401k Plan data: WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN plan

WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Life insurance

401k Sponsoring company profile

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

Company Name: WORKSITE HEALTH, INC.

Employer identification number (EIN): 770566457

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 CINDY TENBROOK 2016-10-03
001 2014-01-01 CINDY TENBROOK 2015-10-15
001 2013-01-01 CINDY TENBROOK 2014-10-09
001 2012-01-01 CINDY TENBROOK
001 2011-01-01 CINDY TENBROOK 2012-06-12
001 2010-01-01 CINDY TENBROOK 2012-02-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	CINDY TENBROOK	2016-10-03
001	2014-01-01	CINDY TENBROOK	2015-10-15
001	2013-01-01	CINDY TENBROOK	2014-10-09
001	2012-01-01	CINDY TENBROOK
001	2011-01-01	CINDY TENBROOK	2012-06-12
001	2010-01-01	CINDY TENBROOK	2012-02-28

Plan Statistics for WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,248,116
Acturial value of plan assets 2016-12-31 2,248,116
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,954,745
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,954,745
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,954,745
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 111,522
Prefunding balanced used to offset prior years funding requirement 2016-12-31 32,024
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 79,498
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 77,391
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 224,123
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 12,872
Prefunding balance elected to use to offset funding requirement 2016-12-31 12,872
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2012: WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2

Measure	Date	Value
2016: WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,248,116
Acturial value of plan assets	2016-12-31	2,248,116
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,954,745
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,954,745
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,954,745
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	111,522
Prefunding balanced used to offset prior years funding requirement	2016-12-31	32,024
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	79,498
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	77,391
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	224,123
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	12,872
Prefunding balance elected to use to offset funding requirement	2016-12-31	12,872
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2012: WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2

Financial Data on WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2012 : WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$362,984
Expenses. Total of all expenses incurred	2012-12-31	$12,225
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,771,657
Total plan assets at beginning of year	2012-12-31	$1,420,898
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$12,225
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$40,179
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$350,759
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,771,657
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,420,898
Total contributions received or receivable from employer(s)	2012-12-31	$322,805
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN

2012: WORKSITE HEALTH, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VF51942960

Policy instance

Insurance contract or identification number	VF51942960
Number of Individuals Covered	2
Total amount of commissions paid to insurance broker	USD $1,103
Commission paid to Insurance Broker	USD $552
Insurance broker name	UBS FINANCIAL SERVICES INS AGY INC

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WORKSITE HEALTH, INC.
Employer identification number (EIN):	770566457
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)