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FAMILY HEALTH CENTER 403(B) PLAN 401k Plan overview

Plan NameFAMILY HEALTH CENTER 403(B) PLAN
Plan identification number 004

FAMILY HEALTH CENTER 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION
Employer identification number (EIN):741873453
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HEALTH CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01ANNETTE BALLEW2023-08-13
0042021-01-01ANNETTE BALLEW2022-08-18
0042020-01-01ANNETTE BALLEW2021-09-30
0042019-01-01ANNETTE BALLEW2020-08-26
0042018-01-01ANNETTE BALLEW2019-09-26
0042017-01-01
0042016-01-01
0042015-01-01ANNETTE BALLEW
0042014-01-01ANNETTE BALLEW
0042013-01-01ALLEN PATTERSON
0042012-01-01ALLEN PATTERSON
0042011-01-01ALLEN PATTERSON
0042010-01-01ALLEN PATTERSON
0042009-01-01JENNIFER DEBRULER

Plan Statistics for FAMILY HEALTH CENTER 403(B) PLAN

401k plan membership statisitcs for FAMILY HEALTH CENTER 403(B) PLAN

Measure Date Value
2022: FAMILY HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01662
Total number of active participants reported on line 7a of the Form 55002022-01-01598
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01675
Number of participants with account balances2022-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FAMILY HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01622
Total number of active participants reported on line 7a of the Form 55002021-01-01589
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01662
Number of participants with account balances2021-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FAMILY HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01571
Total number of active participants reported on line 7a of the Form 55002020-01-01576
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01622
Number of participants with account balances2020-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAMILY HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01546
Total number of active participants reported on line 7a of the Form 55002019-01-01542
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01571
Number of participants with account balances2019-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FAMILY HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01557
Total number of active participants reported on line 7a of the Form 55002018-01-01516
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01546
Number of participants with account balances2018-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FAMILY HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01569
Total number of active participants reported on line 7a of the Form 55002017-01-01525
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01557
Number of participants with account balances2017-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FAMILY HEALTH CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01553
Total number of active participants reported on line 7a of the Form 55002016-01-01554
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01569
Number of participants with account balances2016-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY HEALTH CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01485
Total number of active participants reported on line 7a of the Form 55002015-01-01539
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01553
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FAMILY HEALTH CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01567
Total number of active participants reported on line 7a of the Form 55002014-01-01471
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01485
Number of participants with account balances2014-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FAMILY HEALTH CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01294
Total number of active participants reported on line 7a of the Form 55002013-01-01560
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01567
Number of participants with account balances2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FAMILY HEALTH CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01317
Total number of active participants reported on line 7a of the Form 55002012-01-01291
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01294
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FAMILY HEALTH CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01316
Total number of active participants reported on line 7a of the Form 55002011-01-01312
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01315
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FAMILY HEALTH CENTER 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01309
Total number of active participants reported on line 7a of the Form 55002010-01-01300
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01310
Number of participants with account balances2010-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FAMILY HEALTH CENTER 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01296
Total number of active participants reported on line 7a of the Form 55002009-01-01308
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01310
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FAMILY HEALTH CENTER 403(B) PLAN

