?>
Logo

COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 401k Plan overview

Plan NameCOMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN
Plan identification number 501

COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

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

Company Name:COMMUNITY ACCESS UNLIMITED, INC.
Employer identification number (EIN):222318586
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MILLIE AURIGEMMA
5012016-01-01MILLIE AURIGEMMA
5012015-01-01MILLIE AURIGEMMA
5012014-01-01MILLIE AURIGEMMA
5012013-01-01MILLIE AURIGEMMA
5012012-01-01MILLIE AURIGEMMA
5012011-01-01MILLIE AURIGEMMA
5012009-01-01MILLIE AURIGEMMA

Plan Statistics for COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN

401k plan membership statisitcs for COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN

Measure Date Value
2022: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01633
Total number of active participants reported on line 7a of the Form 55002022-01-01594
Total of all active and inactive participants2022-01-01594
2021: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01635
Total number of active participants reported on line 7a of the Form 55002021-01-01633
Total of all active and inactive participants2021-01-01633
2020: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01648
Total number of active participants reported on line 7a of the Form 55002020-01-01635
Total of all active and inactive participants2020-01-01635
2019: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01579
Total number of active participants reported on line 7a of the Form 55002019-01-01648
Total of all active and inactive participants2019-01-01648
2018: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01581
Total number of active participants reported on line 7a of the Form 55002018-01-01579
Total of all active and inactive participants2018-01-01579
2017: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01685
Total number of active participants reported on line 7a of the Form 55002017-01-01581
Total of all active and inactive participants2017-01-01581
2016: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01610
Total number of active participants reported on line 7a of the Form 55002016-01-01685
Total of all active and inactive participants2016-01-01685
2015: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01575
Number of retired or separated participants receiving benefits2015-01-01610
Total of all active and inactive participants2015-01-01610
2014: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01513
Total number of active participants reported on line 7a of the Form 55002014-01-01575
Total of all active and inactive participants2014-01-01575
2013: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01437
Total number of active participants reported on line 7a of the Form 55002013-01-01513
Total of all active and inactive participants2013-01-01513
2012: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01362
Total number of active participants reported on line 7a of the Form 55002012-01-01437
Total of all active and inactive participants2012-01-01437
Total participants2012-01-010
2011: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01313
Total number of active participants reported on line 7a of the Form 55002011-01-01362
Total of all active and inactive participants2011-01-01362
2009: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01224
Total number of active participants reported on line 7a of the Form 55002009-01-01276
Total of all active and inactive participants2009-01-01276

Financial Data on COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN

Measure Date Value
2022 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-876,386
Total unrealized appreciation/depreciation of assets2022-12-31$-876,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,630,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,665,794
Total income from all sources (including contributions)2022-12-31$14,144,886
Total of all expenses incurred2022-12-31$12,066,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,637,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,905,181
Value of total assets at end of year2022-12-31$9,913,307
Value of total assets at beginning of year2022-12-31$6,870,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$428,458
Total interest from all sources2022-12-31$14,683
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$101,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$101,408
Administrative expenses professional fees incurred2022-12-31$368,043
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$270,286
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$456,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$855,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$909,090
Liabilities. Value of operating payables at end of year2022-12-31$1,705,536
Liabilities. Value of operating payables at beginning of year2022-12-31$683,393
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$2,078,450
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,282,793
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,204,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$60,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$735,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$810,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$810,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,683
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,774,121
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$14,178,766
Employer contributions (assets) at end of year2022-12-31$3,916,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,863,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,406,515
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,150,085
Liabilities. Value of benefit claims payable at end of year2022-12-31$924,978
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$982,401
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 name2022-12-31HILL BARTH AND KING LLC
Accountancy firm EIN2022-12-31341897225
2021 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$494,466
Total unrealized appreciation/depreciation of assets2021-12-31$494,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,665,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,762,335
Total income from all sources (including contributions)2021-12-31$10,785,664
Total of all expenses incurred2021-12-31$10,306,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,857,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,198,294
Value of total assets at end of year2021-12-31$6,870,137
Value of total assets at beginning of year2021-12-31$6,487,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$449,176
Total interest from all sources2021-12-31$27,253
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$65,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$65,651
Administrative expenses professional fees incurred2021-12-31$384,910
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$295,883
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$438,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$909,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$977,685
Liabilities. Value of operating payables at end of year2021-12-31$683,393
Liabilities. Value of operating payables at beginning of year2021-12-31$547,998
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$478,976
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,204,343
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,725,367
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
Investment advisory and management fees2021-12-31$64,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$810,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$969,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$969,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$27,253
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,100,208
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$9,463,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,757,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,150,085
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,540,676
Liabilities. Value of benefit claims payable at end of year2021-12-31$982,401
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,214,337
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 name2021-12-31HILL BARTH AND KING LLC
Accountancy firm EIN2021-12-31341897225
2020 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$574,103
Total unrealized appreciation/depreciation of assets2020-12-31$574,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,762,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,334,715
Total income from all sources (including contributions)2020-12-31$10,353,701
Total of all expenses incurred2020-12-31$9,018,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,607,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,695,962
Value of total assets at end of year2020-12-31$6,487,702
Value of total assets at beginning of year2020-12-31$5,724,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$410,460
Total interest from all sources2020-12-31$32,080
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$51,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$51,556
Administrative expenses professional fees incurred2020-12-31$344,791
Was this plan covered by a fidelity bond2020-12-31No
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$337,855
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$981,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$977,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$435,715
Liabilities. Value of operating payables at end of year2020-12-31$547,998
Liabilities. Value of operating payables at beginning of year2020-12-31$819,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,335,290
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,725,367
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,390,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$65,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$969,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,450,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,450,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$32,080
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,917,587
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$8,376,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,690,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,540,676
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,838,083
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,214,337
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,515,266
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 name2020-12-31HILL BARTH AND KING LLC
Accountancy firm EIN2020-12-31341897225
2019 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$571,595
Total unrealized appreciation/depreciation of assets2019-12-31$571,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,334,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,257,288
Total income from all sources (including contributions)2019-12-31$9,082,259
Total of all expenses incurred2019-12-31$8,792,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,385,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,405,423
Value of total assets at end of year2019-12-31$5,724,792
Value of total assets at beginning of year2019-12-31$4,357,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$406,203
Total interest from all sources2019-12-31$53,953
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$51,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$51,288
Administrative expenses professional fees incurred2019-12-31$331,343
Was this plan covered by a fidelity bond2019-12-31No
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$309,335
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$999,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$435,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$283,199
Liabilities. Value of operating payables at end of year2019-12-31$819,449
Liabilities. Value of operating payables at beginning of year2019-12-31$553,311
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$290,183
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,390,077
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,099,894
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
Investment advisory and management fees2019-12-31$74,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,450,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$551,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$551,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$53,953
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,690,911
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$7,096,851
Employer contributions (assets) at beginning of year2019-12-31$235,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,694,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,838,083
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,287,117
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,515,266
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$703,977
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HILL BARTH AND KING LLC
Accountancy firm EIN2019-12-31341897225
2018 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-278,210
Total unrealized appreciation/depreciation of assets2018-12-31$-278,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,257,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,282,595
Total income from all sources (including contributions)2018-12-31$7,537,374
Total of all expenses incurred2018-12-31$8,218,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,563,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,722,332
Value of total assets at end of year2018-12-31$4,357,182
Value of total assets at beginning of year2018-12-31$5,063,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$654,919
Total interest from all sources2018-12-31$43,287
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$49,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$49,965
Administrative expenses professional fees incurred2018-12-31$607,883
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$281,993
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$441,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$283,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$428,975
Liabilities. Value of operating payables at end of year2018-12-31$553,311
Liabilities. Value of operating payables at beginning of year2018-12-31$651,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-681,287
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,099,894
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,781,181
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
Investment advisory and management fees2018-12-31$47,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$551,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$603,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$603,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$43,287
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,465,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$6,998,787
Employer contributions (assets) at end of year2018-12-31$235,169
Employer contributions (assets) at beginning of year2018-12-31$525,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,097,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,287,117
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,506,264
Liabilities. Value of benefit claims payable at end of year2018-12-31$703,977
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$631,095
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 name2018-12-31HILL BARTH AND KING LLC
Accountancy firm EIN2018-12-31341897225
2017 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$290,206
Total unrealized appreciation/depreciation of assets2017-12-31$290,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,282,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$858,424
Total income from all sources (including contributions)2017-12-31$6,901,474
Total loss/gain on sale of assets2017-12-31$97,614
Total of all expenses incurred2017-12-31$7,583,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,869,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,430,883
Value of total assets at end of year2017-12-31$5,063,776
Value of total assets at beginning of year2017-12-31$5,321,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$713,706
Total interest from all sources2017-12-31$82,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$58,970
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$314,373
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$95,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$428,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$40,000
Administrative expenses (other) incurred2017-12-31$654,736
Liabilities. Value of operating payables at end of year2017-12-31$651,500
Liabilities. Value of operating payables at beginning of year2017-12-31$66,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-681,550
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,781,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,462,731
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$603,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,150,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,150,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$82,771
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,372,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$6,020,773
Employer contributions (assets) at end of year2017-12-31$525,305
Employer contributions (assets) at beginning of year2017-12-31$1,075,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,496,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,506,264
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,055,213
Liabilities. Value of benefit claims payable at end of year2017-12-31$631,095
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$791,466
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
Aggregate proceeds on sale of assets2017-12-31$8,973,981
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,876,367
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 name2017-12-31SPIRE GROUP, PC
Accountancy firm EIN2017-12-31455221053
2016 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$98,375
Total unrealized appreciation/depreciation of assets2016-12-31$98,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$858,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$669,950
Total income from all sources (including contributions)2016-12-31$7,391,149
Total loss/gain on sale of assets2016-12-31$-2,055
Total of all expenses incurred2016-12-31$7,937,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,794,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,246,279
Value of total assets at end of year2016-12-31$5,321,155
Value of total assets at beginning of year2016-12-31$5,679,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$143,316
Total interest from all sources2016-12-31$48,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$67,854
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$413,190
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$40,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$40,000
Administrative expenses (other) incurred2016-12-31$75,462
Liabilities. Value of operating payables at end of year2016-12-31$66,958
Liabilities. Value of operating payables at beginning of year2016-12-31$66,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-546,493
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,462,731
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,009,224
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,150,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,219,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,219,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$48,550
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,305,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$6,828,290
Employer contributions (assets) at end of year2016-12-31$1,075,414
Employer contributions (assets) at beginning of year2016-12-31$419,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,489,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,055,213
Liabilities. Value of benefit claims payable at end of year2016-12-31$791,466
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$603,031
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
Aggregate proceeds on sale of assets2016-12-31$6,186,807
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,188,862
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 name2016-12-31SPIRE GROUP, PC
Accountancy firm EIN2016-12-31455221053
2015 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$669,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$624,961
Total income from all sources (including contributions)2015-12-31$6,415,184
Total loss/gain on sale of assets2015-12-31$176,956
Total of all expenses incurred2015-12-31$6,015,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,896,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,220,636
Value of total assets at end of year2015-12-31$5,679,174
Value of total assets at beginning of year2015-12-31$5,234,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$118,830
Total interest from all sources2015-12-31$17,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$54,070
Was this plan covered by a fidelity bond2015-12-31No
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$359,012
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$40,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$40,000
Administrative expenses (other) incurred2015-12-31$64,760
Liabilities. Value of operating payables at end of year2015-12-31$66,919
Liabilities. Value of operating payables at beginning of year2015-12-31$62,452
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$399,622
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,009,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,609,602
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,219,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$693,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$693,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$17,592
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,111,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$5,853,642
Employer contributions (assets) at end of year2015-12-31$419,387
Employer contributions (assets) at beginning of year2015-12-31$419,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,785,181
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$539,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,542,392
Liabilities. Value of benefit claims payable at end of year2015-12-31$603,031
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$562,509
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
Aggregate proceeds on sale of assets2015-12-31$5,400,474
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,223,518
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 name2015-12-31SPIRE GROUP. PC
Accountancy firm EIN2015-12-31455221053
2014 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$193,548
Total unrealized appreciation/depreciation of assets2014-12-31$193,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$624,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$622,815
Total income from all sources (including contributions)2014-12-31$5,009,687
Total loss/gain on sale of assets2014-12-31$-13,444
Total of all expenses incurred2014-12-31$5,454,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,269,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,761,338
Value of total assets at end of year2014-12-31$5,234,563
Value of total assets at beginning of year2014-12-31$5,676,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$185,047
Total interest from all sources2014-12-31$68,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$105,707
Was this plan covered by a fidelity bond2014-12-31No
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$340,945
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$40,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$40,000
Administrative expenses (other) incurred2014-12-31$79,340
Liabilities. Value of operating payables at end of year2014-12-31$62,452
Liabilities. Value of operating payables at beginning of year2014-12-31$11,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-444,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,609,602
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,054,179
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$693,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$378,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$378,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$68,245
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$905,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$4,415,251
Employer contributions (assets) at end of year2014-12-31$419,372
Employer contributions (assets) at beginning of year2014-12-31$1,365,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,363,767
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$539,345
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$536,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,542,392
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,356,252
Liabilities. Value of benefit claims payable at end of year2014-12-31$562,509
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$611,661
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
Aggregate proceeds on sale of assets2014-12-31$7,154,641
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,168,085
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 name2014-12-31SPIRE GROUP.PC
Accountancy firm EIN2014-12-31455221053
2013 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$37,796
Total unrealized appreciation/depreciation of assets2013-12-31$37,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$622,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$491,488
Total income from all sources (including contributions)2013-12-31$5,296,801
Total loss/gain on sale of assets2013-12-31$685,899
Total of all expenses incurred2013-12-31$4,387,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,275,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,545,254
Value of total assets at end of year2013-12-31$5,676,994
Value of total assets at beginning of year2013-12-31$4,636,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$111,771
Total interest from all sources2013-12-31$27,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$77,003
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$278,715
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$40,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$76,238
Administrative expenses (other) incurred2013-12-31$34,768
Liabilities. Value of operating payables at end of year2013-12-31$11,154
Liabilities. Value of operating payables at beginning of year2013-12-31$40,826
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$909,366
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,054,179
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,144,813
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 beginning of year2013-12-31$2,832,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$378,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$445,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$445,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$27,852
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$691,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$4,250,834
Employer contributions (assets) at end of year2013-12-31$1,365,685
Employer contributions (assets) at beginning of year2013-12-31$1,282,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,584,599
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$536,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,356,252
Liabilities. Value of benefit claims payable at end of year2013-12-31$611,661
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$450,662
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
Aggregate proceeds on sale of assets2013-12-31$8,510,563
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,824,664
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 name2013-12-31SPIRE GROUP, PC
Accountancy firm EIN2013-12-31455221053
2012 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$250,078
Total unrealized appreciation/depreciation of assets2012-12-31$250,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$491,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$352,334
Total income from all sources (including contributions)2012-12-31$4,438,508
Total of all expenses incurred2012-12-31$3,130,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,966,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,047,973
Value of total assets at end of year2012-12-31$4,636,301
Value of total assets at beginning of year2012-12-31$3,189,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$163,886
Total interest from all sources2012-12-31$99,068
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$128,915
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$225,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$76,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$25,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$40,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,128
Other income not declared elsewhere2012-12-31$41,389
Administrative expenses (other) incurred2012-12-31$34,971
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$1,307,832
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,144,813
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,836,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,832,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,455,630
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$445,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$240,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$240,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$99,068
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$547,302
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$3,822,865
Employer contributions (assets) at end of year2012-12-31$1,282,143
Employer contributions (assets) at beginning of year2012-12-31$467,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,419,488
Liabilities. Value of benefit claims payable at end of year2012-12-31$450,662
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$344,206
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SPIRE GROUP, PC
Accountancy firm EIN2012-12-31455221053
2011 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-339,848
Total unrealized appreciation/depreciation of assets2011-12-31$-339,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$352,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$211,212
Total income from all sources (including contributions)2011-12-31$2,914,213
Total loss/gain on sale of assets2011-12-31$130,932
Total of all expenses incurred2011-12-31$3,109,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,061,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,076,919
Value of total assets at end of year2011-12-31$3,189,315
Value of total assets at beginning of year2011-12-31$3,243,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,472
Total interest from all sources2011-12-31$27,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$44,215
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$158,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$25,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$81
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,739
Other income not declared elsewhere2011-12-31$18,624
Administrative expenses (other) incurred2011-12-31$4,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-195,550
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,836,981
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,032,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,455,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,208,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$240,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$247,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$247,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$27,586
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$692,109
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$2,918,609
Employer contributions (assets) at end of year2011-12-31$467,198
Employer contributions (assets) at beginning of year2011-12-31$787,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,369,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$344,206
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$203,473
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
Aggregate proceeds on sale of assets2011-12-31$1,214,946
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,084,014
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 name2011-12-31SPIRE GROUP,PC
Accountancy firm EIN2011-12-31455221053
2010 : COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$149,453
Total unrealized appreciation/depreciation of assets2010-12-31$149,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$211,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$156,929
Total income from all sources (including contributions)2010-12-31$2,808,945
Total of all expenses incurred2010-12-31$1,995,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,950,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,630,861
Value of total assets at end of year2010-12-31$3,243,743
Value of total assets at beginning of year2010-12-31$2,376,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,649
Total interest from all sources2010-12-31$20,173
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$41,465
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$147,045
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,521
Other income not declared elsewhere2010-12-31$8,458
Administrative expenses (other) incurred2010-12-31$4,184
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$813,245
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,032,531
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,219,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,208,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,350,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$247,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$359,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$359,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$20,173
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$572,421
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$2,483,816
Employer contributions (assets) at end of year2010-12-31$787,757
Employer contributions (assets) at beginning of year2010-12-31$662,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,377,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$203,473
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$149,408
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 name2010-12-31SGA GROUP, PC
Accountancy firm EIN2010-12-31222846170

Form 5500 Responses for COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN

2022: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 3
Insurance contract or identification numberEXRK
Number of Individuals Covered594
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $75,842
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,083,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees75842
Additional information about fees paid to insurance brokerMARKETING FEE
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 2
Insurance contract or identification number837112
Number of Individuals Covered597
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $178,274
Total amount of fees paid to insurance companyUSD $619,004
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $178,274
Amount paid for insurance broker fees619004
Insurance broker organization code?3
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number03434
Policy instance 1
Insurance contract or identification number03434
Number of Individuals Covered424
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number943153
Policy instance 3
Insurance contract or identification number943153
Number of Individuals Covered633
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $69,955
Total amount of fees paid to insurance companyUSD $14,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,955
Amount paid for insurance broker fees14164
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 2
Insurance contract or identification number837112
Number of Individuals Covered595
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $183,986
Total amount of fees paid to insurance companyUSD $705,797
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $183,986
Amount paid for insurance broker fees705797
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES, CLAIM WIRE BILLED CHARGES
Insurance broker organization code?3
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number03434
Policy instance 1
Insurance contract or identification number03434
Number of Individuals Covered413
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $2,608
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,608
Insurance broker organization code?3
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number03434
Policy instance 1
Insurance contract or identification number03434
Number of Individuals Covered484
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $3,020
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,020
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 2
Insurance contract or identification number837112
Number of Individuals Covered636
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $187,776
Total amount of fees paid to insurance companyUSD $819,442
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $187,776
Amount paid for insurance broker fees819442
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES, CLAIM WIRE BILLED CHARGES
Insurance broker organization code?3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 1001282 00
Policy instance 3
Insurance contract or identification numberESL 1001282 00
Number of Individuals Covered635
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246863
Policy instance 3
Insurance contract or identification number246863
Number of Individuals Covered631
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $77,106
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,404
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 2
Insurance contract or identification number837112
Number of Individuals Covered640
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $178,172
Total amount of fees paid to insurance companyUSD $494,295
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $178,172
Amount paid for insurance broker fees494295
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES CLAIM WIRE BILLED CHARGES
Insurance broker organization code?3
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number03434
Policy instance 1
Insurance contract or identification number03434
Number of Individuals Covered361
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $2,885
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,885
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246863
Policy instance 3
Insurance contract or identification number246863
Number of Individuals Covered577
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $66,770
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,513
Insurance broker organization code?3
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number03434
Policy instance 1
Insurance contract or identification number03434
Number of Individuals Covered390
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $3,081
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,081
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 2
Insurance contract or identification number837112
Number of Individuals Covered561
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $176,569
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $176,569
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 1
Insurance contract or identification number837112
Number of Individuals Covered581
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $184,038
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $184,038
Insurance broker organization code?3
Insurance broker nameINNOVATIVE BENEFIT PLANNING LLC
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number3434
Policy instance 2
Insurance contract or identification number3434
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $3,084
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,084
Insurance broker organization code?3
Insurance broker nameINNOVATIVE BENEFIT PLANNING LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246863
Policy instance 3
Insurance contract or identification number246863
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $58,028
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,028
Insurance broker organization code?3
Insurance broker nameINNOVATIVE BENEFIT PLANNING LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 1
Insurance contract or identification number837112
Number of Individuals Covered610
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $186,000
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121,188
Insurance broker organization code?3
Insurance broker nameBENEFITS ADVISORS SERVICES GROUP
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number3434
Policy instance 2
Insurance contract or identification number3434
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameTERRI ANN PROCIDA
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837112-SL
Policy instance 3
Insurance contract or identification number0837112-SL
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number3434
Policy instance 2
Insurance contract or identification number3434
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $3,994
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,994
Insurance broker organization code?3
Insurance broker nameTERRI ANN PROCIDA
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 1
Insurance contract or identification number837112
Number of Individuals Covered575
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,202
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,806
Insurance broker organization code?3
Insurance broker nameBENEFITS ADVISORS SERVICES GROUP
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837112-SL
Policy instance 3
Insurance contract or identification number0837112-SL
Number of Individuals Covered587
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $440,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number3434
Policy instance 2
Insurance contract or identification number3434
Number of Individuals Covered301
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $3,476
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,476
Insurance broker organization code?3
Insurance broker nameTERRI ANN PROCIDA
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 1
Insurance contract or identification number837112
Number of Individuals Covered513
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,312
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,294
Insurance broker organization code?3
Insurance broker nameBENEFITS ADVISORS SERVICES GROUP
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number837112
Policy instance 2
Insurance contract or identification number837112
Number of Individuals Covered437
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,315
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $906
Insurance broker organization code?3
Insurance broker nameTERRI ANN PROCIDA
FLAGSHIP HEALTH SYSTEMS (National Association of Insurance Commissioners NAIC id number: 11179 )
Policy contract number3434
Policy instance 1
Insurance contract or identification number3434
Number of Individuals Covered253
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $2,570
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,570
Insurance broker organization code?3
Insurance broker nameTERRIANN PROCIDA
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AFFK
Policy instance 1
Insurance contract or identification numberG000AFFK
Number of Individuals Covered362
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,505
Total amount of fees paid to insurance companyUSD $3,840
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AFFK
Policy instance 1
Insurance contract or identification numberG000AFFK
Number of Individuals Covered312
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,992
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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 S3