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UNLIMITED CARE, INC 401(K) PLAN 401k Plan overview

Plan NameUNLIMITED CARE, INC 401(K) PLAN
Plan identification number 001

UNLIMITED CARE, INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

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

Company Name:UNLIMITED CARE, INC
Employer identification number (EIN):132808207
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about UNLIMITED CARE, INC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2000-08-28
Company Identification Number: 602061365
Legal Registered Office Address: 14413 GREENBELT DR E

SUMNER
United States of America (USA)
98390

More information about UNLIMITED CARE, INC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUDITH WRIGHT JUDITH WRIGHT2018-10-09
0012016-01-01JUDITH WRIGHT
0012015-01-01JUDITH WRIGHT
0012014-01-01JUDITH A WRIGHT
0012013-01-01JUDITH WRIGHT
0012012-01-01JUDITH WRIGHT
0012011-01-01JUDITH WRIGHT
0012010-01-01ERIKA SOIMAN
0012009-01-01ERIKA SOIMAN

Plan Statistics for UNLIMITED CARE, INC 401(K) PLAN

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

Measure Date Value
2022: UNLIMITED CARE, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,192
Total number of active participants reported on line 7a of the Form 55002022-01-015,615
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-015,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015,642
Number of participants with account balances2022-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNLIMITED CARE, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,690
Total number of active participants reported on line 7a of the Form 55002021-01-015,154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-015,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-015,184
Number of participants with account balances2021-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNLIMITED CARE, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,021
Total number of active participants reported on line 7a of the Form 55002020-01-014,060
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-014,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,090
Number of participants with account balances2020-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNLIMITED CARE, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,256
Total number of active participants reported on line 7a of the Form 55002019-01-013,990
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-014,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,021
Number of participants with account balances2019-01-011,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNLIMITED CARE, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,575
Total number of active participants reported on line 7a of the Form 55002018-01-012,690
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-012,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,731
Number of participants with account balances2018-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNLIMITED CARE, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,604
Total number of active participants reported on line 7a of the Form 55002017-01-01973
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01601
Total of all active and inactive participants2017-01-011,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,575
Number of participants with account balances2017-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNLIMITED CARE, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,693
Total number of active participants reported on line 7a of the Form 55002016-01-01903
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01694
Total of all active and inactive participants2016-01-011,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,598
Number of participants with account balances2016-01-011,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: UNLIMITED CARE, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,686
Total number of active participants reported on line 7a of the Form 55002015-01-011,319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01370
Total of all active and inactive participants2015-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,689
Number of participants with account balances2015-01-011,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNLIMITED CARE, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,070
Total number of active participants reported on line 7a of the Form 55002014-01-011,358
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01322
Total of all active and inactive participants2014-01-011,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,680
Number of participants with account balances2014-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNLIMITED CARE, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,236
Total number of active participants reported on line 7a of the Form 55002013-01-011,096
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01965
Total of all active and inactive participants2013-01-012,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,062
Number of participants with account balances2013-01-011,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: UNLIMITED CARE, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,670
Total number of active participants reported on line 7a of the Form 55002012-01-011,295
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01940
Total of all active and inactive participants2012-01-012,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,235
Number of participants with account balances2012-01-011,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: UNLIMITED CARE, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,326
Total number of active participants reported on line 7a of the Form 55002011-01-011,795
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01871
Total of all active and inactive participants2011-01-012,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,666
Number of participants with account balances2011-01-011,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNLIMITED CARE, INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,185
Total number of active participants reported on line 7a of the Form 55002010-01-012,561
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01759
Total of all active and inactive participants2010-01-013,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,320
Number of participants with account balances2010-01-011,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNLIMITED CARE, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,368
Total number of active participants reported on line 7a of the Form 55002009-01-012,329
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01802
Total of all active and inactive participants2009-01-013,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,131
Number of participants with account balances2009-01-011,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on UNLIMITED CARE, INC 401(K) PLAN

