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HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameHEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN
Plan identification number 001

HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEALTHFIRST FAMILY CARE CENTER has sponsored the creation of one or more 401k plans.

Company Name:HEALTHFIRST FAMILY CARE CENTER
Employer identification number (EIN):042503444
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JULIE ALMOND2023-10-11
0012021-01-01DANIELLE RENZO2022-10-06
0012020-01-01DANIELLE RENZO2021-10-07
0012019-01-01DANIELLE RENZO2020-10-15
0012018-01-01DANIELLE RENZO2019-10-15
0012017-01-01
0012016-01-01JULIE ALMOND2017-06-26
0012015-01-01JULIE ALMOND2016-05-04
0012014-01-01JULIE ALMOND2015-05-11
0012013-01-01JULIE ALMOND2014-04-11
0012012-01-01JULIE ALMOND2013-07-10
0012011-01-01JULIE ALMOND2012-05-22
0012010-01-01JULIE ALMOND2012-05-03
0012009-01-01JULIE ALMOND
0012009-01-01JULIE ALMOND
0012009-01-01JULIE ALMOND
0012007-01-01JULIE ALMOND

Plan Statistics for HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01164
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01168
Number of participants with account balances2022-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01156
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01164
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01156
Number of participants with account balances2020-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-01135
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01160
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01134
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0183
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0190
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-96,758
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,351,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,296,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$625,952
Value of total assets at end of year2022-12-31$4,110,458
Value of total assets at beginning of year2022-12-31$5,558,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,539
Total interest from all sources2022-12-31$4,344
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$131,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$131,746
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$408,510
Participant contributions at end of year2022-12-31$24,566
Participant contributions at beginning of year2022-12-31$16,710
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,726
Other income not declared elsewhere2022-12-31$11,532
Administrative expenses (other) incurred2022-12-31$54,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,448,087
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,110,458
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,558,545
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,783,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,194,243
Value of interest in pooled separate accounts at end of year2022-12-31$16,266
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,354
Interest on participant loans2022-12-31$844
Interest earned on other investments2022-12-31$3,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$285,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$326,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-865,255
Net investment gain/loss from pooled separate accounts2022-12-31$-5,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$207,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,296,790
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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$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$1,009,417
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$316,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$260,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$453,676
Value of total assets at end of year2021-12-31$5,558,545
Value of total assets at beginning of year2021-12-31$4,865,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,438
Total interest from all sources2021-12-31$5,276
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$290,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$290,580
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$351,398
Participant contributions at end of year2021-12-31$16,710
Participant contributions at beginning of year2021-12-31$14,854
Other income not declared elsewhere2021-12-31$12,254
Administrative expenses (other) incurred2021-12-31$56,438
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$692,647
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,558,545
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,865,898
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,194,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,691,329
Value of interest in pooled separate accounts at end of year2021-12-31$21,354
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,759
Interest on participant loans2021-12-31$734
Interest earned on other investments2021-12-31$4,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$326,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$140,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$245,025
Net investment gain/loss from pooled separate accounts2021-12-31$2,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$102,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$260,332
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 name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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$1,492,672
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$227,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$153,293
Expenses. Certain deemed distributions of participant loans2020-12-31$38,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$807,277
Value of total assets at end of year2020-12-31$4,865,898
Value of total assets at beginning of year2020-12-31$3,601,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,410
Total interest from all sources2020-12-31$7,333
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$96,439
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$96,439
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$275,599
Participant contributions at end of year2020-12-31$14,854
Participant contributions at beginning of year2020-12-31$55,529
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$6,148
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$450,288
Other income not declared elsewhere2020-12-31$7,854
Administrative expenses (other) incurred2020-12-31$36,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,264,755
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,865,898
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,601,143
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$4,691,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,291,433
Value of interest in pooled separate accounts at end of year2020-12-31$18,759
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,815
Interest on participant loans2020-12-31$1,939
Interest earned on other investments2020-12-31$5,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$140,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$226,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$571,032
Net investment gain/loss from pooled separate accounts2020-12-31$2,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$81,390
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$153,293
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 name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$967,658
Total income from all sources (including contributions)2019-12-31$967,658
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$501,924
Total of all expenses incurred2019-12-31$501,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$474,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$474,350
Expenses. Certain deemed distributions of participant loans2019-12-31$3,402
Expenses. Certain deemed distributions of participant loans2019-12-31$3,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$320,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$320,189
Value of total assets at end of year2019-12-31$3,601,143
Value of total assets at end of year2019-12-31$3,601,143
Value of total assets at beginning of year2019-12-31$3,135,409
Value of total assets at beginning of year2019-12-31$3,135,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,172
Total interest from all sources2019-12-31$8,507
Total interest from all sources2019-12-31$8,507
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$102,614
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$102,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$102,614
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$102,614
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$239,892
Contributions received from participants2019-12-31$239,892
Participant contributions at end of year2019-12-31$55,529
Participant contributions at end of year2019-12-31$55,529
Participant contributions at beginning of year2019-12-31$62,501
Participant contributions at beginning of year2019-12-31$62,501
Participant contributions at end of year2019-12-31$6,148
Participant contributions at end of year2019-12-31$6,148
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,419
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,419
Administrative expenses (other) incurred2019-12-31$24,172
Administrative expenses (other) incurred2019-12-31$24,172
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
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$465,734
Value of net income/loss2019-12-31$465,734
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,601,143
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,601,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,135,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,135,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,291,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,291,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,745,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,745,940
Value of interest in pooled separate accounts at end of year2019-12-31$18,815
Value of interest in pooled separate accounts at end of year2019-12-31$18,815
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,970
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,970
Interest on participant loans2019-12-31$2,994
Interest on participant loans2019-12-31$2,994
Interest earned on other investments2019-12-31$5,513
Interest earned on other investments2019-12-31$5,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$226,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$226,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$306,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$306,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$532,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$532,727
Net investment gain/loss from pooled separate accounts2019-12-31$3,621
Net investment gain/loss from pooled separate accounts2019-12-31$3,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$73,878
Contributions received in cash from employer2019-12-31$73,878
Employer contributions (assets) at end of year2019-12-31$2,609
Employer contributions (assets) at end of year2019-12-31$2,609
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$474,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$474,350
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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$303,368
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$144,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$121,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$467,723
Value of total assets at end of year2018-12-31$3,135,409
Value of total assets at beginning of year2018-12-31$2,976,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,550
Total interest from all sources2018-12-31$5,605
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$133,030
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$133,030
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$248,243
Participant contributions at end of year2018-12-31$62,501
Participant contributions at beginning of year2018-12-31$18,754
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5,168
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$146,285
Administrative expenses (other) incurred2018-12-31$23,550
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$158,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,135,409
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,976,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,745,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,643,015
Value of interest in pooled separate accounts at end of year2018-12-31$19,970
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,672
Interest on participant loans2018-12-31$845
Interest earned on other investments2018-12-31$4,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$306,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$285,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-302,007
Net investment gain/loss from pooled separate accounts2018-12-31$-983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$73,195
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$121,064
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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$874,284
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$182,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$163,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$475,738
Value of total assets at end of year2017-12-31$2,976,655
Value of total assets at beginning of year2017-12-31$2,285,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,008
Total interest from all sources2017-12-31$7,568
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$78,512
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$78,512
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$264,067
Participant contributions at end of year2017-12-31$18,754
Participant contributions at beginning of year2017-12-31$14,978
Participant contributions at end of year2017-12-31$5,168
Participant contributions at beginning of year2017-12-31$4,101
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$140,927
Administrative expenses (other) incurred2017-12-31$19,008
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$691,352
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,976,655
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,285,303
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,643,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,068,870
Value of interest in pooled separate accounts at end of year2017-12-31$21,672
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,346
Interest on participant loans2017-12-31$587
Interest earned on other investments2017-12-31$6,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$285,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$176,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$312,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$70,744
Employer contributions (assets) at end of year2017-12-31$2,877
Employer contributions (assets) at beginning of year2017-12-31$1,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$163,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31COHNRENZIK LLP
Accountancy firm EIN2017-12-31221478099
2009 : HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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 HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN

2022: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT 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
2009: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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
2007: HEALTHFIRST FAMILY CARE CENTER, INC. EMPLOYEE RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374429-01
Policy instance 2
Insurance contract or identification number374429-01
Number of Individuals Covered43
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7109
Policy instance 1
Insurance contract or identification numberVF7109
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $51
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374429-01
Policy instance 2
Insurance contract or identification number374429-01
Number of Individuals Covered48
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7109
Policy instance 1
Insurance contract or identification numberVF7109
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $56
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374429-01
Policy instance 2
Insurance contract or identification number374429-01
Number of Individuals Covered15
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7109
Policy instance 1
Insurance contract or identification numberVF7109
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $57
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374429-01
Policy instance 2
Insurance contract or identification number374429-01
Number of Individuals Covered21
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7109
Policy instance 1
Insurance contract or identification numberVF7109
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $148
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374429-01
Policy instance 2
Insurance contract or identification number374429-01
Number of Individuals Covered23
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7109
Policy instance 1
Insurance contract or identification numberVF7109
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $256
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $256
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374429-01
Policy instance 2
Insurance contract or identification number374429-01
Number of Individuals Covered78
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7109
Policy instance 1
Insurance contract or identification numberVF7109
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $67
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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