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SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameSATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN
Plan identification number 001

SATELLITE HEALTHCARE, INC. 403(B) 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 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:SATELLITE HEALTHCARE, INC.
Employer identification number (EIN):237290564
NAIC Classification:621492
NAIC Description:Kidney Dialysis Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT 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
0012017-01-01ERIC YOUNG
0012016-01-01ERIC YOUNG
0012016-01-01ERIC YOUNG
0012015-01-01DIANA THOMASSON
0012014-01-01MARIANNE STRICKLAND
0012013-01-01MARIANNE STRICKLAND
0012012-01-01MARIANNE STRICKLAND
0012011-01-01DAVE SLESNICK
0012010-01-01DAVE SLESNICK
0012009-01-01DAVID SLESNICK

Plan Statistics for SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,129
Total number of active participants reported on line 7a of the Form 55002022-01-012,400
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01892
Total of all active and inactive participants2022-01-013,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-013,319
Number of participants with account balances2022-01-013,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01141
2021: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,592
Total number of active participants reported on line 7a of the Form 55002021-01-012,323
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01784
Total of all active and inactive participants2021-01-013,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-013,129
Number of participants with account balances2021-01-013,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,427
Total number of active participants reported on line 7a of the Form 55002020-01-011,852
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01728
Total of all active and inactive participants2020-01-012,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,592
Number of participants with account balances2020-01-012,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,606
Total number of active participants reported on line 7a of the Form 55002019-01-011,786
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01630
Total of all active and inactive participants2019-01-012,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,427
Number of participants with account balances2019-01-012,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,495
Total number of active participants reported on line 7a of the Form 55002018-01-012,087
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01507
Total of all active and inactive participants2018-01-012,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,606
Number of participants with account balances2018-01-012,559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,201
Total number of active participants reported on line 7a of the Form 55002017-01-012,139
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01351
Total of all active and inactive participants2017-01-012,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,494
Number of participants with account balances2017-01-012,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,505
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01268
Total of all active and inactive participants2016-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01271
Number of participants with account balances2016-01-011,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-011,930
2015: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,478
Total number of active participants reported on line 7a of the Form 55002015-01-011,295
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01206
Total of all active and inactive participants2015-01-011,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,505
Number of participants with account balances2015-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,353
Total number of active participants reported on line 7a of the Form 55002014-01-011,310
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01162
Total of all active and inactive participants2014-01-011,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,478
Number of participants with account balances2014-01-011,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,036
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01141
Number of participants with account balances2013-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,067
Total number of active participants reported on line 7a of the Form 55002012-01-01937
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-011,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,036
Number of participants with account balances2012-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,017
Total number of active participants reported on line 7a of the Form 55002011-01-01964
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-011,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,067
Number of participants with account balances2011-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01853
Total number of active participants reported on line 7a of the Form 55002010-01-01931
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0185
Total of all active and inactive participants2010-01-011,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,017
Number of participants with account balances2010-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01583
Total number of active participants reported on line 7a of the Form 55002009-01-01780
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01853
Number of participants with account balances2009-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,704,246
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,216,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,558,674
Expenses. Certain deemed distributions of participant loans2022-12-31$267,092
Value of total corrective distributions2022-12-31$17,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,254,014
Value of total assets at end of year2022-12-31$174,409,891
Value of total assets at beginning of year2022-12-31$190,329,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$372,395
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$741,981
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,400,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,400,172
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$16,244,059
Participant contributions at end of year2022-12-31$5,654,744
Participant contributions at beginning of year2022-12-31$4,813,125
Participant contributions at end of year2022-12-31$524,474
Participant contributions at beginning of year2022-12-31$534,545
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,555,048
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$224,810
Administrative expenses (other) incurred2022-12-31$339,843
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-15,920,341
Value of net assets at end of year (total assets less liabilities)2022-12-31$174,409,653
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$190,329,994
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$32,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$144,389,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$163,458,042
Value of interest in pooled separate accounts at end of year2022-12-31$173,465
Value of interest in pooled separate accounts at beginning of year2022-12-31$233,663
Interest on participant loans2022-12-31$244,334
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$486,770
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$143,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$101,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$101,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,877
