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AMERICARE, INC 401(K) PLAN 401k Plan overview

Plan NameAMERICARE, INC 401(K) PLAN
Plan identification number 002

AMERICARE, INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

AMERICARE, INC has sponsored the creation of one or more 401k plans.

Company Name:AMERICARE, INC
Employer identification number (EIN):112608743
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICARE, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID HELFGOTT
0022016-01-01DAVID HELFGOTT
0022015-01-01DAVID HELFGOTT
0022014-01-01DAVID HELFGOTT
0022013-01-01DAVID HELFGOTT

Plan Statistics for AMERICARE, INC 401(K) PLAN

401k plan membership statisitcs for AMERICARE, INC 401(K) PLAN

Measure Date Value
2022: AMERICARE, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,089
Total number of active participants reported on line 7a of the Form 55002022-01-012,827
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01215
Total of all active and inactive participants2022-01-013,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-013,050
Number of participants with account balances2022-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: AMERICARE, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,121
Total number of active participants reported on line 7a of the Form 55002021-01-012,653
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01221
Total of all active and inactive participants2021-01-012,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-012,883
Number of participants with account balances2021-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: AMERICARE, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,269
Total number of active participants reported on line 7a of the Form 55002020-01-012,785
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01215
Total of all active and inactive participants2020-01-013,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-013,006
Number of participants with account balances2020-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: AMERICARE, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,828
Total number of active participants reported on line 7a of the Form 55002019-01-012,806
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01186
Total of all active and inactive participants2019-01-012,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,998
Number of participants with account balances2019-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: AMERICARE, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,041
Total number of active participants reported on line 7a of the Form 55002018-01-013,531
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01179
Total of all active and inactive participants2018-01-013,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-013,716
Number of participants with account balances2018-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: AMERICARE, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,149
Total number of active participants reported on line 7a of the Form 55002017-01-013,872
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01167
Total of all active and inactive participants2017-01-014,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-014,041
Number of participants with account balances2017-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: AMERICARE, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,417
Total number of active participants reported on line 7a of the Form 55002016-01-012,862
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01147
Total of all active and inactive participants2016-01-013,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,009
Number of participants with account balances2016-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: AMERICARE, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,748
Total number of active participants reported on line 7a of the Form 55002015-01-013,174
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-013,287
Total participants2015-01-013,287
Number of participants with account balances2015-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: AMERICARE, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,430
Total number of active participants reported on line 7a of the Form 55002014-01-013,623
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0177
Total of all active and inactive participants2014-01-013,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,700
Number of participants with account balances2014-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: AMERICARE, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,567
Total number of active participants reported on line 7a of the Form 55002013-01-014,213
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-014,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,280
Number of participants with account balances2013-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019

