?>
Logo

SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN
Plan identification number 001

SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCIOINSPIRE, CORP. DBA SCIO HEALTH ANALYTICS has sponsored the creation of one or more 401k plans.

Company Name:SCIOINSPIRE, CORP. DBA SCIO HEALTH ANALYTICS
Employer identification number (EIN):260185383
NAIC Classification:524290

Additional information about SCIOINSPIRE, CORP. DBA SCIO HEALTH ANALYTICS

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4352418

More information about SCIOINSPIRE, CORP. DBA SCIO HEALTH ANALYTICS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01NAYFE S. FAILLACE2020-10-15
0012018-01-01NAYFE S. FAILLACE2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01NAYFE FAILLACE2013-05-31 BLAISE GUZEWICZ2013-07-10
0012011-01-01BLAISE GUZEWICZ2012-07-26 BLAISE GUZEWICZ2012-07-26
0012010-01-01BLAISE GUZEWICZ2011-06-23 BLAISE GUZEWICZ2011-06-23

Plan Statistics for SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN

401k plan membership statisitcs for SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN

Measure Date Value
2022: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01389
Total number of active participants reported on line 7a of the Form 55002022-01-01248
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01355
Number of participants with account balances2022-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01461
Total number of active participants reported on line 7a of the Form 55002021-01-01302
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01389
Number of participants with account balances2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01520
Total number of active participants reported on line 7a of the Form 55002020-01-01349
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01461
Number of participants with account balances2020-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01531
Total number of active participants reported on line 7a of the Form 55002019-01-01420
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01520
Number of participants with account balances2019-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01535
Total number of active participants reported on line 7a of the Form 55002018-01-01427
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01531
Number of participants with account balances2018-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01488
Total number of active participants reported on line 7a of the Form 55002017-01-01442
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01523
Total participants2017-01-01523
Number of participants with account balances2017-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01459
Total number of active participants reported on line 7a of the Form 55002016-01-01420
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01483
Number of participants with account balances2016-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01338
Total number of active participants reported on line 7a of the Form 55002015-01-01386
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01438
Total participants2015-01-01438
Number of participants with account balances2015-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01316
Total number of active participants reported on line 7a of the Form 55002014-01-01307
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01338
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115

Financial Data on SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN

Measure Date Value
2022 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,727,804
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,699,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,681,139
Expenses. Certain deemed distributions of participant loans2022-12-31$1,755
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,052,072
Value of total assets at end of year2022-12-31$17,574,678
Value of total assets at beginning of year2022-12-31$21,001,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,623
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$13,639
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,507,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,507,804
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,485,815
Participant contributions at end of year2022-12-31$334,643
Participant contributions at beginning of year2022-12-31$214,260
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$145,394
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$26,000
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,427,321
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,574,678
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,001,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$-9,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,014,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,645,559
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$13,639
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$225,151
Value of interest in common/collective trusts at beginning of year2022-12-31$142,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,287,883
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-13,436
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$420,863
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,681,139
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$98
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,013,869
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,678,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,573,634
Expenses. Certain deemed distributions of participant loans2021-12-31$2,136
Value of total corrective distributions2021-12-31$53,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,473,183
Value of total assets at end of year2021-12-31$21,001,999
Value of total assets at beginning of year2021-12-31$17,666,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,085
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$14,176
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,957,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,957,595
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,556,867
Participant contributions at end of year2021-12-31$214,260
Participant contributions at beginning of year2021-12-31$282,790
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$475,509
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$49,085
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$3,335,323
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,001,999
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,666,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,645,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,268,293
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$14,176
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$142,180
Value of interest in common/collective trusts at beginning of year2021-12-31$115,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$567,721
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$1,194
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$440,807
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,573,634
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,260
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,721,362
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,842,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,832,580
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$4,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,438,644
Value of total assets at end of year2020-12-31$17,666,578
Value of total assets at beginning of year2020-12-31$16,791,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,282
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$23,922
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$588,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$588,045
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,675,489
Participant contributions at end of year2020-12-31$282,790
Participant contributions at beginning of year2020-12-31$266,066
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$250,845
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,260
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$5,282
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$879,240
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,666,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,787,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,268,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,950,837
Interest on participant loans2020-12-31$13,129
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$10,793
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$115,495
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,574,695
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,314,847
Net investment gain/loss from pooled separate accounts2020-12-31$355,600
Net investment gain or loss from common/collective trusts2020-12-31$304
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$512,310
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,832,580
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,135
Total income from all sources (including contributions)2019-12-31$5,018,562
Total income from all sources (including contributions)2019-12-31$5,018,562
Total of all expenses incurred2019-12-31$1,646,099
Total of all expenses incurred2019-12-31$1,646,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,575,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,575,383
Expenses. Certain deemed distributions of participant loans2019-12-31$63,933
Expenses. Certain deemed distributions of participant loans2019-12-31$63,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,452,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,452,195
Value of total assets at end of year2019-12-31$16,791,598
Value of total assets at end of year2019-12-31$16,791,598
Value of total assets at beginning of year2019-12-31$13,417,010
Value of total assets at beginning of year2019-12-31$13,417,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,783
Total interest from all sources2019-12-31$34,392
Total interest from all sources2019-12-31$34,392
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,807,557
Contributions received from participants2019-12-31$1,807,557
Participant contributions at end of year2019-12-31$266,066
Participant contributions at end of year2019-12-31$266,066
Participant contributions at beginning of year2019-12-31$243,955
Participant contributions at beginning of year2019-12-31$243,955
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,877
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,372,463
Value of net income/loss2019-12-31$3,372,463
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,787,338
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,787,338
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,414,875
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,414,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$14,950,837
Value of interest in pooled separate accounts at end of year2019-12-31$14,950,837
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,167,017
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,167,017
Interest on participant loans2019-12-31$18,719
Interest on participant loans2019-12-31$18,719
Interest earned on other investments2019-12-31$15,673
Interest earned on other investments2019-12-31$15,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,574,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,574,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,006,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,006,038
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,531,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,531,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$544,761
Contributions received in cash from employer2019-12-31$544,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,575,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,575,383
Contract administrator fees2019-12-31$6,783
Contract administrator fees2019-12-31$6,783
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SISTERSON & CO., LLP
Accountancy firm name2019-12-31SISTERSON & CO., LLP
Accountancy firm EIN2019-12-31251467156
Accountancy firm EIN2019-12-31251467156
2018 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$71,951
Total income from all sources (including contributions)2018-12-31$1,672,200
Total of all expenses incurred2018-12-31$937,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$929,134
Expenses. Certain deemed distributions of participant loans2018-12-31$3,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,342,557
Value of total assets at end of year2018-12-31$13,417,010
Value of total assets at beginning of year2018-12-31$12,751,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,926
Total interest from all sources2018-12-31$29,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,757,632
Participant contributions at end of year2018-12-31$243,955
Participant contributions at beginning of year2018-12-31$198,497
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$71,951
Other income not declared elsewhere2018-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$734,840
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,414,875
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,680,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,167,017
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,689,855
Interest on participant loans2018-12-31$14,479
Interest earned on other investments2018-12-31$14,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,006,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,863,634
Net investment gain/loss from pooled separate accounts2018-12-31$-699,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$525,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$929,134
Contract administrator fees2018-12-31$4,926
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SISTERSON & CO., LLP
Accountancy firm EIN2018-12-31251467156
2017 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$71,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$89,981
Total income from all sources (including contributions)2017-12-31$3,893,558
Total of all expenses incurred2017-12-31$651,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$569,179
Expenses. Certain deemed distributions of participant loans2017-12-31$6,115
Value of total corrective distributions2017-12-31$71,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,494,195
Value of total assets at end of year2017-12-31$12,751,986
Value of total assets at beginning of year2017-12-31$9,527,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,936
Total interest from all sources2017-12-31$21,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,584,232
Participant contributions at end of year2017-12-31$198,497
Participant contributions at beginning of year2017-12-31$149,019
Participant contributions at beginning of year2017-12-31$83,529
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$450,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$71,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$89,981
Other income not declared elsewhere2017-12-31$2,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,242,345
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,680,035
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,437,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,689,855
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,692,925
Interest on participant loans2017-12-31$9,696
Interest earned on other investments2017-12-31$12,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,863,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,577,868
Net investment gain/loss from pooled separate accounts2017-12-31$1,375,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$459,398
Employer contributions (assets) at beginning of year2017-12-31$24,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$569,179
Contract administrator fees2017-12-31$3,936
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SISTERSON & CO., LLP
Accountancy firm EIN2017-12-31251467156
2016 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$89,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,493
Total income from all sources (including contributions)2016-12-31$3,237,317
Total of all expenses incurred2016-12-31$515,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$491,469
Expenses. Certain deemed distributions of participant loans2016-12-31$20,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,778,479
Value of total assets at end of year2016-12-31$9,527,671
Value of total assets at beginning of year2016-12-31$6,737,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,548
Total interest from all sources2016-12-31$15,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,375,284
Participant contributions at end of year2016-12-31$149,019
Participant contributions at beginning of year2016-12-31$93,184
Participant contributions at end of year2016-12-31$83,529
Participant contributions at beginning of year2016-12-31$57,714
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,005,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$89,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,493
Other income not declared elsewhere2016-12-31$4,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,721,553
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,437,690
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,716,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,692,925
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,341,709
Interest on participant loans2016-12-31$4,971
Interest earned on other investments2016-12-31$10,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,577,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,225,666
Net investment gain/loss from pooled separate accounts2016-12-31$439,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$397,646
Employer contributions (assets) at end of year2016-12-31$24,330
Employer contributions (assets) at beginning of year2016-12-31$19,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$491,469
Contract administrator fees2016-12-31$3,548
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SISTERSON & CO., LLP
Accountancy firm EIN2016-12-31251467156
2015 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,282
Total income from all sources (including contributions)2015-12-31$1,275,604
Total of all expenses incurred2015-12-31$287,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$247,597
Expenses. Certain deemed distributions of participant loans2015-12-31$1,500
Value of total corrective distributions2015-12-31$36,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,348,500
Value of total assets at end of year2015-12-31$6,737,630
Value of total assets at beginning of year2015-12-31$5,737,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,781
Total interest from all sources2015-12-31$14,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,325
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$992,609
Participant contributions at end of year2015-12-31$93,184
Participant contributions at beginning of year2015-12-31$114,918
Participant contributions at end of year2015-12-31$57,714
Participant contributions at beginning of year2015-12-31$60,087
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$62,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$9,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$988,253
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,716,137
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,727,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,341,709
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,410,265
Interest on participant loans2015-12-31$5,073
Interest earned on other investments2015-12-31$9,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,225,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,135,963
Net investment gain/loss from pooled separate accounts2015-12-31$-87,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$293,446
Employer contributions (assets) at end of year2015-12-31$19,357
Employer contributions (assets) at beginning of year2015-12-31$15,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$247,597
Contract administrator fees2015-12-31$456
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SISTERSON & CO. LLP
Accountancy firm EIN2015-12-31251467156
2014 : SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,599,654
Total of all expenses incurred2014-12-31$184,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$156,472
Value of total corrective distributions2014-12-31$26,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,377,195
Value of total assets at end of year2014-12-31$5,737,166
Value of total assets at beginning of year2014-12-31$4,312,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,905
Total interest from all sources2014-12-31$2,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,425
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$797,876
Participant contributions at end of year2014-12-31$114,918
Participant contributions at beginning of year2014-12-31$25,360
Participant contributions at end of year2014-12-31$60,087
Participant contributions at beginning of year2014-12-31$51,062
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$322,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$9,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,415,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,727,884
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,312,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,410,265
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,265,867
Interest on participant loans2014-12-31$2,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,135,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$960,288
Net investment gain/loss from pooled separate accounts2014-12-31$220,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$256,628
Employer contributions (assets) at end of year2014-12-31$15,933
Employer contributions (assets) at beginning of year2014-12-31$10,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$156,472
Contract administrator fees2014-12-31$480
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SISTERSON & CO. LLP
Accountancy firm EIN2014-12-31251467156

