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HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameHALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number 003

HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MELROSEWAKEFIELD HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:MELROSEWAKEFIELD HEALTHCARE
Employer identification number (EIN):042103587
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01KARA O'CONNOR, SR. PENSION ANALYST
0032016-01-01KARA O'CONNOR, SR. PENSION ANALYST
0032015-01-01KARA O'CONNOR, SR. PENSION ANALYST
0032014-01-01KARA O'CONNOR, SR. PENSION ANALYST
0032013-01-01KARA O'CONNOR, SR. PENSION ANALYST KARA O'CONNOR, SR. PENSION ANALYST2014-10-10
0032012-01-01ANDREA ANDREWS
0032011-01-01STEVEN LEE, BENEFITS ANALYST
0032010-01-01STEVEN LEE
0032009-01-01KARA A. O'CONNOR, PENSION ANALYST

Plan Statistics for HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01544
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3126,904,689
Acturial value of plan assets2021-12-3125,027,378
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,331,477
Number of terminated vested participants2021-12-31219
Fundng target for terminated vested participants2021-12-315,073,352
Active participant vested funding target2021-12-315,579,101
Number of active participants2021-12-3181
Total funding liabilities for active participants2021-12-315,579,101
Total participant count2021-12-31577
Total funding target for all participants2021-12-3121,983,930
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,650,000
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,650,000
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,864,335
Total employer contributions2021-12-31100,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3196,084
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31180,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3196,084
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01577
Total number of active participants reported on line 7a of the Form 55002021-01-0174
Number of retired or separated participants receiving benefits2021-01-01247
Number of other retired or separated participants entitled to future benefits2021-01-01197
Total of all active and inactive participants2021-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0126
Total participants2021-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3126,887,950
Acturial value of plan assets2020-12-3125,880,784
Funding target for retired participants and beneficiaries receiving payment2020-12-3112,580,779
Number of terminated vested participants2020-12-31227
Fundng target for terminated vested participants2020-12-315,073,472
Active participant vested funding target2020-12-316,087,806
Number of active participants2020-12-3193
Total funding liabilities for active participants2020-12-316,230,589
Total participant count2020-12-31602
Total funding target for all participants2020-12-3123,884,840
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-315,114,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,390,515
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,650,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,650,000
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31180,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01602
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-01254
Number of other retired or separated participants entitled to future benefits2020-01-01217
Total of all active and inactive participants2020-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3118,491,290
Acturial value of plan assets2019-12-3119,620,646
Funding target for retired participants and beneficiaries receiving payment2019-12-3112,949,181
Number of terminated vested participants2019-12-31237
Fundng target for terminated vested participants2019-12-314,981,936
Active participant vested funding target2019-12-316,340,180
Number of active participants2019-12-31102
Total funding liabilities for active participants2019-12-316,358,624
Total participant count2019-12-31633
Total funding target for all participants2019-12-3124,289,741
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31411
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31434
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,262,476
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,212,038
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31421,000
Net shortfall amortization installment of oustanding balance2019-12-314,669,095
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,635,010
Additional cash requirement2019-12-311,635,010
Contributions allocatedtoward minimum required contributions for current year2019-12-311,212,038
Unpaid minimum required contributions for current year2019-12-31422,972
Unpaid minimum required contributions for all years2019-12-31422,972
Total participants, beginning-of-year2019-01-01633
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-01258
Number of other retired or separated participants entitled to future benefits2019-01-01226
Total of all active and inactive participants2019-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125
Total participants2019-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3121,469,540
Acturial value of plan assets2018-12-3119,969,763
Funding target for retired participants and beneficiaries receiving payment2018-12-3111,869,638
Number of terminated vested participants2018-12-31264
Fundng target for terminated vested participants2018-12-315,543,244
Active participant vested funding target2018-12-316,339,588
Number of active participants2018-12-31116
Total funding liabilities for active participants2018-12-316,359,843
Total participant count2018-12-31663
Total funding target for all participants2018-12-3123,772,725
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31276
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,161,854
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,112,885
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31463,000
Net shortfall amortization installment of oustanding balance2018-12-313,802,962
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,112,474
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,112,474
Contributions allocatedtoward minimum required contributions for current year2018-12-311,112,885
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01663
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-01269
Number of other retired or separated participants entitled to future benefits2018-01-01237
Total of all active and inactive participants2018-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3119,386,772
Acturial value of plan assets2017-12-3119,886,224
Funding target for retired participants and beneficiaries receiving payment2017-12-3111,630,006
Number of terminated vested participants2017-12-31275
Fundng target for terminated vested participants2017-12-314,912,625
Active participant vested funding target2017-12-316,978,964
Number of active participants2017-12-31131
Total funding liabilities for active participants2017-12-317,009,423
Total participant count2017-12-31688
Total funding target for all participants2017-12-3123,552,054
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3117
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3118
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,177,285
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,125,729
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31100,000
Net shortfall amortization installment of oustanding balance2017-12-313,665,830
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,125,468
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,125,468
Contributions allocatedtoward minimum required contributions for current year2017-12-311,125,729
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01688
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-01259
Number of other retired or separated participants entitled to future benefits2017-01-01264
