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BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameBYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN
Plan identification number 001

BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

BYRAM HEALTHCARE CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BYRAM HEALTHCARE CENTERS, INC.
Employer identification number (EIN):222862167
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01RICK LIVINGSTON
0012016-01-01RICK LIVINGSTON
0012015-01-01PERRY BERNOCCHI, CEO
0012014-01-01PERRY BERNOCCHI, CEO
0012014-01-01PERRY BERNOCCHI, CEO
0012013-01-01PERRY BERNOCCHI, CEO
0012012-01-01PERRY BERNOCCHI, CEO
0012011-01-01PERRY BERNOCCHI, CEO
0012010-01-01PERRY BERNOCCHI, CEO
0012009-01-01THIE W. BROUWER, CFO

Plan Statistics for BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN

Measure Date Value
2017: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,104
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01904
Total number of active participants reported on line 7a of the Form 55002016-01-01869
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01189
Total of all active and inactive participants2016-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,059
Number of participants with account balances2016-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01113
2015: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01873
Total number of active participants reported on line 7a of the Form 55002015-01-01682
Number of other retired or separated participants entitled to future benefits2015-01-01222
Total of all active and inactive participants2015-01-01904
Total participants2015-01-01904
Number of participants with account balances2015-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0152
2014: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01840
Total number of active participants reported on line 7a of the Form 55002014-01-01634
Number of other retired or separated participants entitled to future benefits2014-01-01200
Total of all active and inactive participants2014-01-01834
Total participants2014-01-01834
Number of participants with account balances2014-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01800
Total number of active participants reported on line 7a of the Form 55002013-01-01620
Number of other retired or separated participants entitled to future benefits2013-01-01179
Total of all active and inactive participants2013-01-01799
Total participants2013-01-01799
Number of participants with account balances2013-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0142
2012: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01624
Total number of active participants reported on line 7a of the Form 55002012-01-01608
Number of other retired or separated participants entitled to future benefits2012-01-01157
Total of all active and inactive participants2012-01-01765
Total participants2012-01-01765
Number of participants with account balances2012-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01457
Total number of active participants reported on line 7a of the Form 55002011-01-01440
Number of other retired or separated participants entitled to future benefits2011-01-01158
Total of all active and inactive participants2011-01-01598
Total participants2011-01-01598
Number of participants with account balances2011-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01577
Total number of active participants reported on line 7a of the Form 55002010-01-01416
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01153
Total of all active and inactive participants2010-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01569
Number of participants with account balances2010-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01574
Total number of active participants reported on line 7a of the Form 55002009-01-01415
Number of other retired or separated participants entitled to future benefits2009-01-01150
Total of all active and inactive participants2009-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01565
Number of participants with account balances2009-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN

Measure Date Value
2017 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,385,852
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,285,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,167,998
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,776,496
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$21,899,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$117,526
Total interest from all sources2017-12-31$35,962
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$51,884
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,166,819
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$526,580
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$136,998
Other income not declared elsewhere2017-12-31$32,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-21,899,672
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,899,672
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,750,578
Interest on participant loans2017-12-31$18,073
Interest earned on other investments2017-12-31$17,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$622,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,488,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$472,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,167,998
Contract administrator fees2017-12-31$117,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
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 name2017-12-31WHITTLESSEY & HADLEY P.C.
Accountancy firm EIN2017-12-31060903326
2016 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,845
Total income from all sources (including contributions)2016-12-31$3,956,978
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,175,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,076,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,048,322
Value of total assets at end of year2016-12-31$21,899,672
Value of total assets at beginning of year2016-12-31$21,120,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$99,324
Total interest from all sources2016-12-31$40,432
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$593,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$593,333
Administrative expenses professional fees incurred2016-12-31$5,410
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,821,811
Participant contributions at end of year2016-12-31$526,580
Participant contributions at beginning of year2016-12-31$543,167
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$510,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,845
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$45,234
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$781,161
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,899,672
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,118,511
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
Investment advisory and management fees2016-12-31$30,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,750,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,531,955
Interest on participant loans2016-12-31$28,538
Interest earned on other investments2016-12-31$11,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$622,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$274,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$715,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,076,493
Contract administrator fees2016-12-31$63,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITTLESSEY & HADLEY P.C.
Accountancy firm EIN2016-12-31060903326
2015 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,845
Total income from all sources (including contributions)2015-12-31$2,645,556
Total of all expenses incurred2015-12-31$2,069,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,052,346
Value of total corrective distributions2015-12-31$1,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,516,754
Value of total assets at end of year2015-12-31$21,120,356
Value of total assets at beginning of year2015-12-31$20,542,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,073
Total interest from all sources2015-12-31$23,785
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$12,825
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,757,716
Participant contributions at end of year2015-12-31$543,167
Participant contributions at beginning of year2015-12-31$422,525
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,845
Other income not declared elsewhere2015-12-31$9,616
Total non interest bearing cash at end of year2015-12-31$45,234
Total non interest bearing cash at beginning of year2015-12-31$13,543
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$576,292
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,118,511
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,542,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,531,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,106,151
Interest on participant loans2015-12-31$23,390
Interest earned on other investments2015-12-31$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$95,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$705,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,052,346
Contract administrator fees2015-12-31$2,248
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITTLESSEY & HADLEY P.C.
Accountancy firm EIN2015-12-31060903326
2014 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,860,815
Total of all expenses incurred2014-12-31$1,909,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,897,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,587,274
Value of total assets at end of year2014-12-31$20,542,219
Value of total assets at beginning of year2014-12-31$18,590,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,329
Total interest from all sources2014-12-31$18,730
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$10,325
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,660,175
Participant contributions at end of year2014-12-31$422,525
Participant contributions at beginning of year2014-12-31$424,256
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$265,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$11,386
Total non interest bearing cash at end of year2014-12-31$13,543
Total non interest bearing cash at beginning of year2014-12-31$23,347
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$1,951,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,542,219
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,590,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,106,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,143,235
Interest on participant loans2014-12-31$18,418
Interest earned on other investments2014-12-31$312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,243,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$661,981
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,897,105
Contract administrator fees2014-12-31$2,004
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITTLESSEY & HADLEY P.C.
Accountancy firm EIN2014-12-31060903326
2013 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,813
Total income from all sources (including contributions)2013-12-31$6,012,841
Total of all expenses incurred2013-12-31$1,957,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,935,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,937,437
Value of total assets at end of year2013-12-31$18,590,838
Value of total assets at beginning of year2013-12-31$14,538,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,638
Total interest from all sources2013-12-31$14,949
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$15,125
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,653,535
Participant contributions at end of year2013-12-31$424,256
Participant contributions at beginning of year2013-12-31$400,258
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$55,481
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$666,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,813
Total non interest bearing cash at end of year2013-12-31$23,347
Total non interest bearing cash at beginning of year2013-12-31$11,036
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$4,055,234
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,590,838
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,535,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,143,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,049,334
Interest on participant loans2013-12-31$14,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,060,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$617,251
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$22,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,935,969
Contract administrator fees2013-12-31$6,513
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITTLESSEY & HADLEY P.C.
Accountancy firm EIN2013-12-31060903326
2012 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,813
Total income from all sources (including contributions)2012-12-31$3,655,515
Total of all expenses incurred2012-12-31$974,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$961,181
Value of total corrective distributions2012-12-31$2,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,006,102
Value of total assets at end of year2012-12-31$14,538,417
Value of total assets at beginning of year2012-12-31$11,854,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,405
Total interest from all sources2012-12-31$15,439
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$4,025
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,183,553
Participant contributions at end of year2012-12-31$400,258
Participant contributions at beginning of year2012-12-31$466,283
Participant contributions at end of year2012-12-31$55,481
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$350,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,813
Other income not declared elsewhere2012-12-31$116
Total non interest bearing cash at end of year2012-12-31$11,036
Total non interest bearing cash at beginning of year2012-12-31$10,645
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$2,681,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,535,604
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,854,488
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$14,049,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,377,560
Interest on participant loans2012-12-31$15,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,633,858
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$471,835
Employer contributions (assets) at end of year2012-12-31$22,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$961,181
Contract administrator fees2012-12-31$6,380
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 name2012-12-31WHITTLESSEY & HADLEY P.C.
Accountancy firm EIN2012-12-31030903326
2011 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,484,273
Total of all expenses incurred2011-12-31$946,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$930,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,709,866
Value of total assets at end of year2011-12-31$11,854,488
Value of total assets at beginning of year2011-12-31$11,316,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,939
Total interest from all sources2011-12-31$14,598
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$10,125
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$961,687
Participant contributions at end of year2011-12-31$466,283
Participant contributions at beginning of year2011-12-31$364,693
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$343,506
Total non interest bearing cash at end of year2011-12-31$10,645
Total non interest bearing cash at beginning of year2011-12-31$610
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$538,090
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,854,488
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,316,398
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$11,377,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,951,095
Interest on participant loans2011-12-31$14,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-240,191
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$404,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$930,244
Contract administrator fees2011-12-31$5,814
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITTLESSEY & HADDLEY P.C.
Accountancy firm EIN2011-12-31030903326
2010 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,560,185
Total of all expenses incurred2010-12-31$880,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$863,255
Value of total corrective distributions2010-12-31$295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,304,545
Value of total assets at end of year2010-12-31$11,316,398
Value of total assets at beginning of year2010-12-31$9,636,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,806
Total interest from all sources2010-12-31$13,644
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$11,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$939,805
Participant contributions at end of year2010-12-31$364,693
Participant contributions at beginning of year2010-12-31$266,523
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,294
Total non interest bearing cash at end of year2010-12-31$610
Total non interest bearing cash at beginning of year2010-12-31$361
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$1,679,829
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,316,398
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,636,569
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$10,951,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,369,685
Interest on participant loans2010-12-31$13,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,241,996
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$350,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$863,255
Contract administrator fees2010-12-31$5,506
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 name2010-12-31WHITTLESSEY & HADDLEY P.C.
Accountancy firm EIN2010-12-31030903326
2009 : BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN

2017: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BYRAM HEALTHCARE CENTERS, INC. DEFERRED SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28259
Policy instance 1
Insurance contract or identification numberGA28259
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-11-16
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83809
Policy instance 1
Insurance contract or identification number83809
Number of Individuals Covered682
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $45,468
Total amount of fees paid to insurance companyUSD $23,531
Commission paid to Insurance BrokerUSD $22,734
Insurance broker organization code?4
Amount paid for insurance broker fees23531
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION/PARTICIPANT LOAN FEES/COMPLIANCE TESTING
Insurance broker nameGREER BENEFIT CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83809
Policy instance 1
Insurance contract or identification number83809
Number of Individuals Covered624
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $59,520
Total amount of fees paid to insurance companyUSD $20,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,760
Insurance broker organization code?4
Amount paid for insurance broker fees20133
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION/PARTICIPANT LOAN FEES/COMPLIANCE TESTING
Insurance broker nameGREER BENEFIT CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83809
Policy instance 1
Insurance contract or identification number83809
Number of Individuals Covered594
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $51,798
Total amount of fees paid to insurance companyUSD $24,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,899
Insurance broker organization code?4
Amount paid for insurance broker fees24586
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION/PARTICIPANT LOAN FEES/COMPLIANCE TESTING
Insurance broker nameGREER BENEFIT CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83809
Policy instance 1
Insurance contract or identification number83809
Number of Individuals Covered571
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $40,358
Total amount of fees paid to insurance companyUSD $10,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,179
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees10363
Insurance broker nameGREER BENEFIT CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83809
Policy instance 1
Insurance contract or identification number83809
Number of Individuals Covered480
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $36,038
Total amount of fees paid to insurance companyUSD $15,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83809
Policy instance 1
Insurance contract or identification number83809
Number of Individuals Covered480
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31,760
Total amount of fees paid to insurance companyUSD $15,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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