401k Plan data: ADVOCATES, INC. 401(K) PLAN plan

ADVOCATES, INC. 401(K) PLAN 401k Plan overview

Plan Name	ADVOCATES, INC. 401(K) PLAN
Plan identification number	001

ADVOCATES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: ADVOCATES, INC.

Employer identification number (EIN): 237451423

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVOCATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 BILL CHRISEMER BILL CHRISEMER 2018-03-02
001 2015-07-01 JAMES MILLS JAMES MILLS 2017-02-24
001 2014-07-01 JAMES MILLS JAMES MILLS 2016-03-11
001 2013-07-01 JAMES MILLS JAMES MILLS 2015-02-09
001 2012-07-01 JAMES MILLS JAMES MILLS 2014-03-24
001 2010-07-01 JAMES MILLS JAMES MILLS 2012-03-14
001 2009-07-01 JAMES MILLS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	BILL CHRISEMER	BILL CHRISEMER	2018-03-02
001	2015-07-01	JAMES MILLS	JAMES MILLS	2017-02-24
001	2014-07-01	JAMES MILLS	JAMES MILLS	2016-03-11
001	2013-07-01	JAMES MILLS	JAMES MILLS	2015-02-09
001	2012-07-01	JAMES MILLS	JAMES MILLS	2014-03-24
001	2010-07-01	JAMES MILLS	JAMES MILLS	2012-03-14
001	2009-07-01	JAMES MILLS

Plan Statistics for ADVOCATES, INC. 401(K) PLAN

401k plan membership statisitcs for ADVOCATES, INC. 401(K) PLAN

Measure Date Value
2021: ADVOCATES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,593
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,598
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 176
Total of all active and inactive participants 2021-07-01 1,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 1,775
Number of participants with account balances 2021-07-01 742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 332
2020: ADVOCATES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,927
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,995
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 1,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 1,995
Number of participants with account balances 2020-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ADVOCATES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,865
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,927
Number of retired or separated participants receiving benefits 2019-07-01 3
Number of other retired or separated participants entitled to future benefits 2019-07-01 87
Total of all active and inactive participants 2019-07-01 2,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 2,017
Number of participants with account balances 2019-07-01 667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 23
2018: ADVOCATES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,726
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,789
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 76
Total of all active and inactive participants 2018-07-01 1,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1,865
Number of participants with account balances 2018-07-01 663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 19
2017: ADVOCATES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,665
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1,656
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 69
Total of all active and inactive participants 2017-07-01 1,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1,725
Number of participants with account balances 2017-07-01 584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 21
2016: ADVOCATES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,591
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1,603
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 62
Total of all active and inactive participants 2016-07-01 1,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1,665
Number of participants with account balances 2016-07-01 559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 38
2015: ADVOCATES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,465
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,543
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 48
Total of all active and inactive participants 2015-07-01 1,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1,591
Number of participants with account balances 2015-07-01 513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 18
2014: ADVOCATES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,314
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,420
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 45
Total of all active and inactive participants 2014-07-01 1,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1,465
Number of participants with account balances 2014-07-01 461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 13
2013: ADVOCATES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,243
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,269
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 45
Total of all active and inactive participants 2013-07-01 1,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 1,314
Number of participants with account balances 2013-07-01 422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 17
2012: ADVOCATES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,131
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1,207
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 36
Total of all active and inactive participants 2012-07-01 1,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 1,243
Number of participants with account balances 2012-07-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 237
2010: ADVOCATES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1,186
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 1,055
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 29
Total of all active and inactive participants 2010-07-01 1,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 1,084
Number of participants with account balances 2010-07-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 129
2009: ADVOCATES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,093
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 1,061
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 125
Total of all active and inactive participants 2009-07-01 1,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 1,186
Number of participants with account balances 2009-07-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 151

