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PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 401k Plan overview

Plan NamePRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN
Plan identification number 001

PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRIMARY CARE PROVIDERS FOR A HEALTHY FEL has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE PROVIDERS FOR A HEALTHY FEL
Employer identification number (EIN):721443732
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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
0012017-01-01CHRISTI HUNT CHRISTI HUNT2018-11-07
0012017-01-01CHRISTI HUNT CHRISTI HUNT2018-11-07
0012016-01-01CHRISTI HUNT CHRISTI HUNT2017-10-16
0012016-01-01 CHRISTI HUNT2018-11-06
0012015-01-01CHRISTI HUNT
0012014-01-01CHRISTI HUNT
0012013-01-01CHRISTI HUNT
0012012-01-01CHRISTI HUNT
0012011-01-01CHRISTI HUNT
0012009-01-01CHRISTI HUNT
0012008-01-01CHRISTI HUNT
0012007-01-01CHRISTI HUNT

Plan Statistics for PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN

401k plan membership statisitcs for PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN

Measure Date Value
2022: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01288
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01262
Number of participants with account balances2022-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01291
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01190
Number of participants with account balances2021-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01238
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01295
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01211
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01166
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01191
Total participants2018-01-01191
Number of participants with account balances2018-01-01119
2017: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01145
Total number of active participants reported on line 7a of the Form 55002017-01-01133
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01166
Total participants2017-01-01166
Number of participants with account balances2017-01-01103
2016: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01126
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01145
Number of participants with account balances2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01137
Total participants2015-01-01137
Number of participants with account balances2015-01-0177
2014: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01112
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01127
Total participants2014-01-01127
Number of participants with account balances2014-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01105
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01112
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01119
Total number of active participants reported on line 7a of the Form 55002012-01-0192
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01105
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0186
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01119
Total participants2011-01-01119
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0146
Total number of active participants reported on line 7a of the Form 55002009-01-0156
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0159
Total participants2009-01-0159
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN

Measure Date Value
2022 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$115,750
Total of all expenses incurred2022-12-31$274,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$242,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$899,634
Value of total assets at end of year2022-12-31$5,082,887
Value of total assets at beginning of year2022-12-31$5,241,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,810
Total interest from all sources2022-12-31$99,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$31,810
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$537,014
Participant contributions at end of year2022-12-31$31,141
Participant contributions at beginning of year2022-12-31$32,422
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-158,724
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,082,887
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,241,611
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 pooled separate accounts at end of year2022-12-31$4,252,531
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,355,884
Interest on participant loans2022-12-31$1,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$98,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$799,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$853,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-883,814
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$306,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$242,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31LAPORTE, APAC
Accountancy firm EIN2022-12-31721088864
2021 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,348,784
Total of all expenses incurred2021-12-31$1,115,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,075,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$826,903
Value of total assets at end of year2021-12-31$5,241,611
Value of total assets at beginning of year2021-12-31$5,008,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,457
Total interest from all sources2021-12-31$185,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$39,457
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$427,396
Participant contributions at end of year2021-12-31$32,422
Participant contributions at beginning of year2021-12-31$14,685
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$120,830
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$233,491
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,241,611
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,008,120
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 pooled separate accounts at end of year2021-12-31$4,355,884
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,993,258
Interest on participant loans2021-12-31$1,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$184,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$853,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,000,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$336,382
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$278,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,075,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31LAPORTE, APAC
Accountancy firm EIN2021-12-31721088864
2020 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,250,663
Total of all expenses incurred2020-12-31$447,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$430,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$741,381
Value of total assets at end of year2020-12-31$5,008,120
Value of total assets at beginning of year2020-12-31$4,205,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,014
Total interest from all sources2020-12-31$48,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$17,014
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$443,020
Participant contributions at end of year2020-12-31$14,685
Participant contributions at beginning of year2020-12-31$84,171
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,719
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$802,767
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,008,120
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,205,353
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 pooled separate accounts at end of year2020-12-31$3,993,258
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,244,157
Interest on participant loans2020-12-31$108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$48,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,000,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$877,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$461,044
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$286,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$430,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31LAPORTE, APAC
Accountancy firm EIN2020-12-31721088864
2019 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,113,450
Total of all expenses incurred2019-12-31$93,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$84,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$587,616
Value of total assets at end of year2019-12-31$4,205,353
Value of total assets at beginning of year2019-12-31$3,185,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,401
Total interest from all sources2019-12-31$18,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,401
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
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
Contributions received from participants2019-12-31$321,004
Participant contributions at end of year2019-12-31$84,171
Participant contributions at beginning of year2019-12-31$97,230
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,542
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,850
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$1,020,312
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,205,353
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,185,041
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 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$3,244,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,298,599
Interest on participant loans2019-12-31$3,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$877,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$774,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$507,181
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$231,762
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$6,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$84,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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 name2019-12-31LAPORTE, APAC
Accountancy firm EIN2019-12-31721088864
2018 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$432,905
Total of all expenses incurred2018-12-31$248,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$242,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$631,126
Value of total assets at end of year2018-12-31$3,185,041
Value of total assets at beginning of year2018-12-31$3,000,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,026
Total interest from all sources2018-12-31$15,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$6,026
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
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$217,435
Participant contributions at end of year2018-12-31$97,230
Participant contributions at beginning of year2018-12-31$59,897
Participant contributions at end of year2018-12-31$8,542
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$251,047
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$184,836
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,185,041
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,000,205
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$2,298,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,396,230
Interest on participant loans2018-12-31$2,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$774,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$544,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-213,514
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$162,644
Employer contributions (assets) at end of year2018-12-31$6,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$242,043
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 name2018-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2018-12-31720549733
2017 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$860,681
Total of all expenses incurred2017-12-31$72,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$68,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$558,922
Value of total assets at end of year2017-12-31$3,000,205
Value of total assets at beginning of year2017-12-31$2,212,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,309
Total interest from all sources2017-12-31$10,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,309
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$225,598
Participant contributions at end of year2017-12-31$59,897
Participant contributions at beginning of year2017-12-31$66,315
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$5,715
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$165,267
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$787,724
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,000,205
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,212,481
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$2,396,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,818,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$544,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$313,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$290,959
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$168,057
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$7,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$68,648
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 name2017-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2017-12-31720549733
2016 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$495,715
Total of all expenses incurred2016-12-31$99,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$95,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$356,535
