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BRIDGING ACCESS TO CARE, INC. PENSION PLAN 401k Plan overview

Plan NameBRIDGING ACCESS TO CARE, INC. PENSION PLAN
Plan identification number 001

BRIDGING ACCESS TO CARE, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

BRIDGING ACCESS TO CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRIDGING ACCESS TO CARE, INC.
Employer identification number (EIN):113031208
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about BRIDGING ACCESS TO CARE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1990-04-06
Company Identification Number: 1437602
Legal Registered Office Address: 502 BERGEN STREET
Kings
BROOKLYN
United States of America (USA)
11217

More information about BRIDGING ACCESS TO CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIDGING ACCESS TO CARE, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012016-07-01GLENDA SMITH GLENDA SMITH2018-04-11
0012015-07-01GLENDA G SMITH GLENDA G SMITH2017-04-12
0012014-07-01GASNER GARCON GASNER GARCON2016-04-14
0012013-07-01GASNER GARCON GASNER GARCON2015-04-10
0012012-07-01GASNER GARCON GASNER GARCON2014-04-11
0012011-07-01GASNER GARCON GASNER GARCON2013-04-15
0012009-07-01GASNER GARCON GASNER GARCON2011-04-14
0012009-07-01GASNER GARCON GASNER GARCON2011-05-06

Plan Statistics for BRIDGING ACCESS TO CARE, INC. PENSION PLAN

401k plan membership statisitcs for BRIDGING ACCESS TO CARE, INC. PENSION PLAN

Measure Date Value
2021: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01204
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01221
Total number of active participants reported on line 7a of the Form 55002020-07-01176
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0124
Total of all active and inactive participants2020-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01204
Number of participants with account balances2020-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01147
Total number of active participants reported on line 7a of the Form 55002019-07-01191
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0126
Total of all active and inactive participants2019-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-01221
Number of participants with account balances2019-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01177
Total number of active participants reported on line 7a of the Form 55002018-07-01137
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-018
Total of all active and inactive participants2018-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01147
Number of participants with account balances2018-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01136
Total number of active participants reported on line 7a of the Form 55002017-07-01163
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0112
Total of all active and inactive participants2017-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01177
Number of participants with account balances2017-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01135
Total number of active participants reported on line 7a of the Form 55002016-07-0190
Number of other retired or separated participants entitled to future benefits2016-07-0148
Total of all active and inactive participants2016-07-01138
Total participants2016-07-01138
Number of participants with account balances2016-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0118
2015: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01106
Total number of active participants reported on line 7a of the Form 55002015-07-0190
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0141
Total of all active and inactive participants2015-07-01131
Total participants2015-07-01131
Number of participants with account balances2015-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0120
2014: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01119
Total number of active participants reported on line 7a of the Form 55002014-07-0167
Number of retired or separated participants receiving benefits2014-07-019
Number of other retired or separated participants entitled to future benefits2014-07-0136
Total of all active and inactive participants2014-07-01112
Total participants2014-07-01112
Number of participants with account balances2014-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0122
2013: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01118
Total number of active participants reported on line 7a of the Form 55002013-07-0175
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0145
Total of all active and inactive participants2013-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01120
Number of participants with account balances2013-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0114
2012: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01109
Total number of active participants reported on line 7a of the Form 55002012-07-0171
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0147
Total of all active and inactive participants2012-07-01118
Total participants2012-07-01118
Number of participants with account balances2012-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0117
2011: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01119
Total number of active participants reported on line 7a of the Form 55002011-07-0168
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0142
Total of all active and inactive participants2011-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01110
Number of participants with account balances2011-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0112
2009: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01120
Total number of active participants reported on line 7a of the Form 55002009-07-0168
Number of other retired or separated participants entitled to future benefits2009-07-0140
Total of all active and inactive participants2009-07-01108
Total participants2009-07-01108
Number of participants with account balances2009-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on BRIDGING ACCESS TO CARE, INC. PENSION PLAN

Measure Date Value
2022 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total income from all sources (including contributions)2022-04-01$-15,520
Total loss/gain on sale of assets2022-04-01$0
Total of all expenses incurred2022-04-01$2,339,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-01$2,337,800
Expenses. Certain deemed distributions of participant loans2022-04-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-01$0
Value of total assets at end of year2022-04-01$0
Value of total assets at beginning of year2022-04-01$2,354,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-01$1,217
Total interest from all sources2022-04-01$1,842
Total dividends received (eg from common stock, registered investment company shares)2022-04-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-04-01$0
Was this plan covered by a fidelity bond2022-04-01Yes
Value of fidelity bond cover2022-04-01$236,000
If this is an individual account plan, was there a blackout period2022-04-01No
Were there any nonexempt tranactions with any party-in-interest2022-04-01No
Contributions received from participants2022-04-01$0
Participant contributions at beginning of year2022-04-01$34,358
Income. Received or receivable in cash from other sources (including rollovers)2022-04-01$0
Other income not declared elsewhere2022-04-01$0
Administrative expenses (other) incurred2022-04-01$1,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Value of net income/loss2022-04-01$-2,354,537
Value of net assets at end of year (total assets less liabilities)2022-04-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-01$2,354,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-01No
Were any leases to which the plan was party in default or uncollectible2022-04-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-01$2,023,885
Interest on participant loans2022-04-01$0
Interest earned on other investments2022-04-01$1,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-01$296,294
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-01$0
Net investment gain/loss from pooled separate accounts2022-04-01$-17,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-01No
Was there a failure to transmit to the plan any participant contributions2022-04-01No
Has the plan failed to provide any benefit when due under the plan2022-04-01No
Contributions received in cash from employer2022-04-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-01$2,337,800
Did the plan have assets held for investment2022-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-01Yes
Opinion of an independent qualified public accountant for this plan2022-04-01Unqualified
Accountancy firm name2022-04-01KP LYNCH CPA PC
Accountancy firm EIN2022-04-01202059984
2021 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$544,210
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$545,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$543,782
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$22,258
Value of total assets at end of year2021-06-30$2,354,537
Value of total assets at beginning of year2021-06-30$2,355,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,736
Total interest from all sources2021-06-30$3,077
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$287,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$22,258
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-1,308
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,354,537
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,355,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,023,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,053,364
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$3,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$330,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$302,481
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$518,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$543,782
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$8,938
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$79,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$78,532
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$14,107
Value of total assets at end of year2020-06-30$2,355,845
Value of total assets at beginning of year2020-06-30$2,426,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,332
Total interest from all sources2020-06-30$2,453
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$14,107
Administrative expenses (other) incurred2020-06-30$1,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-70,926
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,355,845
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,426,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,053,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,944,424
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$2,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$302,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$146,315
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$-7,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at beginning of year2020-06-30$336,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$78,532
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MBAF CPAS, LLC
Accountancy firm EIN2020-06-30133842744
2019 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$127,975
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,228,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,205,079
Expenses. Certain deemed distributions of participant loans2019-06-30$18,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$2,426,771
Value of total assets at beginning of year2019-06-30$3,527,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$4,783
Total interest from all sources2019-06-30$1,686
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30No
Value of fidelity bond cover2019-06-30$287,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$131,821
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$4,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,100,289
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,426,771
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,527,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,944,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,034,917
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$1,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$146,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$21,030
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$126,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Employer contributions (assets) at end of year2019-06-30$336,032
Employer contributions (assets) at beginning of year2019-06-30$339,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,205,079
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MBAF CPAS, LLC
Accountancy firm EIN2019-06-30133842744
2018 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$716,128
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$427,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$416,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$494,718
Value of total assets at end of year2018-06-30$3,527,060
Value of total assets at beginning of year2018-06-30$3,238,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$10,605
Total interest from all sources2018-06-30$11,674
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$84,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$84,500
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$287,000
If this is an individual account plan, was there a blackout period2018-06-30No
Funding deficiency by the employer to the plan for this plan year2018-06-30$339,292
Minimum employer required contribution for this plan year2018-06-30$339,292
Amount contributed by the employer to the plan for this plan year2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$131,821
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$494,718
Assets. Loans (other than to participants) at beginning of year2018-06-30$140,951
Administrative expenses (other) incurred2018-06-30$10,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$288,781
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,527,060
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,238,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,034,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,816,758
Interest on participant loans2018-06-30$6,481
Interest earned on other investments2018-06-30$5,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$21,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$628,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$125,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Employer contributions (assets) at end of year2018-06-30$339,292
Employer contributions (assets) at beginning of year2018-06-30$651,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$416,742
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MBAF CPAS, LLC
Accountancy firm EIN2018-06-30133842744
2017 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$565,562
Total of all expenses incurred2017-06-30$18,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$15,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$363,269
Value of total assets at end of year2017-06-30$3,238,279
Value of total assets at beginning of year2017-06-30$2,691,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,118
Total interest from all sources2017-06-30$10,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$3,118
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$287,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$140,951
Participant contributions at beginning of year2017-06-30$182,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$546,877
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,238,279
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,691,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,816,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,292,161
Interest on participant loans2017-06-30$10,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$114,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$114,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$628,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$530,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$192,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$363,269
Employer contributions (assets) at end of year2017-06-30$651,970
Employer contributions (assets) at beginning of year2017-06-30$571,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$15,567
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MBAF CPAS, LLC
Accountancy firm EIN2017-06-30133842744
2016 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$240,958
Total of all expenses incurred2016-06-30$160,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$157,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$302,036
Value of total assets at end of year2016-06-30$2,691,402
Value of total assets at beginning of year2016-06-30$2,610,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,620
Total interest from all sources2016-06-30$9,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$2,620
