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HOME HEALTH AND HOSPICE 401K PLAN 401k Plan overview

Plan NameHOME HEALTH AND HOSPICE 401K PLAN
Plan identification number 001

HOME HEALTH AND HOSPICE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

HEALTHBACK HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEALTHBACK HOLDINGS, LLC
Employer identification number (EIN):731596269
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEALTH AND HOSPICE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01CHRISTY WILSON2021-10-12
0012019-01-01
0012018-01-01CHRISTY EVANS2019-09-30
0012017-01-01MICHAEL CURTIS
0012016-01-01MICHAEL CURTIS
0012015-01-01MICHAEL CURTIS
0012014-01-01MICHAEL CURTIS
0012013-01-01MICHAEL CURTIS
0012012-01-01MICHAEL CURTIS
0012011-01-01MICHAEL CURTIS
0012010-01-01MICHAEL CURTIS
0012009-01-01MICHAEL CURTIS

Plan Statistics for HOME HEALTH AND HOSPICE 401K PLAN

401k plan membership statisitcs for HOME HEALTH AND HOSPICE 401K PLAN

Measure Date Value
2022: HOME HEALTH AND HOSPICE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOME HEALTH AND HOSPICE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01268
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01268
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOME HEALTH AND HOSPICE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01231
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01231
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOME HEALTH AND HOSPICE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01280
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01206
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOME HEALTH AND HOSPICE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01278
Total number of active participants reported on line 7a of the Form 55002018-01-01280
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01280
Number of participants with account balances2018-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOME HEALTH AND HOSPICE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01230
Total number of active participants reported on line 7a of the Form 55002017-01-01278
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01278
Number of participants with account balances2017-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOME HEALTH AND HOSPICE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01295
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOME HEALTH AND HOSPICE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01275
Total number of active participants reported on line 7a of the Form 55002015-01-01239
Number of retired or separated participants receiving benefits2015-01-0156
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01295
Number of participants with account balances2015-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOME HEALTH AND HOSPICE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01361
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01275
Number of participants with account balances2014-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOME HEALTH AND HOSPICE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01410
Total number of active participants reported on line 7a of the Form 55002013-01-01311
Number of retired or separated participants receiving benefits2013-01-0150
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01361
Number of participants with account balances2013-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOME HEALTH AND HOSPICE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01389
Total number of active participants reported on line 7a of the Form 55002012-01-01389
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01410
Number of participants with account balances2012-01-01298
2011: HOME HEALTH AND HOSPICE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01267
Total number of active participants reported on line 7a of the Form 55002011-01-01335
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01389
Number of participants with account balances2011-01-01268
2010: HOME HEALTH AND HOSPICE 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01301
Total number of active participants reported on line 7a of the Form 55002010-01-01230
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01267
Number of participants with account balances2010-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOME HEALTH AND HOSPICE 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01243
Total number of active participants reported on line 7a of the Form 55002009-01-01231
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01243
Number of participants with account balances2009-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on HOME HEALTH AND HOSPICE 401K PLAN

