?>
Logo

ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 401k Plan overview

Plan NameROCKY MOUNTAIN HEALTH CARE SERVICES 403(B)
Plan identification number 001

ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) Benefits

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

ROCKY MOUNTAIN HEALTH CARE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ROCKY MOUNTAIN HEALTH CARE SERVICES
Employer identification number (EIN):840765729
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about ROCKY MOUNTAIN HEALTH CARE SERVICES

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1978-07-03
Company Identification Number: 19871351202
Legal Registered Office Address: 2502 E. Pikes Peak Avenue
Suite 100
Colorado Springs
United States of America (USA)
80909

More information about ROCKY MOUNTAIN HEALTH CARE SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIM GINTER
0012016-01-01TAMRIN APAYDIN
0012015-01-01TAMRIN APAYDIN
0012014-01-01TAMRIN APAYDIN
0012014-01-01TAMRIN APAYDIN
0012013-01-01
0012012-01-01TAMRIN APAYDIN
0012011-01-01LAURIE TEBO
0012009-01-01LAURIE TEBO

Plan Statistics for ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B)

401k plan membership statisitcs for ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B)

Measure Date Value
2022: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2022 401k membership
Total participants, beginning-of-year2022-01-01542
Total number of active participants reported on line 7a of the Form 55002022-01-01407
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01551
Number of participants with account balances2022-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2021 401k membership
Total participants, beginning-of-year2021-01-01528
Total number of active participants reported on line 7a of the Form 55002021-01-01358
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01183
Total of all active and inactive participants2021-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01542
Number of participants with account balances2021-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2020 401k membership
Total participants, beginning-of-year2020-01-01478
Total number of active participants reported on line 7a of the Form 55002020-01-01347
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01181
Total of all active and inactive participants2020-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01528
Number of participants with account balances2020-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2019 401k membership
Total participants, beginning-of-year2019-01-01492
Total number of active participants reported on line 7a of the Form 55002019-01-01317
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01161
Total of all active and inactive participants2019-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01478
Number of participants with account balances2019-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0153
2018: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2018 401k membership
Total participants, beginning-of-year2018-01-01360
Total number of active participants reported on line 7a of the Form 55002018-01-01366
Number of retired or separated participants receiving benefits2018-01-01124
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01492
Number of participants with account balances2018-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2017 401k membership
Total participants, beginning-of-year2017-01-01312
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01451
Number of participants with account balances2017-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0161
2016: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2016 401k membership
Total participants, beginning-of-year2016-01-01332
Total number of active participants reported on line 7a of the Form 55002016-01-01312
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 participants2016-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01312
Number of participants with account balances2016-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0168
2015: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2015 401k membership
Total participants, beginning-of-year2015-01-01346
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01267
Number of participants with account balances2015-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01346
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01346
Number of participants with account balances2014-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-0116
Total of all active and inactive participants2013-01-01231
Total participants2013-01-01231
Number of participants with account balances2013-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2012 401k membership
Total participants, beginning-of-year2012-01-01225
Total number of active participants reported on line 7a of the Form 55002012-01-01229
Number of retired or separated participants receiving benefits2012-01-014
Total of all active and inactive participants2012-01-01233
Total participants2012-01-01233
Number of participants with account balances2012-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-015
Total of all active and inactive participants2011-01-01225
Total participants2011-01-01225
Number of participants with account balances2011-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-01182
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01185
Total participants2009-01-01185
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B)