Measure Date Value
2022 : UNLIMITED CARE, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-618,428
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$941,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$757,944
Value of total corrective distributions2022-12-31$2,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$993,071
Value of total assets at end of year2022-12-31$8,624,900
Value of total assets at beginning of year2022-12-31$10,185,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$181,620
Total interest from all sources2022-12-31$14,790
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,805
Administrative expenses professional fees incurred2022-12-31$13,112
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$847,784
Participant contributions at end of year2022-12-31$358,428
Participant contributions at beginning of year2022-12-31$328,974
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,560,251
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,624,900
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,185,151
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$47,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,163,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,280,537
Value of interest in pooled separate accounts at end of year2022-12-31$494,776
Value of interest in pooled separate accounts at beginning of year2022-12-31$557,405
Interest on participant loans2022-12-31$14,436
Interest earned on other investments2022-12-31$354
Value of interest in common/collective trusts at end of year2022-12-31$6,562,809
Value of interest in common/collective trusts at beginning of year2022-12-31$8,009,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$45,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-269,362
Net investment gain/loss from pooled separate accounts2022-12-31$-98,167
Net investment gain or loss from common/collective trusts2022-12-31$-1,277,565
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$143,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$757,944
Contract administrator fees2022-12-31$120,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31BERMAN, SOSMAN & ROSENZWEIG, CPA PL
Accountancy firm EIN2022-12-31113408121
2021 : UNLIMITED CARE, INC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,339,275
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,618,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,410,999
Expenses. Certain deemed distributions of participant loans2021-12-31$2,441
Value of total corrective distributions2021-12-31$2,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,112,001
Value of total assets at end of year2021-12-31$10,184,280
Value of total assets at beginning of year2021-12-31$9,461,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$202,611
Total interest from all sources2021-12-31$10,125
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,282
Administrative expenses professional fees incurred2021-12-31$23,042
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 period2021-12-31Yes
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$894,960
Participant contributions at end of year2021-12-31$328,103
Participant contributions at beginning of year2021-12-31$187,129
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,124
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$721,162
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,182,218
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,461,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,280,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$956,564
Value of interest in pooled separate accounts at end of year2021-12-31$557,405
Value of interest in pooled separate accounts at beginning of year2021-12-31$402,560
Interest on participant loans2021-12-31$10,048
Interest earned on other investments2021-12-31$77
Value of interest in common/collective trusts at end of year2021-12-31$8,009,876
Value of interest in common/collective trusts at beginning of year2021-12-31$7,894,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$180,580
Net investment gain/loss from pooled separate accounts2021-12-31$116,383
Net investment gain or loss from common/collective trusts2021-12-31$906,904
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$168,917
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$17,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,407,879
Contract administrator fees2021-12-31$179,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERMAN, SOSMAN & ROSENZWEIG, CPA PL
Accountancy firm EIN2021-12-31113408121
2020 : UNLIMITED CARE, INC 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,286,019
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$831,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$705,578
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,072,768
Value of total assets at end of year2020-12-31$9,461,056
Value of total assets at beginning of year2020-12-31$8,006,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,541
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$11,044
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,053
Administrative expenses professional fees incurred2020-12-31$11,443
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 period2020-12-31Yes
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$798,121
Participant contributions at end of year2020-12-31$187,129
Participant contributions at beginning of year2020-12-31$234,238
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$78,549
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,454,900
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,461,056
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,006,156
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$7,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$956,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$667,686
Value of interest in pooled separate accounts at end of year2020-12-31$402,560
Value of interest in pooled separate accounts at beginning of year2020-12-31$335,219
Interest on participant loans2020-12-31$10,997
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$47
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$7,894,591
Value of interest in common/collective trusts at beginning of year2020-12-31$6,749,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,320
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$162,206
Net investment gain/loss from pooled separate accounts2020-12-31$60,797
Net investment gain or loss from common/collective trusts2020-12-31$968,151
Net gain/loss from 103.12 investment entities2020-12-31$0
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$196,098
Employer contributions (assets) at end of year2020-12-31$17,114
Employer contributions (assets) at beginning of year2020-12-31$17,208
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$705,578
Contract administrator fees2020-12-31$106,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERMAN, SOSMAN & ROSENZWEIG, CPA PL
Accountancy firm EIN2020-12-31113408121
2019 : UNLIMITED CARE, INC 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,653
Total income from all sources (including contributions)2019-12-31$2,305,664
Total income from all sources (including contributions)2019-12-31$2,305,664
Total loss/gain on sale of assets2019-12-31$73,410
Total loss/gain on sale of assets2019-12-31$73,410
Total of all expenses incurred2019-12-31$545,447
Total of all expenses incurred2019-12-31$545,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$393,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$393,464
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$993,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$993,197
