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403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC.
Plan identification number 002

403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

1ST CHOICE HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:1ST CHOICE HEALTHCARE, INC.
Employer identification number (EIN):710715998
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01JOEY RADCLIFF JOEY RADCLIFF2018-10-15
0022016-01-01LEANN BURNS, CFO LEANN BURNS, CFO2017-10-10
0022015-01-01LEANN BURNS, CFO2016-07-15 LEANN BURNS, CFO2016-07-15
0022014-01-01LEANN BURNS, CFO2015-06-18 LEANN BURNS, CFO2015-06-18
0022013-01-01LEANN BURNS2014-07-10 LEANN BURNS2014-07-10
0022012-01-01LEANN BURNS, CFO2013-07-29
0022011-01-01LEANN BURNS2012-07-26
0022010-01-01LEANN BURNS2011-09-14 LEANN BURNS2011-09-14

Plan Statistics for 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01249
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01217
Number of participants with account balances2021-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01180
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01185
Total participants2020-01-01185
Number of participants with account balances2020-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01180
Number of participants with account balances2019-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-01141
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01156
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-01129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01143
Number of participants with account balances2017-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01102
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01117
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014

Financial Data on 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-168,673
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$227,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$185,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,103,974
Value of total assets at end of year2022-12-31$7,213,328
Value of total assets at beginning of year2022-12-31$7,609,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,105
Total interest from all sources2022-12-31$6,565
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$155,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$155,062
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$524,177
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$146,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-396,417
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,213,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,609,745
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
Investment advisory and management fees2022-12-31$34,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,702,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,609,745
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$510,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,434,274
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$433,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$185,639
Contract administrator fees2022-12-31$7,251
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,678,653
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$298,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$279,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$886,750
Value of total assets at end of year2021-12-31$7,609,745
Value of total assets at beginning of year2021-12-31$6,229,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,635
Total interest from all sources2021-12-31$450
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$133,106
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$479,517
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,176
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$1,380,482
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,609,745
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,229,263
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
Investment advisory and management fees2021-12-31$12,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,609,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,680,539
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,548,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$658,347
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$375,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$279,536
Contract administrator fees2021-12-31$5,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,386,678
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$615,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$613,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$713,382
Value of total assets at end of year2020-12-31$6,229,263
Value of total assets at beginning of year2020-12-31$5,457,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,492
Total interest from all sources2020-12-31$14,708
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$335,463
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,584
Administrative expenses (other) incurred2020-12-31$1,492
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$771,354
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,229,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,457,909
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$4,680,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,191,181
Interest earned on other investments2020-12-31$14,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,548,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,266,728
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$658,588
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$369,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$613,832
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 name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,631,591
Total income from all sources (including contributions)2019-12-31$1,631,591
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$90,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,285
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$902,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$902,958
Value of total assets at end of year2019-12-31$5,524,615
Value of total assets at end of year2019-12-31$5,524,615
Value of total assets at beginning of year2019-12-31$3,983,601
Value of total assets at beginning of year2019-12-31$3,983,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,292
Total interest from all sources2019-12-31$21,063
Total interest from all sources2019-12-31$21,063
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$309,919
Contributions received from participants2019-12-31$309,919
Participant contributions at end of year2019-12-31$11,629
Participant contributions at end of year2019-12-31$11,629
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$230,051
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$230,051
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,292
Administrative expenses (other) incurred2019-12-31$1,292
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$1,541,014
Value of net income/loss2019-12-31$1,541,014
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,524,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,524,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,983,601
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,983,601
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$4,191,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,191,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,821,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,821,245
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$21,063
Interest earned on other investments2019-12-31$21,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,266,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,266,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,162,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,162,356
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$707,570
Net investment gain/loss from pooled separate accounts2019-12-31$707,570
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$362,988
Contributions received in cash from employer2019-12-31$362,988
Employer contributions (assets) at end of year2019-12-31$55,080
Employer contributions (assets) at end of year2019-12-31$55,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,285
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$585,368
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$207,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$206,045
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$800,533
Value of total assets at end of year2018-12-31$3,983,601
Value of total assets at beginning of year2018-12-31$3,605,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,085
Total interest from all sources2018-12-31$9,986
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$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$267,364
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$254,842
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,085
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$378,238
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,983,601
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,605,363
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$2,821,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,775,959
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$9,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,162,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$829,404
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-225,151
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$278,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$206,045
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 name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$877,251
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$64,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$63,166
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$550,326
Value of total assets at end of year2017-12-31$3,605,363
Value of total assets at beginning of year2017-12-31$2,792,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$950
Total interest from all sources2017-12-31$8,003
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
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$226,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$70,097
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$950
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$813,135
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,605,363
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,792,228
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$2,775,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,021,463
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$8,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$829,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$770,765
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$318,922
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$253,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$63,166
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 name2017-12-31BKD CPAS AND ADVISORS LLP
Accountancy firm EIN2017-12-31440160260
2016 : 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 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$663,477
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$46,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$45,733
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$501,041
Value of total assets at end of year2016-12-31$2,792,228
Value of total assets at beginning of year2016-12-31$2,175,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$890
Total interest from all sources2016-12-31$6,381
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$50,000
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$178,373
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$102,635
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$890
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$616,854
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,792,228
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,175,374
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$2,021,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,584,632
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$6,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$770,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$590,742
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$156,055
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$220,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$45,733
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 name2016-12-31BKD CPAS & ADVISORS
Accountancy firm EIN2016-12-31440160260

Form 5500 Responses for 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC.

2022: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF 1ST CHOICE HEALTHCARE, INC. 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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058246C
Policy instance 1
Insurance contract or identification number058246C
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058246C
Policy instance 1
Insurance contract or identification number058246C
Number of Individuals Covered185
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $870
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees870
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058246C
Policy instance 1
Insurance contract or identification number058246C
Number of Individuals Covered180
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,130
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3130
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058246C
Policy instance 1
Insurance contract or identification number058246C
Number of Individuals Covered156
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $574
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees574
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058246C
Policy instance 1
Insurance contract or identification number058246C
Number of Individuals Covered143
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $576
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees576
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE

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