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,192,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,891,696
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,265,024
Net investment gain/loss from pooled separate accounts2022-12-31$-60,199
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$9,454,907
Employer contributions (assets) at end of year2022-12-31$330,208
Employer contributions (assets) at beginning of year2022-12-31$297,834
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,558,674
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$47,484,869
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,151,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,691,887
Expenses. Certain deemed distributions of participant loans2021-12-31$112,945
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,767,577
Value of total assets at end of year2021-12-31$190,329,994
Value of total assets at beginning of year2021-12-31$158,996,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$346,586
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$964,287
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,053,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,053,103
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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$14,847,077
Participant contributions at end of year2021-12-31$4,813,125
Participant contributions at beginning of year2021-12-31$4,146,317
Participant contributions at end of year2021-12-31$534,545
Participant contributions at beginning of year2021-12-31$457,762
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,111,955
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$320,742
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$31,333,451
Value of net assets at end of year (total assets less liabilities)2021-12-31$190,329,994
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$158,996,543
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$25,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$163,458,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$131,418,538
Value of interest in pooled separate accounts at end of year2021-12-31$233,663
Value of interest in pooled separate accounts at beginning of year2021-12-31$201,038
Interest on participant loans2021-12-31$221,973
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$741,326
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$101,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$30,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$30,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$988
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,891,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,513,633
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,699,902
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$7,808,545
Employer contributions (assets) at end of year2021-12-31$297,834
Employer contributions (assets) at beginning of year2021-12-31$228,625
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,691,887
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$42,003,953
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,961,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,081,339
Expenses. Certain deemed distributions of participant loans2020-12-31$532,179
Value of total corrective distributions2020-12-31$62,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,874,276
Value of total assets at end of year2020-12-31$158,996,543
Value of total assets at beginning of year2020-12-31$135,953,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$285,306
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$765,929
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,413,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,413,013
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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$13,609,063
Participant contributions at end of year2020-12-31$4,146,317
Participant contributions at beginning of year2020-12-31$4,755,252
Participant contributions at end of year2020-12-31$457,762
Participant contributions at beginning of year2020-12-31$141,423
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,034,271
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$278,886
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$23,042,830
Value of net assets at end of year (total assets less liabilities)2020-12-31$158,996,543
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$135,953,713
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$6,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$131,418,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$111,246,129
Value of interest in pooled separate accounts at end of year2020-12-31$201,038
Value of interest in pooled separate accounts at beginning of year2020-12-31$173,748
Interest on participant loans2020-12-31$244,752
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$517,838
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$30,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$93,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$93,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,339
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,513,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,462,303
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,923,445
Net investment gain/loss from pooled separate accounts2020-12-31$27,290
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$7,230,942
Employer contributions (assets) at end of year2020-12-31$228,625
Employer contributions (assets) at beginning of year2020-12-31$81,095
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,081,339
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$40,820,008
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,091,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,574,277
Expenses. Certain deemed distributions of participant loans2019-12-31$142,659
Value of total corrective distributions2019-12-31$1,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,187,245
Value of total assets at end of year2019-12-31$135,953,713
Value of total assets at beginning of year2019-12-31$107,225,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$373,238
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$297,628
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,495,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,495,433
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,594,971
Participant contributions at end of year2019-12-31$4,755,252
Participant contributions at beginning of year2019-12-31$4,372,691
Participant contributions at end of year2019-12-31$141,423
Participant contributions at beginning of year2019-12-31$137,340
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,533
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,330,752
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,209
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$58,848
Administrative expenses (other) incurred2019-12-31$202,900
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$28,728,026
Value of net assets at end of year (total assets less liabilities)2019-12-31$135,953,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,225,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$170,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$111,246,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,658,128
Value of interest in pooled separate accounts at end of year2019-12-31$173,748
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,789,634
Interest on participant loans2019-12-31$212,418
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$72,996