Measure Date Value
2022 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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$941,053
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,058,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$971,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,497,241
Value of total assets at end of year2022-12-31$9,239,845
Value of total assets at beginning of year2022-12-31$9,356,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,221
Total interest from all sources2022-12-31$12,188
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$181,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$181,404
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,399,733
Participant contributions at end of year2022-12-31$108,207
Participant contributions at beginning of year2022-12-31$128,160
Participant contributions at end of year2022-12-31$55,530
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-117,107
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,239,845
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,356,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$34,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,575,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,039,179
Interest on participant loans2022-12-31$6,855
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$352,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$189,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$189,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,749,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,071,057
Employer contributions (assets) at end of year2022-12-31$147,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$971,939
Contract administrator fees2022-12-31$51,907
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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$3,143,459
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,177,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,094,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,084,134
Value of total assets at end of year2021-12-31$9,356,952
Value of total assets at beginning of year2021-12-31$7,391,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,322
Total interest from all sources2021-12-31$6,199
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$148,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$148,455
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,109,935
Participant contributions at end of year2021-12-31$128,160
Participant contributions at beginning of year2021-12-31$111,882
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$244,286
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$1,965,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,356,952
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,391,250
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
Investment advisory and management fees2021-12-31$31,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,039,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,113,069
Interest on participant loans2021-12-31$6,152
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$189,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$166,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$166,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$904,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$729,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,094,435
Contract administrator fees2021-12-31$51,805
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,433,314
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$805,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$759,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,491,427
Value of total assets at end of year2020-12-31$7,391,250
Value of total assets at beginning of year2020-12-31$5,763,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,161
Total interest from all sources2020-12-31$7,419
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$112,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$112,981
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$930,802
Participant contributions at end of year2020-12-31$111,882
Participant contributions at beginning of year2020-12-31$93,024
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,627,601
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,391,250
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,763,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,113,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,537,182
Interest on participant loans2020-12-31$6,730
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$166,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$133,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$133,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$821,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$529,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$759,552
Contract administrator fees2020-12-31$18,810
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 name2020-12-31BKD CPA AND ADVISORS
Accountancy firm EIN2020-12-31440160260
2019 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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$2,413,057
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,012,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$996,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,577,742
Value of total assets at end of year2019-12-31$5,763,649
Value of total assets at beginning of year2019-12-31$4,362,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,297
Total interest from all sources2019-12-31$11,512
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$120,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$120,165
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$932,594
Participant contributions at end of year2019-12-31$93,024
Participant contributions at beginning of year2019-12-31$86,294
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,156
Administrative expenses (other) incurred2019-12-31$9,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,400,750
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,763,649
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,362,899
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$5,537,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,235,815
Interest on participant loans2019-12-31$8,359
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$133,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$40,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$703,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$548,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$996,010
Contract administrator fees2019-12-31$6,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31BKD CPA AND ADVISORS
Accountancy firm EIN2019-12-31440160260
2018 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,076,234
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$948,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$914,278
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,474,836
Value of total assets at end of year2018-12-31$4,362,899
Value of total assets at beginning of year2018-12-31$4,235,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,184
Total interest from all sources2018-12-31$4,704
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$799,225
Participant contributions at end of year2018-12-31$86,294
Participant contributions at beginning of year2018-12-31$72,974
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$25,759
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$173,751
Other income not declared elsewhere2018-12-31$721
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$127,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,362,899
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,235,127
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$4,235,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,052,219
Interest on participant loans2018-12-31$4,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$40,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$70,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-404,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$501,860
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$13,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$914,278
Contract administrator fees2018-12-31$34,184
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 name2018-12-31BKD CPA AND ADVISORS
Accountancy firm EIN2018-12-31440160260
2017 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,978,788
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$468,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$439,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,428,316
Value of total assets at end of year2017-12-31$4,235,127
Value of total assets at beginning of year2017-12-31$2,724,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,676
Total interest from all sources2017-12-31$3,647
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$84,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$84,401
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$629,851
Participant contributions at end of year2017-12-31$72,974
Participant contributions at beginning of year2017-12-31$64,337
Participant contributions at end of year2017-12-31$25,759
Participant contributions at beginning of year2017-12-31$18,607
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$437,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,510,305
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,235,127
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,724,822
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
Investment advisory and management fees2017-12-31$14,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,052,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,563,624
Interest on participant loans2017-12-31$3,647
Interest earned on other investments2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$70,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$66,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$462,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$360,749
Employer contributions (assets) at end of year2017-12-31$13,970
Employer contributions (assets) at beginning of year2017-12-31$12,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$439,665
Contract administrator fees2017-12-31$14,182
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 name2017-12-31EKS&H, LLLP
Accountancy firm EIN2017-12-31461497033
2016 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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$44,038
Total income from all sources (including contributions)2016-12-31$1,009,376
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$415,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$394,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$871,442
Value of total assets at end of year2016-12-31$2,724,822
Value of total assets at beginning of year2016-12-31$2,174,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,792
Total interest from all sources2016-12-31$2,752
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$36,138
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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$501,913
Participant contributions at end of year2016-12-31$64,337
Participant contributions at beginning of year2016-12-31$37,587
Participant contributions at end of year2016-12-31$18,607
Participant contributions at beginning of year2016-12-31$19,204
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$85,543
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$594,343
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,724,822
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,130,479
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$2,563,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,048,510
Interest on participant loans2016-12-31$2,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$66,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$60,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$99,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$283,986
Employer contributions (assets) at end of year2016-12-31$12,104
Employer contributions (assets) at beginning of year2016-12-31$8,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$394,241
Contract administrator fees2016-12-31$20,792
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$44,038
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 name2016-12-31EKS&H, LLLP
Accountancy firm EIN2016-12-31461497033
