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BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 401k Plan overview

Plan NameBETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN
Plan identification number 002

BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

THE CHILDREN'S CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN'S CENTER, INC.
Employer identification number (EIN):730580264
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about THE CHILDREN'S CENTER, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2003-05-12
Company Identification Number: 20031154608
Legal Registered Office Address: 14000 Winding River Ct.
U-1
Broomfield
United States of America (USA)
80023

More information about THE CHILDREN'S CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN

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
0022017-01-01MIKE MILLIGAN
0022016-01-01MIKE MILLIGAN
0022015-01-01MIKE MILLIGAN
0022014-01-01MIKE MILLIGAN
0022013-01-01MIKE MILLIGAN
0022012-01-01MIKE MILLIGAN
0022011-01-01MIKE MILLIGAN

Plan Statistics for BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN

401k plan membership statisitcs for BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN

Measure Date Value
2022: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01990
Total number of active participants reported on line 7a of the Form 55002022-01-01751
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01898
Number of participants with account balances2022-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0152
2021: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01917
Total number of active participants reported on line 7a of the Form 55002021-01-01647
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01760
Number of participants with account balances2021-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0195
2020: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01944
Total number of active participants reported on line 7a of the Form 55002020-01-01711
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01788
Number of participants with account balances2020-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0159
2019: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01907
Total number of active participants reported on line 7a of the Form 55002019-01-01689
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01740
Number of participants with account balances2019-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01841
Total number of active participants reported on line 7a of the Form 55002018-01-01663
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01709
Number of participants with account balances2018-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0138
2017: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01745
Total number of active participants reported on line 7a of the Form 55002017-01-01607
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01637
Number of participants with account balances2017-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01732
Total number of active participants reported on line 7a of the Form 55002016-01-01636
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01674
Number of participants with account balances2016-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01641
Total number of active participants reported on line 7a of the Form 55002015-01-01564
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01603
Number of participants with account balances2015-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01658
Total number of active participants reported on line 7a of the Form 55002014-01-01502
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01520
Number of participants with account balances2014-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01575
Total number of active participants reported on line 7a of the Form 55002013-01-01473
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 participants2013-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01487
Number of participants with account balances2013-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01513
Total number of active participants reported on line 7a of the Form 55002012-01-01442
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01457
Number of participants with account balances2012-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01490
Total number of active participants reported on line 7a of the Form 55002011-01-01437
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01437
Number of participants with account balances2011-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115