Total of all active and inactive participants2017-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0124
Total participants2017-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3118,676,379
Acturial value of plan assets2016-12-3120,078,244
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,027,556
Number of terminated vested participants2016-12-31288
Fundng target for terminated vested participants2016-12-314,926,010
Active participant vested funding target2016-12-316,717,591
Number of active participants2016-12-31145
Total funding liabilities for active participants2016-12-316,746,282
Total participant count2016-12-31727
Total funding target for all participants2016-12-3123,699,848
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-316,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,824
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-311,864,641
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,781,541
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31100,000
Net shortfall amortization installment of oustanding balance2016-12-313,621,604
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,781,524
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,781,524
Contributions allocatedtoward minimum required contributions for current year2016-12-311,781,541
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01727
Total number of active participants reported on line 7a of the Form 55002016-01-01131
Number of retired or separated participants receiving benefits2016-01-01258
Number of other retired or separated participants entitled to future benefits2016-01-01275
Total of all active and inactive participants2016-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01767
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-01266
Number of other retired or separated participants entitled to future benefits2015-01-01288
Total of all active and inactive participants2015-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0128
Total participants2015-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01827
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-01285
Number of other retired or separated participants entitled to future benefits2014-01-01303
Total of all active and inactive participants2014-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0124
Total participants2014-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01883
Total number of active participants reported on line 7a of the Form 55002013-01-01183
Number of retired or separated participants receiving benefits2013-01-01281
Number of other retired or separated participants entitled to future benefits2013-01-01338
Total of all active and inactive participants2013-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0125
Total participants2013-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01921
Total number of active participants reported on line 7a of the Form 55002012-01-01208
Number of retired or separated participants receiving benefits2012-01-01302
Number of other retired or separated participants entitled to future benefits2012-01-01348
Total of all active and inactive participants2012-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0125
Total participants2012-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01957
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-01298
Number of other retired or separated participants entitled to future benefits2011-01-01442
Total of all active and inactive participants2011-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0124
Total participants2011-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01992
Total number of active participants reported on line 7a of the Form 55002010-01-01165
Number of retired or separated participants receiving benefits2010-01-01300
Number of other retired or separated participants entitled to future benefits2010-01-01470
Total of all active and inactive participants2010-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0122
Total participants2010-01-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,036
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-01303
Number of other retired or separated participants entitled to future benefits2009-01-01497
Total of all active and inactive participants2009-01-01972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0120
Total participants2009-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$436,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$827,201
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-499,153
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,500,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,307,854
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,003,508
Value of total assets at end of year2022-12-31$436,275
Value of total assets at beginning of year2022-12-31$24,827,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$193,006
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$41,722
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$258,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$177,483
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$258,403
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$193,006
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,003,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$378,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$112
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$177,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$827,201
Other income not declared elsewhere2022-12-31$25,682
Liabilities. Value of operating payables at end of year2022-12-31$258,792
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$480
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-24,000,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,000,013
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,985,608
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$41,515
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$57,541
Value of interest in common/collective trusts at beginning of year2022-12-31$2,991,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$207
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,849,198
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$15,348,749
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,884,260
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$55,792
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,959,105
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$827,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,167,105
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,071,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,023,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$100,000
Value of total assets at end of year2021-12-31$24,827,214
Value of total assets at beginning of year2021-12-31$26,904,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,047,969
Total interest from all sources2021-12-31$88,157
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$277,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$277,571
Administrative expenses professional fees incurred2021-12-31$927,511
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$827,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$2,595
Administrative expenses (other) incurred2021-12-31$56,752
Total non interest bearing cash at end of year2021-12-31$480
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,904,676
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,000,013
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,904,689
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$13,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,985,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,699,367
Interest earned on other investments2021-12-31$88,679
Value of interest in common/collective trusts at end of year2021-12-31$2,991,816