Value of total assets at end of year2019-12-31$8,006,156
Value of total assets at end of year2019-12-31$8,006,156
Value of total assets at beginning of year2019-12-31$6,286,592
Value of total assets at beginning of year2019-12-31$6,286,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,983
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$12,238
Total interest from all sources2019-12-31$12,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$36,147
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$36,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$36,147
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$36,147
Administrative expenses professional fees incurred2019-12-31$16,945
Administrative expenses professional fees incurred2019-12-31$16,945
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 period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$752,864
Contributions received from participants2019-12-31$752,864
Participant contributions at end of year2019-12-31$234,238
Participant contributions at end of year2019-12-31$234,238
Participant contributions at beginning of year2019-12-31$208,117
Participant contributions at beginning of year2019-12-31$208,117
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$6,756
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$6,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$40,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$40,653
Other income not declared elsewhere2019-12-31$25,415
Other income not declared elsewhere2019-12-31$25,415
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,760,217
Value of net income/loss2019-12-31$1,760,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,006,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,245,939
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,245,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$667,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$667,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$559,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$559,043
Value of interest in pooled separate accounts at end of year2019-12-31$335,219
Value of interest in pooled separate accounts at beginning of year2019-12-31$252,481
Value of interest in pooled separate accounts at beginning of year2019-12-31$252,481
Interest on participant loans2019-12-31$12,238
Interest on participant loans2019-12-31$12,238
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$6,749,485
Value of interest in common/collective trusts at end of year2019-12-31$6,749,485
Value of interest in common/collective trusts at beginning of year2019-12-31$5,251,032
Value of interest in common/collective trusts at beginning of year2019-12-31$5,251,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,587
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$103,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$103,200
Net investment gain/loss from pooled separate accounts2019-12-31$74,575
Net investment gain/loss from pooled separate accounts2019-12-31$74,575
Net investment gain or loss from common/collective trusts2019-12-31$987,482
Net investment gain or loss from common/collective trusts2019-12-31$987,482
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$213,850
Employer contributions (assets) at end of year2019-12-31$17,208
Employer contributions (assets) at end of year2019-12-31$17,208
Employer contributions (assets) at beginning of year2019-12-31$14,332
Employer contributions (assets) at beginning of year2019-12-31$14,332
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$386,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$386,708
Contract administrator fees2019-12-31$135,038
Contract administrator fees2019-12-31$135,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$73,410
Aggregate proceeds on sale of assets2019-12-31$73,410
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERMAN, SOSMAN & ROSENZWEIG, CPA PL
Accountancy firm name2019-12-31BERMAN, SOSMAN & ROSENZWEIG, CPA PL
Accountancy firm EIN2019-12-31113408121
Accountancy firm EIN2019-12-31113408121
2018 : UNLIMITED CARE, INC 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$268,829
Total unrealized appreciation/depreciation of assets2018-12-31$268,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$272
Total income from all sources (including contributions)2018-12-31$570,384
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$842,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$735,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$912,886
Value of total assets at end of year2018-12-31$6,286,592
Value of total assets at beginning of year2018-12-31$6,518,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,892
Total interest from all sources2018-12-31$12,288
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$96,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$96,171
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 period2018-12-31Yes
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$711,582
Participant contributions at end of year2018-12-31$208,117
Participant contributions at beginning of year2018-12-31$195,994
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$40,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-272,243
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,245,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,518,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$559,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,710,810
Value of interest in pooled separate accounts at end of year2018-12-31$252,481
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$12,280
Interest earned on other investments2018-12-31$8
Value of interest in common/collective trusts at end of year2018-12-31$5,251,032
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,611,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,611,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-121,417
Net investment gain/loss from pooled separate accounts2018-12-31$-41,516
Net investment gain or loss from common/collective trusts2018-12-31$-556,857
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$185,756
Employer contributions (assets) at end of year2018-12-31$14,332
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$735,735
Contract administrator fees2018-12-31$106,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31BERMAN, SOSMAN & ROSENZWEIG, CPA PL
Accountancy firm EIN2018-12-31113408121
2017 : UNLIMITED CARE, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,678,194
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$410,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$383,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$803,167
Value of total assets at end of year2017-12-31$6,518,454
Value of total assets at beginning of year2017-12-31$5,250,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,432
Total interest from all sources2017-12-31$34,452
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$40,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$40,905
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$615,301
Participant contributions at end of year2017-12-31$195,994
Participant contributions at beginning of year2017-12-31$102,274
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$272
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$1,267,416
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,518,182
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,250,766
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
Investment advisory and management fees2017-12-31$6,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,710,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,616,368