Financial Data on BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN

Measure Date Value
2022 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-305,800
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,407,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,150,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,118,118
Value of total assets at end of year2022-12-31$28,160,550
Value of total assets at beginning of year2022-12-31$29,873,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$256,455
Total interest from all sources2022-12-31$132,644
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$763,066
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$763,066
Administrative expenses professional fees incurred2022-12-31$13,781
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,766,823
Participant contributions at end of year2022-12-31$320,898
Participant contributions at beginning of year2022-12-31$302,932
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$415,969
Administrative expenses (other) incurred2022-12-31$2,690
Total non interest bearing cash at end of year2022-12-31$100,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,713,160
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,160,550
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,873,710
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$231,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,982,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,064,492
Interest on participant loans2022-12-31$18,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$114,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,757,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,506,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,319,628
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$935,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,150,905
Contract administrator fees2022-12-31$8,560
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 name2022-12-31SMITH CARNEY & CO., PC
Accountancy firm EIN2022-12-31731225615
2021 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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$6,347,907
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,610,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,583,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,036,516
Value of total assets at end of year2021-12-31$29,873,710
Value of total assets at beginning of year2021-12-31$26,136,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,878
Total interest from all sources2021-12-31$21,629
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$621,581
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$621,581
Administrative expenses professional fees incurred2021-12-31$26,878
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,179,190
Participant contributions at end of year2021-12-31$302,932
Participant contributions at beginning of year2021-12-31$380,392
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$47,496
Other income not declared elsewhere2021-12-31$-234,688
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$3,737,486
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,873,710
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,136,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,064,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,456,395
Interest on participant loans2021-12-31$21,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,506,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,292,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,902,869
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$809,830
Employer contributions (assets) at beginning of year2021-12-31$6,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,583,543
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 name2021-12-31SMITH CARNEY & CO, PC
Accountancy firm EIN2021-12-31731225615
2020 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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$6,221,605
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,294,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,088,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,008,535
Value of total assets at end of year2020-12-31$26,136,224
Value of total assets at beginning of year2020-12-31$21,209,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$206,663
Total interest from all sources2020-12-31$160,953
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$525,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$525,550
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,943,517
Participant contributions at end of year2020-12-31$380,392
Participant contributions at beginning of year2020-12-31$319,708
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$392,886
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$4,926,854
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,136,224
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,209,370
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
Investment advisory and management fees2020-12-31$185,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,456,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,491,508
Interest on participant loans2020-12-31$20,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$140,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,292,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,398,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,526,567
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$672,132
Employer contributions (assets) at end of year2020-12-31$6,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,088,088
Contract administrator fees2020-12-31$21,465
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 name2020-12-31SMITH CARNEY & CO., PC
Accountancy firm EIN2020-12-31731225615
2019 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2019 401k financial data
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 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$5,770,526
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$869,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$691,255
Value of total corrective distributions2019-12-31$1,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,580,565
Value of total assets at end of year2019-12-31$21,209,370
Value of total assets at beginning of year2019-12-31$16,308,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$176,288
Total interest from all sources2019-12-31$167,377
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$413,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$413,584
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,752,264
Participant contributions at end of year2019-12-31$319,708
Participant contributions at beginning of year2019-12-31$273,681
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$217,632
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$4,901,005
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,209,370
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,308,365
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
Investment advisory and management fees2019-12-31$167,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,491,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,124,325
Interest on participant loans2019-12-31$19,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$147,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,398,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,910,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,609,000
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$610,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$691,255
Contract administrator fees2019-12-31$9,288
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 name2019-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2019-12-31731225615
2018 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,948,680
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,709,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,552,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,683,367
Value of total assets at end of year2018-12-31$16,308,365
Value of total assets at beginning of year2018-12-31$16,068,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,488
Total interest from all sources2018-12-31$131,712
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$375,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$375,088
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,602,580
Participant contributions at end of year2018-12-31$273,681
Participant contributions at beginning of year2018-12-31$210,175
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$521,251
Administrative expenses (other) incurred2018-12-31$1,218
