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PRIMARY HEALTH, INC. 401(K) PLAN 401k Plan overview

Plan NamePRIMARY HEALTH, INC. 401(K) PLAN
Plan identification number 002

PRIMARY HEALTH, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRIMARY HEALTH INC. has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY HEALTH INC.
Employer identification number (EIN):752473418
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PRIMARY HEALTH INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2007-05-11
Company Identification Number: P07000057069
Legal Registered Office Address: 2191 NE 167 ST.

MIAMI

33162

More information about PRIMARY HEALTH INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY HEALTH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01STEPHEN CRUMBAUGH
0022015-01-01STEPHEN CRUMBAUGH
0022014-01-01KERI ADRIAN
0022013-01-01DANIEL WALTER
0022012-01-01DANIEL WALTER
0022011-01-01MIKE MAYDEN
0022009-01-01MIKE MAYDEN

Plan Statistics for PRIMARY HEALTH, INC. 401(K) PLAN

401k plan membership statisitcs for PRIMARY HEALTH, INC. 401(K) PLAN

Measure Date Value
2016: PRIMARY HEALTH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01543
Total number of active participants reported on line 7a of the Form 55002016-01-010
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 participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRIMARY HEALTH, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01523
Total number of active participants reported on line 7a of the Form 55002015-01-01428
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01521
Number of participants with account balances2015-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: PRIMARY HEALTH, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01587
Total number of active participants reported on line 7a of the Form 55002014-01-01434
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0199
Total of all active and inactive participants2014-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01533
Number of participants with account balances2014-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: PRIMARY HEALTH, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01581
Total number of active participants reported on line 7a of the Form 55002013-01-01446
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01539
Number of participants with account balances2013-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: PRIMARY HEALTH, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01500
Total number of active participants reported on line 7a of the Form 55002012-01-01464
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0177
Total of all active and inactive participants2012-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01541
Number of participants with account balances2012-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: PRIMARY HEALTH, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01518
Total number of active participants reported on line 7a of the Form 55002011-01-01392
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01460
Number of participants with account balances2011-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: PRIMARY HEALTH, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01444
Total number of active participants reported on line 7a of the Form 55002009-01-01371
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01425
Number of participants with account balances2009-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on PRIMARY HEALTH, INC. 401(K) PLAN