Value of total assets at end of year2016-12-31$2,212,481
Value of total assets at beginning of year2016-12-31$1,816,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,566
Total interest from all sources2016-12-31$12,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,566
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$188,812
Participant contributions at end of year2016-12-31$66,315
Participant contributions at beginning of year2016-12-31$39,796
Participant contributions at end of year2016-12-31$5,715
Participant contributions at beginning of year2016-12-31$16,031
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,214
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$396,291
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,212,481
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,816,190
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$1,818,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,453,941
Interest on participant loans2016-12-31$2,780
Interest earned on other investments2016-12-31$4,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$313,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$285,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$127,068
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$137,509
Employer contributions (assets) at end of year2016-12-31$7,631
Employer contributions (assets) at beginning of year2016-12-31$20,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$95,858
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 name2016-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2016-12-31720549733
2015 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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$302,407
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$60,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$56,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$324,372
Value of total assets at end of year2015-12-31$1,779,289
Value of total assets at beginning of year2015-12-31$1,537,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,598
Total interest from all sources2015-12-31$6,489
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
Administrative expenses professional fees incurred2015-12-31$3,598
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$174,014
Participant contributions at end of year2015-12-31$39,796
Participant contributions at beginning of year2015-12-31$32,987
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,102
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$241,992
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,779,289
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,537,297
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$1,453,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,277,719
Interest on participant loans2015-12-31$1,691
Interest earned on other investments2015-12-31$4,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$285,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$226,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-28,454
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$120,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$56,817
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 name2015-12-31ERICKSEN, KRENTEL, & LAPORTE LLP
Accountancy firm EIN2015-12-31720549733
2014 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$321,834
Expenses. Total of all expenses incurred2014-12-31$70,908
Benefits paid (including direct rollovers)2014-12-31$67,517
Total plan assets at end of year2014-12-31$1,537,297
Total plan assets at beginning of year2014-12-31$1,286,371
Total contributions received or receivable from participants2014-12-31$161,719
Other income received2014-12-31$49,079
Net income (gross income less expenses)2014-12-31$250,926
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,537,297
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,286,371
Assets. Value of participant loans2014-12-31$32,987
Total contributions received or receivable from employer(s)2014-12-31$111,036
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$431,449
Expenses. Total of all expenses incurred2013-12-31$48,931
Benefits paid (including direct rollovers)2013-12-31$46,200
Total plan assets at end of year2013-12-31$1,286,371
Total plan assets at beginning of year2013-12-31$903,853
Total contributions received or receivable from participants2013-12-31$122,926
Contributions received from other sources (not participants or employers)2013-12-31$52,808
Other income received2013-12-31$167,224
Net income (gross income less expenses)2013-12-31$382,518
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,286,371
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$903,853
Assets. Value of participant loans2013-12-31$22,405
Total contributions received or receivable from employer(s)2013-12-31$88,491
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$270,110
Expenses. Total of all expenses incurred2012-12-31$17,012
Benefits paid (including direct rollovers)2012-12-31$14,774
Total plan assets at end of year2012-12-31$903,853
Total plan assets at beginning of year2012-12-31$650,755
Total contributions received or receivable from participants2012-12-31$101,940
Contributions received from other sources (not participants or employers)2012-12-31$1,505
Other income received2012-12-31$91,098
Net income (gross income less expenses)2012-12-31$253,098
Net plan assets at end of year (total assets less liabilities)2012-12-31$903,853
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$650,755
Assets. Value of participant loans2012-12-31$21,244
Total contributions received or receivable from employer(s)2012-12-31$75,567
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$112,552
Expenses. Total of all expenses incurred2011-12-31$35,901
Benefits paid (including direct rollovers)2011-12-31$33,922
Total plan assets at end of year2011-12-31$650,755
Total plan assets at beginning of year2011-12-31$574,104
Total contributions received or receivable from participants2011-12-31$66,033
Contributions received from other sources (not participants or employers)2011-12-31$10,216
Other income received2011-12-31$-13,280
Net income (gross income less expenses)2011-12-31$76,651
Net plan assets at end of year (total assets less liabilities)2011-12-31$650,755
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$574,104
Total contributions received or receivable from employer(s)2011-12-31$49,583
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$145,835
Expenses. Total of all expenses incurred2010-12-31$1,671
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$574,104
Total plan assets at beginning of year2010-12-31$429,940
Total contributions received or receivable from participants2010-12-31$47,608
Other income received2010-12-31$62,667
Net income (gross income less expenses)2010-12-31$144,164
Net plan assets at end of year (total assets less liabilities)2010-12-31$574,104
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$429,940
Total contributions received or receivable from employer(s)2010-12-31$35,560
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,671
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN

2022: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2017: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) 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
2008: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: PRIMARY CARE PROVIDERS FOR A HEALTHY FELICIANA 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FC2
Policy instance 2
Insurance contract or identification number664FC2
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered76
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $81
Total amount of fees paid to insurance companyUSD $0
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 $81
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FC2
Policy instance 2
Insurance contract or identification number664FC2
Number of Individuals Covered153
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered83
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FC2
Policy instance 2
Insurance contract or identification number664FC2
Number of Individuals Covered127
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered120
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,627
Total amount of fees paid to insurance companyUSD $0
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 $9,342
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered119
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,736
Total amount of fees paid to insurance companyUSD $0
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 $9,167
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered103
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 $10,633
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPOENSATION
Insurance broker organization code?3
Insurance broker nameFW ST. CLAIR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered77
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,093
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,612
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameF W STCLAIR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered68
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,738
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,384
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameF W STCLAIR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered62
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,817
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,544
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameF W STCLAIR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,457
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,244
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameF W STCLAIR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered40
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,712
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68583
Policy instance 1
Insurance contract or identification number68583
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $860
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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