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$287,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$571,798
Minimum employer required contribution for this plan year2016-06-30$571,798
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$182,422
Participant contributions at beginning of year2016-06-30$185,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$80,523
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,691,402
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,610,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,292,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,467,174
Interest on participant loans2016-06-30$9,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$114,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$100,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$100,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$530,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$588,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-70,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$302,036
Employer contributions (assets) at end of year2016-06-30$571,798
Employer contributions (assets) at beginning of year2016-06-30$269,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$157,815
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WITHUMSMITH AND BROWN
Accountancy firm EIN2016-06-30222027092
2015 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$311,873
Total of all expenses incurred2015-06-30$224,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$216,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$269,939
Value of total assets at end of year2015-06-30$2,610,879
Value of total assets at beginning of year2015-06-30$2,523,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,015
Total interest from all sources2015-06-30$8,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$8,015
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$287,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$269,762
Minimum employer required contribution for this plan year2015-06-30$269,762
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$185,323
Participant contributions at beginning of year2015-06-30$196,095
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$87,049
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,610,879
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,523,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,467,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,310,123
Interest on participant loans2015-06-30$8,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$100,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$55,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$55,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$588,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$711,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$33,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$269,939
Employer contributions (assets) at end of year2015-06-30$269,762
Employer contributions (assets) at beginning of year2015-06-30$248,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$216,809
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WITHUMSMITH AND BROWN
Accountancy firm EIN2015-06-30222027092
2014 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$433,808
Total of all expenses incurred2014-06-30$199,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$194,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$248,353
Value of total assets at end of year2014-06-30$2,523,830
Value of total assets at beginning of year2014-06-30$2,289,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$4,548
Total interest from all sources2014-06-30$9,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$287,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$248,353
Minimum employer required contribution for this plan year2014-06-30$248,353
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$196,095
Participant contributions at beginning of year2014-06-30$131,377
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$234,604
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,523,830
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,289,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$4,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,310,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$995,133
Interest on participant loans2014-06-30$9,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$55,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$87,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$87,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$711,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$845,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$175,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$248,353
Employer contributions (assets) at end of year2014-06-30$248,353
Employer contributions (assets) at beginning of year2014-06-30$229,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$194,656
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CERINI & ASSOCIATES LLP
Accountancy firm EIN2014-06-30113066459
2013 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$355,906
Total of all expenses incurred2013-06-30$578,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$566,297
Expenses. Certain deemed distributions of participant loans2013-06-30$32
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$229,579
Value of total assets at end of year2013-06-30$2,289,226
Value of total assets at beginning of year2013-06-30$2,512,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$12,643
Total interest from all sources2013-06-30$3,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$287,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$229,579
Minimum employer required contribution for this plan year2013-06-30$229,579
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$131,377
Participant contributions at beginning of year2013-06-30$54,158
Administrative expenses (other) incurred2013-06-30$5,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-223,066
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,289,226
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,512,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$6,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$995,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$971,091
Interest on participant loans2013-06-30$3,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$87,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$45,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$45,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$845,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,198,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$122,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$229,579
Employer contributions (assets) at end of year2013-06-30$229,579
Employer contributions (assets) at beginning of year2013-06-30$243,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$566,297
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CERINI & ASSOCIATES LLP
Accountancy firm EIN2013-06-30113066459
2012 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$214,970
Total of all expenses incurred2012-06-30$172,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$162,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$243,389
Value of total assets at end of year2012-06-30$2,512,292
Value of total assets at beginning of year2012-06-30$2,469,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,268
Total interest from all sources2012-06-30$1,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$243,389
Minimum employer required contribution for this plan year2012-06-30$243,389
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$54,158
Participant contributions at beginning of year2012-06-30$67,331
Administrative expenses (other) incurred2012-06-30$4,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$42,520
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,512,292
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,469,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$6,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$971,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$948,613
Interest on participant loans2012-06-30$1,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$45,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$36,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$36,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,198,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,179,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-30,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$243,389
Employer contributions (assets) at end of year2012-06-30$243,389
Employer contributions (assets) at beginning of year2012-06-30$237,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$162,182
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CERINI & ASSOCIATES LLP
Accountancy firm EIN2012-06-30113066459
2011 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$411,941
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$52,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$41,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$237,436
Value of total assets at end of year2011-06-30$2,469,772
Value of total assets at beginning of year2011-06-30$2,110,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$10,706
Total interest from all sources2011-06-30$985
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$237,436
Minimum employer required contribution for this plan year2011-06-30$237,436
Amount contributed by the employer to the plan for this plan year2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$67,331
Participant contributions at beginning of year2011-06-30$40,430
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Administrative expenses (other) incurred2011-06-30$4,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$359,622
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,469,772
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,110,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$6,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$948,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$707,015
Interest on participant loans2011-06-30$2,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$36,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$52,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$52,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$-1,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,179,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,075,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$173,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$237,436
Employer contributions (assets) at end of year2011-06-30$237,436
Employer contributions (assets) at beginning of year2011-06-30$233,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$41,613
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DONOVAN MURRAY, CPA
Accountancy firm EIN2011-06-30061485081
2010 : BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$233,892
Amount contributed by the employer to the plan for this plan year2010-06-30$233,892

