401k Plan data: UNITED SCRIPTS 401(K) PLAN plan

UNITED SCRIPTS 401(K) PLAN 401k Plan overview

Plan Name	UNITED SCRIPTS 401(K) PLAN
Plan identification number	001

UNITED SCRIPTS 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED SCRIPTS LTC, LLC has sponsored the creation of one or more 401k plans.

Company Name: UNITED SCRIPTS LTC, LLC

Employer identification number (EIN): 263981285

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED SCRIPTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LORETTA STAHL 2023-06-08
001 2021-01-01 LORETTA STAHL 2022-05-04
001 2020-01-01 ANDREW DARNELL 2021-10-11
001 2019-01-01 MR. ANDY DARNELL 2020-10-12
001 2018-01-01 MR. ANDY DARNELL 2019-10-11
001 2017-01-01 DOUG SCHARF 2018-07-17
001 2016-01-01
001 2015-01-01
001 2014-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LORETTA STAHL	2023-06-08
001	2021-01-01	LORETTA STAHL	2022-05-04
001	2020-01-01	ANDREW DARNELL	2021-10-11
001	2019-01-01	MR. ANDY DARNELL	2020-10-12
001	2018-01-01	MR. ANDY DARNELL	2019-10-11
001	2017-01-01	DOUG SCHARF	2018-07-17
001	2016-01-01
001	2015-01-01
001	2014-01-01

Plan Statistics for UNITED SCRIPTS 401(K) PLAN

401k plan membership statisitcs for UNITED SCRIPTS 401(K) PLAN

Measure Date Value
2014: UNITED SCRIPTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 57
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 62
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2014: UNITED SCRIPTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	57
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	62
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on UNITED SCRIPTS 401(K) PLAN

Measure	Date	Value
2014 : UNITED SCRIPTS 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$58,760
Expenses. Total of all expenses incurred	2014-12-31	$15,500
Benefits paid (including direct rollovers)	2014-12-31	$421
Total plan assets at end of year	2014-12-31	$121,222
Total plan assets at beginning of year	2014-12-31	$77,962
Total contributions received or receivable from participants	2014-12-31	$48,591
Contributions received from other sources (not participants or employers)	2014-12-31	$6,749
Other income received	2014-12-31	$3,420
Net income (gross income less expenses)	2014-12-31	$43,260
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$121,222
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$77,962
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of corrective distributions	2014-12-31	$15,079
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for UNITED SCRIPTS 401(K) PLAN

2014: UNITED SCRIPTS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

LP1120455

Policy instance

Insurance contract or identification number	LP1120455
Number of Individuals Covered	27
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,022
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Commission paid to Insurance Broker	USD $1,022
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	A.U.M./B.T.C.
Insurance broker organization code?	6
Insurance broker name	MATT KURLAND

Potentially related plans

UNITED SCRIPTS, INC. 401(K) PLAN [EIN = 711001365]

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Company Name:	UNITED SCRIPTS LTC, LLC
Employer identification number (EIN):	263981285
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores