Logo

PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NamePRESTON HEALTH SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRESTON HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRESTON HEALTH SERVICES, INC.
Employer identification number (EIN):203000448
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JAMES WALKER
0012023-01-01
0012023-01-01JAMES WALKER
0012022-01-01
0012022-01-01JAMES WALKER
0012021-01-01
0012021-01-01JAMES WALKER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES WALKER
0012016-01-01JAMES WALKER
0012015-01-01JAMES WALKER
0012014-01-01JAMES WALKER JAMES WALKER2015-08-31
0012013-01-01JAMES WALKER
0012012-01-01JIM WALKER
0012011-01-01JIM WALKER
0012010-01-01JIM WALKER
0012009-01-01TIMOTHY BAKER

Financial Data on PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2023 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,738,764
Total of all expenses incurred2023-12-31$755,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$720,809
Value of total corrective distributions2023-12-31$12,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,180,594
Value of total assets at end of year2023-12-31$7,248,489
Value of total assets at beginning of year2023-12-31$6,265,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$22,224
Total interest from all sources2023-12-31$10,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$743,518
Participant contributions at end of year2023-12-31$20,052
Participant contributions at beginning of year2023-12-31$20,200
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$5,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$983,100
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,248,489
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,265,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$6,340,491
Value of interest in pooled separate accounts at beginning of year2023-12-31$6,032,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$10,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$876,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$201,566
Net investment gain/loss from pooled separate accounts2023-12-31$547,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$431,155
Employer contributions (assets) at end of year2023-12-31$11,751
Employer contributions (assets) at beginning of year2023-12-31$11,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$720,809
Contract administrator fees2023-12-31$11,724
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2023-12-31260079381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,738,764
Total of all expenses incurred2023-01-01$755,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$720,809
Value of total corrective distributions2023-01-01$12,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,180,594
Value of total assets at end of year2023-01-01$7,248,489
Value of total assets at beginning of year2023-01-01$6,265,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$22,224
Total interest from all sources2023-01-01$10,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$743,518
Participant contributions at end of year2023-01-01$20,052
Participant contributions at beginning of year2023-01-01$20,200
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$5,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$983,100
Value of net assets at end of year (total assets less liabilities)2023-01-01$7,248,489
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$6,265,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$6,340,491
Value of interest in pooled separate accounts at beginning of year2023-01-01$6,032,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$10,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$876,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$201,566
Net investment gain/loss from pooled separate accounts2023-01-01$547,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$431,155
Employer contributions (assets) at end of year2023-01-01$11,751
Employer contributions (assets) at beginning of year2023-01-01$11,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$720,809
Contract administrator fees2023-01-01$11,724
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BLACK & PINCKARD, LLC
Accountancy firm EIN2023-01-01260079381
2022 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$2,142,105
Total of all expenses incurred2022-12-31$412,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$394,515
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,485,913
Value of total assets at end of year2022-12-31$6,265,389
Value of total assets at beginning of year2022-12-31$4,536,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,390
Total interest from all sources2022-12-31$13,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$643,441
Participant contributions at end of year2022-12-31$20,200
Participant contributions at beginning of year2022-12-31$11,644
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,477,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,729,200
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,265,389
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,536,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$6,032,297
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,996,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$13,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$201,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,520,679
Net investment gain/loss from pooled separate accounts2022-12-31$-357,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$364,931
Employer contributions (assets) at end of year2022-12-31$11,326
Employer contributions (assets) at beginning of year2022-12-31$7,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$394,515
Contract administrator fees2022-12-31$18,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2022-12-31260079381
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$2,142,105
Total of all expenses incurred2022-01-01$412,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$394,515
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,485,913
Value of total assets at end of year2022-01-01$6,265,389
Value of total assets at beginning of year2022-01-01$4,536,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$18,390
Total interest from all sources2022-01-01$13,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$643,441
Participant contributions at end of year2022-01-01$20,200
Participant contributions at beginning of year2022-01-01$11,644
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,477,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$1,729,200
Value of net assets at end of year (total assets less liabilities)2022-01-01$6,265,389
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,536,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$6,032,297
Value of interest in pooled separate accounts at beginning of year2022-01-01$2,996,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$13,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$201,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,520,679
Net investment gain/loss from pooled separate accounts2022-01-01$-357,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$364,931
Employer contributions (assets) at end of year2022-01-01$11,326
Employer contributions (assets) at beginning of year2022-01-01$7,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$394,515
Contract administrator fees2022-01-01$18,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BLACK & PINCKARD, LLC
Accountancy firm EIN2022-01-01260079381
2021 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$975,670
Total of all expenses incurred2021-12-31$400,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$384,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$648,315
Value of total assets at end of year2021-12-31$4,536,189
Value of total assets at beginning of year2021-12-31$3,960,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,284
Total interest from all sources2021-12-31$15,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$397,030
Participant contributions at end of year2021-12-31$11,644
Participant contributions at beginning of year2021-12-31$10,070
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$575,588
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,536,189
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,960,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$2,996,660
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,552,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$15,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,520,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,391,631
Net investment gain/loss from pooled separate accounts2021-12-31$312,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$251,285
Employer contributions (assets) at end of year2021-12-31$7,206
Employer contributions (assets) at beginning of year2021-12-31$5,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$384,798
Contract administrator fees2021-12-31$15,284
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2021-12-31260079381
2020 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,002
Total income from all sources (including contributions)2020-12-31$951,077
Total of all expenses incurred2020-12-31$499,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$496,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$648,609
Value of total assets at end of year2020-12-31$3,960,601
Value of total assets at beginning of year2020-12-31$3,518,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,510
Total interest from all sources2020-12-31$17,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$394,675
Participant contributions at end of year2020-12-31$10,070
Participant contributions at beginning of year2020-12-31$-45
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$10,002
Other income not declared elsewhere2020-12-31$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$451,691
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,960,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,508,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,552,936
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,283,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,391,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,235,675
Net investment gain/loss from pooled separate accounts2020-12-31$284,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$249,497
Employer contributions (assets) at end of year2020-12-31$5,964
Employer contributions (assets) at beginning of year2020-12-31$86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$496,876
Contract administrator fees2020-12-31$2,510
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2020-12-31260079381
2019 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,061
Total income from all sources (including contributions)2019-12-31$960,427
Total of all expenses incurred2019-12-31$442,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$428,356
Value of total corrective distributions2019-12-31$10,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$586,146
Value of total assets at end of year2019-12-31$3,518,912
Value of total assets at beginning of year2019-12-31$2,992,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,800
Total interest from all sources2019-12-31$18,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$360,666
Participant contributions at end of year2019-12-31$-45
Participant contributions at beginning of year2019-12-31$4,271
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,061
Other income not declared elsewhere2019-12-31$-10,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$518,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,508,910
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,990,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,283,196
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,750,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,235,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,234,903
Net investment gain/loss from pooled separate accounts2019-12-31$365,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$224,489
Employer contributions (assets) at end of year2019-12-31$86
Employer contributions (assets) at beginning of year2019-12-31$2,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$428,356
Contract administrator fees2019-12-31$3,800
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2019-12-31260079381
2018 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,061
Total income from all sources (including contributions)2018-12-31$403,429
Total of all expenses incurred2018-12-31$385,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$375,769
Value of total corrective distributions2018-12-31$2,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$523,275
Value of total assets at end of year2018-12-31$2,992,702
Value of total assets at beginning of year2018-12-31$2,972,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,279
Total interest from all sources2018-12-31$-832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$314,742
Participant contributions at end of year2018-12-31$4,271
Participant contributions at beginning of year2018-12-31$2,369
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,061
Other income not declared elsewhere2018-12-31$-37,467
Total non interest bearing cash at beginning of year2018-12-31$22,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$18,320
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,990,641
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,972,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,750,995
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,736,643
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,234,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,209,043
Net investment gain/loss from pooled separate accounts2018-12-31$-81,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$199,740
Employer contributions (assets) at end of year2018-12-31$2,533
Employer contributions (assets) at beginning of year2018-12-31$1,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$375,769
Contract administrator fees2018-12-31$7,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2018-12-31260079381
2017 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,282
Total income from all sources (including contributions)2017-12-31$672,532
Total of all expenses incurred2017-12-31$589,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$574,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$439,494
Value of total assets at end of year2017-12-31$2,972,321
Value of total assets at beginning of year2017-12-31$2,897,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,514
Total interest from all sources2017-12-31$6,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$252,762
Participant contributions at end of year2017-12-31$2,369
Participant contributions at beginning of year2017-12-31$3,133
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,282
Other income not declared elsewhere2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$22,405
Total non interest bearing cash at beginning of year2017-12-31$1,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$83,073
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,972,321
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,889,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,736,643
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,376,083
Value of interest in common/collective trusts at end of year2017-12-31$1,209,043
Value of interest in common/collective trusts at beginning of year2017-12-31$1,514,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,586
Net investment gain/loss from pooled separate accounts2017-12-31$226,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$181,102
Employer contributions (assets) at end of year2017-12-31$1,861
Employer contributions (assets) at beginning of year2017-12-31$2,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$574,945
Contract administrator fees2017-12-31$14,514
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2017-12-31260079381
2016 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,016
Total income from all sources (including contributions)2016-12-31$520,586
Total of all expenses incurred2016-12-31$195,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$179,148
Expenses. Certain deemed distributions of participant loans2016-12-31$7,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$424,462
Value of total assets at end of year2016-12-31$2,897,530
Value of total assets at beginning of year2016-12-31$2,573,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,538
Total interest from all sources2016-12-31$12,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$246,391
Participant contributions at end of year2016-12-31$3,133
Participant contributions at beginning of year2016-12-31$2,987
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,016
Total non interest bearing cash at end of year2016-12-31$1,606
Total non interest bearing cash at beginning of year2016-12-31$457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$325,582
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,889,248
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,563,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,376,083
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,093,213
Value of interest in common/collective trusts at end of year2016-12-31$1,514,433
Value of interest in common/collective trusts at beginning of year2016-12-31$1,474,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$84,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$175,391
Employer contributions (assets) at end of year2016-12-31$2,275
Employer contributions (assets) at beginning of year2016-12-31$2,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$179,148
Contract administrator fees2016-12-31$8,538
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2016-12-31260079381
2015 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,947
Total income from all sources (including contributions)2015-12-31$437,830
Total of all expenses incurred2015-12-31$393,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$385,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$442,005
Value of total assets at end of year2015-12-31$2,573,682
Value of total assets at beginning of year2015-12-31$2,524,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,894
Total interest from all sources2015-12-31$8,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$256,096
Participant contributions at end of year2015-12-31$2,987
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,947
Other income not declared elsewhere2015-12-31$5,947
Total non interest bearing cash at end of year2015-12-31$457
Total non interest bearing cash at beginning of year2015-12-31$4,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$44,633
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,563,666
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,519,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,093,213
Value of interest in pooled separate accounts at beginning of year2015-12-31$936,908
Value of interest in common/collective trusts at end of year2015-12-31$1,474,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,583,940
Net investment gain/loss from pooled separate accounts2015-12-31$-19,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$175,138
Employer contributions (assets) at end of year2015-12-31$2,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$385,303
Contract administrator fees2015-12-31$7,894
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2015-12-31260079381
2014 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$479
Total income from all sources (including contributions)2014-12-31$465,094
Total of all expenses incurred2014-12-31$197,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$190,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$420,149
Value of total assets at end of year2014-12-31$2,524,980
Value of total assets at beginning of year2014-12-31$2,252,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,528
Total interest from all sources2014-12-31$9,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$252,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$479
Total non interest bearing cash at end of year2014-12-31$4,132
Total non interest bearing cash at beginning of year2014-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$267,230
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,519,033
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,251,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$936,908
Value of interest in pooled separate accounts at beginning of year2014-12-31$763,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,583,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,488,902
Net investment gain/loss from pooled separate accounts2014-12-31$35,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$167,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$190,336
Contract administrator fees2014-12-31$7,528
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2014-12-31260079381
2013 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$479
Total income from all sources (including contributions)2013-12-31$529,393
Total of all expenses incurred2013-12-31$256,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$248,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$421,640
Value of total assets at end of year2013-12-31$2,252,282
Value of total assets at beginning of year2013-12-31$1,978,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,929
Total interest from all sources2013-12-31$11,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$241,349
Participant contributions at beginning of year2013-12-31$6,910
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$479
Total non interest bearing cash at end of year2013-12-31$341
Total non interest bearing cash at beginning of year2013-12-31$16,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$273,152
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,251,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,978,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$763,039
Value of interest in pooled separate accounts at beginning of year2013-12-31$673,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,488,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,276,822
Net investment gain/loss from pooled separate accounts2013-12-31$96,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$178,240
Employer contributions (assets) at beginning of year2013-12-31$4,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$248,312
Contract administrator fees2013-12-31$7,929
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2013-12-31260079381
2012 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$588,163
Total of all expenses incurred2012-12-31$194,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$184,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$502,160
Value of total assets at end of year2012-12-31$1,978,651
Value of total assets at beginning of year2012-12-31$1,585,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,084
Total interest from all sources2012-12-31$17,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$276,371
Participant contributions at end of year2012-12-31$6,910
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,841
Other income not declared elsewhere2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$16,945
Total non interest bearing cash at beginning of year2012-12-31$12,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$393,237
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,978,651
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,585,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$673,276
Value of interest in pooled separate accounts at beginning of year2012-12-31$494,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,276,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,078,549
Net investment gain/loss from pooled separate accounts2012-12-31$68,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$184,948
Employer contributions (assets) at end of year2012-12-31$4,698
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$184,842
Contract administrator fees2012-12-31$10,084
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2012-12-31260079381
2011 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$472,419
Total of all expenses incurred2011-12-31$116,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$106,285
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$1,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$475,921
Value of total assets at end of year2011-12-31$1,585,414
Value of total assets at beginning of year2011-12-31$1,229,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,838
Total interest from all sources2011-12-31$16,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$278,626
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,594
Other income not declared elsewhere2011-12-31$-1,475
Total non interest bearing cash at end of year2011-12-31$12,492
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$355,614
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,585,414
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,229,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$494,373
Value of interest in pooled separate accounts at beginning of year2011-12-31$377,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,078,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$852,410
Net investment gain/loss from pooled separate accounts2011-12-31$-18,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$192,701
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$106,285
Contract administrator fees2011-12-31$8,838
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SELF, MAPLES & COPELAND, PC
Accountancy firm EIN2011-12-31630760493
2010 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$756,649
Total transfer of assets from this plan2010-12-31$756,649
Total income from all sources (including contributions)2010-12-31$625,447
Total of all expenses incurred2010-12-31$130,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$122,376
Expenses. Certain deemed distributions of participant loans2010-12-31$2,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$573,267
Value of total assets at end of year2010-12-31$1,229,800
Value of total assets at beginning of year2010-12-31$735,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,215
Total interest from all sources2010-12-31$7,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,155
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$267,299
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$6,880
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$117,275
Other income not declared elsewhere2010-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$494,577
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,229,800
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$735,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$377,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$852,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$723,365
Net investment gain/loss from pooled separate accounts2010-12-31$44,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$188,693
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$4,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$122,376
Contract administrator fees2010-12-31$5,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SELF, MAPLES & COPELAND, PC
Accountancy firm EIN2010-12-31630760493
2009 : PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN

2023: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81M721
Policy instance 1
Insurance contract or identification number81M721
Number of Individuals Covered363
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $26,212
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842794
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81M721
Policy instance 2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number759223-01
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842794
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842794
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842794
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number842794
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96081
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1