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$93,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,214
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,462,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$174,800
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,415,101
Net investment gain/loss from pooled separate accounts2019-12-31$365,753
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$6,261,522
Employer contributions (assets) at end of year2019-12-31$81,095
Employer contributions (assets) at beginning of year2019-12-31$73,352
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,574,277
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$13,888,810
Total of all expenses incurred2018-12-31$13,846,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,302,996
Expenses. Certain deemed distributions of participant loans2018-12-31$81,979
Value of total corrective distributions2018-12-31$6,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,449,763
Value of total assets at end of year2018-12-31$107,225,687
Value of total assets at beginning of year2018-12-31$107,183,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$454,736
Total interest from all sources2018-12-31$204,080
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,781,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,781,821
Administrative expenses professional fees incurred2018-12-31$159,881
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,687,478
Participant contributions at end of year2018-12-31$4,372,691
Participant contributions at beginning of year2018-12-31$3,587,809
Participant contributions at end of year2018-12-31$137,340
Participant contributions at beginning of year2018-12-31$139,065
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,533
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$34,412
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,130,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,880
Other income not declared elsewhere2018-12-31$4,610
Administrative expenses (other) incurred2018-12-31$294,855
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$42,105
Value of net assets at end of year (total assets less liabilities)2018-12-31$107,225,687
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$107,183,582
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$78,658,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,021,460
Value of interest in pooled separate accounts at end of year2018-12-31$23,789,634
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,067,718
Interest on participant loans2018-12-31$196,853
Interest earned on other investments2018-12-31$7,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$174,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$261,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,866,262
Net investment gain/loss from pooled separate accounts2018-12-31$314,798
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,632,010
Employer contributions (assets) at end of year2018-12-31$73,352
Employer contributions (assets) at beginning of year2018-12-31$65,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,302,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$40,079,320
Total of all expenses incurred2017-12-31$7,209,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,678,698
Expenses. Certain deemed distributions of participant loans2017-12-31$70,233
Value of total corrective distributions2017-12-31$8,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,839,388
Value of total assets at end of year2017-12-31$107,183,582
Value of total assets at beginning of year2017-12-31$74,313,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$451,630
Total interest from all sources2017-12-31$142,243
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,135,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,135,431
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$9,263,683
Participant contributions at end of year2017-12-31$3,587,809
Participant contributions at beginning of year2017-12-31$3,094,329
Participant contributions at end of year2017-12-31$139,065
Participant contributions at beginning of year2017-12-31$680
Assets. Other investments not covered elsewhere at end of year2017-12-31$34,412
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$491,237
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,445,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,101
Other income not declared elsewhere2017-12-31$35,582
Administrative expenses (other) incurred2017-12-31$328,437
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$32,869,867
Value of net assets at end of year (total assets less liabilities)2017-12-31$107,183,582
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,313,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$123,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,021,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$53,916,973
Value of interest in pooled separate accounts at end of year2017-12-31$21,067,718
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,569,700
Interest on participant loans2017-12-31$141,620
Interest earned on other investments2017-12-31$623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$261,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$237,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,689,195
Net investment gain/loss from pooled separate accounts2017-12-31$237,481
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,129,789
Employer contributions (assets) at end of year2017-12-31$65,573
Employer contributions (assets) at beginning of year2017-12-31$659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,678,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,685,428
Total of all expenses incurred2016-12-31$7,682,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,275,950
Expenses. Certain deemed distributions of participant loans2016-12-31$60,759
Value of total corrective distributions2016-12-31$4,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,547,644
Value of total assets at end of year2016-12-31$74,313,715
Value of total assets at beginning of year2016-12-31$67,310,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$340,827
Total interest from all sources2016-12-31$138,663
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$891,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$891,727
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,165,791
Participant contributions at end of year2016-12-31$3,094,329
Participant contributions at beginning of year2016-12-31$3,094,420
Participant contributions at end of year2016-12-31$680
Participant contributions at beginning of year2016-12-31$93,280
Assets. Other investments not covered elsewhere at end of year2016-12-31$491,237
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$447,908
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,021,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,089
Other income not declared elsewhere2016-12-31$18,363
Administrative expenses (other) incurred2016-12-31$243,163
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$7,003,238
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,313,715
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$67,310,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$97,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$53,916,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,358,069
Value of interest in pooled separate accounts at end of year2016-12-31$16,569,700
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,850,206
Interest on participant loans2016-12-31$126,505
Interest earned on other investments2016-12-31$12,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$237,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$420,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,864,455
Net investment gain/loss from pooled separate accounts2016-12-31$224,576
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,360,007
Employer contributions (assets) at end of year2016-12-31$659
Employer contributions (assets) at beginning of year2016-12-31$43,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,275,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$16,604
Total income from all sources (including contributions)2015-12-31$10,304,788
Total of all expenses incurred2015-12-31$8,864,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,492,047
Expenses. Certain deemed distributions of participant loans2015-12-31$52,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,237,328
Value of total assets at end of year2015-12-31$67,310,477
Value of total assets at beginning of year2015-12-31$65,853,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$319,999
Total interest from all sources2015-12-31$128,669
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$918,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$918,442
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,470,301
Participant contributions at end of year2015-12-31$3,094,420
Participant contributions at beginning of year2015-12-31$2,639,323
Participant contributions at end of year2015-12-31$93,280
Participant contributions at beginning of year2015-12-31$97,817
Assets. Other investments not covered elsewhere at end of year2015-12-31$447,908
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$356,565
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$794,782
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,679
Other income not declared elsewhere2015-12-31$2,705
Administrative expenses (other) incurred2015-12-31$227,009
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$24,560
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$1,440,259
Value of net assets at end of year (total assets less liabilities)2015-12-31$67,310,477
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$65,853,614
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
Investment advisory and management fees2015-12-31$92,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,358,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,244,307
Value of interest in pooled separate accounts at end of year2015-12-31$13,850,206
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,062,713
Interest on participant loans2015-12-31$113,860
Interest earned on other investments2015-12-31$14,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$420,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$365,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-171,822
Net investment gain/loss from pooled separate accounts2015-12-31$189,466
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$2,972,245
Employer contributions (assets) at end of year2015-12-31$43,188
Employer contributions (assets) at beginning of year2015-12-31$59,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,492,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$1,064,657
Total income from all sources (including contributions)2014-12-31$12,665,332
Total of all expenses incurred2014-12-31$6,424,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,278,417
Expenses. Certain deemed distributions of participant loans2014-12-31$22,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,229,414
Value of total assets at end of year2014-12-31$65,853,614
Value of total assets at beginning of year2014-12-31$58,548,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$123,543
Total interest from all sources2014-12-31$113,673
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,138,841
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$1,138,841
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$4,713,472
Participant contributions at end of year2014-12-31$2,639,323
Participant contributions at beginning of year2014-12-31$1,953,497
Participant contributions at end of year2014-12-31$97,817
Assets. Other investments not covered elsewhere at end of year2014-12-31$356,565
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$298,677
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$860,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,028
Other income not declared elsewhere2014-12-31$10,605
Administrative expenses (other) incurred2014-12-31$123,543
Total non interest bearing cash at end of year2014-12-31$24,560
Total non interest bearing cash at beginning of year2014-12-31$7,829
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$6,240,869
Value of net assets at end of year (total assets less liabilities)2014-12-31$65,853,614
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,548,088
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$48,244,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,208,313
Value of interest in pooled separate accounts at end of year2014-12-31$14,062,713
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,078,142
Interest on participant loans2014-12-31$98,774
Interest earned on other investments2014-12-31$14,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$365,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,948,779
Net investment gain/loss from pooled separate accounts2014-12-31$224,020
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$2,655,174
Employer contributions (assets) at end of year2014-12-31$59,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,278,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$15,754,977
Total of all expenses incurred2013-12-31$4,484,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,450,893
Expenses. Certain deemed distributions of participant loans2013-12-31$22,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,087,331
Value of total assets at end of year2013-12-31$58,548,088
Value of total assets at beginning of year2013-12-31$47,277,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,040
Total interest from all sources2013-12-31$80,801
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$719,575
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$719,575
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$4,263,503
Participant contributions at end of year2013-12-31$1,953,497
Participant contributions at beginning of year2013-12-31$1,808,503
Assets. Other investments not covered elsewhere at end of year2013-12-31$298,677
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$322,031
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$368,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,056
Other income not declared elsewhere2013-12-31$26,470
Administrative expenses (other) incurred2013-12-31$11,040
Total non interest bearing cash at end of year2013-12-31$7,829
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$11,270,857
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,548,088
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,277,231
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$43,208,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,951,766
Value of interest in pooled separate accounts at end of year2013-12-31$13,078,142
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,193,279
Interest on participant loans2013-12-31$80,795
Interest earned on other investments2013-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,632,599
Net investment gain/loss from pooled separate accounts2013-12-31$208,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,455,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,450,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ARMANINO LLP
Accountancy firm EIN2013-12-31946214841
2012 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,059,858
Total of all expenses incurred2012-12-31$2,147,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,109,799
Expenses. Certain deemed distributions of participant loans2012-12-31$29,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,951,563
Value of total assets at end of year2012-12-31$47,277,231
Value of total assets at beginning of year2012-12-31$39,364,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,504
Total interest from all sources2012-12-31$70,157
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$694,919
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$694,919
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$3,597,582
Participant contributions at end of year2012-12-31$1,808,503
Participant contributions at beginning of year2012-12-31$1,509,719
Assets. Other investments not covered elsewhere at end of year2012-12-31$322,031
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$22,895
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$216,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,920
Other income not declared elsewhere2012-12-31$-933
Administrative expenses (other) incurred2012-12-31$8,504
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$7,912,259
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,277,231
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,364,972
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$31,951,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,194,560
Value of interest in pooled separate accounts at end of year2012-12-31$13,193,279
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,635,285
Interest on participant loans2012-12-31$70,154
Interest earned on other investments2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,139,730
Net investment gain/loss from pooled separate accounts2012-12-31$204,422
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$2,137,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,109,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31ARMANINO LLP
Accountancy firm EIN2012-12-31946214841
2011 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,184,652
Total of all expenses incurred2011-12-31$2,675,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,632,298
Expenses. Certain deemed distributions of participant loans2011-12-31$33,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,748,228
Value of total assets at end of year2011-12-31$39,364,972
Value of total assets at beginning of year2011-12-31$37,855,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,542
Total interest from all sources2011-12-31$63,968
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$335,780
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$335,780
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$2,938,814
Participant contributions at end of year2011-12-31$1,509,719
Participant contributions at beginning of year2011-12-31$1,333,057
Assets. Other investments not covered elsewhere at end of year2011-12-31$22,895
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$31,402
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,415
Other income not declared elsewhere2011-12-31$-8,507
Administrative expenses (other) incurred2011-12-31$9,542
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$1,509,102
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,364,972
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,855,870
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$28,194,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,391,287
Value of interest in pooled separate accounts at end of year2011-12-31$9,635,285
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,048,317
Interest on participant loans2011-12-31$63,967
Interest earned on other investments2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$50,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,158,144
Net investment gain/loss from pooled separate accounts2011-12-31$203,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,708,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,632,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ARMANINO MCKENNA, LLP
Accountancy firm EIN2011-12-31946214841
2010 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$696
Total income from all sources (including contributions)2010-12-31$8,728,070
Total of all expenses incurred2010-12-31$2,054,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,025,931
Expenses. Certain deemed distributions of participant loans2010-12-31$22,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,222,803
Value of total assets at end of year2010-12-31$37,855,870
Value of total assets at beginning of year2010-12-31$31,181,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,367
Total interest from all sources2010-12-31$65,586
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$381,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$381,369
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,498,520
Participant contributions at end of year2010-12-31$1,333,057
Participant contributions at beginning of year2010-12-31$1,026,099
Assets. Other investments not covered elsewhere at end of year2010-12-31$31,402
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$9,180,521
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,193,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,415
Other income not declared elsewhere2010-12-31$-96,017
Administrative expenses (other) incurred2010-12-31$6,367
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$6,673,382
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,855,870
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,181,792
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$26,391,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,924,785
Value of interest in pooled separate accounts at end of year2010-12-31$10,048,317
Interest on participant loans2010-12-31$65,581
Interest earned on other investments2010-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$50,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$50,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,831,631
Net investment gain/loss from pooled separate accounts2010-12-31$322,698
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$1,530,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,025,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARMANINO MCKENNA, LLP
Accountancy firm EIN2010-12-31946214841
2009 : SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN

2022: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT 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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT 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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT 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: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80290
Policy instance 3
Insurance contract or identification numberGA80290
Number of Individuals Covered688
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 numberVE8108
Policy instance 2
Insurance contract or identification numberVE8108
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $77
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8109
Policy instance 1
Insurance contract or identification numberVE8109
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $154
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80290
Policy instance 3
Insurance contract or identification numberGA80290
Number of Individuals Covered693
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 numberVE8108
Policy instance 2
Insurance contract or identification numberVE8108
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $85
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85
Amount paid for insurance broker fees0
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8109
Policy instance 1
Insurance contract or identification numberVE8109
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $171
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $171
Amount paid for insurance broker fees0
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8109
Policy instance 1
Insurance contract or identification numberVE8109
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $145
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $145
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8108
Policy instance 2
Insurance contract or identification numberVE8108
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80290
Policy instance 3
Insurance contract or identification numberGA80290
Number of Individuals Covered738
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80290
Policy instance 5
Insurance contract or identification numberGA80290
Number of Individuals Covered863
Insurance policy start date2019-11-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 4
Insurance contract or identification numberTT069182
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-11-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8108
Policy instance 3
Insurance contract or identification numberVE8108
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $84
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56
Amount paid for insurance broker fees0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8109
Policy instance 2
Insurance contract or identification numberVE8109
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $154
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58
Amount paid for insurance broker fees0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE8107
Policy instance 1
Insurance contract or identification numberVE8107
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Amount paid for insurance broker fees0
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8109
Policy instance 4
Insurance contract or identification numberVE8109
Number of Individuals Covered12
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $236
Are there contracts with unallocated funds for contracts of type 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 $236
Insurance broker organization code?3
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8108
Policy instance 3
Insurance contract or identification numberVE8108
Number of Individuals Covered11
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $139
Are there contracts with unallocated funds for contracts of type 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 $139
Insurance broker organization code?3
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8107
Policy instance 2
Insurance contract or identification numberVE8107
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17
Are there contracts with unallocated funds for contracts of type 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 $17
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Number of Individuals Covered2546
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8108
Policy instance 3
Insurance contract or identification numberVE8108
Number of Individuals Covered13
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $66
Are there contracts with unallocated funds for contracts of type 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 $42
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Number of Individuals Covered2435
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8107
Policy instance 2
Insurance contract or identification numberVE8107
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6
Are there contracts with unallocated funds for contracts of type 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 $3
Insurance broker organization code?3
Insurance broker nameSANCHEZ STEVEN
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8109
Policy instance 4
Insurance contract or identification numberVE8109
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $152
Are there contracts with unallocated funds for contracts of type 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 $96
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8107
Policy instance 2
Insurance contract or identification numberVE8107
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $41
Are there contracts with unallocated funds for contracts of type 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 $41
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Number of Individuals Covered1146
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8108
Policy instance 3
Insurance contract or identification numberVE8108
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $257
Are there contracts with unallocated funds for contracts of type 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 $257
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8109
Policy instance 4
Insurance contract or identification numberVE8109
Number of Individuals Covered51
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $499
Are there contracts with unallocated funds for contracts of type 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 $499
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Number of Individuals Covered1066
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,341
Are there contracts with unallocated funds for contracts of type 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 $8,165
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8109
Policy instance 4
Insurance contract or identification numberVE8109
Number of Individuals Covered55
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $487
Are there contracts with unallocated funds for contracts of type 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 $487
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8108
Policy instance 3
Insurance contract or identification numberVE8108
Number of Individuals Covered42
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $250
Are there contracts with unallocated funds for contracts of type 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 $250
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
VOYA RETIREMENT INSURANCE AND ANNUITY CO (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVE8107
Policy instance 2
Insurance contract or identification numberVE8107
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $39
Are there contracts with unallocated funds for contracts of type 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 $39
Insurance broker organization code?3
Insurance broker nameMACIOCI LINDA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,553
Are there contracts with unallocated funds for contracts of type 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 $19,553
Insurance broker organization code?3
Insurance broker nameCITIGROUP GLOBAL MARKETS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Number of Individuals Covered853
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,850
Are there contracts with unallocated funds for contracts of type 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 $15,850
Insurance broker organization code?3
Insurance broker nameCITIGROUP GLOBAL MARKETS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Number of Individuals Covered770
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,881
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069182
Policy instance 1
Insurance contract or identification numberTT069182
Number of Individuals Covered679
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,321
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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