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SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameSERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN
Plan identification number 001

SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN Benefits

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

SERVICE ACCESS & MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:SERVICE ACCESS & MANAGEMENT, INC.
Employer identification number (EIN):232897133
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01JENNIFER L SEIDEL
0012016-07-01JENNIFER L SEIDEL
0012015-07-01JENNIFER L SEIDEL
0012014-07-01JENNIFER L SEIDEL
0012013-07-01CRAIG L JOHNSTON
0012012-07-01CRAIG L JOHNSTON
0012011-07-01CRAIG L JOHNSTON
0012010-07-01CRAIG JOHNSTON
0012009-07-01CRAIG JOHNSTON CRAIG JOHNSTON2011-01-10

Plan Statistics for SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN

Measure Date Value
2021: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,033
Total number of active participants reported on line 7a of the Form 55002021-07-01808
Number of retired or separated participants receiving benefits2021-07-0125
Number of other retired or separated participants entitled to future benefits2021-07-01268
Total of all active and inactive participants2021-07-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011,101
Number of participants with account balances2021-07-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01100
2020: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01983
Total number of active participants reported on line 7a of the Form 55002020-07-01784
Number of retired or separated participants receiving benefits2020-07-0117
Number of other retired or separated participants entitled to future benefits2020-07-01229
Total of all active and inactive participants2020-07-011,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,030
Number of participants with account balances2020-07-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0188
2019: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01921
Total number of active participants reported on line 7a of the Form 55002019-07-01790
Number of retired or separated participants receiving benefits2019-07-0112
Number of other retired or separated participants entitled to future benefits2019-07-01164
Total of all active and inactive participants2019-07-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01966
Number of participants with account balances2019-07-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0145
2018: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01888
Total number of active participants reported on line 7a of the Form 55002018-07-01742
Number of retired or separated participants receiving benefits2018-07-0111
Number of other retired or separated participants entitled to future benefits2018-07-01155
Total of all active and inactive participants2018-07-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01908
Number of participants with account balances2018-07-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0158
2017: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01867
Total number of active participants reported on line 7a of the Form 55002017-07-01728
Number of retired or separated participants receiving benefits2017-07-018
Number of other retired or separated participants entitled to future benefits2017-07-01119
Total of all active and inactive participants2017-07-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01855
Number of participants with account balances2017-07-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0150
2016: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01802
Total number of active participants reported on line 7a of the Form 55002016-07-01748
Number of retired or separated participants receiving benefits2016-07-016
Number of other retired or separated participants entitled to future benefits2016-07-01112
Total of all active and inactive participants2016-07-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01866
Number of participants with account balances2016-07-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0130
2015: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01758
Total number of active participants reported on line 7a of the Form 55002015-07-01695
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-0194
Total of all active and inactive participants2015-07-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01793
Number of participants with account balances2015-07-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0136
2014: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01685
Total number of active participants reported on line 7a of the Form 55002014-07-01615
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-01117
Total of all active and inactive participants2014-07-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01734
Number of participants with account balances2014-07-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0130
2013: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01689
Total number of active participants reported on line 7a of the Form 55002013-07-01579
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-01100
Total of all active and inactive participants2013-07-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01681
Number of participants with account balances2013-07-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0128
2012: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01650
Total number of active participants reported on line 7a of the Form 55002012-07-01609
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0173
Total of all active and inactive participants2012-07-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01683
Number of participants with account balances2012-07-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0118
2011: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01572
Total number of active participants reported on line 7a of the Form 55002011-07-01564
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0168
Total of all active and inactive participants2011-07-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01632
Number of participants with account balances2011-07-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0122
2010: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01492
Total number of active participants reported on line 7a of the Form 55002010-07-01494
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0149
Total of all active and inactive participants2010-07-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01543
Number of participants with account balances2010-07-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-017
2009: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01488
Total number of active participants reported on line 7a of the Form 55002009-07-01435
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0145
Total of all active and inactive participants2009-07-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01480
Number of participants with account balances2009-07-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,088,856
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,691,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,500,734
Value of total corrective distributions2022-06-30$69,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,459,950
Value of total assets at end of year2022-06-30$30,686,781
Value of total assets at beginning of year2022-06-30$34,467,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$121,573
Total interest from all sources2022-06-30$33,436
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,262,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,725,565
Participant contributions at end of year2022-06-30$593,691
Participant contributions at beginning of year2022-06-30$468,071
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$533,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,780,533
Value of net assets at end of year (total assets less liabilities)2022-06-30$30,686,781
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$34,467,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$29,935,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$33,864,181
Interest on participant loans2022-06-30$30,761
Interest earned on other investments2022-06-30$2,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$157,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$135,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-7,844,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,200,772
Income. Dividends from common stock2022-06-30$2,262,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,500,734
Contract administrator fees2022-06-30$121,573
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30RKL LLP
Accountancy firm EIN2022-06-30232108173
2021 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$11,675,188
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$3,195,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,051,818
Value of total corrective distributions2021-06-30$29,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,641,702
Value of total assets at end of year2021-06-30$34,467,314
Value of total assets at beginning of year2021-06-30$25,987,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$114,252
Total interest from all sources2021-06-30$32,367
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,472,413
Participant contributions at end of year2021-06-30$468,071
Participant contributions at beginning of year2021-06-30$383,121
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$77,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$8,479,531
Value of net assets at end of year (total assets less liabilities)2021-06-30$34,467,314
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$25,987,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$33,864,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$25,325,052
Interest on participant loans2021-06-30$26,322
Interest earned on other investments2021-06-30$6,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$135,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$279,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$8,001,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,091,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,051,818
Contract administrator fees2021-06-30$114,252
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30RKL LLP
Accountancy firm EIN2021-06-30232108173
2020 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,216,983
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$996,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$901,558
Value of total corrective distributions2020-06-30$4,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,420,089
Value of total assets at end of year2020-06-30$25,987,783
Value of total assets at beginning of year2020-06-30$22,767,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$90,410
Total interest from all sources2020-06-30$29,787
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,316,736
Participant contributions at end of year2020-06-30$383,121
Participant contributions at beginning of year2020-06-30$351,981
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$75,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,220,437
Value of net assets at end of year (total assets less liabilities)2020-06-30$25,987,783
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$22,767,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$25,325,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$22,294,811
Interest on participant loans2020-06-30$25,945
Interest earned on other investments2020-06-30$3,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$279,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$120,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$767,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,027,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$901,558
Contract administrator fees2020-06-30$90,410
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RKL LLP
Accountancy firm EIN2020-06-30232108173
2019 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$4,200,936
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,884,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,772,373
Value of total corrective distributions2019-06-30$20,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,037,354
Value of total assets at end of year2019-06-30$22,767,346
Value of total assets at beginning of year2019-06-30$20,451,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$92,200
Total interest from all sources2019-06-30$24,850
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,038,228
Participant contributions at end of year2019-06-30$351,981
Participant contributions at beginning of year2019-06-30$337,340
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$58,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$2,316,136
Value of net assets at end of year (total assets less liabilities)2019-06-30$22,767,346
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$20,451,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$22,294,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$20,009,487
Interest on participant loans2019-06-30$22,158
Interest earned on other investments2019-06-30$2,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$120,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$104,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,138,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$940,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,772,373
Contract administrator fees2019-06-30$92,200
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RKL LLP
Accountancy firm EIN2019-06-30232108173
2018 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,726,374
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,521,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,420,817
Value of total corrective distributions2018-06-30$24,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,951,162
Value of total assets at end of year2018-06-30$20,451,210
Value of total assets at beginning of year2018-06-30$17,246,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$76,285
Total interest from all sources2018-06-30$24,163
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,952,015
Participant contributions at end of year2018-06-30$337,340
Participant contributions at beginning of year2018-06-30$383,716
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$110,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,205,187
Value of net assets at end of year (total assets less liabilities)2018-06-30$20,451,210
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$17,246,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$20,009,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,781,990
Interest on participant loans2018-06-30$22,056
Interest earned on other investments2018-06-30$2,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$104,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$80,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,751,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$888,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,420,817
Contract administrator fees2018-06-30$76,285
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RKL LLP
Accountancy firm EIN2018-06-30232108173
2017 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,901,129
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$734,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$707,408
Value of total corrective distributions2017-06-30$3,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,814,017
Value of total assets at end of year2017-06-30$17,246,023
Value of total assets at beginning of year2017-06-30$13,079,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$23,451
Total interest from all sources2017-06-30$19,503
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$265,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$265,917
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,775,611
Participant contributions at end of year2017-06-30$383,716
Participant contributions at beginning of year2017-06-30$319,439
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$261,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,166,945
Value of net assets at end of year (total assets less liabilities)2017-06-30$17,246,023
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$13,079,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,781,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,694,515
Income. Interest from loans (other than to participants)2017-06-30$18,030
Interest earned on other investments2017-06-30$1,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$80,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$65,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,801,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$777,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$707,408
Contract administrator fees2017-06-30$23,451
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RKL LLP
Accountancy firm EIN2017-06-30232108173
2016 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,033,293
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$800,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$760,703
Value of total corrective distributions2016-06-30$14,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,277,391
Value of total assets at end of year2016-06-30$13,079,078
Value of total assets at beginning of year2016-06-30$11,846,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$25,804
Total interest from all sources2016-06-30$15,330
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$204,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$204,264
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,572,490
Participant contributions at end of year2016-06-30$319,439
Participant contributions at beginning of year2016-06-30$208,759
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$27,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,232,451
Value of net assets at end of year (total assets less liabilities)2016-06-30$13,079,078
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$11,846,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,694,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,616,537
Interest on participant loans2016-06-30$14,306
Interest earned on other investments2016-06-30$1,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$65,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$21,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-463,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$677,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$760,703
Contract administrator fees2016-06-30$25,804
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2016-06-30232108173
2015 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,046,633
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$626,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$607,984
Value of total corrective distributions2015-06-30$2,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,924,846
Value of total assets at end of year2015-06-30$11,846,627
Value of total assets at beginning of year2015-06-30$10,426,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$15,618
Total interest from all sources2015-06-30$9,575
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$170,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$170,897
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,310,415
Participant contributions at end of year2015-06-30$208,759
Participant contributions at beginning of year2015-06-30$177,870
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$45,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,420,564
Value of net assets at end of year (total assets less liabilities)2015-06-30$11,846,627
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$10,426,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$11,616,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$10,203,387
Interest on participant loans2015-06-30$9,587
Interest earned on other investments2015-06-30$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$44,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$44,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$-62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$21,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-58,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$569,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$607,984
Contract administrator fees2015-06-30$15,618
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-06-30232108173
2014 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,379,157
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$874,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$861,841
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,853,835
Value of total assets at end of year2014-06-30$10,426,063
Value of total assets at beginning of year2014-06-30$7,921,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,119
Total interest from all sources2014-06-30$16,877
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,238,674
Participant contributions at end of year2014-06-30$177,870
Participant contributions at beginning of year2014-06-30$201,215
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$82,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,504,197
Value of net assets at end of year (total assets less liabilities)2014-06-30$10,426,063
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,921,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$10,203,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,666,224
Interest on participant loans2014-06-30$10,094
Interest earned on other investments2014-06-30$7,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$44,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$54,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$54,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$-228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,508,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$532,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$861,841
Contract administrator fees2014-06-30$13,119
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2014-06-30232108173
2013 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,549,297
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$271,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$243,887
Value of total corrective distributions2013-06-30$5,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,774,070
Value of total assets at end of year2013-06-30$7,921,866
Value of total assets at beginning of year2013-06-30$5,644,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$22,213
Total interest from all sources2013-06-30$10,709
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$111,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$111,686
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,071,782
Participant contributions at end of year2013-06-30$201,215
Participant contributions at beginning of year2013-06-30$183,963
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$298,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,277,806
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,921,866
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,644,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,666,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,420,238
Interest on participant loans2013-06-30$10,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$54,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$39,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$39,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$-244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$652,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$403,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$243,887
Contract administrator fees2013-06-30$22,213
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2013-06-30232108173
2012 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,030,551
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$289,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$276,062
Expenses. Certain deemed distributions of participant loans2012-06-30$1,948
Value of total corrective distributions2012-06-30$3,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,148,191
Value of total assets at end of year2012-06-30$5,644,060
Value of total assets at beginning of year2012-06-30$4,902,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$8,031
Total interest from all sources2012-06-30$8,026
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$80,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$80,105
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$859,079
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$79,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$12
Assets. Loans (other than to participants) at end of year2012-06-30$183,963
Assets. Loans (other than to participants) at beginning of year2012-06-30$143,318
Total non interest bearing cash at beginning of year2012-06-30$224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$741,404
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,644,060
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,902,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,420,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,725,765
Interest on participant loans2012-06-30$8,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$39,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$33,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$33,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$-207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-205,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$209,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$276,062
Contract administrator fees2012-06-30$8,031
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2012-06-30232108173
2011 : SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,640,778
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$169,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$165,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$820,851
Value of total assets at end of year2011-06-30$4,902,656
Value of total assets at beginning of year2011-06-30$3,431,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,906
Total interest from all sources2011-06-30$6,897
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$79,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$79,148
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$687,908
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$39,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$12
Assets. Loans (other than to participants) at end of year2011-06-30$143,318
Assets. Loans (other than to participants) at beginning of year2011-06-30$100,074
Total non interest bearing cash at end of year2011-06-30$224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,471,644
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,902,656
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,431,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,725,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,321,918
Interest on participant loans2011-06-30$7,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$-169
Asset value of US Government securities at end of year2011-06-30$33,337
Asset value of US Government securities at beginning of year2011-06-30$9,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$733,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$93,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$165,228
Contract administrator fees2011-06-30$3,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2011-06-30232108173

Form 5500 Responses for SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN

2021: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GX1S
Policy instance 1
Insurance contract or identification numberGAP-CP-GX1S
Number of Individuals Covered1101
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GX1S
Policy instance 1
Insurance contract or identification numberGAP-CP-GX1S
Number of Individuals Covered1030
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GX1S
Policy instance 1
Insurance contract or identification numberGAP-CP-GX1S
Number of Individuals Covered966
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GX1S
Policy instance 1
Insurance contract or identification numberGAP-CP-GX1S
Number of Individuals Covered908
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GX1S
Policy instance 1
Insurance contract or identification numberGAP-CP-GX1S
Number of Individuals Covered855
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $39
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $39
Insurance broker organization code?3
Insurance broker nameNATIONAL PLANNING CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GX1S
Policy instance 1
Insurance contract or identification numberGAP-CP-GX1S
Number of Individuals Covered793
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $154
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $154
Insurance broker organization code?3
Insurance broker nameNATIONAL PLANNING CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GX1S
Policy instance 1
Insurance contract or identification numberGAP-CP-GX1S
Number of Individuals Covered734
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $7
Insurance broker organization code?3
Insurance broker nameNATIONAL PLANNING CORPORATION

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