Measure Date Value
2016 : PRIMARY HEALTH, INC. 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-06-07$4,849,841
Total income from all sources (including contributions)2016-06-07$171,678
Total of all expenses incurred2016-06-07$342,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-07$313,832
Expenses. Certain deemed distributions of participant loans2016-06-07$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-07$0
Value of total assets at end of year2016-06-07$0
Value of total assets at beginning of year2016-06-07$5,020,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-07$28,245
Total interest from all sources2016-06-07$1,058
Total dividends received (eg from common stock, registered investment company shares)2016-06-07$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-07No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-07$0
Was this plan covered by a fidelity bond2016-06-07Yes
Value of fidelity bond cover2016-06-07$3,000,000
If this is an individual account plan, was there a blackout period2016-06-07Yes
Were there any nonexempt tranactions with any party-in-interest2016-06-07No
Contributions received from participants2016-06-07$0
Participant contributions at end of year2016-06-07$0
Participant contributions at beginning of year2016-06-07$157,411
Participant contributions at end of year2016-06-07$0
Participant contributions at beginning of year2016-06-07$24,168
Income. Received or receivable in cash from other sources (including rollovers)2016-06-07$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-07$0
Total non interest bearing cash at end of year2016-06-07$0
Total non interest bearing cash at beginning of year2016-06-07$4,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-07No
Value of net income/loss2016-06-07$-170,399
Value of net assets at end of year (total assets less liabilities)2016-06-07$0
Value of net assets at beginning of year (total assets less liabilities)2016-06-07$5,020,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-07No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-07No
Were any leases to which the plan was party in default or uncollectible2016-06-07No
Investment advisory and management fees2016-06-07$28,245
Interest on participant loans2016-06-07$1,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-07$4,831,468
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-07$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-07No
Was there a failure to transmit to the plan any participant contributions2016-06-07No
Has the plan failed to provide any benefit when due under the plan2016-06-07No
Contributions received in cash from employer2016-06-07$0
Employer contributions (assets) at end of year2016-06-07$0
Employer contributions (assets) at beginning of year2016-06-07$3,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-07$313,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-07Yes
Did the plan have assets held for investment2016-06-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-07Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-07Yes
Opinion of an independent qualified public accountant for this plan2016-06-07Disclaimer
Accountancy firm name2016-06-07WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2016-06-07750786316
2015 : PRIMARY HEALTH, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$686,698
Total of all expenses incurred2015-12-31$542,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$492,131
Expenses. Certain deemed distributions of participant loans2015-12-31$7,401
Value of total corrective distributions2015-12-31$1,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$738,303
Value of total assets at end of year2015-12-31$5,020,240
Value of total assets at beginning of year2015-12-31$4,876,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,693
Total interest from all sources2015-12-31$8,606
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$602,960
Participant contributions at end of year2015-12-31$157,411
Participant contributions at beginning of year2015-12-31$178,911
Participant contributions at end of year2015-12-31$24,168
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$4,110
Total non interest bearing cash at beginning of year2015-12-31$5,388
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$144,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,020,240
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,876,130
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
Investment advisory and management fees2015-12-31$41,693
Interest on participant loans2015-12-31$8,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,831,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,691,831
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
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$135,343
Employer contributions (assets) at end of year2015-12-31$3,083
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$492,131
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 name2015-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2015-12-31750786316
2014 : PRIMARY HEALTH, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,060,913
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$654,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$615,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$739,981
Value of total assets at end of year2014-12-31$4,876,130
Value of total assets at beginning of year2014-12-31$4,469,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,869
Total interest from all sources2014-12-31$8,057
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$750,000
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$505,467
Participant contributions at end of year2014-12-31$178,911
Participant contributions at beginning of year2014-12-31$154,400
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$17,124
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$109,062
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$406,229
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,876,130
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,469,901
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
Investment advisory and management fees2014-12-31$38,869
Income. Interest from loans (other than to participants)2014-12-31$8,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,697,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,293,812
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$125,452
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$615,815
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 name2014-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2014-12-31750786316
2013 : PRIMARY HEALTH, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$1,310,108
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$323,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$279,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$603,039
Value of total assets at end of year2013-12-31$4,469,901
Value of total assets at beginning of year2013-12-31$3,483,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,610
Total interest from all sources2013-12-31$6,712
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$750,000
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$481,995
Participant contributions at end of year2013-12-31$154,400
Participant contributions at beginning of year2013-12-31$118,127
Participant contributions at end of year2013-12-31$17,124
Participant contributions at beginning of year2013-12-31$19,086
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,954
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$986,665
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,469,901
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,483,236
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
Interest on participant loans2013-12-31$6,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,293,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,340,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$700,357
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$113,090
Employer contributions (assets) at end of year2013-12-31$4,565
Employer contributions (assets) at beginning of year2013-12-31$5,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$279,833
Contract administrator fees2013-12-31$43,610
