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REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameREHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN
Plan identification number 333

REHABILITATION CENTERS OF FLORIDA 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CASON COVE HEALTH CARE ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CASON COVE HEALTH CARE ADVISORS, INC.
Employer identification number (EIN):233787286
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CASON COVE HEALTH CARE ADVISORS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-10-22
Company Identification Number: P10000086918
Legal Registered Office Address: 301 EAST PINE STREET

ORLANDO

32801

More information about CASON COVE HEALTH CARE ADVISORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332014-01-01SHELBY PARKER
3332013-01-01SHELBY PARKER
3332012-01-01SHELBY PARKER
3332011-01-01SHELBY PARKER

Plan Statistics for REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN

Measure Date Value
2014: REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,927
Total number of active participants reported on line 7a of the Form 55002014-01-012,053
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-012,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,146
Number of participants with account balances2014-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,154
Total number of active participants reported on line 7a of the Form 55002013-01-012,835
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-012,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,927
Number of participants with account balances2013-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,128
Total number of active participants reported on line 7a of the Form 55002012-01-013,072
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-013,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,154
Number of participants with account balances2012-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,189
Total number of active participants reported on line 7a of the Form 55002011-01-013,088
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-013,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,179
Number of participants with account balances2011-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN

Measure Date Value
2014 : REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,006
Total income from all sources (including contributions)2014-12-31$2,740,137
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,959,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,822,478
Value of total corrective distributions2014-12-31$36,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,870,579
Value of total assets at end of year2014-12-31$17,276,360
Value of total assets at beginning of year2014-12-31$16,485,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$100,632
Total interest from all sources2014-12-31$49,125
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,465
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$1,528,582
Participant contributions at end of year2014-12-31$901,538
Participant contributions at beginning of year2014-12-31$934,556
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$29,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$19,006
Administrative expenses (other) incurred2014-12-31$24,690
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$780,399
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,246,433
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,466,034
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
Investment advisory and management fees2014-12-31$50,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,782,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,886,781
Value of interest in pooled separate accounts at end of year2014-12-31$11,072,645
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,801,827
Interest on participant loans2014-12-31$49,125
Value of interest in common/collective trusts at end of year2014-12-31$3,519,705
Value of interest in common/collective trusts at beginning of year2014-12-31$3,861,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$71,554
Net investment gain/loss from pooled separate accounts2014-12-31$699,251
Net investment gain or loss from common/collective trusts2014-12-31$42,163
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$335,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,822,478
Contract administrator fees2014-12-31$25,786
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 name2014-12-31MCKERLEY & NOONAN, P.C.
Accountancy firm EIN2014-12-31621797916
2013 : REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,813
Total income from all sources (including contributions)2013-12-31$3,930,852
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,198,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,108,845
Value of total corrective distributions2013-12-31$20,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,901,419
Value of total assets at end of year2013-12-31$16,485,040
Value of total assets at beginning of year2013-12-31$14,756,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,543
Total interest from all sources2013-12-31$44,293
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,950
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$1,409,744
Participant contributions at end of year2013-12-31$934,556
Participant contributions at beginning of year2013-12-31$800,785
Participant contributions at end of year2013-12-31$30
Participant contributions at beginning of year2013-12-31$55,277
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$148,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$19,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$22,813
Administrative expenses (other) incurred2013-12-31$10,516
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$1,731,964
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,466,034
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,734,070
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
Investment advisory and management fees2013-12-31$35,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,886,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,460,049
Value of interest in pooled separate accounts at end of year2013-12-31$9,801,827
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,054,952
Interest on participant loans2013-12-31$44,293
Value of interest in common/collective trusts at end of year2013-12-31$3,861,846
Value of interest in common/collective trusts at beginning of year2013-12-31$4,385,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$391,405
Net investment gain/loss from pooled separate accounts2013-12-31$1,631,923
Net investment gain or loss from common/collective trusts2013-12-31$-43,138
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$342,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,108,845
Contract administrator fees2013-12-31$23,071
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 name2013-12-31MCKERLEY & NOONAN, P.C.
Accountancy firm EIN2013-12-31621797916
2012 : REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$463,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,366
Total income from all sources (including contributions)2012-12-31$2,943,084
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,420,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,337,935
Value of total corrective distributions2012-12-31$22,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,814,455
Value of total assets at end of year2012-12-31$14,756,883
Value of total assets at beginning of year2012-12-31$13,688,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,621
Total interest from all sources2012-12-31$38,821
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$12,297
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,475,564
Participant contributions at end of year2012-12-31$800,785
Participant contributions at beginning of year2012-12-31$733,255
Participant contributions at end of year2012-12-31$55,277
Participant contributions at beginning of year2012-12-31$53,636
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$22,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,366
Administrative expenses (other) incurred2012-12-31$37,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,523,047
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,734,070
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,674,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,460,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,250,519
Value of interest in pooled separate accounts at end of year2012-12-31$8,054,952
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,862,751
Interest on participant loans2012-12-31$38,821
Value of interest in common/collective trusts at end of year2012-12-31$4,385,820
Value of interest in common/collective trusts at beginning of year2012-12-31$4,788,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$221,614
Net investment gain/loss from pooled separate accounts2012-12-31$808,170
Net investment gain or loss from common/collective trusts2012-12-31$47,727
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$329,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,337,935
Contract administrator fees2012-12-31$22,186
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 name2012-12-31MCKERLEY & NOONAN, P.C.
Accountancy firm EIN2012-12-31621797916
2011 : REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$9,678,270
Total transfer of assets from this plan2011-12-31$2,081,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,121
Total income from all sources (including contributions)2011-12-31$1,955,936
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,241,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,213,041
Value of total corrective distributions2011-12-31$13,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,052,004
Value of total assets at end of year2011-12-31$13,688,177
Value of total assets at beginning of year2011-12-31$5,364,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,663
Total interest from all sources2011-12-31$39,768
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,174
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,484,369
Participant contributions at end of year2011-12-31$733,255
Participant contributions at beginning of year2011-12-31$176,314
Participant contributions at end of year2011-12-31$53,636
Participant contributions at beginning of year2011-12-31$11,731
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$178,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,121
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$714,720
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,674,811
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,363,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,250,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$623,649
Value of interest in pooled separate accounts at end of year2011-12-31$6,862,751
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,000,089
Interest on participant loans2011-12-31$39,768
Value of interest in common/collective trusts at end of year2011-12-31$4,788,016
Value of interest in common/collective trusts at beginning of year2011-12-31$1,553,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-139,329
Net investment gain/loss from pooled separate accounts2011-12-31$-94,574
Net investment gain or loss from common/collective trusts2011-12-31$88,893
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$389,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,213,041
Contract administrator fees2011-12-31$14,663
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 name2011-12-31MCKERLEY & NOONAN, P.C.
Accountancy firm EIN2011-12-31621797916

Form 5500 Responses for REHABILITATION CENTERS OF FLORIDA 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-56258
Policy instance 1
Insurance contract or identification number4-56258
Number of Individuals Covered766
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,493
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?No
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
Amount paid for insurance broker fees9493
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameACUFF & ASSOCIATES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-56258
Policy instance 1
Insurance contract or identification number4-56258
Number of Individuals Covered823
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,218
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?No
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
Amount paid for insurance broker fees13218
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameACUFF & ASSOCIATES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-56258
Policy instance 1
Insurance contract or identification number4-56258
Number of Individuals Covered856
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,825
Total amount of fees paid to insurance companyUSD $12,636
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?No
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 $15,825
Amount paid for insurance broker fees899
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-56258
Policy instance 1
Insurance contract or identification number4-56258
Number of Individuals Covered858
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,579
Total amount of fees paid to insurance companyUSD $12,785
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?No
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

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