2015 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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$44,038
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$631,833
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$355,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$338,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$654,741
Value of total assets at end of year2015-12-31$2,174,517
Value of total assets at beginning of year2015-12-31$1,853,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,690
Total interest from all sources2015-12-31$1,703
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$27,385
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
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$368,900
Participant contributions at end of year2015-12-31$37,587
Participant contributions at beginning of year2015-12-31$40,763
Participant contributions at end of year2015-12-31$19,204
Participant contributions at beginning of year2015-12-31$11,076
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,367
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$6
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$276,609
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,130,479
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,853,870
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$8,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,048,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,708,742
Interest on participant loans2015-12-31$940
Interest earned on other investments2015-12-31$763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$60,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$84,991
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-51,996
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$239,474
Employer contributions (assets) at end of year2015-12-31$8,743
Employer contributions (assets) at beginning of year2015-12-31$8,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$338,534
Contract administrator fees2015-12-31$8,065
Liabilities. Value of benefit claims payable at end of year2015-12-31$44,038
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2015-12-31363990892
2014 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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$552,516
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$351,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$338,884
Value of total corrective distributions2014-12-31$655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$569,557
Value of total assets at end of year2014-12-31$1,853,870
Value of total assets at beginning of year2014-12-31$1,652,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,750
Total interest from all sources2014-12-31$1,808
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$200,000
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$285,912
Participant contributions at end of year2014-12-31$40,763
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$11,076
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,391
Other income not declared elsewhere2014-12-31$63,086
Total non interest bearing cash at end of year2014-12-31$6
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$201,227
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,853,870
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,652,643
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$1,708,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,417,942
Interest on participant loans2014-12-31$1,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$84,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$234,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-23,297
Net investment gain/loss from pooled separate accounts2014-12-31$-58,638
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$193,254
Employer contributions (assets) at end of year2014-12-31$8,292
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$338,884
Contract administrator fees2014-12-31$11,750
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 name2014-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2014-12-31363990892
2013 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$579,119
Total of all expenses incurred2013-12-31$278,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$276,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$307,340
Value of total assets at end of year2013-12-31$1,652,643
Value of total assets at beginning of year2013-12-31$1,351,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,105
Total interest from all sources2013-12-31$2,941
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$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$182,332
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$3,015
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,783
Administrative expenses (other) incurred2013-12-31$2,105
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$300,901
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,652,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,351,742
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$1,417,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,147,512
Interest on participant loans2013-12-31$2,263
Interest earned on other investments2013-12-31$678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$234,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$199,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$268,838
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$115,225
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$276,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CAPIN CROUSE LLP
Accountancy firm EIN2013-12-31363990892
2012 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$429,111
Total of all expenses incurred2012-12-31$57,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$319,884
Value of total assets at end of year2012-12-31$1,351,742
Value of total assets at beginning of year2012-12-31$980,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,427
Total interest from all sources2012-12-31$3,401
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$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$189,389
Participant contributions at end of year2012-12-31$3,015
Participant contributions at beginning of year2012-12-31$1,167
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,455
Administrative expenses (other) incurred2012-12-31$1,427
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$371,588
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,351,742
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$980,154
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$1,147,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$799,813
Interest on participant loans2012-12-31$2,936
Interest earned on other investments2012-12-31$465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$199,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$178,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$105,826
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$115,040
Employer contributions (assets) at end of year2012-12-31$2,125
Employer contributions (assets) at beginning of year2012-12-31$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2012-12-31363990892
2011 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$180,008
Total of all expenses incurred2011-12-31$50,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$180,194
Value of total assets at end of year2011-12-31$980,154
Value of total assets at beginning of year2011-12-31$850,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$988
Total interest from all sources2011-12-31$2,113
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$-2,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$-2,299
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$129,704
Participant contributions at end of year2011-12-31$1,167
Participant contributions at beginning of year2011-12-31$5,266
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,473
Administrative expenses (other) incurred2011-12-31$988
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$129,466
Value of net assets at end of year (total assets less liabilities)2011-12-31$980,154
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$850,688
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$799,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$664,469
Interest on participant loans2011-12-31$3,157
Interest earned on other investments2011-12-31$-1,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$178,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$178,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$47,017
Employer contributions (assets) at end of year2011-12-31$400
Employer contributions (assets) at beginning of year2011-12-31$2,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31CAPIN CROUSE LLP
Accountancy firm EIN2011-12-31363990892
2010 : ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$244,010
Total of all expenses incurred2010-12-31$34,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$156,677
Value of total assets at end of year2010-12-31$850,688
Value of total assets at beginning of year2010-12-31$640,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,031
Total interest from all sources2010-12-31$4,875
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$82,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$82,458
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$108,525
Participant contributions at end of year2010-12-31$5,266
Participant contributions at beginning of year2010-12-31$5,022
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,218
Administrative expenses (other) incurred2010-12-31$5,031
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$209,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$850,688
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$640,762
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$664,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$419,419
Interest earned on other investments2010-12-31$4,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$178,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$214,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$39,934
Employer contributions (assets) at end of year2010-12-31$2,025
Employer contributions (assets) at beginning of year2010-12-31$2,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2010-12-31363990892

Form 5500 Responses for ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B)

2022: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 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: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-02-20
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered475
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 $34
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered435
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $34
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered286
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 $32
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
Amount paid for insurance broker fees32
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered270
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees27
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE INC
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007714-H
Policy instance 1
Insurance contract or identification number007714-H
Number of Individuals Covered163
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $192
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees192
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameM OF A REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007714-H
Policy instance 1
Insurance contract or identification number007714-H
Number of Individuals Covered129
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $95
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees36
Insurance broker organization code?3
Insurance broker nameKEITH BERSTLER
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007714-H
Policy instance 1
Insurance contract or identification number007714-H
Number of Individuals Covered89
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $345
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007714-H
Policy instance 1
Insurance contract or identification number007714-H
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $635
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees230
Additional information about fees paid to insurance brokerADMIN
Insurance broker organization code?3
Insurance broker nameDONALD ESHBACH

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3