Measure Date Value
2022 : HOME HEALTH AND HOSPICE 401K 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$0
Total income from all sources (including contributions)2022-12-31$-1,053,422
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,352,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,067,395
Expenses. Certain deemed distributions of participant loans2022-12-31$132,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$685,221
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$11,405,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$152,908
Total interest from all sources2022-12-31$118,089
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$152,891
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$431,852
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$140,340
Administrative expenses (other) incurred2022-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,405,859
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,405,859
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$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,526,667
Interest on participant loans2022-12-31$4,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$113,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$738,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,856,732
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$253,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,067,395
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROSE ROCK CPAS
Accountancy firm EIN2022-12-31260852716
2021 : HOME HEALTH AND HOSPICE 401K 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$2,515,601
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,957,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,785,196
Expenses. Certain deemed distributions of participant loans2021-12-31$82,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$931,358
Value of total assets at end of year2021-12-31$11,405,859
Value of total assets at beginning of year2021-12-31$10,847,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,595
Total interest from all sources2021-12-31$9,700
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$935,814
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$935,814
Administrative expenses professional fees incurred2021-12-31$89,595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$557,956
Participant contributions at end of year2021-12-31$140,340
Participant contributions at beginning of year2021-12-31$252,341
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,556
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$558,106
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,405,859
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,847,753
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$10,526,667
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,741,930
Interest on participant loans2021-12-31$9,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$738,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$853,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$638,729
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$339,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,785,196
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 name2021-12-31ROSE ROCK CPAS
Accountancy firm EIN2021-12-31260852716
2020 : HOME HEALTH AND HOSPICE 401K 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$2,077,796
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$536,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$481,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$871,110
Value of total assets at end of year2020-12-31$10,847,753
Value of total assets at beginning of year2020-12-31$9,306,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,482
Total interest from all sources2020-12-31$7,508
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$538,790
Participant contributions at end of year2020-12-31$252,341
Participant contributions at beginning of year2020-12-31$65,755
Administrative expenses (other) incurred2020-12-31$54,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,541,346
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,847,753
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,306,407
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$9,741,930
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,410,738
Income. Interest from loans (other than to participants)2020-12-31$7,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$853,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$829,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,199,178
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$332,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$481,968
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 name2020-12-31ROSE ROCK CPAS
Accountancy firm EIN2020-12-31260852716
2019 : HOME HEALTH AND HOSPICE 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,465,743
Total income from all sources (including contributions)2019-12-31$2,465,743
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$989,727
Total of all expenses incurred2019-12-31$989,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$919,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$919,015
Expenses. Certain deemed distributions of participant loans2019-12-31$5,312
Expenses. Certain deemed distributions of participant loans2019-12-31$5,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$715,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$715,917
Value of total assets at end of year2019-12-31$9,306,407
Value of total assets at end of year2019-12-31$9,306,407
Value of total assets at beginning of year2019-12-31$7,830,391
Value of total assets at beginning of year2019-12-31$7,830,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,400
Total interest from all sources2019-12-31$1,665
Total interest from all sources2019-12-31$1,665
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$446,917
Contributions received from participants2019-12-31$446,917
Participant contributions at end of year2019-12-31$65,755
Participant contributions at end of year2019-12-31$65,755
Participant contributions at beginning of year2019-12-31$22,820
Participant contributions at beginning of year2019-12-31$22,820
Administrative expenses (other) incurred2019-12-31$65,400
Administrative expenses (other) incurred2019-12-31$65,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,476,016
Value of net income/loss2019-12-31$1,476,016
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,306,407
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,306,407
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,830,391
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,830,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,410,738
Value of interest in pooled separate accounts at end of year2019-12-31$8,410,738
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,743,068
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,743,068
Interest on participant loans2019-12-31$1,665
Interest on participant loans2019-12-31$1,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$829,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$829,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,064,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,064,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,748,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,748,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$269,000
Contributions received in cash from employer2019-12-31$269,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$919,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$919,015
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm name2019-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm EIN2019-12-31421660608
Accountancy firm EIN2019-12-31421660608
2018 : HOME HEALTH AND HOSPICE 401K 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$504,216
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$501,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$452,462
Expenses. Certain deemed distributions of participant loans2018-12-31$15,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$962,548
Value of total assets at end of year2018-12-31$7,830,391
Value of total assets at beginning of year2018-12-31$7,827,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,662
Total interest from all sources2018-12-31$1,691
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$256,713
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$256,713
Administrative expenses professional fees incurred2018-12-31$33,662
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$446,944
Participant contributions at end of year2018-12-31$22,820
Participant contributions at beginning of year2018-12-31$45,283
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$221,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,472
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,830,391
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,827,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,743,068
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,918,044
Interest on participant loans2018-12-31$1,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,064,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$864,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-716,736
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$294,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$452,462
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 name2018-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm EIN2018-12-31421660608
2017 : HOME HEALTH AND HOSPICE 401K 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$1,844,040
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$705,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$696,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$756,406
Value of total assets at end of year2017-12-31$7,827,919
Value of total assets at beginning of year2017-12-31$6,689,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,027
Total interest from all sources2017-12-31$2,187
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$500,000
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$448,959
Participant contributions at end of year2017-12-31$45,283
Participant contributions at beginning of year2017-12-31$54,922
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$199
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$1,138,502
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,827,919
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,689,417
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 pooled separate accounts at end of year2017-12-31$6,918,044
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,630,158
Interest on participant loans2017-12-31$2,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$864,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,004,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,085,447
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$307,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$696,511
Contract administrator fees2017-12-31$9,027
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 name2017-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm EIN2017-12-31421660608
2016 : HOME HEALTH AND HOSPICE 401K 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$1,276,981