Form 5500 Responses for BRIDGING ACCESS TO CARE, INC. PENSION PLAN

2021: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: BRIDGING ACCESS TO CARE, INC. PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061453A
Policy instance 1
Insurance contract or identification number061453A
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-04-30
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 Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061453A
Policy instance 1
Insurance contract or identification number061453A
Number of Individuals Covered204
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061453A
Policy instance 1
Insurance contract or identification number061453A
Number of Individuals Covered221
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,671
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5671
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061453A
Policy instance 1
Insurance contract or identification number061453A
Number of Individuals Covered147
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061453A
Policy instance 2
Insurance contract or identification number061453A
Number of Individuals Covered177
Insurance policy start date2018-05-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP -B3-ZW47
Policy instance 1
Insurance contract or identification numberGAP -B3-ZW47
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-ZW47
Policy instance 1
Insurance contract or identification numberGAP-B3-ZW47
Number of Individuals Covered117
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $2,231
Total amount of fees paid to insurance companyUSD $558
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,231
Insurance broker organization code?3
Amount paid for insurance broker fees558
Insurance broker nameTHE PENSION SERVICE INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-ZW47
Policy instance 1
Insurance contract or identification numberGAP-B3-ZW47
Number of Individuals Covered101
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $2,644
Total amount of fees paid to insurance companyUSD $663
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,644
Insurance broker organization code?3
Amount paid for insurance broker fees663
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameTHE PENSION SERVICE INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-ZW47
Policy instance 1
Insurance contract or identification numberGAP-B3-ZW47
Number of Individuals Covered101
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,958
Total amount of fees paid to insurance companyUSD $739
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,958
Insurance broker organization code?3
Amount paid for insurance broker fees739
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameTHE PENSION SERVICE INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-ZW47
Policy instance 1
Insurance contract or identification numberGAP-B3-ZW47
Number of Individuals Covered87
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,699
Total amount of fees paid to insurance companyUSD $925
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,699
Insurance broker organization code?3
Amount paid for insurance broker fees925
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameTHE PENSION SERVICE INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-ZW47
Policy instance 1
Insurance contract or identification numberGAP-B3-ZW47
Number of Individuals Covered90
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,812
Total amount of fees paid to insurance companyUSD $1,203
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-ZW47
Policy instance 1
Insurance contract or identification numberGAP-B3-ZW47
Number of Individuals Covered95
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,352
Total amount of fees paid to insurance companyUSD $1,088
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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