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 name2013-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2013-12-31750786316
2012 : PRIMARY HEALTH, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$296
Total income from all sources (including contributions)2012-12-31$947,327
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$343,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$343,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$630,316
Value of total assets at end of year2012-12-31$3,483,236
Value of total assets at beginning of year2012-12-31$2,879,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$6,531
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$488,547
Participant contributions at end of year2012-12-31$118,127
Participant contributions at beginning of year2012-12-31$110,224
Participant contributions at end of year2012-12-31$19,086
Participant contributions at beginning of year2012-12-31$15,678
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$603,906
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,483,236
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,879,330
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$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,329,019
Interest on participant loans2012-12-31$3,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,340,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$420,184
Net gain/loss from 103.12 investment entities2012-12-31$310,480
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$141,769
Employer contributions (assets) at end of year2012-12-31$5,161
Employer contributions (assets) at beginning of year2012-12-31$4,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$343,421
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$296
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 name2012-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2012-12-31750786316
2011 : PRIMARY HEALTH, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,628
Total income from all sources (including contributions)2011-12-31$515,219
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$61,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$61,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$587,369
Value of total assets at end of year2011-12-31$2,879,626
Value of total assets at beginning of year2011-12-31$2,450,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$4,815
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$500,000
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$454,828
Participant contributions at end of year2011-12-31$110,224
Participant contributions at beginning of year2011-12-31$69,869
Participant contributions at end of year2011-12-31$15,678
Participant contributions at beginning of year2011-12-31$15,095
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$453,819
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,879,330
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,425,511
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 pooled separate accounts at end of year2011-12-31$2,329,019
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,034,398
Interest on participant loans2011-12-31$4,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$16,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$16,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$420,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$309,968
Net investment gain/loss from pooled separate accounts2011-12-31$-76,965
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$132,541
Employer contributions (assets) at end of year2011-12-31$4,521
Employer contributions (assets) at beginning of year2011-12-31$4,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$61,400
Liabilities. Value of benefit claims payable at end of year2011-12-31$296
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$24,628
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 name2011-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2011-12-31750786316
2010 : PRIMARY HEALTH, INC. 401(K) 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$24,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,705
Total income from all sources (including contributions)2010-12-31$792,815
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$197,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$182,406
Value of total corrective distributions2010-12-31$14,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$548,895
Value of total assets at end of year2010-12-31$2,450,139
Value of total assets at beginning of year2010-12-31$1,844,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$110
Total interest from all sources2010-12-31$3,391
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$110
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$422,321
Participant contributions at end of year2010-12-31$69,869
Participant contributions at beginning of year2010-12-31$54,373
Participant contributions at end of year2010-12-31$15,095
Participant contributions at beginning of year2010-12-31$25,937
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$595,595
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,425,511
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,829,916
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 pooled separate accounts at end of year2010-12-31$2,034,398
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,551,956
Interest on participant loans2010-12-31$3,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$16,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$309,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$192,662
Net investment gain/loss from pooled separate accounts2010-12-31$240,529
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$126,574
Employer contributions (assets) at end of year2010-12-31$4,135
Employer contributions (assets) at beginning of year2010-12-31$7,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$182,406
Liabilities. Value of benefit claims payable at end of year2010-12-31$24,628
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$14,705
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 name2010-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2010-12-31750786316
2009 : PRIMARY HEALTH, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRIMARY HEALTH, INC. 401(K) PLAN

2016: PRIMARY HEALTH, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: PRIMARY HEALTH, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRIMARY HEALTH, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRIMARY HEALTH, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRIMARY HEALTH, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRIMARY HEALTH, INC. 401(K) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRIMARY HEALTH, INC. 401(K) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334422-01
Policy instance 1
Insurance contract or identification number334422-01
Number of Individuals Covered23
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334422-01
Policy instance 1
Insurance contract or identification number334422-01
Number of Individuals Covered16
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334422-01
Policy instance 1
Insurance contract or identification number334422-01
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334422-01
Policy instance 1
Insurance contract or identification number334422-01
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU106
Policy instance 2
Insurance contract or identification numberPHU106
Number of Individuals Covered274
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,212
Total amount of fees paid to insurance companyUSD $1,111
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,212
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNOVA 401(K) ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU106
Policy instance 1
Insurance contract or identification numberPHU106
Number of Individuals Covered275
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,946
Total amount of fees paid to insurance companyUSD $1,252
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU106
Policy instance 1
Insurance contract or identification numberPHU106
Number of Individuals Covered254
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,900
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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