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$912,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$896,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$832,563
Value of total assets at end of year2016-12-31$6,689,417
Value of total assets at beginning of year2016-12-31$6,325,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,516
Total interest from all sources2016-12-31$2,272
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$16,516
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$477,986
Participant contributions at end of year2016-12-31$54,922
Participant contributions at beginning of year2016-12-31$39,331
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,473
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$364,273
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,689,417
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,325,144
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 pooled separate accounts at end of year2016-12-31$5,630,158
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,298,759
Income. Interest from loans (other than to participants)2016-12-31$2,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,004,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$987,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$442,146
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$353,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$896,192
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 name2016-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm EIN2016-12-31421660608
2015 : HOME HEALTH AND HOSPICE 401K 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$994,531
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$690,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$678,717
Expenses. Certain deemed distributions of participant loans2015-12-31$3,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,043,246
Value of total assets at end of year2015-12-31$6,325,144
Value of total assets at beginning of year2015-12-31$6,021,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,678
Total interest from all sources2015-12-31$0
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$7,678
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$586,591
Participant contributions at end of year2015-12-31$39,331
Participant contributions at beginning of year2015-12-31$25,263
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$572
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$304,141
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,325,144
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,021,003
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 pooled separate accounts at end of year2015-12-31$5,298,759
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,109,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$987,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$886,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,715
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$456,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$678,717
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 name2015-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm EIN2015-12-31421660608
2014 : HOME HEALTH AND HOSPICE 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$362,146
Total unrealized appreciation/depreciation of assets2014-12-31$362,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,446,663
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$793,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$778,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,067,401
Value of total assets at end of year2014-12-31$6,021,003
Value of total assets at beginning of year2014-12-31$5,368,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,600
Total interest from all sources2014-12-31$17,116
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$579,189
Participant contributions at end of year2014-12-31$25,263
Participant contributions at beginning of year2014-12-31$5,939
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,338
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$6,478
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$652,939
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,021,003
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,368,064
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 pooled separate accounts at end of year2014-12-31$5,109,302
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,509,154
Interest on participant loans2014-12-31$356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$886,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$852,971
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$463,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$771,646
Contract administrator fees2014-12-31$15,600
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 name2014-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm EIN2014-12-31421660608
2013 : HOME HEALTH AND HOSPICE 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$754,857
Total unrealized appreciation/depreciation of assets2013-12-31$754,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,695,787
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$606,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$600,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$917,945
Value of total assets at end of year2013-12-31$5,368,064
Value of total assets at beginning of year2013-12-31$4,278,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,375
Total interest from all sources2013-12-31$22,800
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$506,638
Participant contributions at end of year2013-12-31$5,939
Participant contributions at beginning of year2013-12-31$8,191
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,974
Other income not declared elsewhere2013-12-31$185
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$1,089,404
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,368,064
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,278,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,509,154
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,378,851
Interest on participant loans2013-12-31$155
Interest earned on other investments2013-12-31$320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$852,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$891,618
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$403,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$600,008
Contract administrator fees2013-12-31$6,375
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 name2013-12-31BAILEY, KAUFMAN & SCHEIBELHUT, PLLC
Accountancy firm EIN2013-12-31421660608
2012 : HOME HEALTH AND HOSPICE 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,434,368
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$426,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$421,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,003,539
Value of total assets at end of year2012-12-31$4,278,660
Value of total assets at beginning of year2012-12-31$3,271,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,400
Total interest from all sources2012-12-31$581
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,400
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$546,445
Participant contributions at end of year2012-12-31$8,191
Participant contributions at beginning of year2012-12-31$12,427
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$892
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$1,007,492
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,278,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,271,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,378,851
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,612,327
Interest on participant loans2012-12-31$581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$891,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$646,414
Net investment gain/loss from pooled separate accounts2012-12-31$430,248
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$456,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$421,476
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 name2012-12-31CRAIG & CARTER ASSOCIATES
Accountancy firm EIN2012-12-31731522302
2011 : HOME HEALTH AND HOSPICE 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$774,902
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$312,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$309,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$807,416
Value of total assets at end of year2011-12-31$3,271,168
Value of total assets at beginning of year2011-12-31$2,808,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,500
Total interest from all sources2011-12-31$873
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$456,532
Participant contributions at end of year2011-12-31$12,427
Participant contributions at beginning of year2011-12-31$19,017
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$462,688
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,271,168
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,808,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,612,327
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,237,202
Interest on participant loans2011-12-31$873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$646,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$552,261
Net investment gain/loss from pooled separate accounts2011-12-31$-33,387
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$350,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$309,714
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 name2011-12-31CRAIG & CARTER ASSOCIATES
Accountancy firm EIN2011-12-31731522302
2010 : HOME HEALTH AND HOSPICE 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$956,014
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$417,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$413,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$652,633
Value of total assets at end of year2010-12-31$2,808,480
Value of total assets at beginning of year2010-12-31$2,270,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,273
Total interest from all sources2010-12-31$955
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,273
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$363,488
Participant contributions at end of year2010-12-31$19,017
Participant contributions at beginning of year2010-12-31$12,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$538,107
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,808,480
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,270,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,257,434
Value of interest in pooled separate accounts at end of year2010-12-31$2,237,202
Interest on participant loans2010-12-31$955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$552,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$302,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$289,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$413,634
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CRAIG & CARTER ASSOCIATES
Accountancy firm EIN2010-12-31731522302
2009 : HOME HEALTH AND HOSPICE 401K 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 HOME HEALTH AND HOSPICE 401K PLAN

