401k Plan data: HEALTHBRIDGE MANAGEMENT 401(K) PLAN plan

HEALTHBRIDGE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan Name	HEALTHBRIDGE MANAGEMENT 401(K) PLAN
Plan identification number	003

HEALTHBRIDGE MANAGEMENT 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHBRIDGE MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: HEALTHBRIDGE MANAGEMENT, LLC

Employer identification number (EIN): 200219127

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about HEALTHBRIDGE MANAGEMENT, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0600275289

More information about HEALTHBRIDGE MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHBRIDGE MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 HARRIET SARNA HARRIET SARNA 2018-09-26

Plan Statistics for HEALTHBRIDGE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for HEALTHBRIDGE MANAGEMENT 401(K) PLAN

Measure Date Value
2022: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4,385
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,223
Number of retired or separated participants receiving benefits 2022-01-01 30
Number of other retired or separated participants entitled to future benefits 2022-01-01 844
Total of all active and inactive participants 2022-01-01 4,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 17
Total participants 2022-01-01 4,114
Number of participants with account balances 2022-01-01 3,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4,314
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,882
Number of retired or separated participants receiving benefits 2021-01-01 21
Number of other retired or separated participants entitled to future benefits 2021-01-01 482
Total of all active and inactive participants 2021-01-01 4,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4,385
Number of participants with account balances 2021-01-01 3,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 150
2020: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4,745
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3,779
Number of retired or separated participants receiving benefits 2020-01-01 16
Number of other retired or separated participants entitled to future benefits 2020-01-01 451
Total of all active and inactive participants 2020-01-01 4,246
Total participants 2020-01-01 4,246
Number of participants with account balances 2020-01-01 3,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 237
2019: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4,719
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4,229
Number of retired or separated participants receiving benefits 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 418
Total of all active and inactive participants 2019-01-01 4,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4,663
Number of participants with account balances 2019-01-01 3,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 192
2018: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4,480
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4,238
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 386
Total of all active and inactive participants 2018-01-01 4,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4,628
Number of participants with account balances 2018-01-01 3,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 166
2017: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,593
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4,069
Number of retired or separated participants receiving benefits 2017-01-01 13
Number of other retired or separated participants entitled to future benefits 2017-01-01 346
Total of all active and inactive participants 2017-01-01 4,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 4,429
Number of participants with account balances 2017-01-01 3,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 152

Measure	Date	Value
2022: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4,385
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,223
Number of retired or separated participants receiving benefits	2022-01-01	30
Number of other retired or separated participants entitled to future benefits	2022-01-01	844
Total of all active and inactive participants	2022-01-01	4,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	17
Total participants	2022-01-01	4,114
Number of participants with account balances	2022-01-01	3,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4,314
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,882
Number of retired or separated participants receiving benefits	2021-01-01	21
Number of other retired or separated participants entitled to future benefits	2021-01-01	482
Total of all active and inactive participants	2021-01-01	4,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4,385
Number of participants with account balances	2021-01-01	3,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	150
2020: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4,745
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3,779
Number of retired or separated participants receiving benefits	2020-01-01	16
Number of other retired or separated participants entitled to future benefits	2020-01-01	451
Total of all active and inactive participants	2020-01-01	4,246
Total participants	2020-01-01	4,246
Number of participants with account balances	2020-01-01	3,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	237
2019: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,719
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4,229
Number of retired or separated participants receiving benefits	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	418
Total of all active and inactive participants	2019-01-01	4,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4,663
Number of participants with account balances	2019-01-01	3,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	192
2018: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,480
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4,238
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	386
Total of all active and inactive participants	2018-01-01	4,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4,628
Number of participants with account balances	2018-01-01	3,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	166
2017: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,593
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4,069
Number of retired or separated participants receiving benefits	2017-01-01	13
Number of other retired or separated participants entitled to future benefits	2017-01-01	346
Total of all active and inactive participants	2017-01-01	4,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	4,429
Number of participants with account balances	2017-01-01	3,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	152

Financial Data on HEALTHBRIDGE MANAGEMENT 401(K) PLAN

Measure	Date	Value
2022 : HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$20,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$391,237
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,989,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,647,433
Expenses. Certain deemed distributions of participant loans	2022-12-31	$11,554
Value of total corrective distributions	2022-12-31	$9,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,092,735
Value of total assets at end of year	2022-12-31	$58,627,146
Value of total assets at beginning of year	2022-12-31	$65,205,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$320,933
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$328,018
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,277,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,277,223
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,496,852
Participant contributions at end of year	2022-12-31	$1,679,673
Participant contributions at beginning of year	2022-12-31	$1,389,949
Participant contributions at end of year	2022-12-31	$157,496
Participant contributions at beginning of year	2022-12-31	$153,657
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$613,318
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$20,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$23,941
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-6,598,536
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$58,607,060
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$65,205,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$55,903
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$47,182,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$55,214,302
Interest on participant loans	2022-12-31	$54,982
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$273,036
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$8,625,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,712,464
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,330,680
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$982,565
Employer contributions (assets) at end of year	2022-12-31	$982,565
Employer contributions (assets) at beginning of year	2022-12-31	$734,756
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,647,433
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$265,030
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SAX LLP
Accountancy firm EIN	2022-12-31	812950760
2021 : HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$960,866
Total transfer of assets from this plan	2021-12-31	$341,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
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	$15,034,681
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,692,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,354,617
Expenses. Certain deemed distributions of participant loans	2021-12-31	$18,117
Value of total corrective distributions	2021-12-31	$12,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,297,763
Value of total assets at end of year	2021-12-31	$65,205,596
Value of total assets at beginning of year	2021-12-31	$55,244,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$307,514
Total interest from all sources	2021-12-31	$250,341
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,547,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,547,967
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,265,769
Participant contributions at end of year	2021-12-31	$1,389,949
Participant contributions at beginning of year	2021-12-31	$1,223,515
Participant contributions at end of year	2021-12-31	$153,657
Participant contributions at beginning of year	2021-12-31	$132,671
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,297,238
Other income not declared elsewhere	2021-12-31	$3,431
Administrative expenses (other) incurred	2021-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$9,341,850
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$65,205,596
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$55,244,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$101,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$55,214,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$45,661,889
Interest on participant loans	2021-12-31	$50,006
Interest earned on other investments	2021-12-31	$200,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,712,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,573,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,935,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$734,756
Employer contributions (assets) at end of year	2021-12-31	$734,756
Employer contributions (assets) at beginning of year	2021-12-31	$653,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,354,617
Contract administrator fees	2021-12-31	$206,025
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF O'CONNOR DAVIES
Accountancy firm EIN	2021-12-31	271728945
2020 : HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$249,148
Total transfer of assets from this plan	2020-12-31	$211,809
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	$13,695,025
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,515,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,212,320
Expenses. Certain deemed distributions of participant loans	2020-12-31	$18,649
Value of total corrective distributions	2020-12-31	$23,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,297,971
Value of total assets at end of year	2020-12-31	$55,244,796
Value of total assets at beginning of year	2020-12-31	$48,027,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$261,498
Total interest from all sources	2020-12-31	$283,044
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,893,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,893,272
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,040,467
Participant contributions at end of year	2020-12-31	$1,223,515
Participant contributions at beginning of year	2020-12-31	$1,197,146
Participant contributions at end of year	2020-12-31	$132,671
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$605,021
Administrative expenses (other) incurred	2020-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,179,541
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$55,244,796
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$48,027,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$77,076
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$45,661,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$39,991,413
Interest on participant loans	2020-12-31	$56,650
Interest earned on other investments	2020-12-31	$226,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,573,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,170,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,220,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$652,483
Employer contributions (assets) at end of year	2020-12-31	$653,292
Employer contributions (assets) at beginning of year	2020-12-31	$668,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,212,320
Contract administrator fees	2020-12-31	$184,347
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PKF O'CONNOR DAVIES
Accountancy firm EIN	2020-12-31	271828945
2019 : HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$212,826
Total transfer of assets from this plan	2019-12-31	$272,763
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	$0
Total income from all sources (including contributions)	2019-12-31	$14,880,636
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,672,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,500,618
Expenses. Certain deemed distributions of participant loans	2019-12-31	$31,068
Value of total corrective distributions	2019-12-31	$14,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,820,133
Value of total assets at end of year	2019-12-31	$48,027,916
Value of total assets at beginning of year	2019-12-31	$38,879,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$126,156
Total interest from all sources	2019-12-31	$251,739
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,641,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,641,810
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,505,564
Participant contributions at end of year	2019-12-31	$1,197,146
Participant contributions at beginning of year	2019-12-31	$1,093,090
Participant contributions at beginning of year	2019-12-31	$49
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,645,919
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$297,147
Other income not declared elsewhere	2019-12-31	$7,397
Administrative expenses (other) incurred	2019-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,208,003
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$48,027,916
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$38,879,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,073
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$39,991,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$31,497,701
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$58,155
Interest earned on other investments	2019-12-31	$193,584
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$6,170,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,732,664
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,159,557
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$668,650
Employer contributions (assets) at end of year	2019-12-31	$668,650
Employer contributions (assets) at beginning of year	2019-12-31	$556,341
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,203,471
Contract administrator fees	2019-12-31	$85,008
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES
Accountancy firm EIN	2019-12-31	271728945
2018 : HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$5,205,088
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,408,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,252,015
Expenses. Certain deemed distributions of participant loans	2018-12-31	$26,422
Value of total corrective distributions	2018-12-31	$11,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,196,139
Value of total assets at end of year	2018-12-31	$38,879,850
Value of total assets at beginning of year	2018-12-31	$38,082,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$117,666
Total interest from all sources	2018-12-31	$239,539
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,994,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,994,533
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,211,136
Participant contributions at end of year	2018-12-31	$1,093,090
Participant contributions at beginning of year	2018-12-31	$825,916
Participant contributions at end of year	2018-12-31	$49
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$881,094
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$14,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$797,016
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$38,879,850
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$38,082,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$38,668
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$31,497,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$31,488,151
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$40,539
Interest earned on other investments	2018-12-31	$199,000
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,732,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,768,767
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,225,123
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$1,103,909
Employer contributions (assets) at end of year	2018-12-31	$556,341
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,252,015
Contract administrator fees	2018-12-31	$64,056
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2018-12-31	271728945
2017 : HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$114,630
Total transfer of assets from this plan	2017-12-31	$400,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
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	$9,854,282
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,341,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,238,785
Expenses. Certain deemed distributions of participant loans	2017-12-31	$9,048
Value of total corrective distributions	2017-12-31	$2,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,240,078
Value of total assets at end of year	2017-12-31	$38,082,834
Value of total assets at beginning of year	2017-12-31	$32,856,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$90,792
Total interest from all sources	2017-12-31	$208,663
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,225,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,225,630
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,292,798
Participant contributions at end of year	2017-12-31	$825,916
Participant contributions at beginning of year	2017-12-31	$576,636
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$552,202
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$1,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,513,000
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$38,082,834
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$32,856,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$34,204
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$31,488,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$26,467,488
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$25,701
Interest earned on other investments	2017-12-31	$182,962
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,768,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,812,007
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,179,911
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$395,078
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,238,785
Contract administrator fees	2017-12-31	$55,321
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PKF O'CONNOR DAVIES
Accountancy firm EIN	2017-12-31	271728945

Form 5500 Responses for HEALTHBRIDGE MANAGEMENT 401(K) PLAN

2022: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTHBRIDGE MANAGEMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780566-03

Policy instance

Insurance contract or identification number	780566-03
Number of Individuals Covered	4114
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60644

Policy instance

Insurance contract or identification number	MR 60644
Number of Individuals Covered	4385
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60644

Policy instance

Insurance contract or identification number	MR 60644
Number of Individuals Covered	4246
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60644

Policy instance

Insurance contract or identification number	MR 60644
Number of Individuals Covered	4663
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60644

Policy instance

Insurance contract or identification number	MR 60644
Number of Individuals Covered	4429
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	HEALTHBRIDGE MANAGEMENT, LLC
Employer identification number (EIN):	200219127
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0600275289