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NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 401k Plan overview

Plan NameNATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN
Plan identification number 001

NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

NATIVE AMERICAN HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIVE AMERICAN HEALTH CENTER, INC.
Employer identification number (EIN):237135928
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURA COLLINS
0012016-01-01ALAN WONG
0012015-01-01ALAN WONG
0012014-01-01ALAN WONG
0012013-01-01ALAN WONG
0012012-01-01ANTONIO CASIS
0012011-01-01ANTONIO CASIS
0012010-01-01ANTONIO CASIS
0012009-01-01ANTONIO CASIS
0012009-01-01ANTONIO CASIS
0012009-01-01ANTONIO CASIS
0012008-07-01ANTONIO CASIS
0012007-07-01ANTONIO CASIS

Plan Statistics for NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN

401k plan membership statisitcs for NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN

Measure Date Value
2022: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01445
Total number of active participants reported on line 7a of the Form 55002022-01-01278
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01471
Total participants2022-01-01471
Number of participants with account balances2022-01-01322
2021: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01404
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-0164
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01435
Number of participants with account balances2021-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01390
Total number of active participants reported on line 7a of the Form 55002020-01-01224
Number of retired or separated participants receiving benefits2020-01-0149
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01395
Number of participants with account balances2020-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01386
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-0165
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01320
Number of participants with account balances2019-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01418
Total number of active participants reported on line 7a of the Form 55002018-01-01231
Number of retired or separated participants receiving benefits2018-01-0142
Number of other retired or separated participants entitled to future benefits2018-01-01113
Total of all active and inactive participants2018-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01395
Total number of active participants reported on line 7a of the Form 55002017-01-01260
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01418
Number of participants with account balances2017-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01385
Total number of active participants reported on line 7a of the Form 55002016-01-01249
Number of retired or separated participants receiving benefits2016-01-0136
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01392
Number of participants with account balances2016-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01377
Total number of active participants reported on line 7a of the Form 55002015-01-01253
Number of retired or separated participants receiving benefits2015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01385
Number of participants with account balances2015-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01387
Total number of active participants reported on line 7a of the Form 55002014-01-01249
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01377
Number of participants with account balances2014-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01370
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01387
Total participants2013-01-01387
Number of participants with account balances2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01367
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01370
Total participants2012-01-01370
Number of participants with account balances2012-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01326
Total number of active participants reported on line 7a of the Form 55002011-01-01288
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01367
Number of participants with account balances2011-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01281
Total number of active participants reported on line 7a of the Form 55002010-01-01242
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-0178
Total of all active and inactive participants2010-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01326
Number of participants with account balances2010-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01281
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01159
2007: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01153

