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PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 401k Plan overview

Plan NamePROGRESSIVEHEALTH OF INDIANA 401(K) PLAN
Plan identification number 001

PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROGRESSIVEHEALTH OF INDIANA, LLC. has sponsored the creation of one or more 401k plans.

Company Name:PROGRESSIVEHEALTH OF INDIANA, LLC.
Employer identification number (EIN):208480988
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01KEITH BERSCH KEITH BERSCH2016-10-13
0012014-01-01KEITH BERSCH KEITH BERSCH2015-10-12
0012013-01-01KEITH BERSCH KEITH BERSCH2014-10-15
0012012-01-01KEITH BERSCH KEITH BERSCH2013-10-10
0012011-01-01KEITH BERSCH KEITH BERSCH2012-10-09
0012010-01-01KEITH BERSCH KEITH BERSCH2011-11-04

Plan Statistics for PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN

401k plan membership statisitcs for PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN

Measure Date Value
2015: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01182
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01139
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01134
Total number of active participants reported on line 7a of the Form 55002011-01-01117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01130
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01153
Total number of active participants reported on line 7a of the Form 55002010-01-01121
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01134
Number of participants with account balances2010-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015

Financial Data on PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN

Measure Date Value
2015 : PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,975
Total income from all sources (including contributions)2015-12-31$508,195
Total of all expenses incurred2015-12-31$65,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$49,660
Value of total corrective distributions2015-12-31$1,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$551,415
Value of total assets at end of year2015-12-31$2,948,725
Value of total assets at beginning of year2015-12-31$2,505,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,966
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$210,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$417,488
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,975
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$442,846
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,943,590
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,500,744
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
Investment advisory and management fees2015-12-31$12,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,948,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,505,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,220
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$78,662
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$49,660
Contract administrator fees2015-12-31$1,066
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 name2015-12-31KRUSE, DICUS & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31352024189
2014 : PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,197
Total income from all sources (including contributions)2014-12-31$499,301
Total of all expenses incurred2014-12-31$100,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$98,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$397,014
Value of total assets at end of year2014-12-31$2,505,719
Value of total assets at beginning of year2014-12-31$2,103,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,056
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$210,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$313,752
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$10,403
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,197
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$398,807
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,500,744
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,101,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,505,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,092,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$102,287
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$83,262
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$98,438
Contract administrator fees2014-12-31$2,056
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
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31KRUSE, DICUS & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31352024189
2013 : PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$331
Total income from all sources (including contributions)2013-12-31$815,453
Total of all expenses incurred2013-12-31$244,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$240,623
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$451,000
Value of total assets at end of year2013-12-31$2,103,134
Value of total assets at beginning of year2013-12-31$1,530,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,423
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$300,000
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$259,951
Participant contributions at end of year2013-12-31$10,403
Participant contributions at beginning of year2013-12-31$10,371
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$117,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$331
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$571,407
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,101,937
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,530,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,092,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,503,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$364,453
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$73,059
Employer contributions (assets) at end of year2013-12-31$14
Employer contributions (assets) at beginning of year2013-12-31$17,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$240,623
Contract administrator fees2013-12-31$3,423
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31KRUSE, DICUS & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31352024189
2012 : PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,600
Total income from all sources (including contributions)2012-12-31$448,114
Total of all expenses incurred2012-12-31$55,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$52,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$299,928
Value of total assets at end of year2012-12-31$1,530,861
Value of total assets at beginning of year2012-12-31$1,139,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,359
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$228,023
Participant contributions at end of year2012-12-31$10,371
Participant contributions at beginning of year2012-12-31$9,259
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,600
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$392,610
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,530,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,137,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,503,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,122,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$148,186
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$59,749
Employer contributions (assets) at end of year2012-12-31$17,390
Employer contributions (assets) at beginning of year2012-12-31$1,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$52,145
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31KRUSE, DICUS & ASSOCIATES, LLP
Accountancy firm EIN2012-12-31352024189
2011 : PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$248,006
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$67,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$67,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$304,435
Value of total assets at end of year2011-12-31$1,139,520
Value of total assets at beginning of year2011-12-31$959,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$150,000
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$215,469
Participant contributions at end of year2011-12-31$9,259
Participant contributions at beginning of year2011-12-31$10,887
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,565
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$180,426
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,139,520
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$959,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,122,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$942,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-56,429
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$39,401
Employer contributions (assets) at end of year2011-12-31$1,700
Employer contributions (assets) at beginning of year2011-12-31$1,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$67,580
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 name2011-12-31KRUSE, DICUS & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31352024189
2010 : PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$356,221
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,798
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$257,462
Value of total assets at end of year2010-12-31$959,094
Value of total assets at beginning of year2010-12-31$615,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$210,285
Participant contributions at end of year2010-12-31$10,887
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,739
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$343,423
Value of net assets at end of year (total assets less liabilities)2010-12-31$959,094
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$615,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$942,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$615,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$98,759
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$36,438
Employer contributions (assets) at end of year2010-12-31$1,555
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,798
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 name2010-12-31KRUSE, DICUS & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31352024189

Form 5500 Responses for PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN

2015: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROGRESSIVEHEALTH OF INDIANA 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-YB21
Policy instance 1
Insurance contract or identification numberGAP-BO-YB21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameINTERSECURITIES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-YB21
Policy instance 1
Insurance contract or identification numberGAP-BO-YB21
Number of Individuals Covered83
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $3
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-YB21
Policy instance 1
Insurance contract or identification numberGAP-BO-YB21
Number of Individuals Covered79
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $2
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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