2022: HOME HEALTH AND HOSPICE 401K 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 filingYes
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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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: HOME HEALTH AND HOSPICE 401K 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
2010: HOME HEALTH AND HOSPICE 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HOME HEALTH AND HOSPICE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA PARTNERSHIP
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered222
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,386
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?Yes
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 $5,386
Additional information about fees paid to insurance brokerTPA PARTNERSHIP
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered231
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 $375
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees375
Additional information about fees paid to insurance brokerTPA PARTNERSHIP
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered206
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 $470
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees470
Additional information about fees paid to insurance brokerTPA PARTNERSHIP
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered222
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,011
Total amount of fees paid to insurance companyUSD $4,592
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?Yes
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 $5,011
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,180
Total amount of fees paid to insurance companyUSD $2,611
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?Yes
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 $10,180
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTHE ALLOCATION COMPANY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered295
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,500
Total amount of fees paid to insurance companyUSD $3,079
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?Yes
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 $15,500
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTHE ALLOCATION COMPANY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811159
Policy instance 1
Insurance contract or identification number811159
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,924
Total amount of fees paid to insurance companyUSD $1,681
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?Yes
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 $10,924
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTHE ALLOCATION COMPANY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0315
Policy instance 1
Insurance contract or identification numberGH0315
Number of Individuals Covered346
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,802
Total amount of fees paid to insurance companyUSD $2,273
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,802
Insurance broker organization code?3
Amount paid for insurance broker fees2273
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameTHE ALLOCATION COMPANY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0315
Policy instance 1
Insurance contract or identification numberGH0315
Number of Individuals Covered345
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,323
Total amount of fees paid to insurance companyUSD $1,827
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?Yes
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 $10,323
Insurance broker organization code?3
Amount paid for insurance broker fees1827
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameTHE ALLOCATION COMPANY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0315
Policy instance 1
Insurance contract or identification numberGH0315
Number of Individuals Covered297
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,698
Total amount of fees paid to insurance companyUSD $1,494
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0315
Policy instance 1
Insurance contract or identification numberGH0315
Number of Individuals Covered257
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,136
Total amount of fees paid to insurance companyUSD $1,188
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,136
Insurance broker organization code?3
Amount paid for insurance broker fees1188
Additional information about fees paid to insurance brokerTPA ALLIANCE
Insurance broker nameTHE ALLOCATION COMPANY

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