Form 5500 Responses for SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN

2022: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCIO HEALTH ANALYTICS 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601303-000
Policy instance 1
Insurance contract or identification number601303-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-08
Total amount of commissions paid to insurance brokerUSD $6,127
Total amount of fees paid to insurance companyUSD $5,249
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,249
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601303-000
Policy instance 1
Insurance contract or identification number601303-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $44,572
Total amount of fees paid to insurance companyUSD $7,466
Commission paid to Insurance BrokerUSD $44,572
Insurance broker organization code?3
Amount paid for insurance broker fees7466
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601303-000
Policy instance 1
Insurance contract or identification number601303-000
Number of Individuals Covered365
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $40,067
Total amount of fees paid to insurance companyUSD $6,677
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $40,067
Insurance broker organization code?3
Amount paid for insurance broker fees6677
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601303-000
Policy instance 1
Insurance contract or identification number601303-000
Number of Individuals Covered332
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,252
Total amount of fees paid to insurance companyUSD $5,579
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,252
Insurance broker organization code?3
Amount paid for insurance broker fees5579
Insurance broker nameTHE PENSION STUDIO, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601303-000
Policy instance 1
Insurance contract or identification number601303-000
Number of Individuals Covered243
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,256
Total amount of fees paid to insurance companyUSD $2,962
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2962
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,128
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601303-000
Policy instance 1
Insurance contract or identification number601303-000
Number of Individuals Covered186
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,930
Total amount of fees paid to insurance companyUSD $8,962
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8962
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,965
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3