401k Plan data: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN plan

HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 401k Plan overview

Plan Name	HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN
Plan identification number	002

HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

HEALTH RESOURCES IN ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: HEALTH RESOURCES IN ACTION, INC.

Employer identification number (EIN): 042229839

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about HEALTH RESOURCES IN ACTION, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-09-14

Company Identification Number: 0802297437

Legal Registered Office Address: 700 LAVACA ST STE 1401

AUSTIN
United States of America (USA)
78701

More information about HEALTH RESOURCES IN ACTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MITZI FENNEL 2023-10-11
002 2021-01-01 MITZI FENNEL 2022-10-14
002 2020-01-01 STEVEN RIDINI 2021-09-29
002 2019-01-01 STEVEN RIDINI 2020-10-06
002 2018-01-01 STEVEN RIDINI 2019-10-10
002 2017-01-01
002 2016-01-01
002 2015-01-01 MITZI FENNEL 2016-09-28 MITZI FENNEL 2016-09-28
002 2014-01-01 MITZI FENNEL 2015-10-07 MITZI FENNEL 2015-10-07
002 2013-01-01 MITZI FENNEL 2014-07-31 MITZI FENNEL 2014-07-31
002 2012-01-01 MITZI FENNEL 2013-08-30 MITZI FENNEL 2013-08-30
002 2011-01-01 HANK LAYFIELD 2012-10-15 HANK LAYFIELD 2012-10-15
002 2010-01-01 HANK LAYFIELD 2011-10-14 HANK LAYFIELD 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MITZI FENNEL	2023-10-11
002	2021-01-01	MITZI FENNEL	2022-10-14
002	2020-01-01	STEVEN RIDINI	2021-09-29
002	2019-01-01	STEVEN RIDINI	2020-10-06
002	2018-01-01	STEVEN RIDINI	2019-10-10
002	2017-01-01
002	2016-01-01
002	2015-01-01	MITZI FENNEL	2016-09-28	MITZI FENNEL	2016-09-28
002	2014-01-01	MITZI FENNEL	2015-10-07	MITZI FENNEL	2015-10-07
002	2013-01-01	MITZI FENNEL	2014-07-31	MITZI FENNEL	2014-07-31
002	2012-01-01	MITZI FENNEL	2013-08-30	MITZI FENNEL	2013-08-30
002	2011-01-01	HANK LAYFIELD	2012-10-15	HANK LAYFIELD	2012-10-15
002	2010-01-01	HANK LAYFIELD	2011-10-14	HANK LAYFIELD	2011-10-14

Plan Statistics for HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN

401k plan membership statisitcs for HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN

Measure Date Value
2022: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 237
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 275
Number of participants with account balances 2022-01-01 141
2021: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 153
Number of participants with account balances 2021-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 131
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 169
Number of participants with account balances 2020-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 154
Number of participants with account balances 2019-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	237
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	275
Number of participants with account balances	2022-01-01	141
2021: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	153
Number of participants with account balances	2021-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	131
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	169
Number of participants with account balances	2020-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	154
Number of participants with account balances	2019-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN

Measure	Date	Value
2022 : HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-402,802
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$62,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$45,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$849,326
Value of total assets at end of year	2022-12-31	$7,892,529
Value of total assets at beginning of year	2022-12-31	$8,357,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,387
Total interest from all sources	2022-12-31	$44,790
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$789,571
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$59,755
Administrative expenses (other) incurred	2022-12-31	$17,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-465,342
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,892,529
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,357,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,503,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,869,004
Value of interest in pooled separate accounts at end of year	2022-12-31	$19,890
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$96,296
Interest earned on other investments	2022-12-31	$44,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,368,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,392,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,306,374
Net investment gain/loss from pooled separate accounts	2022-12-31	$9,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$45,153
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,651,497
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$953,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$937,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$569,152
Value of total assets at end of year	2021-12-31	$8,357,871
Value of total assets at beginning of year	2021-12-31	$7,660,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,020
Total interest from all sources	2021-12-31	$45,410
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$565,190
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$23,644
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,962
Administrative expenses (other) incurred	2021-12-31	$16,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$697,588
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,357,871
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,660,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,869,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,996,180
Value of interest in pooled separate accounts at end of year	2021-12-31	$96,296
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$90,118
Interest earned on other investments	2021-12-31	$45,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,392,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,550,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,021,970
Net investment gain/loss from pooled separate accounts	2021-12-31	$14,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$937,889
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,412,568
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$319,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$308,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$459,114
Value of total assets at end of year	2020-12-31	$7,660,283
Value of total assets at beginning of year	2020-12-31	$6,567,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,401
Total interest from all sources	2020-12-31	$48,856
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$435,493
Participant contributions at end of year	2020-12-31	$23,644
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$23,621
Administrative expenses (other) incurred	2020-12-31	$11,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,092,976
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,660,283
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,567,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,996,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,921,509
Value of interest in pooled separate accounts at end of year	2020-12-31	$90,118
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$110,494
Interest on participant loans	2020-12-31	$75
Interest earned on other investments	2020-12-31	$48,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,550,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,535,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$905,256
Net investment gain/loss from pooled separate accounts	2020-12-31	$-658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$308,191
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN	2020-12-31	043077056
2019 : HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$1,400,595
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$128,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$119,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$427,161
Value of total assets at end of year	2019-12-31	$6,567,307
Value of total assets at beginning of year	2019-12-31	$5,294,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,916
Total interest from all sources	2019-12-31	$48,503
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$383,698
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$43,463
Administrative expenses (other) incurred	2019-12-31	$8,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,272,376
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,567,307
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,294,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,921,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,618,882
Value of interest in pooled separate accounts at end of year	2019-12-31	$110,494
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$111,624
Interest earned on other investments	2019-12-31	$48,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,535,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,564,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$919,085
Net investment gain/loss from pooled separate accounts	2019-12-31	$5,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$119,303
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN	2019-12-31	043077056
2018 : HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$280,620
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$483,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$477,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$476,641
Value of total assets at end of year	2018-12-31	$5,294,931
Value of total assets at beginning of year	2018-12-31	$5,497,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,782
Total interest from all sources	2018-12-31	$50,569
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$422,811
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$53,830
Administrative expenses (other) incurred	2018-12-31	$5,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-202,489
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,294,931
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,497,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,618,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,660,626
Value of interest in pooled separate accounts at end of year	2018-12-31	$111,624
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$148,296
Interest earned on other investments	2018-12-31	$50,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,564,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,688,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-252,273
Net investment gain/loss from pooled separate accounts	2018-12-31	$5,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$477,327
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN	2018-12-31	043077056

Form 5500 Responses for HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN

2022: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTH RESOURCES IN ACTION, INC. 403(B) TDA PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346553

Policy instance

Insurance contract or identification number	346553
Number of Individuals Covered	141
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346553

Policy instance

Insurance contract or identification number	346553
Number of Individuals Covered	114
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346553

Policy instance

Insurance contract or identification number	346553
Number of Individuals Covered	101
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346553

Policy instance

Insurance contract or identification number	346553
Number of Individuals Covered	92
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346553

Policy instance

Insurance contract or identification number	346553
Number of Individuals Covered	84
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	HEALTH RESOURCES IN ACTION, INC.
Employer identification number (EIN):	042229839
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-09-14
Company Identification Number:	0802297437
Legal Registered Office Address:	700 LAVACA ST STE 1401 AUSTIN United States of America (USA) 78701