Measure	Date	Value
2021: ADVOCATES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,593
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,598
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	176
Total of all active and inactive participants	2021-07-01	1,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	1,775
Number of participants with account balances	2021-07-01	742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	332
2020: ADVOCATES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,927
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,995
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	1,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	1,995
Number of participants with account balances	2020-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ADVOCATES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,865
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,927
Number of retired or separated participants receiving benefits	2019-07-01	3
Number of other retired or separated participants entitled to future benefits	2019-07-01	87
Total of all active and inactive participants	2019-07-01	2,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	2,017
Number of participants with account balances	2019-07-01	667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	23
2018: ADVOCATES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,726
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,789
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	76
Total of all active and inactive participants	2018-07-01	1,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1,865
Number of participants with account balances	2018-07-01	663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	19
2017: ADVOCATES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,665
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1,656
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	69
Total of all active and inactive participants	2017-07-01	1,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1,725
Number of participants with account balances	2017-07-01	584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	21
2016: ADVOCATES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,591
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1,603
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	62
Total of all active and inactive participants	2016-07-01	1,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1,665
Number of participants with account balances	2016-07-01	559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	38
2015: ADVOCATES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,465
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,543
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	48
Total of all active and inactive participants	2015-07-01	1,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1,591
Number of participants with account balances	2015-07-01	513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	18
2014: ADVOCATES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,314
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,420
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	45
Total of all active and inactive participants	2014-07-01	1,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1,465
Number of participants with account balances	2014-07-01	461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	13
2013: ADVOCATES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,243
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,269
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	45
Total of all active and inactive participants	2013-07-01	1,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	1,314
Number of participants with account balances	2013-07-01	422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	17
2012: ADVOCATES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,131
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1,207
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	36
Total of all active and inactive participants	2012-07-01	1,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	1,243
Number of participants with account balances	2012-07-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	237
2010: ADVOCATES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1,186
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	1,055
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	29
Total of all active and inactive participants	2010-07-01	1,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	1,084
Number of participants with account balances	2010-07-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	129
2009: ADVOCATES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,093
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	1,061
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	125
Total of all active and inactive participants	2009-07-01	1,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	1,186
Number of participants with account balances	2009-07-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	151

