SIMIONE HEALTHCARE CONSULTANTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIMIONE CONSULTANTS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2014: SIMIONE CONSULTANTS 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 42 |
| Number of participants with account balances | 2014-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: SIMIONE CONSULTANTS 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 42 |
| Number of participants with account balances | 2013-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: SIMIONE CONSULTANTS 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
| Total of all active and inactive participants | 2012-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 44 |
| Number of participants with account balances | 2012-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: SIMIONE CONSULTANTS 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 39 |
| Number of participants with account balances | 2011-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2010: SIMIONE CONSULTANTS 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 38 |
| Number of participants with account balances | 2010-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: SIMIONE CONSULTANTS 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 37 |
| Number of participants with account balances | 2009-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : SIMIONE CONSULTANTS 401(K) PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $664,466 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $483,403 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $480,042 |
| Total plan assets at end of year | 2014-12-31 | $5,312,983 |
| Total plan assets at beginning of year | 2014-12-31 | $5,131,920 |
| Value of fidelity bond covering the plan | 2014-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $374,504 |
| Other income received | 2014-12-31 | $217,375 |
| Net income (gross income less expenses) | 2014-12-31 | $181,063 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,312,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,131,920 |
| Assets. Value of participant loans | 2014-12-31 | $151,012 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $72,587 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,361 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SIMIONE CONSULTANTS 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,073,025 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $35,794 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $33,770 |
| Total plan assets at end of year | 2013-12-31 | $5,131,920 |
| Total plan assets at beginning of year | 2013-12-31 | $4,094,689 |
| Value of fidelity bond covering the plan | 2013-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $348,092 |
| Other income received | 2013-12-31 | $637,903 |
| Net income (gross income less expenses) | 2013-12-31 | $1,037,231 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,131,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,094,689 |
| Assets. Value of participant loans | 2013-12-31 | $106,524 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $87,030 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $2,024 |
| 2012 : SIMIONE CONSULTANTS 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $821,550 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $275,435 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $275,435 |
| Total plan assets at end of year | 2012-12-31 | $4,094,689 |
| Total plan assets at beginning of year | 2012-12-31 | $3,548,574 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $349,828 |
| Other income received | 2012-12-31 | $454,645 |
| Net income (gross income less expenses) | 2012-12-31 | $546,115 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,094,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,548,574 |
| Assets. Value of participant loans | 2012-12-31 | $23,620 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $17,077 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SIMIONE CONSULTANTS 401(K) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $427,586 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $64,824 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $64,036 |
| Total plan assets at end of year | 2011-12-31 | $3,548,574 |
| Total plan assets at beginning of year | 2011-12-31 | $3,185,812 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $285,329 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $79,152 |
| Other income received | 2011-12-31 | $-63,289 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $362,762 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,548,574 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,185,812 |
| Assets. Value of participant loans | 2011-12-31 | $22,310 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $126,394 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $788 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SIMIONE CONSULTANTS 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $678,338 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $125,147 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $125,085 |
| Total plan assets at end of year | 2010-12-31 | $3,185,812 |
| Total plan assets at beginning of year | 2010-12-31 | $2,632,621 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $274,513 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $337,264 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $553,191 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,185,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,632,621 |
| Assets. Value of participant loans | 2010-12-31 | $14,101 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $66,561 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $62 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2014: SIMIONE CONSULTANTS 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SIMIONE CONSULTANTS 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SIMIONE CONSULTANTS 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SIMIONE CONSULTANTS 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SIMIONE CONSULTANTS 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SIMIONE CONSULTANTS 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87313 |
| Policy instance | 1 |
| Insurance contract or identification number | 87313 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $16,775 | | Total amount of fees paid to insurance company | USD $6,078 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,775 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 6078 | | Insurance broker name | WELLS THOMAS, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87313 |
| Policy instance | 1 |
| Insurance contract or identification number | 87313 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $14,520 | | Total amount of fees paid to insurance company | USD $488 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,520 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 488 | | Additional information about fees paid to insurance broker | TPA FEES & COMPENSATION | | Insurance broker name | WELLS THOMAS, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87313 |
| Policy instance | 1 |
| Insurance contract or identification number | 87313 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $14,551 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,616 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS THOMAS, LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 87313 |
| Policy instance | 1 |
| Insurance contract or identification number | 87313 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $11,394 | | Total amount of fees paid to insurance company | USD $1,538 | | 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 number | 87313 |
| Policy instance | 1 |
| Insurance contract or identification number | 87313 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $9,505 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,230 | | Insurance broker organization code? | 3 | | Insurance broker name | THE LAMCO GROUP |
|
