12-31$58,442
Interest earned on other investments2018-12-31$484
Value of interest in common/collective trusts at end of year2018-12-31$28,341
Value of interest in common/collective trusts at beginning of year2018-12-31$22,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,375,229
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$1,384,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,397,055
Contract administrator fees2018-12-31$262,621
Liabilities. Value of benefit claims payable at end of year2018-12-31$14,583
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 name2018-12-31HSPC & ASSOCIATES, PC
Accountancy firm EIN2018-12-31205861398
2012 : HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-07$0
Total transfer of assets to this plan2012-05-07$1,475
Total transfer of assets from this plan2012-05-07$12,648,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-07$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-07$0
Total income from all sources (including contributions)2012-05-07$1,420,764
Total loss/gain on sale of assets2012-05-07$0
Total of all expenses incurred2012-05-07$661,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-07$653,343
Expenses. Certain deemed distributions of participant loans2012-05-07$6,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-07$652,872
Value of total assets at end of year2012-05-07$0
Value of total assets at beginning of year2012-05-07$11,887,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-07$1,064
Total interest from all sources2012-05-07$7,026
Total dividends received (eg from common stock, registered investment company shares)2012-05-07$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-05-07$0
Was this plan covered by a fidelity bond2012-05-07Yes
Value of fidelity bond cover2012-05-07$500,000
If this is an individual account plan, was there a blackout period2012-05-07No
Were there any nonexempt tranactions with any party-in-interest2012-05-07No
Contributions received from participants2012-05-07$451,464
Participant contributions at end of year2012-05-07$0
Participant contributions at beginning of year2012-05-07$431,235
Participant contributions at beginning of year2012-05-07$22,201
Assets. Other investments not covered elsewhere at end of year2012-05-07$0
Assets. Other investments not covered elsewhere at beginning of year2012-05-07$23,616
Income. Received or receivable in cash from other sources (including rollovers)2012-05-07$27,276
Administrative expenses (other) incurred2012-05-07$376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-07No
Value of net income/loss2012-05-07$759,708
Value of net assets at end of year (total assets less liabilities)2012-05-07$0
Value of net assets at beginning of year (total assets less liabilities)2012-05-07$11,887,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-07No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-07No
Were any leases to which the plan was party in default or uncollectible2012-05-07No
Value of interest in pooled separate accounts at end of year2012-05-07$0
Value of interest in pooled separate accounts at beginning of year2012-05-07$11,394,927
Interest on participant loans2012-05-07$7,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-07$5,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-07$5,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-07$0
Net investment gain/loss from pooled separate accounts2012-05-07$760,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-07Yes
Was there a failure to transmit to the plan any participant contributions2012-05-07Yes
Has the plan failed to provide any benefit when due under the plan2012-05-07No
Contributions received in cash from employer2012-05-07$174,132
Employer contributions (assets) at beginning of year2012-05-07$9,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-07$653,343
Contract administrator fees2012-05-07$688
Did the plan have assets held for investment2012-05-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-07Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-07Yes
Opinion of an independent qualified public accountant for this plan2012-05-07Disclaimer
Accountancy firm name2012-05-07HSPG & ASSOCIATES, PC
Accountancy firm EIN2012-05-07205861398
2011 : HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$34,949
Total transfer of assets from this plan2011-12-31$14,971
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$3,088
Total income from all sources (including contributions)2011-12-31$1,821,964
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,110,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,104,236
Expenses. Certain deemed distributions of participant loans2011-12-31$2,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,984,447
Value of total assets at end of year2011-12-31$11,887,319
Value of total assets at beginning of year2011-12-31$11,158,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,247
Total interest from all sources2011-12-31$18,434
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$500,000
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
Contributions received from participants2011-12-31$1,397,651
Participant contributions at end of year2011-12-31$431,235
Participant contributions at beginning of year2011-12-31$264,003
Participant contributions at end of year2011-12-31$22,201
Participant contributions at beginning of year2011-12-31$20,549
Assets. Other investments not covered elsewhere at end of year2011-12-31$23,616
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$81,921
Other income not declared elsewhere2011-12-31$-1,384
Administrative expenses (other) incurred2011-12-31$1,395
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$711,614
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,887,319
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,155,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$11,394,927
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,853,766
Interest on participant loans2011-12-31$18,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-179,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$504,875
Employer contributions (assets) at end of year2011-12-31$9,639
Employer contributions (assets) at beginning of year2011-12-31$9,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,104,236
Contract administrator fees2011-12-31$1,852
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,088
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 name2011-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2011-12-31205861398
2010 : HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$318,660
Total transfer of assets from this plan2010-12-31$8,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,088
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$3,153,112
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,009,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$989,846
Expenses. Certain deemed distributions of participant loans2010-12-31$17,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,003,170
Value of total assets at end of year2010-12-31$11,158,815
Value of total assets at beginning of year2010-12-31$8,702,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,211
Total interest from all sources2010-12-31$34,007
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,496,797
Participant contributions at end of year2010-12-31$264,003
Participant contributions at beginning of year2010-12-31$189,623
Participant contributions at end of year2010-12-31$20,549
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$2,143,260
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,155,727
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,702,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$10,853,766
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,498,576
Interest on participant loans2010-12-31$11,248
Interest earned on other investments2010-12-31$22,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$14,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$14,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,115,935
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$506,373
Employer contributions (assets) at end of year2010-12-31$9,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$989,846
Contract administrator fees2010-12-31$2,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,088
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 name2010-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2010-12-31205861398

Form 5500 Responses for HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN

2018: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2012: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING 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 filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEALTHCARE PARTNERS INVESTMENTS,LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01First time form 5500 has been submittedYes
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93747
Policy instance 1
Insurance contract or identification number93747
Number of Individuals Covered1214
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $77,424
Total amount of fees paid to insurance companyUSD $39,031
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,424
Insurance broker organization code?3
Amount paid for insurance broker fees20902
Additional information about fees paid to insurance brokerTPA COMPENSATION/FEES

Potentially related plans

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