Financial Data on ADVOCATES, INC. 401(K) PLAN

Measure	Date	Value
2022 : ADVOCATES, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-600,519
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,548,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,444,057
Expenses. Certain deemed distributions of participant loans	2022-06-30	$59,154
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,530,551
Value of total assets at end of year	2022-06-30	$29,779,261
Value of total assets at beginning of year	2022-06-30	$31,928,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$45,027
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$104,165
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$2,102,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$2,102,423
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$346
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,411,119
Participant contributions at end of year	2022-06-30	$1,029,638
Participant contributions at beginning of year	2022-06-30	$758,406
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$207,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$-3,714
Administrative expenses (other) incurred	2022-06-30	$4,577
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-2,148,757
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$29,779,261
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$31,928,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$19,443
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$24,484,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$27,398,867
Interest on participant loans	2022-06-30	$40,348
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$63,817
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$3,353,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,011,787
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-6,333,944
Net investment gain/loss from pooled separate accounts	2022-06-30	$0
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$911,610
Employer contributions (assets) at end of year	2022-06-30	$911,610
Employer contributions (assets) at beginning of year	2022-06-30	$758,958
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,444,057
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$20,661
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2022-06-30	431947695
2021 : ADVOCATES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,573
Total income from all sources (including contributions)	2021-06-30	$9,936,835
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,126,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,077,241
Expenses. Certain deemed distributions of participant loans	2021-06-30	$1,300
Value of total corrective distributions	2021-06-30	$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,997,707
Value of total assets at end of year	2021-06-30	$31,928,018
Value of total assets at beginning of year	2021-06-30	$24,120,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$47,691
Total interest from all sources	2021-06-30	$109,820
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,457,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,457,260
Administrative expenses professional fees incurred	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$2,091,108
Participant contributions at end of year	2021-06-30	$758,406
Participant contributions at beginning of year	2021-06-30	$561,887
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$147,642
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$2,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$2,573
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$5,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$7,810,566
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$31,928,018
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$24,117,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$23,606
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$27,398,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$19,460,966
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$33,438
Interest earned on other investments	2021-06-30	$76,382
Value of interest in common/collective trusts at end of year	2021-06-30	$0
Value of interest in common/collective trusts at beginning of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,011,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,299,955
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$5,372,048
Net investment gain/loss from pooled separate accounts	2021-06-30	$0
Net investment gain or loss from common/collective trusts	2021-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at end of year	2021-06-30	$0
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$758,957
Employer contributions (assets) at end of year	2021-06-30	$758,957
Employer contributions (assets) at beginning of year	2021-06-30	$797,217
Income. Dividends from common stock	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,077,241
Contract administrator fees	2021-06-30	$18,361
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MAYER HOFFMAN MCCANN
Accountancy firm EIN	2021-06-30	431947695
2020 : ADVOCATES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$2,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$4,399,826
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,990,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,910,224
Expenses. Certain deemed distributions of participant loans	2020-06-30	$39,757
Value of total corrective distributions	2020-06-30	$1,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,423,498
Value of total assets at end of year	2020-06-30	$24,120,025
Value of total assets at beginning of year	2020-06-30	$21,708,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$39,791
Total interest from all sources	2020-06-30	$103,180
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$843,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$843,792
Administrative expenses professional fees incurred	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,026,475
Participant contributions at end of year	2020-06-30	$561,887
Participant contributions at beginning of year	2020-06-30	$486,401
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$550,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$2,573
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$2,409,033
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$24,117,452
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$21,708,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$25,066
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$19,460,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$18,350,222
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$0
Interest on participant loans	2020-06-30	$33,795
Interest earned on other investments	2020-06-30	$69,385
Value of interest in common/collective trusts at end of year	2020-06-30	$0
Value of interest in common/collective trusts at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,299,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,261,759
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$29,356
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Assets. Invements in employer securities at end of year	2020-06-30	$0
Assets. Invements in employer securities at beginning of year	2020-06-30	$0
Contributions received in cash from employer	2020-06-30	$846,867
Employer contributions (assets) at end of year	2020-06-30	$797,217
Employer contributions (assets) at beginning of year	2020-06-30	$610,037
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,910,224
Contract administrator fees	2020-06-30	$14,725
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MAYER HOFFMAN MCCANN
