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INDEPENDENT CARE GROUP PLUS 401k Plan overview

Plan NameINDEPENDENT CARE GROUP PLUS
Plan identification number 501

INDEPENDENT CARE GROUP PLUS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

HEALTHCARE STAFFING & CONSULTANTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEALTHCARE STAFFING & CONSULTANTS, LLC
Employer identification number (EIN):133972928
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HEALTHCARE STAFFING & CONSULTANTS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2006-09-20
Company Identification Number: L06000092626
Legal Registered Office Address: 2721 EXECUTIVE PARK DRIVE SUITE 3

WESTON

33331

More information about HEALTHCARE STAFFING & CONSULTANTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT CARE GROUP PLUS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01
5012020-06-01
5012019-06-01
5012018-06-01
5012017-06-01JOE RUBINSTEIN
5012017-06-01

Plan Statistics for INDEPENDENT CARE GROUP PLUS

401k plan membership statisitcs for INDEPENDENT CARE GROUP PLUS

Measure Date Value
2021: INDEPENDENT CARE GROUP PLUS 2021 401k membership
Total participants, beginning-of-year2021-06-011,225
Total number of active participants reported on line 7a of the Form 55002021-06-01971
Number of retired or separated participants receiving benefits2021-06-013
Total of all active and inactive participants2021-06-01974
Total participants2021-06-01974
2020: INDEPENDENT CARE GROUP PLUS 2020 401k membership
Total participants, beginning-of-year2020-06-011,342
Total number of active participants reported on line 7a of the Form 55002020-06-011,220
Number of retired or separated participants receiving benefits2020-06-015
Total of all active and inactive participants2020-06-011,225
Total participants2020-06-011,225
2019: INDEPENDENT CARE GROUP PLUS 2019 401k membership
Total participants, beginning-of-year2019-06-011,714
Total number of active participants reported on line 7a of the Form 55002019-06-011,337
Number of retired or separated participants receiving benefits2019-06-015
Total of all active and inactive participants2019-06-011,342
Total participants2019-06-011,342
2018: INDEPENDENT CARE GROUP PLUS 2018 401k membership
Total participants, beginning-of-year2018-06-011,757
Total number of active participants reported on line 7a of the Form 55002018-06-011,710
Number of retired or separated participants receiving benefits2018-06-014
Total of all active and inactive participants2018-06-011,714
Total participants2018-06-011,714
2017: INDEPENDENT CARE GROUP PLUS 2017 401k membership
Total participants, beginning-of-year2017-06-011,579
Total number of active participants reported on line 7a of the Form 55002017-06-011,757
Number of retired or separated participants receiving benefits2017-06-015
Total of all active and inactive participants2017-06-011,762
Total participants2017-06-011,762

Financial Data on INDEPENDENT CARE GROUP PLUS

Measure Date Value
2022 : INDEPENDENT CARE GROUP PLUS 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$2,413,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$2,800,605
Total income from all sources (including contributions)2022-05-31$7,475,590
Total of all expenses incurred2022-05-31$6,117,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$5,514,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$7,475,590
Value of total assets at end of year2022-05-31$7,101,000
Value of total assets at beginning of year2022-05-31$6,129,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$602,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Administrative expenses professional fees incurred2022-05-31$47,295
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$56,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$29,931
Administrative expenses (other) incurred2022-05-31$11,428
Liabilities. Value of operating payables at end of year2022-05-31$63,354
Liabilities. Value of operating payables at beginning of year2022-05-31$56,466
Total non interest bearing cash at end of year2022-05-31$205,256
Total non interest bearing cash at beginning of year2022-05-31$182,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$1,358,205
Value of net assets at end of year (total assets less liabilities)2022-05-31$4,687,466
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$3,329,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in pooled separate accounts at end of year2022-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$538,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$7,419,214
Employer contributions (assets) at end of year2022-05-31$6,865,813
Employer contributions (assets) at beginning of year2022-05-31$5,947,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$4,976,187
Contract administrator fees2022-05-31$543,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Liabilities. Value of benefit claims payable at end of year2022-05-31$2,350,180
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$2,744,139
Did the plan have assets held for investment2022-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2022-05-31472319109
2021 : INDEPENDENT CARE GROUP PLUS 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$2,800,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$2,923,027
Total income from all sources (including contributions)2021-05-31$8,106,184
Total of all expenses incurred2021-05-31$7,956,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$7,332,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$8,106,184
Value of total assets at end of year2021-05-31$6,129,866
Value of total assets at beginning of year2021-05-31$6,102,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$623,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Administrative expenses professional fees incurred2021-05-31$16,125
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$106,754
Administrative expenses (other) incurred2021-05-31$7,788
Liabilities. Value of operating payables at end of year2021-05-31$56,466
Liabilities. Value of operating payables at beginning of year2021-05-31$191,568
Total non interest bearing cash at end of year2021-05-31$182,364
Total non interest bearing cash at beginning of year2021-05-31$127,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$149,949
Value of net assets at end of year (total assets less liabilities)2021-05-31$3,329,261
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$3,179,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in pooled separate accounts at end of year2021-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$552,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$7,999,430
Employer contributions (assets) at end of year2021-05-31$5,947,502
Employer contributions (assets) at beginning of year2021-05-31$5,974,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$6,780,218
Contract administrator fees2021-05-31$599,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Liabilities. Value of benefit claims payable at end of year2021-05-31$2,744,139
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$2,731,459
Did the plan have assets held for investment2021-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2021-05-31472319109
2020 : INDEPENDENT CARE GROUP PLUS 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$2,923,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$3,595,423
Total income from all sources (including contributions)2020-05-31$8,827,774
Total of all expenses incurred2020-05-31$9,110,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$8,382,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$8,827,102
Value of total assets at end of year2020-05-31$6,102,339
Value of total assets at beginning of year2020-05-31$7,057,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$728,218
Total interest from all sources2020-05-31$672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$21,503
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$66,377
Administrative expenses (other) incurred2020-05-31$9,614
Liabilities. Value of operating payables at end of year2020-05-31$191,568
Liabilities. Value of operating payables at beginning of year2020-05-31$587,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$-282,659
Value of net assets at end of year (total assets less liabilities)2020-05-31$3,179,312
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$3,461,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in pooled separate accounts at end of year2020-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$127,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$82,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$82,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$672
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$586,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$8,760,725
Employer contributions (assets) at end of year2020-05-31$5,974,935
Employer contributions (assets) at beginning of year2020-05-31$6,974,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$7,795,992
Contract administrator fees2020-05-31$697,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Liabilities. Value of benefit claims payable at end of year2020-05-31$2,731,459
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$3,007,727
Did the plan have assets held for investment2020-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2020-05-31472319109
2019 : INDEPENDENT CARE GROUP PLUS 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$3,595,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$2,449,654
Total income from all sources (including contributions)2019-05-31$9,630,709
Total of all expenses incurred2019-05-31$8,725,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$7,915,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$9,630,286
Value of total assets at end of year2019-05-31$7,057,394
Value of total assets at beginning of year2019-05-31$5,006,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$809,784
Total interest from all sources2019-05-31$423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Administrative expenses professional fees incurred2019-05-31$17,000
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$50,049
Participant contributions at beginning of year2019-05-31$4,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$17,121
Administrative expenses (other) incurred2019-05-31$16,165
Liabilities. Value of operating payables at end of year2019-05-31$587,696
Liabilities. Value of operating payables at beginning of year2019-05-31$173,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$905,341
Value of net assets at end of year (total assets less liabilities)2019-05-31$3,461,971
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$2,556,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in pooled separate accounts at end of year2019-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$82,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$141,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$141,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$423
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$568,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$9,580,237
Employer contributions (assets) at end of year2019-05-31$6,974,613
Employer contributions (assets) at beginning of year2019-05-31$4,844,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$7,347,574
Contract administrator fees2019-05-31$776,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Liabilities. Value of benefit claims payable at end of year2019-05-31$3,007,727
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$2,275,790
Did the plan have assets held for investment2019-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2019-05-31472319109
2018 : INDEPENDENT CARE GROUP PLUS 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$2,449,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$745,086
Total income from all sources (including contributions)2018-05-31$9,212,871
Total of all expenses incurred2018-05-31$10,741,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$9,893,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$9,211,769
Value of total assets at end of year2018-05-31$5,006,284
Value of total assets at beginning of year2018-05-31$4,830,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$848,353
Total interest from all sources2018-05-31$1,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$20,721
Was this plan covered by a fidelity bond2018-05-31No
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$65,872
Participant contributions at end of year2018-05-31$4,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$17,121
Administrative expenses (other) incurred2018-05-31$23,918
Liabilities. Value of operating payables at end of year2018-05-31$173,864
Liabilities. Value of operating payables at beginning of year2018-05-31$115,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-1,528,604
Value of net assets at end of year (total assets less liabilities)2018-05-31$2,556,630
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$4,085,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in common/collective trusts at end of year2018-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$141,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$1,072,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$1,072,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$1,102
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$609,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$9,145,897
Employer contributions (assets) at end of year2018-05-31$4,844,105
Employer contributions (assets) at beginning of year2018-05-31$3,757,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$9,283,751
Contract administrator fees2018-05-31$803,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Liabilities. Value of benefit claims payable at end of year2018-05-31$2,275,790
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$629,870
Did the plan have assets held for investment2018-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2018-05-31472319109

Form 5500 Responses for INDEPENDENT CARE GROUP PLUS

2021: INDEPENDENT CARE GROUP PLUS 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: INDEPENDENT CARE GROUP PLUS 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: INDEPENDENT CARE GROUP PLUS 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: INDEPENDENT CARE GROUP PLUS 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: INDEPENDENT CARE GROUP PLUS 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number4471
Policy instance 1
Insurance contract or identification number4471
Number of Individuals Covered1321
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $61,603
Welfare Benefit Premiums Paid to CarrierUSD $559,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,603
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number4471
Policy instance 1
Insurance contract or identification number4471
Number of Individuals Covered1225
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $59,082
Welfare Benefit Premiums Paid to CarrierUSD $589,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,082
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number4471
Policy instance 1
Insurance contract or identification number4471
Number of Individuals Covered1646
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $63,854
Total amount of fees paid to insurance companyUSD $4,554
Welfare Benefit Premiums Paid to CarrierUSD $633,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,854
Amount paid for insurance broker fees4554
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number4471
Policy instance 1
Insurance contract or identification number4471
Number of Individuals Covered1551
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $57,993
Total amount of fees paid to insurance companyUSD $5,732
Welfare Benefit Premiums Paid to CarrierUSD $623,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,993
Amount paid for insurance broker fees5732
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number4471
Policy instance 1
Insurance contract or identification number4471
Number of Individuals Covered1770
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $65,764
Total amount of fees paid to insurance companyUSD $7,587
Welfare Benefit Premiums Paid to CarrierUSD $661,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,764
Amount paid for insurance broker fees7587
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number4471
Policy instance 1
Insurance contract or identification number4471
Number of Individuals Covered1770
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $65,764
Total amount of fees paid to insurance companyUSD $7,587
Welfare Benefit Premiums Paid to CarrierUSD $661,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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