Value of interest in common/collective trusts at beginning of year2021-12-31$4,234,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,849,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,971,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,698,717
Net investment gain or loss from common/collective trusts2021-12-31$65
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,023,812
Contract administrator fees2021-12-31$50,041
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,706,090
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,858,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,378,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,235,165
Value of total assets at end of year2020-12-31$26,904,689
Value of total assets at beginning of year2020-12-31$21,057,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$479,734
Total interest from all sources2020-12-31$104,101
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$286,020
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$286,020
Administrative expenses professional fees incurred2020-12-31$134,126
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,028
Other income not declared elsewhere2020-12-31$73,789
Administrative expenses (other) incurred2020-12-31$312,586
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$5,847,382
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,904,689
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,057,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,699,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,595,945
Interest earned on other investments2020-12-31$100,007
Value of interest in common/collective trusts at end of year2020-12-31$4,234,034
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$994,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$994,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,971,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,037,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,006,869
Net investment gain or loss from common/collective trusts2020-12-31$146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$6,235,165
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$428,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,378,974
Contract administrator fees2020-12-31$33,022
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,236,393
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,676,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,149,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,262,476
Value of total assets at end of year2019-12-31$21,057,307
Value of total assets at beginning of year2019-12-31$18,497,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$527,800
Total interest from all sources2019-12-31$129,468
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$758,905
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$758,905
Administrative expenses professional fees incurred2019-12-31$60,085
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 period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$833
Administrative expenses (other) incurred2019-12-31$422,558
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$2,559,517
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,057,307
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,497,790
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
Investment advisory and management fees2019-12-31$10,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,595,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,010,251
Interest earned on other investments2019-12-31$118,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$994,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$897,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$897,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,037,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,178,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,085,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$1,262,476
Employer contributions (assets) at end of year2019-12-31$428,119
Employer contributions (assets) at beginning of year2019-12-31$410,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,149,076
Contract administrator fees2019-12-31$34,211
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 name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-329,239
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,649,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,228,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,161,854
Value of total assets at end of year2018-12-31$18,497,790
Value of total assets at beginning of year2018-12-31$21,476,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$420,510
Total interest from all sources2018-12-31$141,972
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,050,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,050,076
Administrative expenses professional fees incurred2018-12-31$56,763
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$499
Administrative expenses (other) incurred2018-12-31$303,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,978,555
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,497,790
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,476,345
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
Investment advisory and management fees2018-12-31$23,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,010,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,947,386
Interest earned on other investments2018-12-31$136,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$897,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$521,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$521,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,178,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,589,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,683,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,161,854
Employer contributions (assets) at end of year2018-12-31$410,933
Employer contributions (assets) at beginning of year2018-12-31$417,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,228,806
Contract administrator fees2018-12-31$37,149
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,587,037
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,508,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,045,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,177,285
Value of total assets at end of year2017-12-31$21,476,345
Value of total assets at beginning of year2017-12-31$19,397,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$463,072
Total interest from all sources2017-12-31$149,727
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$559,577
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$559,577
Administrative expenses professional fees incurred2017-12-31$56,545
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$176
Administrative expenses (other) incurred2017-12-31$346,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,078,572
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,476,345
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,397,773
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$18,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,947,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,246,753
Interest earned on other investments2017-12-31$144,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$521,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$599,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$599,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,589,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,889,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,700,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$1,177,285
Employer contributions (assets) at end of year2017-12-31$417,595
Employer contributions (assets) at beginning of year2017-12-31$662,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,045,393
Contract administrator fees2017-12-31$41,164
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 name2017-12-31SAMET & COMPANY, P.C.
Accountancy firm EIN2017-12-31043027605
2016 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,185,336
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,473,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,012,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,864,641
Value of total assets at end of year2016-12-31$19,397,773
Value of total assets at beginning of year2016-12-31$18,686,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$460,693
Total interest from all sources2016-12-31$150,106
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$457,601
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$457,601
Administrative expenses professional fees incurred2016-12-31$46,906
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$84
Administrative expenses (other) incurred2016-12-31$340,948
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$711,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,397,773
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,686,116
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
Investment advisory and management fees2016-12-31$28,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,246,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,547,596
Interest earned on other investments2016-12-31$147,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$599,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$835,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$835,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,889,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,066,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$712,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,864,641
Employer contributions (assets) at end of year2016-12-31$662,112
Employer contributions (assets) at beginning of year2016-12-31$236,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,012,986
Contract administrator fees2016-12-31$44,361
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,368,513
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,171,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,774,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,685,463
Value of total assets at end of year2015-12-31$18,686,116
Value of total assets at beginning of year2015-12-31$21,488,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$396,709
Total interest from all sources2015-12-31$156,942
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$793,336
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$793,336
Administrative expenses professional fees incurred2015-12-31$52,401
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$84
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$21,837
Administrative expenses (other) incurred2015-12-31$277,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,802,780
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,686,116
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,488,896
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$17,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,547,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,411,260
Interest earned on other investments2015-12-31$156,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$835,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,056,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,056,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,066,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,397,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,267,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,685,463
Employer contributions (assets) at end of year2015-12-31$236,971
Employer contributions (assets) at beginning of year2015-12-31$602,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,774,584
Contract administrator fees2015-12-31$48,872
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,459,574
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,871,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,551,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,682,481
Value of total assets at end of year2014-12-31$21,488,896
Value of total assets at beginning of year2014-12-31$22,901,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$320,648
Total interest from all sources2014-12-31$200,541
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,310,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,310,237
Administrative expenses professional fees incurred2014-12-31$70,021
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$21,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$217,255
Administrative expenses (other) incurred2014-12-31$176,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,412,238
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,488,896
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,901,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,411,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,144,944
Interest earned on other investments2014-12-31$200,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,056,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,287,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,287,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,397,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,638,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-733,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,682,481
Employer contributions (assets) at end of year2014-12-31$602,043
Employer contributions (assets) at beginning of year2014-12-31$613,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,551,164
Contract administrator fees2014-12-31$52,312
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 name2014-12-31FEELEY & DRISCOLL
Accountancy firm EIN2014-12-31042684828
2013 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,459,041
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,325,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,052,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$688,666
Value of total assets at end of year2013-12-31$22,901,134
Value of total assets at beginning of year2013-12-31$20,767,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$272,970
Total interest from all sources2013-12-31$1,198,795
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,554,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,554,380
Administrative expenses professional fees incurred2013-12-31$216,681
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$217,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$49
Other income not declared elsewhere2013-12-31$17,200
Total non interest bearing cash at beginning of year2013-12-31$21,022
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$2,133,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,901,134
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,767,863
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$17,144,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,245,498
Interest earned on other investments2013-12-31$225,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,287,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$470,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$470,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$972,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,638,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,030,802
Asset value of US Government securities at beginning of year2013-12-31$18
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$688,666
Employer contributions (assets) at end of year2013-12-31$613,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,052,800
Contract administrator fees2013-12-31$56,289
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 name2013-12-31FEELEY & DRISCOLL
Accountancy firm EIN2013-12-31042684828
2012 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,401,672
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,531,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,294,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$20,767,863
Value of total assets at beginning of year2012-12-31$20,897,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$237,429