Accountancy firm EIN	2020-06-30	431947695
2019 : ADVOCATES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$3,890,079
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$2,470,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,427,080
Expenses. Certain deemed distributions of participant loans	2019-06-30	$3,275
Value of total corrective distributions	2019-06-30	$3,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,657,325
Value of total assets at end of year	2019-06-30	$21,708,419
Value of total assets at beginning of year	2019-06-30	$20,288,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$36,987
Total interest from all sources	2019-06-30	$93,452
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,202,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$1,202,945
Administrative expenses professional fees incurred	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,878,232
Participant contributions at end of year	2019-06-30	$486,401
Participant contributions at beginning of year	2019-06-30	$396,746
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$169,056
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,419,513
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$21,708,419
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$20,288,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$23,161
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$18,350,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$17,297,635
Value of interest in pooled separate accounts at end of year	2019-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$0
Interest on participant loans	2019-06-30	$27,956
Interest earned on other investments	2019-06-30	$65,496
Value of interest in common/collective trusts at end of year	2019-06-30	$0
Value of interest in common/collective trusts at beginning of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,261,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,021,350
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-63,643
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Assets. Invements in employer securities at end of year	2019-06-30	$0
Assets. Invements in employer securities at beginning of year	2019-06-30	$0
Contributions received in cash from employer	2019-06-30	$610,037
Employer contributions (assets) at end of year	2019-06-30	$610,037
Employer contributions (assets) at beginning of year	2019-06-30	$573,175
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,427,080
Contract administrator fees	2019-06-30	$13,806
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MAYER HOFFMAN MCCANN
Accountancy firm EIN	2019-06-30	431947695
2018 : ADVOCATES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$4,544,294
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,113,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,080,091
Expenses. Certain deemed distributions of participant loans	2018-06-30	$556
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,697,203
Value of total assets at end of year	2018-06-30	$20,288,906
Value of total assets at beginning of year	2018-06-30	$16,858,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$32,920
Total interest from all sources	2018-06-30	$68,018
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,372,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,372,437
Administrative expenses professional fees incurred	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,671,541
Participant contributions at end of year	2018-06-30	$396,746
Participant contributions at beginning of year	2018-06-30	$290,632
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$452,487
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$3,430,727
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$20,288,906
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$16,858,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$21,475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$17,297,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$14,277,142
Value of interest in pooled separate accounts at end of year	2018-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$0
Interest on participant loans	2018-06-30	$16,188
Interest earned on other investments	2018-06-30	$51,830
Value of interest in common/collective trusts at end of year	2018-06-30	$0
Value of interest in common/collective trusts at beginning of year	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,021,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,735,206
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$406,636
Net investment gain/loss from pooled separate accounts	2018-06-30	$0
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Assets. Invements in employer securities at end of year	2018-06-30	$0
Assets. Invements in employer securities at beginning of year	2018-06-30	$0
Contributions received in cash from employer	2018-06-30	$573,175
Employer contributions (assets) at end of year	2018-06-30	$573,175
Employer contributions (assets) at beginning of year	2018-06-30	$555,199
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,080,091
Contract administrator fees	2018-06-30	$11,230
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2018-06-30	431947695
2017 : ADVOCATES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$4,330,969
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$851,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$817,513
Expenses. Certain deemed distributions of participant loans	2017-06-30	$1,033
Value of total corrective distributions	2017-06-30	$1,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,233,542
Value of total assets at end of year	2017-06-30	$16,858,179
Value of total assets at beginning of year	2017-06-30	$13,378,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$31,533
Total interest from all sources	2017-06-30	$54,764
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$453,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$453,848
Administrative expenses professional fees incurred	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,530,484
Participant contributions at end of year	2017-06-30	$290,632
Participant contributions at beginning of year	2017-06-30	$352,843
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$147,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$5,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$3,479,880
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$16,858,179
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$13,378,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$16,957
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$14,277,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$10,972,326
Value of interest in pooled separate accounts at end of year	2017-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$0
Interest on participant loans	2017-06-30	$13,749
Interest earned on other investments	2017-06-30	$41,015
Value of interest in common/collective trusts at end of year	2017-06-30	$0
Value of interest in common/collective trusts at beginning of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,735,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,602,416
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,588,815
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Assets. Invements in employer securities at end of year	2017-06-30	$0
Assets. Invements in employer securities at beginning of year	2017-06-30	$0
Contributions received in cash from employer	2017-06-30	$555,199
Employer contributions (assets) at end of year	2017-06-30	$555,199
Employer contributions (assets) at beginning of year	2017-06-30	$450,714
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$817,513