Measure Date Value
2022 : FAMILY HEALTH CENTER 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-1,020,838
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,873,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,777,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,164,999
Value of total assets at end of year2022-12-31$16,060,273
Value of total assets at beginning of year2022-12-31$18,954,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,820
Total interest from all sources2022-12-31$19,757
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,964,964
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$200,035
Total non interest bearing cash at beginning of year2022-12-31$25,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,894,218
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,060,273
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,954,491
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$15,256,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,972,099
Interest earned on other investments2022-12-31$19,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$803,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$956,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,205,594
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,777,560
Contract administrator fees2022-12-31$95,820
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JAYNES,REITMEIER,BOYD & THERRELL PC
Accountancy firm EIN2022-12-31742533381
2021 : FAMILY HEALTH CENTER 403(B) 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$4,706,720
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,268,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,179,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,939,063
Value of total assets at end of year2021-12-31$18,954,491
Value of total assets at beginning of year2021-12-31$15,516,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,424
Total interest from all sources2021-12-31$19,091
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,855,603
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$83,460
Total non interest bearing cash at end of year2021-12-31$25,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,437,826
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,954,491
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,516,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,972,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,774,222
Interest earned on other investments2021-12-31$19,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$956,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$742,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,748,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,179,470
Contract administrator fees2021-12-31$89,424
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JAYNES,REITMEIER,BOYD, &THERRELL PC
Accountancy firm EIN2021-12-31742533381
2020 : FAMILY HEALTH CENTER 403(B) 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$4,016,070
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,184,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,116,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,749,132
Value of total assets at end of year2020-12-31$15,516,665
Value of total assets at beginning of year2020-12-31$12,684,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,641
Total interest from all sources2020-12-31$16,031
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$1,000,000
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$1,714,362
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,770
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$2,831,673
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,516,665
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,684,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,774,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,952,111
Interest earned on other investments2020-12-31$16,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$742,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$732,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,250,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,116,756
Contract administrator fees2020-12-31$67,641
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 name2020-12-31JAYNES,REITMEIER,BOYD & THERRELL PC
Accountancy firm EIN2020-12-31742533381
2019 : FAMILY HEALTH CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,986,939
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$959,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$889,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,636,849
Value of total assets at end of year2019-12-31$12,684,992
Value of total assets at beginning of year2019-12-31$9,657,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,277
Total interest from all sources2019-12-31$11,868
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,600,218
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,631
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$3,027,833
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,684,992
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,657,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,952,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,287,799
Interest earned on other investments2019-12-31$11,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$732,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$369,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,338,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$889,829
Contract administrator fees2019-12-31$69,277
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JAYNES,REITMEIER,BOYD & THERRELL PC
Accountancy firm EIN2019-12-31742533381
2018 : FAMILY HEALTH CENTER 403(B) 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$868,672
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$383,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$322,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,415,945
Value of total assets at end of year2018-12-31$9,657,159
Value of total assets at beginning of year2018-12-31$9,171,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,137
Total interest from all sources2018-12-31$10,300
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$1,369,623
Participant contributions at beginning of year2018-12-31$39,648
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,322
Total non interest bearing cash at beginning of year2018-12-31$3,263
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$485,325
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,657,159
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,171,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,287,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,799,781
Interest earned on other investments2018-12-31$10,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$369,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$329,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-557,573
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$322,210
Contract administrator fees2018-12-31$61,137
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 name2018-12-31JAYNES,REITMEIER,BOYD & THERRELL PC
Accountancy firm EIN2018-12-31742533381
2017 : FAMILY HEALTH CENTER 403(B) 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$2,711,594
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$147,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$96,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,401,294
Value of total assets at end of year2017-12-31$9,171,834
Value of total assets at beginning of year2017-12-31$6,607,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,963
Total interest from all sources2017-12-31$568
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$1,245,446
Participant contributions at end of year2017-12-31$39,648
Participant contributions at beginning of year2017-12-31$38,734
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$155,848
Total non interest bearing cash at end of year2017-12-31$3,263
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$2,564,497
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,171,834
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,607,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,799,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,314,280
Interest earned on other investments2017-12-31$568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$254,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$254,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$329,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,309,732
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,134
Contract administrator fees2017-12-31$50,963
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 name2017-12-31JAYNES,REITMEIER,BOYD & THERRELL PC
Accountancy firm EIN2017-12-31742533381
2016 : FAMILY HEALTH CENTER 403(B) 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$1,432,877
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$691,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$649,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$989,018
Value of total assets at end of year2016-12-31$6,607,337
Value of total assets at beginning of year2016-12-31$5,866,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,519
Total interest from all sources2016-12-31$361
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$977,840
Participant contributions at end of year2016-12-31$38,734
Participant contributions at beginning of year2016-12-31$30,759
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,178
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$741,277
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,607,337
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,866,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,314,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,344,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$254,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$490,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$490,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$443,498
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$649,081
Contract administrator fees2016-12-31$42,519
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 name2016-12-31JAYNES, REITNER, BOYD & THERRELL PC
Accountancy firm EIN2016-12-31742533381
2015 : FAMILY HEALTH CENTER 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$963,397
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$312,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$278,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$959,036
Value of total assets at end of year2015-12-31$5,866,060
Value of total assets at beginning of year2015-12-31$5,215,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,873
Total interest from all sources2015-12-31$47
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$850,925
Participant contributions at end of year2015-12-31$30,759
Participant contributions at beginning of year2015-12-31$31,624
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$108,111
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$650,808
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,866,060
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,215,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,344,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,726,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$490,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$457,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$457,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$4,314
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$278,716
Contract administrator fees2015-12-31$33,873
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 name2015-12-31JAYNES, REITNER, BOYD & THERRELL PC
Accountancy firm EIN2015-12-31742533381
2014 : FAMILY HEALTH CENTER 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,385,714
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$367,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$324,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,084,675
Value of total assets at end of year2014-12-31$5,215,252
Value of total assets at beginning of year2014-12-31$4,196,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,778
Total interest from all sources2014-12-31$21
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$1,000,000
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$741,824
Participant contributions at end of year2014-12-31$31,624
Participant contributions at beginning of year2014-12-31$24,998
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$342,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,018,386
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,215,252
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,196,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,726,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,985,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$457,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$186,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$186,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$301,018
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$324,550
Contract administrator fees2014-12-31$42,778
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 name2014-12-31JAYNES REITMEIER BOYD & THERRELL PC
Accountancy firm EIN2014-12-31742533381
2013 : FAMILY HEALTH CENTER 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$1,387,641
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$143,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$112,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$700,010
Value of total assets at end of year2013-12-31$4,196,866
Value of total assets at beginning of year2013-12-31$2,952,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,367
Total interest from all sources2013-12-31$11
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$1,000,000
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$665,949
Participant contributions at end of year2013-12-31$24,998
Participant contributions at beginning of year2013-12-31$26,672
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,061
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$1,243,930
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,196,866
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,952,936
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$3,985,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,774,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$186,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$152,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$152,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$687,620
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$112,344
Contract administrator fees2013-12-31$31,367
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 name2013-12-31JAYNES REITMEIER BOYD & THERRELL PC
Accountancy firm EIN2013-12-31742533381
2012 : FAMILY HEALTH CENTER 403(B) 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$1,016,248
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$229,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$204,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$723,553
Value of total assets at end of year2012-12-31$2,952,936
Value of total assets at beginning of year2012-12-31$2,166,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,920
Total interest from all sources2012-12-31$1
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
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$667,477
Participant contributions at end of year2012-12-31$26,672
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$56,076
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$786,347
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,952,936
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,166,589
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,774,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,012,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$152,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$153,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$153,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$292,694
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$204,981
Contract administrator fees2012-12-31$24,920
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 name2012-12-31JAYNES REITMEIER BOYD & THERRELL PC
Accountancy firm EIN2012-12-31742533381
2011 : FAMILY HEALTH CENTER 403(B) 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$591,446
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$77,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$56,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$639,646
Value of total assets at end of year2011-12-31$2,166,589
Value of total assets at beginning of year2011-12-31$1,652,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,371
Total interest from all sources2011-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$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$616,342
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,304
Other income not declared elsewhere2011-12-31$0
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$514,116
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,166,589
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,652,473
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 end of year2011-12-31$2,012,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,579,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$153,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$73,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$73,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-48,209
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$56,959
Contract administrator fees2011-12-31$20,371
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 name2011-12-31JAYNES REITMEIER BOYD & THERRELL PC
Accountancy firm EIN2011-12-31742533381
2010 : FAMILY HEALTH CENTER 403(B) 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$1,000,263
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$25,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$811,836
Value of total assets at end of year2010-12-31$1,652,473
Value of total assets at beginning of year2010-12-31$677,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,008
Total interest from all sources2010-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$667,015
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$144,821
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$975,036
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,652,473
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$677,437
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$1,579,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$650,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$73,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$188,421
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,219
Contract administrator fees2010-12-31$11,008
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 name2010-12-31JAYNES REITMEIER BOYD & THERRELL PC
Accountancy firm EIN2010-12-31742533381
2009 : FAMILY HEALTH CENTER 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FAMILY HEALTH CENTER 403(B) PLAN

2022: FAMILY HEALTH CENTER 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY HEALTH CENTER 403(B) 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: FAMILY HEALTH CENTER 403(B) 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: FAMILY HEALTH CENTER 403(B) 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: FAMILY HEALTH CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY HEALTH CENTER 403(B) 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: FAMILY HEALTH CENTER 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY HEALTH CENTER 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY HEALTH CENTER 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY HEALTH CENTER 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY HEALTH CENTER 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY HEALTH CENTER 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FAMILY HEALTH CENTER 403(B) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FAMILY HEALTH CENTER 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807183
Policy instance 1
Insurance contract or identification number807183
Number of Individuals Covered675
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807183
Policy instance 1
Insurance contract or identification number807183
Number of Individuals Covered662
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807183
Policy instance 1
Insurance contract or identification number807183
Number of Individuals Covered622
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807183
Policy instance 1
Insurance contract or identification number807183
Number of Individuals Covered571
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807183
Policy instance 1
Insurance contract or identification number807183
Number of Individuals Covered546
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807183
Policy instance 1
Insurance contract or identification number807183
Number of Individuals Covered557
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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