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$239,410
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,308,365
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,068,955
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
Investment advisory and management fees2018-12-31$148,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,124,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,409,358
Interest on participant loans2018-12-31$14,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$117,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,910,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,446,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,241,487
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$559,536
Employer contributions (assets) at beginning of year2018-12-31$2,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,552,782
Contract administrator fees2018-12-31$7,236
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 name2018-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2018-12-31731225615
2017 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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$3,907,564
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$732,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$634,913
Expenses. Certain deemed distributions of participant loans2017-12-31$1,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,027,784
Value of total assets at end of year2017-12-31$16,068,955
Value of total assets at beginning of year2017-12-31$12,893,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$95,801
Total interest from all sources2017-12-31$10,066
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$1,000,000
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$1,394,433
Participant contributions at end of year2017-12-31$210,175
Participant contributions at beginning of year2017-12-31$148,811
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$111,296
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$3,175,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,068,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,893,810
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$12,409,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,680,848
Interest on participant loans2017-12-31$10,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,446,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,064,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,869,714
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$522,055
Employer contributions (assets) at end of year2017-12-31$2,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$634,913
Contract administrator fees2017-12-31$95,801
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 name2017-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2017-12-31731225615
2016 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,572,167
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$728,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$657,753
Expenses. Certain deemed distributions of participant loans2016-12-31$29,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,753,664
Value of total assets at end of year2016-12-31$12,893,810
Value of total assets at beginning of year2016-12-31$11,050,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,098
Total interest from all sources2016-12-31$7,951
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$40,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$40,633
Administrative expenses professional fees incurred2016-12-31$35,590
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,226,871
Participant contributions at end of year2016-12-31$148,811
Participant contributions at beginning of year2016-12-31$175,615
Participant contributions at beginning of year2016-12-31$2,907
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$117,834
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$1,843,757
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,893,810
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,050,053
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$3,224,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,738,918
Interest on participant loans2016-12-31$7,951
Value of interest in common/collective trusts at end of year2016-12-31$6,455,864
Value of interest in common/collective trusts at beginning of year2016-12-31$5,030,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,064,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,100,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$769,919
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$408,959
Employer contributions (assets) at beginning of year2016-12-31$1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$657,753
Contract administrator fees2016-12-31$5,508
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 name2016-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2016-12-31731225615
2015 : BETHANY CHILDREN'S HEALTH CENTER 401(K) 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$1,494,656
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,266,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,228,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,545,398
Value of total assets at end of year2015-12-31$11,050,053
Value of total assets at beginning of year2015-12-31$10,821,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,234
Total interest from all sources2015-12-31$49,068
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$34,790
Administrative expenses professional fees incurred2015-12-31$33,916
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,067,658
Participant contributions at end of year2015-12-31$175,615
Participant contributions at beginning of year2015-12-31$178,405
Participant contributions at end of year2015-12-31$1,000
Participant contributions at beginning of year2015-12-31$82
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$87,043
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$228,113
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,050,053
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,821,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,738,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,256,144
Interest on participant loans2015-12-31$7,653
Value of interest in common/collective trusts at end of year2015-12-31$5,030,966
Value of interest in common/collective trusts at beginning of year2015-12-31$4,742,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$41,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,100,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,644,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-134,600
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$390,697
Employer contributions (assets) at end of year2015-12-31$2,907
Employer contributions (assets) at beginning of year2015-12-31$41
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,228,309
Contract administrator fees2015-12-31$4,318
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 name2015-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2015-12-31731225615
2014 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,882
Expenses. Interest paid2014-12-31$2,286
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$2,286
Total income from all sources (including contributions)2014-12-31$1,914,874
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$592,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$555,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,432,407
Value of total assets at end of year2014-12-31$10,821,940
Value of total assets at beginning of year2014-12-31$9,505,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,780
Total interest from all sources2014-12-31$45,386
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$34,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$34,793
Administrative expenses professional fees incurred2014-12-31$31,570
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$897,600
Participant contributions at end of year2014-12-31$178,405
Participant contributions at beginning of year2014-12-31$146,026
Participant contributions at end of year2014-12-31$82
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$165,878
Other income not declared elsewhere2014-12-31$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,322,585
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,821,940
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,499,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,256,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,708,977
Interest on participant loans2014-12-31$6,593
Interest earned on other investments2014-12-31$38,793
Value of interest in common/collective trusts at end of year2014-12-31$4,742,985