Financial Data on AMERICARE, INC 401(K) PLAN

Measure Date Value
2022 : AMERICARE, INC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$12,690
Total of all expenses incurred2022-12-31$503,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$441,204
Expenses. Certain deemed distributions of participant loans2022-12-31$11,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$613,699
Value of total assets at end of year2022-12-31$3,973,544
Value of total assets at beginning of year2022-12-31$4,464,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,955
Total interest from all sources2022-12-31$15,363
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$543,090
Participant contributions at end of year2022-12-31$161,261
Participant contributions at beginning of year2022-12-31$107,855
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$69
Administrative expenses (other) incurred2022-12-31$39,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-491,080
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,973,544
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,464,624
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
Investment advisory and management fees2022-12-31$11,811
Value of interest in pooled separate accounts at end of year2022-12-31$3,066,170
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,891,784
Interest on participant loans2022-12-31$6,364
Interest earned on other investments2022-12-31$8,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$745,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$464,916
Net investment gain/loss from pooled separate accounts2022-12-31$-616,372
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$66,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$441,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : AMERICARE, INC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$975,450
Total of all expenses incurred2021-12-31$461,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$408,794
Expenses. Certain deemed distributions of participant loans2021-12-31$5,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$550,008
Value of total assets at end of year2021-12-31$4,464,624
Value of total assets at beginning of year2021-12-31$3,951,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,649
Total interest from all sources2021-12-31$9,590
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$476,896
Participant contributions at end of year2021-12-31$107,855
Participant contributions at beginning of year2021-12-31$109,462
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$69
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$487
Administrative expenses (other) incurred2021-12-31$35,340
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$513,585
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,464,624
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,951,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$12,309
Value of interest in pooled separate accounts at end of year2021-12-31$3,891,784
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,568,218
Interest on participant loans2021-12-31$4,471
Interest earned on other investments2021-12-31$5,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$464,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$272,872
Net investment gain/loss from pooled separate accounts2021-12-31$415,852
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$64,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$408,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : AMERICARE, INC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$921,951
Total of all expenses incurred2020-12-31$460,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$404,458
Expenses. Certain deemed distributions of participant loans2020-12-31$19,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$492,882
Value of total assets at end of year2020-12-31$3,951,039
Value of total assets at beginning of year2020-12-31$3,489,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,087
Total interest from all sources2020-12-31$9,175
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$432,670
Participant contributions at end of year2020-12-31$109,462
Participant contributions at beginning of year2020-12-31$113,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$300
Administrative expenses (other) incurred2020-12-31$28,582
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$461,221
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,951,039
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,489,818
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
Investment advisory and management fees2020-12-31$8,505
Value of interest in pooled separate accounts at end of year2020-12-31$3,568,218
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,219,117
Interest on participant loans2020-12-31$5,506
Interest earned on other investments2020-12-31$3,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$272,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$157,216
Net investment gain/loss from pooled separate accounts2020-12-31$419,894
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$60,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$404,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : AMERICARE, INC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,103,586
Total of all expenses incurred2019-12-31$475,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$446,235
Expenses. Certain deemed distributions of participant loans2019-12-31$12,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$582,786
Value of total assets at end of year2019-12-31$3,489,818
Value of total assets at beginning of year2019-12-31$2,861,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,638
Total interest from all sources2019-12-31$8,355
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
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$436,003
Participant contributions at end of year2019-12-31$113,185
Participant contributions at beginning of year2019-12-31$92,691
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$84,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$520
Administrative expenses (other) incurred2019-12-31$16,638
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$628,352
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,489,818
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,861,466
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
Value of interest in pooled separate accounts at end of year2019-12-31$3,219,117
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,590,249
Interest on participant loans2019-12-31$5,647
Interest earned on other investments2019-12-31$2,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$157,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$178,006
Net investment gain/loss from pooled separate accounts2019-12-31$512,445
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$62,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$446,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : AMERICARE, INC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$318,660
Total of all expenses incurred2018-12-31$266,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$241,474
Expenses. Certain deemed distributions of participant loans2018-12-31$10,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$478,592
Value of total assets at end of year2018-12-31$2,861,466
Value of total assets at beginning of year2018-12-31$2,809,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,644
Total interest from all sources2018-12-31$7,666
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$419,025
Participant contributions at end of year2018-12-31$92,691
Participant contributions at beginning of year2018-12-31$106,480
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$520
Administrative expenses (other) incurred2018-12-31$14,644
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$51,819
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,861,466
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,809,647
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 pooled separate accounts at end of year2018-12-31$2,590,249
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,517,815
Interest on participant loans2018-12-31$5,335
Interest earned on other investments2018-12-31$2,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$178,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$185,352
Net investment gain/loss from pooled separate accounts2018-12-31$-167,598
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$59,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$241,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : AMERICARE, INC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$753,396
Total of all expenses incurred2017-12-31$163,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$145,682
Expenses. Certain deemed distributions of participant loans2017-12-31$4,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$438,062
Value of total assets at end of year2017-12-31$2,809,647
Value of total assets at beginning of year2017-12-31$2,220,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,244
Total interest from all sources2017-12-31$6,091