Contract administrator fees	2017-06-30	$9,520
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MAYER HOFFMAN MCCANN
Accountancy firm EIN	2017-06-30	431947695
2016 : ADVOCATES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,660,584
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,892,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,856,605
Expenses. Certain deemed distributions of participant loans	2016-06-30	$-2,259
Value of total corrective distributions	2016-06-30	$1,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,907,486
Value of total assets at end of year	2016-06-30	$13,378,299
Value of total assets at beginning of year	2016-06-30	$13,609,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$36,327
Total interest from all sources	2016-06-30	$57,011
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$683,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$683,651
Administrative expenses professional fees incurred	2016-06-30	$11,250
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,349,766
Participant contributions at end of year	2016-06-30	$352,843
Participant contributions at beginning of year	2016-06-30	$272,725
Participant contributions at beginning of year	2016-06-30	$75
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$107,006
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$448
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$1,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-231,517
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$13,378,299
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$13,609,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$14,971
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$10,972,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$11,315,882
Value of interest in pooled separate accounts at end of year	2016-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$0
Interest on participant loans	2016-06-30	$14,155
Interest earned on other investments	2016-06-30	$42,856
Value of interest in common/collective trusts at end of year	2016-06-30	$0
Value of interest in common/collective trusts at beginning of year	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,602,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,572,944
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-987,564
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Assets. Invements in employer securities at end of year	2016-06-30	$0
Assets. Invements in employer securities at beginning of year	2016-06-30	$0
Contributions received in cash from employer	2016-06-30	$450,714
Employer contributions (assets) at end of year	2016-06-30	$450,714
Employer contributions (assets) at beginning of year	2016-06-30	$448,190
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,856,157
Contract administrator fees	2016-06-30	$9,098
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MAYER HOFFMANN MCCANN
Accountancy firm EIN	2016-06-30	431947695
2015 : ADVOCATES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$2,261,215
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,222,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,190,396
Expenses. Certain deemed distributions of participant loans	2015-06-30	$4,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,755,558
Value of total assets at end of year	2015-06-30	$13,609,816
Value of total assets at beginning of year	2015-06-30	$12,570,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$27,438
Total interest from all sources	2015-06-30	$50,199
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$769,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$769,085
Administrative expenses professional fees incurred	2015-06-30	$2,700
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,261,053
Participant contributions at end of year	2015-06-30	$272,725
Participant contributions at beginning of year	2015-06-30	$262,955
Participant contributions at end of year	2015-06-30	$75
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$46,315
Administrative expenses (other) incurred	2015-06-30	$903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,039,016
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$13,609,816
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$12,570,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$16,820
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$11,315,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$10,515,778
Interest on participant loans	2015-06-30	$11,266
Interest earned on other investments	2015-06-30	$38,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,572,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,402,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-313,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$448,190
Employer contributions (assets) at end of year	2015-06-30	$448,190
Employer contributions (assets) at beginning of year	2015-06-30	$389,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,190,396
Contract administrator fees	2015-06-30	$7,015
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAYER HOFFMAN MCCANN
Accountancy firm EIN	2015-06-30	431947695
2014 : ADVOCATES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$3,323,010
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$753,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$714,760
Expenses. Certain deemed distributions of participant loans	2014-06-30	$793
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,591,934
Value of total assets at end of year	2014-06-30	$12,570,800
Value of total assets at beginning of year	2014-06-30	$10,001,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$38,320
Total interest from all sources	2014-06-30	$39,610
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$494,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$494,357
Administrative expenses professional fees incurred	2014-06-30	$10,500
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,160,439
Participant contributions at end of year	2014-06-30	$262,955
Participant contributions at beginning of year	2014-06-30	$252,192
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$42,102
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$3,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$2,569,137
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$12,570,800
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$10,001,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$18,129
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$10,515,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$8,306,131
Value of interest in pooled separate accounts at end of year	2014-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$0
Interest on participant loans	2014-06-30	$11,060
Interest earned on other investments	2014-06-30	$28,550
Value of interest in common/collective trusts at end of year	2014-06-30	$0
Value of interest in common/collective trusts at beginning of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,402,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,106,514
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,197,109
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Assets. Invements in employer securities at end of year	2014-06-30	$0
Assets. Invements in employer securities at beginning of year	2014-06-30	$0
Contributions received in cash from employer	2014-06-30	$389,393
Employer contributions (assets) at end of year	2014-06-30	$389,393
Employer contributions (assets) at beginning of year	2014-06-30	$336,826
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$714,760
Contract administrator fees	2014-06-30	$6,362
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MAYER HOFFMAN MCCANN