Total interest from all sources2012-12-31$228,260
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$710,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$710,922
Administrative expenses professional fees incurred2012-12-31$46,172
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$49
Administrative expenses (other) incurred2012-12-31$109,446
Total non interest bearing cash at end of year2012-12-31$21,022
Total non interest bearing cash at beginning of year2012-12-31$121,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-129,946
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,767,863
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,897,809
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
Investment advisory and management fees2012-12-31$22,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,245,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,247,233
Interest earned on other investments2012-12-31$227,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$470,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$285,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$285,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,030,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,243,397
Asset value of US Government securities at end of year2012-12-31$18
Asset value of US Government securities at beginning of year2012-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,462,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,294,189
Contract administrator fees2012-12-31$59,546
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FEELEY & DRISCOLL
Accountancy firm EIN2012-12-31042684828
2011 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-505,425
Total unrealized appreciation/depreciation of assets2011-12-31$-505,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-22,681
Total loss/gain on sale of assets2011-12-31$41,085
Total of all expenses incurred2011-12-31$2,034,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,765,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$20,897,809
Value of total assets at beginning of year2011-12-31$22,955,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$269,314
Total interest from all sources2011-12-31$250,100
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$314,811
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$314,811
Administrative expenses professional fees incurred2011-12-31$60,683
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$73,242
Other income not declared elsewhere2011-12-31$-123,252
Administrative expenses (other) incurred2011-12-31$81,267
Total non interest bearing cash at end of year2011-12-31$121,199
Total non interest bearing cash at beginning of year2011-12-31$2,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,057,516
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,897,809
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,955,325
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
Investment advisory and management fees2011-12-31$64,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,247,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,256,542
Interest earned on other investments2011-12-31$249,264
Income. Interest from US Government securities2011-12-31$836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$285,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$203,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$203,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,243,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,386,871
Asset value of US Government securities at end of year2011-12-31$60
Asset value of US Government securities at beginning of year2011-12-31$103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Employer contributions (assets) at beginning of year2011-12-31$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,765,521
Contract administrator fees2011-12-31$62,526
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,932,591
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
Aggregate proceeds on sale of assets2011-12-31$1,698,746
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,657,661
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 name2011-12-31FEELEY & DRISCOLL
Accountancy firm EIN2011-12-31042684828
2010 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$744,056
Total unrealized appreciation/depreciation of assets2010-12-31$744,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$455
Total income from all sources (including contributions)2010-12-31$3,124,871
Total loss/gain on sale of assets2010-12-31$-76,978
Total of all expenses incurred2010-12-31$2,012,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,831,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,100,000
Value of total assets at end of year2010-12-31$22,955,325
Value of total assets at beginning of year2010-12-31$21,843,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$181,086
Total interest from all sources2010-12-31$7,632
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$306,439
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$235,894
Administrative expenses professional fees incurred2010-12-31$44,480
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$73,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,794
Other income not declared elsewhere2010-12-31$194,301
Administrative expenses (other) incurred2010-12-31$84,292
Liabilities. Value of operating payables at beginning of year2010-12-31$455
Total non interest bearing cash at end of year2010-12-31$2,851
Total non interest bearing cash at beginning of year2010-12-31$129,722
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$1,111,885
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,955,325
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,843,440
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
Investment advisory and management fees2010-12-31$52,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,256,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,972,658
Interest earned on other investments2010-12-31$6,949
Income. Interest from US Government securities2010-12-31$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$203,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$381,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$381,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,386,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,606,730
Asset value of US Government securities at end of year2010-12-31$103
Asset value of US Government securities at beginning of year2010-12-31$139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$849,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,100,000
Employer contributions (assets) at end of year2010-12-31$1,100,000
Income. Dividends from common stock2010-12-31$70,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,831,900
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,932,591
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,747,876
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
Aggregate proceeds on sale of assets2010-12-31$5,302,500
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,379,478
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 name2010-12-31FEELEY & DRISCOLL
Accountancy firm EIN2010-12-31042684828
2009 : HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN

2022: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HALLMARK HEALTH CORPORATION DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE (National Association of Insurance Commissioners NAIC id number: 13077 )
Policy contract number2-21874
Policy instance 2
Insurance contract or identification number2-21874
Number of Individuals Covered376
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
Number of Individuals Covered52
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
Number of Individuals Covered52
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2212
Policy instance 1
Insurance contract or identification numberGA-2212
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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