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$383,603
Participant contributions at end of year2017-12-31$106,480
Participant contributions at beginning of year2017-12-31$88,347
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,364
Administrative expenses (other) incurred2017-12-31$13,244
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$589,516
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,809,647
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,220,131
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 pooled separate accounts at end of year2017-12-31$2,517,815
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,955,729
Interest on participant loans2017-12-31$3,778
Interest earned on other investments2017-12-31$2,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$185,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$176,055
Net investment gain/loss from pooled separate accounts2017-12-31$309,243
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$52,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$145,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : AMERICARE, INC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$511,907
Total of all expenses incurred2016-12-31$225,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$175,581
Expenses. Certain deemed distributions of participant loans2016-12-31$37,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$381,601
Value of total assets at end of year2016-12-31$2,220,131
Value of total assets at beginning of year2016-12-31$1,934,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,045
Total interest from all sources2016-12-31$3,330
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$335,493
Participant contributions at end of year2016-12-31$88,347
Participant contributions at beginning of year2016-12-31$113,696
Other income not declared elsewhere2016-12-31$2,504
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$285,980
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,220,131
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,934,151
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 pooled separate accounts at end of year2016-12-31$1,955,729
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,662,236
Interest on participant loans2016-12-31$3,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$176,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$158,219
Net investment gain/loss from pooled separate accounts2016-12-31$124,472
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$46,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$175,581
Contract administrator fees2016-12-31$13,045
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 TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : AMERICARE, INC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$362,972
Total of all expenses incurred2015-12-31$179,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$166,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$390,695
Value of total assets at end of year2015-12-31$1,934,151
Value of total assets at beginning of year2015-12-31$1,750,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,495
Total interest from all sources2015-12-31$3,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$348,636
Participant contributions at end of year2015-12-31$113,696
Participant contributions at beginning of year2015-12-31$93,410
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45
Other income not declared elsewhere2015-12-31$1,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$183,747
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,934,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,750,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,662,236
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,539,960
Interest on participant loans2015-12-31$3,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$158,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$117,034
Net investment gain/loss from pooled separate accounts2015-12-31$-33,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$42,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$166,730
Contract administrator fees2015-12-31$12,495
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : AMERICARE, INC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$518,854
Total of all expenses incurred2014-12-31$197,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$181,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$434,595
Value of total assets at end of year2014-12-31$1,750,404
Value of total assets at beginning of year2014-12-31$1,428,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,729
Total interest from all sources2014-12-31$2,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$379,022
Participant contributions at end of year2014-12-31$93,410
Participant contributions at beginning of year2014-12-31$81,223
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$-95
Other income not declared elsewhere2014-12-31$3,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$321,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,750,404
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,428,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,539,960
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,250,766
Interest on participant loans2014-12-31$2,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$117,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$96,935
Net investment gain/loss from pooled separate accounts2014-12-31$77,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$55,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$181,645
Contract administrator fees2014-12-31$15,729
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : AMERICARE, INC 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$977,278
Total transfer of assets from this plan2013-12-31$20,714
Total income from all sources (including contributions)2013-12-31$549,623
Total of all expenses incurred2013-12-31$77,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,332
Expenses. Certain deemed distributions of participant loans2013-12-31$3,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$410,449
Value of total assets at end of year2013-12-31$1,428,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,835
Total interest from all sources2013-12-31$2,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$350,379
Participant contributions at end of year2013-12-31$81,223
Other income not declared elsewhere2013-12-31$1,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$472,360
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,428,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,250,766
Interest on participant loans2013-12-31$2,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$96,935
Net investment gain/loss from pooled separate accounts2013-12-31$135,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$60,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,332
Contract administrator fees2013-12-31$6,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910

Form 5500 Responses for AMERICARE, INC 401(K) PLAN

2022: AMERICARE, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: AMERICARE, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: AMERICARE, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: AMERICARE, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: AMERICARE, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: AMERICARE, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: AMERICARE, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICARE, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICARE, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICARE, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered514
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered519
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered497
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $707
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $707
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered492
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,830
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,830
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered480
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,070
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,070
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered482
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,990
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,990
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered448
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,430
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,665
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered446
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,773
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,773
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342397
Policy instance 1
Insurance contract or identification number342397
Number of Individuals Covered4280
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,538
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,538
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES

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