Financial Data on NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN

Measure Date Value
2022 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-492,752
Total of all expenses incurred2022-12-31$624,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$607,964
Expenses. Certain deemed distributions of participant loans2022-12-31$15,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,720,381
Value of total assets at end of year2022-12-31$17,682,801
Value of total assets at beginning of year2022-12-31$18,799,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$400
Total interest from all sources2022-12-31$4,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,029,861
Participant contributions at end of year2022-12-31$193,090
Participant contributions at beginning of year2022-12-31$133,979
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,116,951
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,682,801
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,799,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,494,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,066,334
Interest on participant loans2022-12-31$4,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,995,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,599,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,217,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$671,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$607,964
Contract administrator fees2022-12-31$400
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HARSHWAL & COMPANY LLP
Accountancy firm EIN2022-12-31270741376
2021 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,208,052
Total of all expenses incurred2021-12-31$727,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$726,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,424,876
Value of total assets at end of year2021-12-31$18,799,752
Value of total assets at beginning of year2021-12-31$16,319,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$764
Total interest from all sources2021-12-31$7,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$841,369
Participant contributions at end of year2021-12-31$133,979
Participant contributions at beginning of year2021-12-31$88,558
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,480,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,799,752
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,319,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,066,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,963,236
Interest on participant loans2021-12-31$7,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,599,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,267,214
Net investment gain/loss from pooled separate accounts2021-12-31$1,775,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$569,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$726,544
Contract administrator fees2021-12-31$764
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HARSHWAL & COMPANY LLP
Accountancy firm EIN2021-12-31270741376
2020 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,003,046
Total of all expenses incurred2020-12-31$672,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$671,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,358,467
Value of total assets at end of year2020-12-31$16,319,008
Value of total assets at beginning of year2020-12-31$13,988,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,520
Total interest from all sources2020-12-31$11,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$808,364
Participant contributions at end of year2020-12-31$88,558
Participant contributions at beginning of year2020-12-31$100,087
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,330,072
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,319,008
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,988,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,963,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,195,070
Interest on participant loans2020-12-31$11,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,267,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,693,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,633,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$548,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$671,454
Contract administrator fees2020-12-31$1,520
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HARSHWAL & COMPANY LLP
Accountancy firm EIN2020-12-31270741376
2019 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,122,568
Total income from all sources (including contributions)2019-12-31$3,122,568
Total of all expenses incurred2019-12-31$845,126
Total of all expenses incurred2019-12-31$845,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$802,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$802,670
Expenses. Certain deemed distributions of participant loans2019-12-31$41,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,373,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,373,304
Value of total assets at end of year2019-12-31$13,988,936
Value of total assets at end of year2019-12-31$13,988,936
Value of total assets at beginning of year2019-12-31$11,711,494
Value of total assets at beginning of year2019-12-31$11,711,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$910
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$910
Total interest from all sources2019-12-31$3,905
Total interest from all sources2019-12-31$3,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$809,412
Contributions received from participants2019-12-31$809,412
Participant contributions at end of year2019-12-31$100,087
Participant contributions at end of year2019-12-31$100,087
Participant contributions at beginning of year2019-12-31$128,770
Participant contributions at beginning of year2019-12-31$128,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,277,442
Value of net income/loss2019-12-31$2,277,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,988,936
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,988,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,711,494
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,711,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,195,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,195,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,442,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,442,230
Interest on participant loans2019-12-31$3,905
Interest on participant loans2019-12-31$3,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,693,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,693,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,140,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,745,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,745,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$563,892
Contributions received in cash from employer2019-12-31$563,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$802,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$802,670
Contract administrator fees2019-12-31$910
Contract administrator fees2019-12-31$910
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARSHWAL & COMPANY LLP
Accountancy firm name2019-12-31HARSHWAL & COMPANY LLP
Accountancy firm EIN2019-12-31270741376
Accountancy firm EIN2019-12-31270741376
2018 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$988,628
Total of all expenses incurred2018-12-31$1,278,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,265,613
Expenses. Certain deemed distributions of participant loans2018-12-31$12,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,340,045
Value of total assets at end of year2018-12-31$11,711,494
Value of total assets at beginning of year2018-12-31$12,001,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$300
Total interest from all sources2018-12-31$3,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$798,244
Participant contributions at end of year2018-12-31$128,770
Participant contributions at beginning of year2018-12-31$138,368
Participant contributions at beginning of year2018-12-31$2,692
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,743
Administrative expenses (other) incurred2018-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-289,785
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,711,494
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,001,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,442,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,840,388
Interest on participant loans2018-12-31$3,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,140,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,013,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-355,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$506,058
Employer contributions (assets) at beginning of year2018-12-31$6,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,265,613
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HARSHWAL & COMPANY LLP
Accountancy firm EIN2018-12-31270741376
2017 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,413,158
Total of all expenses incurred2017-12-31$814,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$798,309
Expenses. Certain deemed distributions of participant loans2017-12-31$3,577
Value of total corrective distributions2017-12-31$7,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,221,208
Value of total assets at end of year2017-12-31$12,001,279
Value of total assets at beginning of year2017-12-31$10,402,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,050
Total interest from all sources2017-12-31$1,191,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$714,986
Participant contributions at end of year2017-12-31$138,368
Participant contributions at beginning of year2017-12-31$131,509
Participant contributions at end of year2017-12-31$2,692
Participant contributions at beginning of year2017-12-31$29,553
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,598,951
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,001,279
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,402,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,840,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,442,303
Interest on participant loans2017-12-31$3,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,187,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,013,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,782,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$469,045
Employer contributions (assets) at end of year2017-12-31$6,030
Employer contributions (assets) at beginning of year2017-12-31$16,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$798,309
Contract administrator fees2017-12-31$5,050
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PATEL & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31364781081
2016 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,709,918
Total of all expenses incurred2016-12-31$727,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$721,024
Expenses. Certain deemed distributions of participant loans2016-12-31$-453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,217,251
Value of total assets at end of year2016-12-31$10,402,328
Value of total assets at beginning of year2016-12-31$9,419,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,840
Total interest from all sources2016-12-31$185,584
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$6,840
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$684,107
Participant contributions at end of year2016-12-31$131,509
Participant contributions at beginning of year2016-12-31$146,064
Participant contributions at end of year2016-12-31$29,553
Participant contributions at beginning of year2016-12-31$21,636
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$98,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$982,507