Interest on participant loans2017-12-31$8,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,611,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,485,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,485,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$25,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$799,670
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$185,265
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$46,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$383,346
Contract administrator fees2017-12-31$20,537
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 name2017-12-31BERMAN, SOSMAN AND ROSENZWEIG, CPA
Accountancy firm EIN2017-12-31113408121
2016 : UNLIMITED CARE, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$768,154
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$519,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$510,284
Value of total corrective distributions2016-12-31$284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$666,440
Value of total assets at end of year2016-12-31$5,250,766
Value of total assets at beginning of year2016-12-31$5,002,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,255
Total interest from all sources2016-12-31$8,621
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$38,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$38,274
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$503,334
Participant contributions at end of year2016-12-31$102,274
Participant contributions at beginning of year2016-12-31$118,625
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155
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$248,331
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,250,766
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,002,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,616,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,510,571
Interest on participant loans2016-12-31$6,320
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,485,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,288,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,288,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,819
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$162,951
Employer contributions (assets) at end of year2016-12-31$46,417
Employer contributions (assets) at beginning of year2016-12-31$85,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$510,284
Contract administrator fees2016-12-31$9,255
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 name2016-12-31BERMAN, SOSMAN AND ROSENZWEIG, CPA
Accountancy firm EIN2016-12-31113408121
2015 : UNLIMITED CARE, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,031,848
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$393,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$375,591
Value of total corrective distributions2015-12-31$11,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$956,036
Value of total assets at end of year2015-12-31$5,002,435
Value of total assets at beginning of year2015-12-31$4,364,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,765
Total interest from all sources2015-12-31$6,277
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$35,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$35,173
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$410,480
Participant contributions at end of year2015-12-31$118,625
Participant contributions at beginning of year2015-12-31$118,652
Participant contributions at beginning of year2015-12-31$17,387
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$638,064
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,002,435
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,364,371
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$3,510,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,874,375
Interest on participant loans2015-12-31$5,587
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,288,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$34,362
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$545,556
Employer contributions (assets) at end of year2015-12-31$85,145
Employer contributions (assets) at beginning of year2015-12-31$346,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$375,591
Contract administrator fees2015-12-31$6,765
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 name2015-12-31BERMAN, SOSMAN AND ROSENZWEIG, CPA
Accountancy firm EIN2015-12-31113408121
2014 : UNLIMITED CARE, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,098,963
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$641,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$599,362
Value of total corrective distributions2014-12-31$17,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$704,958
Value of total assets at end of year2014-12-31$4,364,371
Value of total assets at beginning of year2014-12-31$3,907,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,203
Total interest from all sources2014-12-31$7,098
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$34,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$34,170
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$702,156
Participant contributions at end of year2014-12-31$118,652
Participant contributions at beginning of year2014-12-31$127,473
Participant contributions at end of year2014-12-31$363,588
Participant contributions at beginning of year2014-12-31$12,265
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,802
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$457,212
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,364,371
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,907,159
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$3,874,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,759,934
Interest on participant loans2014-12-31$7,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$352,737
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$599,362
Contract administrator fees2014-12-31$25,203
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 name2014-12-31BERMAN, SOSMAN AND ROSENZWEIG, CPA'
Accountancy firm EIN2014-12-31113408121
2013 : UNLIMITED CARE, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,050,582
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$254,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$247,723
Value of total corrective distributions2013-12-31$1,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$379,867
Value of total assets at end of year2013-12-31$3,907,159
Value of total assets at beginning of year2013-12-31$3,111,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,246
Total interest from all sources2013-12-31$6,343
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$32,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$32,335
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$304,442
Participant contributions at end of year2013-12-31$127,473
Participant contributions at beginning of year2013-12-31$127,716
Participant contributions at end of year2013-12-31$12,265
Participant contributions at beginning of year2013-12-31$11,005
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,425
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$795,670
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,907,159
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,111,489
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$3,759,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,972,768
Interest on participant loans2013-12-31$6,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$632,037
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$247,723
Contract administrator fees2013-12-31$5,246