Accountancy firm EIN	2014-06-30	431947695
2013 : ADVOCATES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$2,311,390
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$744,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$704,549
Expenses. Certain deemed distributions of participant loans	2013-06-30	$8,989
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,310,030
Value of total assets at end of year	2013-06-30	$10,001,663
Value of total assets at beginning of year	2013-06-30	$8,434,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$31,045
Total interest from all sources	2013-06-30	$43,728
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$235,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$235,857
Administrative expenses professional fees incurred	2013-06-30	$9,750
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$923,755
Participant contributions at end of year	2013-06-30	$252,192
Participant contributions at beginning of year	2013-06-30	$206,460
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$49,449
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,566,807
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$10,001,663
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$8,434,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$14,920
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$8,306,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$6,367,377
Value of interest in pooled separate accounts at end of year	2013-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$0
Interest on participant loans	2013-06-30	$9,206
Interest earned on other investments	2013-06-30	$34,522
Value of interest in common/collective trusts at end of year	2013-06-30	$0
Value of interest in common/collective trusts at beginning of year	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,106,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,579,463
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$721,775
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Assets. Invements in employer securities at end of year	2013-06-30	$0
Assets. Invements in employer securities at beginning of year	2013-06-30	$0
Contributions received in cash from employer	2013-06-30	$336,826
Employer contributions (assets) at end of year	2013-06-30	$336,826
Employer contributions (assets) at beginning of year	2013-06-30	$281,556
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$704,549
Contract administrator fees	2013-06-30	$6,355
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2013-06-30	431947695
2011 : ADVOCATES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$2,279,728
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$572,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$524,211
Expenses. Certain deemed distributions of participant loans	2011-06-30	$10,977
Value of total corrective distributions	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,143,918
Value of total assets at end of year	2011-06-30	$7,540,680
Value of total assets at beginning of year	2011-06-30	$5,833,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$37,243
Total interest from all sources	2011-06-30	$9,397
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$70,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$70,639
Administrative expenses professional fees incurred	2011-06-30	$9,000
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$750,618
Participant contributions at end of year	2011-06-30	$188,412
Participant contributions at beginning of year	2011-06-30	$147,942
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$127,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$777
Administrative expenses (other) incurred	2011-06-30	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,707,297
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$7,540,680
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,833,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$22,882
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$5,756,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$4,171,560
Interest on participant loans	2011-06-30	$9,397
Interest earned on other investments	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,330,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,300,065
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,054,997
Net investment gain/loss from pooled separate accounts	2011-06-30	$0
Net investment gain or loss from common/collective trusts	2011-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$265,651
Employer contributions (assets) at end of year	2011-06-30	$265,651
Employer contributions (assets) at beginning of year	2011-06-30	$213,816
Income. Dividends from common stock	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$524,211
Contract administrator fees	2011-06-30	$5,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	Yes
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2011-06-30	431947695
2010 : ADVOCATES, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for ADVOCATES, INC. 401(K) PLAN

2021: ADVOCATES, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: ADVOCATES, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ADVOCATES, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ADVOCATES, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ADVOCATES, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ADVOCATES, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ADVOCATES, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ADVOCATES, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ADVOCATES, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ADVOCATES, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2010: ADVOCATES, INC. 401(K) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: ADVOCATES, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

762318-01

Policy instance

Insurance contract or identification number	762318-01
Number of Individuals Covered	742
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	6
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	2017
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	1865
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	1725
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	1591
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	1465
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,295
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,295
Insurance broker organization code?	4
Insurance broker name	NFP INSURANCE SERVICES INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	1314
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $3,120
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,120
Insurance broker organization code?	4
Insurance broker name	NFP INSURANCE SERVICES INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	1243
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $3,934
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $3,934
Insurance broker organization code?	4
Insurance broker name	NFP INSURANCE SERVICES INC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

454833-01

Policy instance

Insurance contract or identification number	454833-01
Number of Individuals Covered	210
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60614

Policy instance

Insurance contract or identification number	MR 60614
Number of Individuals Covered	1084
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $1,625
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

ADVOCATES, INC. [EIN = 161453716]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ADVOCATES, INC.
Employer identification number (EIN):	237451423
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners