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LAMOILLE HEALTH PARTNERS 401(K) PLAN 401k Plan overview

Plan NameLAMOILLE HEALTH PARTNERS 401(K) PLAN
Plan identification number 001

LAMOILLE HEALTH PARTNERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:LAMOILLE HEALTH PARTNERS, INC.
Employer identification number (EIN):043358048
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LAMOILLE HEALTH PARTNERS, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1997-02-03
Company Identification Number: 54079
Legal Registered Office Address: 66 MORRISVILLE PLAZA

MORRISVILLE
United States of America (USA)
05661

More information about LAMOILLE HEALTH PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAMOILLE HEALTH PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01VICKI EMERSON2023-10-09
0012021-01-01VICKI EMERSON2022-10-10
0012020-01-01VICKI EMERSON2021-10-07
0012019-01-01VICKI EMERSON2020-10-13
0012018-01-01VICKI EMERSON2019-09-30
0012017-01-01
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01VICKI EMERSON
0012012-10-01KEVIN KELLEY
0012011-10-01KEVIN KELLEY
0012010-10-01KEVIN KELLEY
0012010-09-01SHELLY DUVAL
0012009-09-01ERIN HELMKEN

Plan Statistics for LAMOILLE HEALTH PARTNERS 401(K) PLAN

401k plan membership statisitcs for LAMOILLE HEALTH PARTNERS 401(K) PLAN

Measure Date Value
2022: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01272
Total number of active participants reported on line 7a of the Form 55002022-01-01223
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01291
Number of participants with account balances2022-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01257
Total number of active participants reported on line 7a of the Form 55002021-01-01205
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01272
Number of participants with account balances2021-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01232
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01256
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01194
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01211
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01188
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01200
Total number of active participants reported on line 7a of the Form 55002016-10-01167
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0136
Total of all active and inactive participants2016-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01203
Number of participants with account balances2016-10-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01176
Total number of active participants reported on line 7a of the Form 55002015-10-01166
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0134
Total of all active and inactive participants2015-10-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01200
Number of participants with account balances2015-10-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01158
Total number of active participants reported on line 7a of the Form 55002014-10-01147
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0130
Total of all active and inactive participants2014-10-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01177
Number of participants with account balances2014-10-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01145
Total number of active participants reported on line 7a of the Form 55002013-10-01125
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0129
Total of all active and inactive participants2013-10-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01154
Number of participants with account balances2013-10-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01144
Total number of active participants reported on line 7a of the Form 55002012-10-01117
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0128
Total of all active and inactive participants2012-10-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01145
Number of participants with account balances2012-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01125
Total number of active participants reported on line 7a of the Form 55002011-10-01114
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0130
Total of all active and inactive participants2011-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01144
Number of participants with account balances2011-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01135
Total number of active participants reported on line 7a of the Form 55002010-10-01126
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0117
Total of all active and inactive participants2010-10-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01143
Number of participants with account balances2010-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
Total participants, beginning-of-year2010-09-01134
Total number of active participants reported on line 7a of the Form 55002010-09-01113
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0121
Total of all active and inactive participants2010-09-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01134
Number of participants with account balances2010-09-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01130
Total number of active participants reported on line 7a of the Form 55002009-09-01111
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0121
Total of all active and inactive participants2009-09-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01132
Number of participants with account balances2009-09-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on LAMOILLE HEALTH PARTNERS 401(K) PLAN

Measure Date Value
2022 : LAMOILLE HEALTH PARTNERS 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-291,714
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,336,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,321,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$903,847
Value of total assets at end of year2022-12-31$7,245,995
Value of total assets at beginning of year2022-12-31$8,874,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,335
Total interest from all sources2022-12-31$6,001
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$505,458
Participant contributions at end of year2022-12-31$111,176
Participant contributions at beginning of year2022-12-31$117,833
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$48,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$-620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-32
Administrative expenses (other) incurred2022-12-31$15,335
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,628,107
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,245,995
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,874,102
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$6,692,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,934,076
Interest on participant loans2022-12-31$6,001
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$6,448,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$439,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$371,109
Net investment gain/loss from pooled separate accounts2022-12-31$-1,201,530
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$349,679
Employer contributions (assets) at end of year2022-12-31$3,324
Employer contributions (assets) at beginning of year2022-12-31$3,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,321,058
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2022-12-31030327374
2021 : LAMOILLE HEALTH PARTNERS 401(K) 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$1,806,501
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,551,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,547,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$824,920
Value of total assets at end of year2021-12-31$8,874,102
Value of total assets at beginning of year2021-12-31$8,619,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,495
Total interest from all sources2021-12-31$5,780
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$451,783
Participant contributions at end of year2021-12-31$117,833
Participant contributions at beginning of year2021-12-31$107,234
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$40,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$-620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$254,776
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,874,102
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,619,326
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$1,934,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,190,831
Interest on participant loans2021-12-31$5,780
Value of interest in common/collective trusts at end of year2021-12-31$6,448,380
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$371,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$319,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$768,307
Net investment gain or loss from common/collective trusts2021-12-31$207,494
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$333,026
Employer contributions (assets) at end of year2021-12-31$3,324
Employer contributions (assets) at beginning of year2021-12-31$1,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,547,230
Contract administrator fees2021-12-31$4,495
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2021-12-31010494526
2020 : LAMOILLE HEALTH PARTNERS 401(K) 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$2,008,391
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$815,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$811,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$824,486
Value of total assets at end of year2020-12-31$8,619,326
Value of total assets at beginning of year2020-12-31$7,426,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,376
Total interest from all sources2020-12-31$6,978
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$439,913
Participant contributions at end of year2020-12-31$107,234
Participant contributions at beginning of year2020-12-31$151,562
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$109,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$183
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,193,083
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,619,326
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,426,243
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$8,190,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,922,632
Interest on participant loans2020-12-31$6,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$319,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$351,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,176,744
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$275,386
Employer contributions (assets) at end of year2020-12-31$1,593
Employer contributions (assets) at beginning of year2020-12-31$917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$811,932
Contract administrator fees2020-12-31$3,376
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2020-12-31010494526
2019 : LAMOILLE HEALTH PARTNERS 401(K) 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$2,277,667
Total income from all sources (including contributions)2019-12-31$2,277,667
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$2,157,978
Total of all expenses incurred2019-12-31$2,157,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,150,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,150,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$899,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$899,868
Value of total assets at end of year2019-12-31$7,426,243
Value of total assets at end of year2019-12-31$7,426,243
Value of total assets at beginning of year2019-12-31$7,306,554
Value of total assets at beginning of year2019-12-31$7,306,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,060
Total interest from all sources2019-12-31$9,234
Total interest from all sources2019-12-31$9,234
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Contributions received from participants2019-12-31$523,731
Contributions received from participants2019-12-31$523,731
Participant contributions at end of year2019-12-31$151,562
Participant contributions at end of year2019-12-31$151,562
Participant contributions at beginning of year2019-12-31$144,892
Participant contributions at beginning of year2019-12-31$144,892
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$-1,280
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$-1,280
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$89,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$89,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$119,689
Value of net income/loss2019-12-31$119,689
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,426,243
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,426,243
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,306,554
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,306,554
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,922,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,922,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,980,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,980,405
Interest on participant loans2019-12-31$9,234
Interest on participant loans2019-12-31$9,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$351,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$351,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$178,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$178,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,368,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,368,565
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$287,137
Contributions received in cash from employer2019-12-31$287,137
Employer contributions (assets) at end of year2019-12-31$917
Employer contributions (assets) at end of year2019-12-31$917
Employer contributions (assets) at beginning of year2019-12-31$4,302
Employer contributions (assets) at beginning of year2019-12-31$4,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,150,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,150,918
Contract administrator fees2019-12-31$7,060
Contract administrator fees2019-12-31$7,060
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31BAKER NEWMAN NOYES
Accountancy firm name2019-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2019-12-31010494526
Accountancy firm EIN2019-12-31010494526
2018 : LAMOILLE HEALTH PARTNERS 401(K) 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$448,607
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,354,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,348,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$945,349
Value of total assets at end of year2018-12-31$7,306,554
Value of total assets at beginning of year2018-12-31$8,212,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,738
Total interest from all sources2018-12-31$5,230
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$587,782
Participant contributions at end of year2018-12-31$144,892
Participant contributions at beginning of year2018-12-31$99,675
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$612
Assets. Other investments not covered elsewhere at end of year2018-12-31$-1,280
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$-1,120
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$64,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-905,476
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,306,554
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,212,030
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$6,980,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,048,930
Interest on participant loans2018-12-31$5,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$178,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$58,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-501,972
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$293,053
Employer contributions (assets) at end of year2018-12-31$4,302
Employer contributions (assets) at beginning of year2018-12-31$5,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,348,345
Contract administrator fees2018-12-31$5,738
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2018-12-31010494526
2017 : LAMOILLE HEALTH PARTNERS 401(K) 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$2,199,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$181,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$176,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,075,553
Value of total assets at end of year2017-12-31$8,212,030
Value of total assets at beginning of year2017-12-31$6,193,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,858
Total interest from all sources2017-12-31$5,398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$600,354
Participant contributions at end of year2017-12-31$99,675
Participant contributions at beginning of year2017-12-31$135,239
Participant contributions at end of year2017-12-31$612
Participant contributions at beginning of year2017-12-31$16,749
Assets. Other investments not covered elsewhere at end of year2017-12-31$-1,120
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-1,112
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$169,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,018,161
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,212,030
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,193,869
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$8,048,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,028,329
Interest on participant loans2017-12-31$5,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$58,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,118,663
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$305,898
Employer contributions (assets) at end of year2017-12-31$5,328
Employer contributions (assets) at beginning of year2017-12-31$12,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$176,595
Contract administrator fees2017-12-31$4,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2017-12-31010494526
2016 : LAMOILLE HEALTH PARTNERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$111,334
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$207,395
Value of total assets at end of year2016-12-31$6,193,869
Value of total assets at beginning of year2016-12-31$6,089,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,322
Total interest from all sources2016-12-31$1,438
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$125,391
Participant contributions at end of year2016-12-31$135,239
Participant contributions at beginning of year2016-12-31$149,477
Participant contributions at end of year2016-12-31$16,749
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$-1,112
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$104,307
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,193,869
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,089,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,028,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,936,245
Interest on participant loans2016-12-31$1,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-97,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$76,305
Employer contributions (assets) at end of year2016-12-31$12,368
Employer contributions (assets) at beginning of year2016-12-31$1,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,705
Contract administrator fees2016-12-31$2,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2016-12-31010494526
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,332,506
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$303,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$297,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$786,670
Value of total assets at end of year2016-09-30$6,089,562
Value of total assets at beginning of year2016-09-30$5,060,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$6,688
Total interest from all sources2016-09-30$5,615
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$5,664
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$451,206
Participant contributions at end of year2016-09-30$149,477
Participant contributions at beginning of year2016-09-30$148,379
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$69,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$64
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,028,671
Value of net assets at end of year (total assets less liabilities)2016-09-30$6,089,562
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$5,060,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in pooled separate accounts at end of year2016-09-30$5,936,245
Value of interest in pooled separate accounts at beginning of year2016-09-30$4,908,391
Interest on participant loans2016-09-30$5,597
Interest earned on other investments2016-09-30$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$2,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$1,885
Net investment gain/loss from pooled separate accounts2016-09-30$540,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$265,841
Employer contributions (assets) at end of year2016-09-30$1,607
Employer contributions (assets) at beginning of year2016-09-30$2,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$297,147
Contract administrator fees2016-09-30$1,024
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BAKER NEWMAN NOYES
Accountancy firm EIN2016-09-30010494526
2015 : LAMOILLE HEALTH PARTNERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$487,903
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$102,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$95,613
Value of total corrective distributions2015-09-30$893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$680,524
Value of total assets at end of year2015-09-30$5,060,891
Value of total assets at beginning of year2015-09-30$4,675,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$5,771
Total interest from all sources2015-09-30$4,994
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$4,725
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$381,404
Participant contributions at end of year2015-09-30$148,379
Participant contributions at beginning of year2015-09-30$135,283
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$59,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$91
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$385,626
Value of net assets at end of year (total assets less liabilities)2015-09-30$5,060,891
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$4,675,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in pooled separate accounts at end of year2015-09-30$4,908,391
Value of interest in pooled separate accounts at beginning of year2015-09-30$4,529,051
Interest on participant loans2015-09-30$4,979
Interest earned on other investments2015-09-30$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$1,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$1,386
Net investment gain/loss from pooled separate accounts2015-09-30$-197,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$239,189
Employer contributions (assets) at end of year2015-09-30$2,236
Employer contributions (assets) at beginning of year2015-09-30$9,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$95,613
Contract administrator fees2015-09-30$1,046
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BAKER NEWMAN NOYES
Accountancy firm EIN2015-09-30010494526
2014 : LAMOILLE HEALTH PARTNERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$947,986
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$618,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$613,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$537,678
Value of total assets at end of year2014-09-30$4,675,265
Value of total assets at beginning of year2014-09-30$4,345,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$5,325
Total interest from all sources2014-09-30$4,792
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$4,525
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$318,907
Participant contributions at end of year2014-09-30$135,283
Participant contributions at beginning of year2014-09-30$143,430
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$8,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$329,660
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,675,265
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,345,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in pooled separate accounts at end of year2014-09-30$4,529,051
Value of interest in pooled separate accounts at beginning of year2014-09-30$4,186,471
Interest on participant loans2014-09-30$4,780
Interest earned on other investments2014-09-30$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$1,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,091
Net investment gain/loss from pooled separate accounts2014-09-30$405,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$210,140
Employer contributions (assets) at end of year2014-09-30$9,545
Employer contributions (assets) at beginning of year2014-09-30$14,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$613,001
Contract administrator fees2014-09-30$800
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30DAVIS & HODGDON ASSOCIATES
Accountancy firm EIN2014-09-30030325875
2013 : LAMOILLE HEALTH PARTNERS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,503
Total income from all sources (including contributions)2013-09-30$963,631
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$913,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$908,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$471,516
Value of total assets at end of year2013-09-30$4,345,605
Value of total assets at beginning of year2013-09-30$4,296,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$4,593
Total interest from all sources2013-09-30$3,324
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$4,025
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$274,229
Participant contributions at end of year2013-09-30$143,430
Participant contributions at beginning of year2013-09-30$74,349
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$1,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$50,299
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,345,605
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,295,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in pooled separate accounts at end of year2013-09-30$4,186,471
Value of interest in pooled separate accounts at beginning of year2013-09-30$4,214,656
Interest on participant loans2013-09-30$3,313
Interest earned on other investments2013-09-30$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$873
Net investment gain/loss from pooled separate accounts2013-09-30$488,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$196,290
Employer contributions (assets) at end of year2013-09-30$14,613
Employer contributions (assets) at beginning of year2013-09-30$6,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$908,739
Contract administrator fees2013-09-30$568
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30DAVIS & HODGDON ASSOCIATES
Accountancy firm EIN2013-09-30030325875
2012 : LAMOILLE HEALTH PARTNERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,161,465
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$163,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$160,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$484,893
Value of total assets at end of year2012-09-30$4,296,809
Value of total assets at beginning of year2012-09-30$3,297,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$3,336
Total interest from all sources2012-09-30$2,846
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$2,975
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$400,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$275,145
Participant contributions at end of year2012-09-30$74,349
Participant contributions at beginning of year2012-09-30$45,658
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$12,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$1,503
Administrative expenses (other) incurred2012-09-30$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$997,479
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,295,306
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,297,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in pooled separate accounts at end of year2012-09-30$4,214,656
Value of interest in pooled separate accounts at beginning of year2012-09-30$3,242,184
Interest on participant loans2012-09-30$2,834
Interest earned on other investments2012-09-30$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$727
Net investment gain/loss from pooled separate accounts2012-09-30$673,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$197,040
Employer contributions (assets) at end of year2012-09-30$6,931
Employer contributions (assets) at beginning of year2012-09-30$9,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$160,650
Contract administrator fees2012-09-30$346
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30DAVIS & HODGDON ASSOCIATES
Accountancy firm EIN2012-09-30030325875
2011 : LAMOILLE HEALTH PARTNERS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$383,078
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$179,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$176,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$498,845
Value of total assets at end of year2011-09-30$3,297,827
Value of total assets at beginning of year2011-09-30$3,094,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$2,440
Total interest from all sources2011-09-30$2,760
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$2,256
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$400,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$312,394
Participant contributions at end of year2011-09-30$45,658
Participant contributions at beginning of year2011-09-30$54,376
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$2,924
Other income not declared elsewhere2011-09-30$481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$203,747
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,297,827
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,094,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in pooled separate accounts at end of year2011-09-30$3,242,184
Value of interest in pooled separate accounts at beginning of year2011-09-30$3,027,719
Interest on participant loans2011-09-30$2,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$428
Net investment gain/loss from pooled separate accounts2011-09-30$-119,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$183,527
Employer contributions (assets) at end of year2011-09-30$9,258
Employer contributions (assets) at beginning of year2011-09-30$11,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$176,891
Contract administrator fees2011-09-30$184
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30TYLER SIMMS & ST. SAVEUR, CPA, PC
Accountancy firm EIN2011-09-30020476956
2010 : LAMOILLE HEALTH PARTNERS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-09-30$0
Total income from all sources (including contributions)2010-09-30$252,124
Total loss/gain on sale of assets2010-09-30$0
Total of all expenses incurred2010-09-30$18,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-09-30$17,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-09-30$33,188
Value of total assets at end of year2010-09-30$3,094,080
Value of total assets at beginning of year2010-09-30$2,860,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-09-30$314
Total interest from all sources2010-09-30$269
Total dividends received (eg from common stock, registered investment company shares)2010-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-09-30No
Administrative expenses professional fees incurred2010-09-30$300
Was this plan covered by a fidelity bond2010-09-30Yes
Value of fidelity bond cover2010-09-30$300,000
If this is an individual account plan, was there a blackout period2010-09-30No
Were there any nonexempt tranactions with any party-in-interest2010-09-30No
Contributions received from participants2010-09-30$21,071
Participant contributions at end of year2010-09-30$54,376
Participant contributions at beginning of year2010-09-30$56,408
Assets. Other investments not covered elsewhere at beginning of year2010-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Value of net income/loss2010-09-30$233,832
Value of net assets at end of year (total assets less liabilities)2010-09-30$3,094,080
Value of net assets at beginning of year (total assets less liabilities)2010-09-30$2,860,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-09-30No
Were any leases to which the plan was party in default or uncollectible2010-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-09-30$0
Value of interest in pooled separate accounts at end of year2010-09-30$3,027,719
Value of interest in pooled separate accounts at beginning of year2010-09-30$2,789,164
Interest on participant loans2010-09-30$267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-09-30$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-09-30$428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-09-30$3,579
Net investment gain/loss from pooled separate accounts2010-09-30$218,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-09-30No
Was there a failure to transmit to the plan any participant contributions2010-09-30No
Has the plan failed to provide any benefit when due under the plan2010-09-30No
Contributions received in cash from employer2010-09-30$12,117
Employer contributions (assets) at end of year2010-09-30$11,557
Employer contributions (assets) at beginning of year2010-09-30$11,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-09-30$17,978
Contract administrator fees2010-09-30$14
Did the plan have assets held for investment2010-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-09-30No

Form 5500 Responses for LAMOILLE HEALTH PARTNERS 401(K) PLAN

2022: LAMOILLE HEALTH PARTNERS 401(K) 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: LAMOILLE HEALTH PARTNERS 401(K) 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: LAMOILLE HEALTH PARTNERS 401(K) 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: LAMOILLE HEALTH PARTNERS 401(K) 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: LAMOILLE HEALTH PARTNERS 401(K) 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: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: LAMOILLE HEALTH PARTNERS 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762495-01
Policy instance 2
Insurance contract or identification number762495-01
Number of Individuals Covered6
Insurance policy start date2022-09-10
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $284
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
Amount paid for insurance broker fees142
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62334-1
Policy instance 1
Insurance contract or identification numberMR 62334-1
Number of Individuals Covered186
Insurance policy start date2022-01-01
Insurance policy end date2022-09-09
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62334-1
Policy instance 1
Insurance contract or identification numberMR 62334-1
Number of Individuals Covered175
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $748
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $689
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62334-1
Policy instance 1
Insurance contract or identification numberMR 62334-1
Number of Individuals Covered223
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $794
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $794
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62334-1
Policy instance 1
Insurance contract or identification numberMR 62334-1
Number of Individuals Covered230
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $539
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $539
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62334-1
Policy instance 1
Insurance contract or identification numberMR 62334-1
Number of Individuals Covered211
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $317
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $317
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62334-1
Policy instance 1
Insurance contract or identification numberMR 62334-1
Number of Individuals Covered180
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $150
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker organization code?1
Insurance broker nameHORNOR TOWNSEND & KENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87857
Policy instance 1
Insurance contract or identification number87857
Number of Individuals Covered138
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $12,287
Total amount of fees paid to insurance companyUSD $7,260
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $12,287
Insurance broker organization code?6
Amount paid for insurance broker fees4725
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFUTURE PLANNING ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87857
Policy instance 1
Insurance contract or identification number87857
Number of Individuals Covered126
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $11,147
Total amount of fees paid to insurance companyUSD $6,824
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $11,147
Insurance broker organization code?6
Amount paid for insurance broker fees4525
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFUTURE PLANNING ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87857
Policy instance 1
Insurance contract or identification number87857
Number of Individuals Covered100
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $9,175
Total amount of fees paid to insurance companyUSD $6,076
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $9,175
Insurance broker organization code?6
Amount paid for insurance broker fees4025
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFUTURE PLANNING ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87857
Policy instance 1
Insurance contract or identification number87857
Number of Individuals Covered98
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $9,794
Total amount of fees paid to insurance companyUSD $4,921
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87857
Policy instance 1
Insurance contract or identification number87857
Number of Individuals Covered91
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $9,333
Total amount of fees paid to insurance companyUSD $3,974
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87857
Policy instance 1
Insurance contract or identification number87857
Number of Individuals Covered85
Insurance policy start date2010-09-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $589
Total amount of fees paid to insurance companyUSD $419
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $589
Insurance broker organization code?6
Amount paid for insurance broker fees300
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFUTURE PLANNING ASSOCIATES, INC.

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