Value of interest in common/collective trusts at beginning of year2014-12-31$4,211,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,644,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,438,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$126,204
Net investment gain or loss from common/collective trusts2014-12-31$276,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$368,929
Employer contributions (assets) at end of year2014-12-31$41
Employer contributions (assets) at beginning of year2014-12-31$715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$555,223
Contract administrator fees2014-12-31$3,210
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,882
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2014-12-31731225615
2013 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,263
Total income from all sources (including contributions)2013-12-31$2,353,328
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$312,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$279,126
Expenses. Certain deemed distributions of participant loans2013-12-31$5,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,235,727
Value of total assets at end of year2013-12-31$9,505,237
Value of total assets at beginning of year2013-12-31$7,460,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,923
Total interest from all sources2013-12-31$41,799
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$30,222
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$846,588
Participant contributions at end of year2013-12-31$146,026
Participant contributions at beginning of year2013-12-31$135,398
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,040,397
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,499,355
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,458,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,708,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,099,611
Interest on participant loans2013-12-31$5,414
Interest earned on other investments2013-12-31$36,385
Value of interest in common/collective trusts at end of year2013-12-31$4,211,372
Value of interest in common/collective trusts at beginning of year2013-12-31$2,898,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,438,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,326,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$448,635
Net investment gain or loss from common/collective trusts2013-12-31$596,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$348,132
Employer contributions (assets) at end of year2013-12-31$715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$279,126
Contract administrator fees2013-12-31$1,104
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,882
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,263
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2013-12-31731225615
2012 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,348
Total income from all sources (including contributions)2012-12-31$1,970,590
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$348,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$318,338
Expenses. Certain deemed distributions of participant loans2012-12-31$5,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,376,682
Value of total assets at end of year2012-12-31$7,460,221
Value of total assets at beginning of year2012-12-31$5,842,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,911
Total interest from all sources2012-12-31$43,285
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,073
Administrative expenses professional fees incurred2012-12-31$7,924
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$749,789
Participant contributions at end of year2012-12-31$135,398
Participant contributions at beginning of year2012-12-31$71,505
Participant contributions at beginning of year2012-12-31$298
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$315,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,622,334
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,458,958
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,836,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,099,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,593,457
Interest on participant loans2012-12-31$4,851
Interest earned on other investments2012-12-31$38,434
Value of interest in common/collective trusts at end of year2012-12-31$2,898,576
Value of interest in common/collective trusts at beginning of year2012-12-31$2,174,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,326,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,002,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$199,602
Net investment gain or loss from common/collective trusts2012-12-31$320,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$311,357
Employer contributions (assets) at beginning of year2012-12-31$196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$318,338
Contract administrator fees2012-12-31$920
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,263
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,348
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2012-12-31731225615
2011 : BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,051,356
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$214,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$193,769
Value of total corrective distributions2011-12-31$6,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,106,684
Value of total assets at end of year2011-12-31$5,842,972
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,615
Total interest from all sources2011-12-31$38,087
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$20,424
Administrative expenses professional fees incurred2011-12-31$4,648
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$705,886
Participant contributions at end of year2011-12-31$71,505
Participant contributions at end of year2011-12-31$298
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,090,789
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$257
Other income not declared elsewhere2011-12-31$38,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,836,624
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,836,624
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,593,457
Interest on participant loans2011-12-31$2,358
Interest earned on other investments2011-12-31$35,729
Value of interest in common/collective trusts at end of year2011-12-31$2,174,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,002,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-83,284
Net investment gain or loss from common/collective trusts2011-12-31$-69,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$310,009
Employer contributions (assets) at end of year2011-12-31$196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$193,512
Contract administrator fees2011-12-31$616
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,348
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH, CARNEY & CO., PC
Accountancy firm EIN2011-12-31731225615

Form 5500 Responses for BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN

2022: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BETHANY CHILDREN'S HEALTH CENTER 401(K) 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BETHANY CHILDREN'S HEALTH CENTER 401(K) 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BETHANY CHILDREN'S HEALTH CENTER 401(K) 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BETHANY CHILDREN'S HEALTH CENTER 401(K) 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BETHANY CHILDREN'S HEALTH CENTER 401(K) 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BETHANY CHILDREN'S HEALTH CENTER 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-62444-1
Policy instance 1
Insurance contract or identification numberMR-62444-1
Number of Individuals Covered92
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-62444-1
Policy instance 1
Insurance contract or identification numberMR-62444-1
Number of Individuals Covered760
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-62444-1
Policy instance 1
Insurance contract or identification numberMR-62444-1
Number of Individuals Covered767
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-62444-1
Policy instance 1
Insurance contract or identification numberMR-62444-1
Number of Individuals Covered740
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-62444-1
Policy instance 1
Insurance contract or identification numberMR-62444-1
Number of Individuals Covered538
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
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 $2,437
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2437
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS GROUP, LLC

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