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,402,328
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,419,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,442,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,818,065
Interest on participant loans2016-12-31$13,342
Interest earned on other investments2016-12-31$172,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,782,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,419,825
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$307,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$434,637
Employer contributions (assets) at end of year2016-12-31$16,945
Employer contributions (assets) at beginning of year2016-12-31$13,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$721,024
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PATEL & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31364781081
2015 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,212,495
Total of all expenses incurred2015-12-31$659,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$651,547
Expenses. Certain deemed distributions of participant loans2015-12-31$1,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,119,703
Value of total assets at end of year2015-12-31$9,419,821
Value of total assets at beginning of year2015-12-31$8,867,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,720
Total interest from all sources2015-12-31$92,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$684,677
Participant contributions at end of year2015-12-31$146,064
Participant contributions at beginning of year2015-12-31$101,888
Participant contributions at end of year2015-12-31$21,636
Participant contributions at beginning of year2015-12-31$22,340
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$6,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$552,766
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,419,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,867,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,818,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,626,125
Interest on participant loans2015-12-31$4,500
Interest earned on other investments2015-12-31$88,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,419,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,103,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$347,015
Employer contributions (assets) at end of year2015-12-31$13,635
Employer contributions (assets) at beginning of year2015-12-31$10,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$651,547
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PATEL & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31364781081
2014 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,312,481
Total of all expenses incurred2014-12-31$1,249,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,206,119
Expenses. Certain deemed distributions of participant loans2014-12-31$29,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$843,222
Value of total assets at end of year2014-12-31$8,867,055
Value of total assets at beginning of year2014-12-31$8,803,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,124
Total interest from all sources2014-12-31$5,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,124
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$233,582
Participant contributions at end of year2014-12-31$101,888
Participant contributions at beginning of year2014-12-31$132,760
Participant contributions at end of year2014-12-31$22,340
Participant contributions at beginning of year2014-12-31$17,736
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$63,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,867,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,803,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,626,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,045,706
Interest on participant loans2014-12-31$5,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,103,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,600,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$463,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$605,382
Employer contributions (assets) at end of year2014-12-31$10,953
Employer contributions (assets) at beginning of year2014-12-31$6,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,206,119
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 name2014-12-31PATEL & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31364781081
2013 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,911
Total income from all sources (including contributions)2013-12-31$1,921,161
Total of all expenses incurred2013-12-31$230,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$204,355
Expenses. Certain deemed distributions of participant loans2013-12-31$18,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,054,487
Value of total assets at end of year2013-12-31$8,803,926
Value of total assets at beginning of year2013-12-31$7,118,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,990
Total interest from all sources2013-12-31$4,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$643,130
Participant contributions at end of year2013-12-31$132,760
Participant contributions at beginning of year2013-12-31$77,170
Participant contributions at end of year2013-12-31$17,736
Participant contributions at beginning of year2013-12-31$31,276
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$178,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,911
Administrative expenses (other) incurred2013-12-31$7,990
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$1,690,513
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,803,926
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,113,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,045,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,109,580
Interest on participant loans2013-12-31$4,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,600,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,891,844
Net investment gain/loss from pooled separate accounts2013-12-31$697,475
Net investment gain or loss from common/collective trusts2013-12-31$164,221
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$232,384
Employer contributions (assets) at end of year2013-12-31$6,984
Employer contributions (assets) at beginning of year2013-12-31$8,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$204,355
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 name2013-12-31PATEL & ASSOCIATES. LLP
Accountancy firm EIN2013-12-31394781081
2012 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,072
Total income from all sources (including contributions)2012-12-31$1,356,562
Total of all expenses incurred2012-12-31$157,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$94,685
Expenses. Certain deemed distributions of participant loans2012-12-31$55,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$783,276
Value of total assets at end of year2012-12-31$7,118,324
Value of total assets at beginning of year2012-12-31$5,917,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,648
Total interest from all sources2012-12-31$122,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$575,747
Participant contributions at end of year2012-12-31$77,170
Participant contributions at beginning of year2012-12-31$65,147
Participant contributions at end of year2012-12-31$31,276
Participant contributions at beginning of year2012-12-31$17,848
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,072
Administrative expenses (other) incurred2012-12-31$6,648
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$1,199,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,113,413
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,914,002
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$3,109,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,173,617
Interest on participant loans2012-12-31$2,947
Interest earned on other investments2012-12-31$119,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,891,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,651,320
Net investment gain/loss from pooled separate accounts2012-12-31$451,093
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$201,184
Employer contributions (assets) at end of year2012-12-31$8,454
Employer contributions (assets) at beginning of year2012-12-31$9,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$94,685
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 name2012-12-31PATEL AND ASSOCIATES CAP
Accountancy firm EIN2012-12-31943275707
2011 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$939
Total income from all sources (including contributions)2011-12-31$713,318
Total of all expenses incurred2011-12-31$302,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$297,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$738,495
Value of total assets at end of year2011-12-31$5,917,074
Value of total assets at beginning of year2011-12-31$5,504,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,980
Total interest from all sources2011-12-31$4,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$488,781
Participant contributions at end of year2011-12-31$65,147
Participant contributions at beginning of year2011-12-31$72,770
Participant contributions at end of year2011-12-31$17,848
Participant contributions at beginning of year2011-12-31$17,332
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$939
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$410,761
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,914,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,503,241
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$3,173,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,402,687
Interest on participant loans2011-12-31$4,350
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,651,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,527
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$223,834
Employer contributions (assets) at end of year2011-12-31$9,142
Employer contributions (assets) at beginning of year2011-12-31$11,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$297,577
Contract administrator fees2011-12-31$4,980
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 name2011-12-31PATEL AND ASSOCIATES CPA
Accountancy firm EIN2011-12-31943275707
2010 : NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50
Total income from all sources (including contributions)2010-12-31$1,128,273
Total of all expenses incurred2010-12-31$233,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$220,518
Expenses. Certain deemed distributions of participant loans2010-12-31$13,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$655,046
Value of total assets at end of year2010-12-31$5,504,180
Value of total assets at beginning of year2010-12-31$4,608,975
Total interest from all sources2010-12-31$7,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$462,496
Participant contributions at end of year2010-12-31$72,770
Participant contributions at beginning of year2010-12-31$79,655
Participant contributions at end of year2010-12-31$17,332
Participant contributions at beginning of year2010-12-31$43,539
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$894,316
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,503,241
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,608,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,402,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,464,304
Interest on participant loans2010-12-31$7,533
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$465,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$187,977
Employer contributions (assets) at end of year2010-12-31$11,391
Employer contributions (assets) at beginning of year2010-12-31$21,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$220,518
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PATEL AND ASSOCIATES CPA
Accountancy firm EIN2010-12-31943275707

Form 5500 Responses for NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN

2022: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2008 form 5500 responses
2008-07-01Type of plan entityMulti-employer plan
2008-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2007: NATIVE AMERICAN HEALTH CENTER INC. 403(B) PLAN 2007 form 5500 responses
2007-07-01Type of plan entityMulti-employer plan

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered320
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $55,256
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,256
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered305
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $45,517
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,517
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered305
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $38,554
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,554
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $38,703
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,703
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered301
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $44,786
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,786
Amount paid for insurance broker fees0
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 2
Insurance contract or identification numberVF1879
Number of Individuals Covered287
Insurance policy start date2017-09-02
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,959
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,819
Insurance broker organization code?4
Insurance broker nameJOANNE REDMOND
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered296
Insurance policy start date2017-01-01
Insurance policy end date2017-09-01
Total amount of commissions paid to insurance brokerUSD $25,576
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,047
Insurance broker organization code?4
Insurance broker nameREDMOND JOANNE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered277
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $35,185
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,061
Insurance broker organization code?3
Insurance broker nameNOLASCO SHELLEY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered271
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,526
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,702
Insurance broker organization code?3
Insurance broker nameBROWN FITZ-LLOYD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered253
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $34,365
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,612
Insurance broker organization code?3
Insurance broker nameBROWN FITZ-LLOYD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered243
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,957
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,410
Insurance broker organization code?3
Insurance broker nameBROWN FITZ-LLOYD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF1879
Policy instance 1
Insurance contract or identification numberVF1879
Number of Individuals Covered210
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,641
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number
Policy instance 1
Number of Individuals Covered200
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,304
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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