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 name2013-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2013-12-31420714325
2012 : UNLIMITED CARE, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$733,007
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$498,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$492,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$407,023
Value of total assets at end of year2012-12-31$3,111,489
Value of total assets at beginning of year2012-12-31$2,876,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,850
Total interest from all sources2012-12-31$4,923
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,814
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$343,619
Participant contributions at end of year2012-12-31$127,716
Participant contributions at beginning of year2012-12-31$68,166
Participant contributions at end of year2012-12-31$11,005
Participant contributions at beginning of year2012-12-31$5,093
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$63,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$234,748
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,111,489
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,876,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,972,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,790,160
Interest on participant loans2012-12-31$4,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$287,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$492,409
Contract administrator fees2012-12-31$5,850
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2012-12-31420714325
2011 : UNLIMITED CARE, INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$378,046
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$214,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$206,898
Expenses. Certain deemed distributions of participant loans2011-12-31$3,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$322,155
Value of total assets at end of year2011-12-31$2,876,741
Value of total assets at beginning of year2011-12-31$2,713,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,657
Total interest from all sources2011-12-31$3,925
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,867
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$322,155
Participant contributions at end of year2011-12-31$68,166
Participant contributions at beginning of year2011-12-31$83,694
Participant contributions at end of year2011-12-31$5,093
Participant contributions at beginning of year2011-12-31$19,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$163,335
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,876,741
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,713,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,790,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,102,285
Interest on participant loans2011-12-31$3,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$507,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$507,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$20,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$206,898
Contract administrator fees2011-12-31$4,657
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2011-12-31420714325
2010 : UNLIMITED CARE, INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$601,736
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$238,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$230,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$333,022
Value of total assets at end of year2010-12-31$2,713,406
Value of total assets at beginning of year2010-12-31$2,350,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,413
Total interest from all sources2010-12-31$5,018
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$26,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$26,307
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$333,022
Participant contributions at end of year2010-12-31$83,694
Participant contributions at beginning of year2010-12-31$89,867
Participant contributions at end of year2010-12-31$19,923
Participant contributions at beginning of year2010-12-31$6,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$363,060
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,713,406
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,350,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,102,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,794,415
Interest on participant loans2010-12-31$4,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$507,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$459,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$459,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$237,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$230,263
Contract administrator fees2010-12-31$8,413
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY AND PULLEN
Accountancy firm EIN2010-12-31420714325
2009 : UNLIMITED CARE, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNLIMITED CARE, INC 401(K) PLAN

2022: UNLIMITED CARE, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: UNLIMITED CARE, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: UNLIMITED CARE, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: UNLIMITED CARE, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: UNLIMITED CARE, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: UNLIMITED CARE, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNLIMITED CARE, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNLIMITED CARE, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNLIMITED CARE, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNLIMITED CARE, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNLIMITED CARE, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNLIMITED CARE, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNLIMITED CARE, INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNLIMITED CARE, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627077
Policy instance 2
Insurance contract or identification number627077
Number of Individuals Covered5642
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $249
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees249
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered5642
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627077
Policy instance 2
Insurance contract or identification number627077
Number of Individuals Covered5184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $228
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees228
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered5184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627077
Policy instance 2
Insurance contract or identification number627077
Number of Individuals Covered4660
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $160
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees160
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4660
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627077
Policy instance 2
Insurance contract or identification number627077
Number of Individuals Covered4021
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $143
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees143
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4021
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627077
Policy instance 2
Insurance contract or identification number627077
Number of Individuals Covered2697
Insurance policy start date2018-08-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees32
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2697
Insurance policy start date2018-08-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

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