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PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 401k Plan overview

Plan NamePROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN
Plan identification number 001

PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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

PROVIDENT HOME HEALTHCARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:PROVIDENT HOME HEALTHCARE, LLC
Employer identification number (EIN):270832417
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RAMONA ERICKSON RAMONA ERICKSON2018-10-15
0012017-01-01RAMONA ERICKSON RAMONA ERICKSON2018-10-15
0012017-01-012018-10-12
0012016-01-01RAMONA ERICKSON RAMONA ERICKSON2017-10-16
0012015-01-01RAMONA ERICKSON RAMONA ERICKSON2016-10-14
0012014-01-01RAMONA ERICKSON2015-07-02 RAMONA ERICKSON2015-07-02
0012013-01-01RAMONA ERICKSON2014-09-17

Plan Statistics for PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN

401k plan membership statisitcs for PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN

Measure Date Value
2022: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01275
Total number of active participants reported on line 7a of the Form 55002022-01-01206
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01260
Number of participants with account balances2022-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01252
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01267
Number of participants with account balances2020-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01255
Total number of active participants reported on line 7a of the Form 55002019-01-01202
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01193
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01204
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01217
Number of participants with account balances2017-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01193
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01161
Number of participants with account balances2015-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN

Measure Date Value
2022 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-105,437
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$205,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$202,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$394,334
Value of total assets at end of year2022-12-31$2,525,626
Value of total assets at beginning of year2022-12-31$2,836,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,216
Total interest from all sources2022-12-31$2,351
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
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$280,813
Participant contributions at end of year2022-12-31$42,098
Participant contributions at beginning of year2022-12-31$45,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-311,021
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,525,626
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,836,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,321,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,712,210
Interest on participant loans2022-12-31$2,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$162,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$78,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-502,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$113,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$202,368
Contract administrator fees2022-12-31$3,216
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOYUM BARENSCHEER PLLP
Accountancy firm EIN2022-12-31416192096
2021 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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
Total income from all sources (including contributions)2021-12-31$665,195
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$147,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$144,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$412,117
Value of total assets at end of year2021-12-31$2,836,647
Value of total assets at beginning of year2021-12-31$2,318,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,747
Total interest from all sources2021-12-31$1,867
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$286,995
Participant contributions at end of year2021-12-31$45,519
Participant contributions at beginning of year2021-12-31$35,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$517,650
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,836,647
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,318,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,712,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,201,012
Interest on participant loans2021-12-31$1,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$78,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$82,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$251,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$125,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$144,798
Contract administrator fees2021-12-31$2,747
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOYUM AND BARENSCHEER, PLLP
Accountancy firm EIN2021-12-31416192096
2020 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$714,383
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$34,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$453,421
Value of total assets at end of year2020-12-31$2,318,997
Value of total assets at beginning of year2020-12-31$1,639,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,414
Total interest from all sources2020-12-31$1,080
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$276,645
Participant contributions at end of year2020-12-31$35,574
Participant contributions at beginning of year2020-12-31$21,419
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$679,932
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,318,997
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,639,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,201,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,617,024
Interest on participant loans2020-12-31$1,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$82,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$259,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$132,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,037
Contract administrator fees2020-12-31$1,414
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PITZL & PITZL
Accountancy firm EIN2020-12-31261476088
2019 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$620,763
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$99,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$96,577
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$361,387
Value of total assets at end of year2019-12-31$1,639,065
Value of total assets at beginning of year2019-12-31$1,118,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,169
Total interest from all sources2019-12-31$1,144
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$235,119
Participant contributions at end of year2019-12-31$21,419
Participant contributions at beginning of year2019-12-31$26,761
Participant contributions at beginning of year2019-12-31$7,182
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$59
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$521,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,639,065
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,118,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,617,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,078,113
Interest on participant loans2019-12-31$1,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$258,232
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$113,874
Employer contributions (assets) at beginning of year2019-12-31$3,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$96,577
Contract administrator fees2019-12-31$3,169
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PITZL & PITZL
Accountancy firm EIN2019-12-31261476088
2018 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$169,264
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,473
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$280,994
Value of total assets at end of year2018-12-31$1,118,048
Value of total assets at beginning of year2018-12-31$982,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$768
Total interest from all sources2018-12-31$1,707
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$188,183
Participant contributions at end of year2018-12-31$26,761
Participant contributions at beginning of year2018-12-31$16,003
Participant contributions at end of year2018-12-31$7,182
Participant contributions at beginning of year2018-12-31$7,485
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$59
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$22
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$136,023
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,118,048
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$982,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,078,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$954,835
Interest on participant loans2018-12-31$1,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-113,437
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$90,625
Employer contributions (assets) at end of year2018-12-31$3,396
Employer contributions (assets) at beginning of year2018-12-31$3,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,473
Contract administrator fees2018-12-31$768
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 name2018-12-31PITZL & PITZL
Accountancy firm EIN2018-12-31261476088
2017 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$365,352
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$38,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$256,073
Value of total assets at end of year2017-12-31$982,025
Value of total assets at beginning of year2017-12-31$655,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$608
Total interest from all sources2017-12-31$866
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
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$173,155
Participant contributions at end of year2017-12-31$16,003
Participant contributions at beginning of year2017-12-31$16,406
Participant contributions at end of year2017-12-31$7,485
Participant contributions at beginning of year2017-12-31$5,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$22
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$326,916
Value of net assets at end of year (total assets less liabilities)2017-12-31$982,025
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$655,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$954,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$631,198
Interest on participant loans2017-12-31$866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$108,413
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$82,918
Employer contributions (assets) at end of year2017-12-31$3,680
Employer contributions (assets) at beginning of year2017-12-31$2,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,828
Contract administrator fees2017-12-31$608
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 name2017-12-31PITZL & PITZL, PA
Accountancy firm EIN2017-12-31261476088
2016 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$397,228
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$358,232
Value of total assets at end of year2016-12-31$655,109
Value of total assets at beginning of year2016-12-31$273,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,412
Total interest from all sources2016-12-31$131
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
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$137,093
Participant contributions at end of year2016-12-31$16,406
Participant contributions at end of year2016-12-31$5,103
Participant contributions at beginning of year2016-12-31$4,240
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,925
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$381,377
Value of net assets at end of year (total assets less liabilities)2016-12-31$655,109
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$273,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$631,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$267,482
Interest on participant loans2016-12-31$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$65,214
Employer contributions (assets) at end of year2016-12-31$2,402
Employer contributions (assets) at beginning of year2016-12-31$2,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,439
Contract administrator fees2016-12-31$1,412
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 name2016-12-31PITZL & PITZL, PA
Accountancy firm EIN2016-12-31261476088
2015 : PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$139,239
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$148,615
Value of total assets at end of year2015-12-31$273,732
Value of total assets at beginning of year2015-12-31$137,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$198
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000
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$101,509
Participant contributions at end of year2015-12-31$4,240
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$136,547
Value of net assets at end of year (total assets less liabilities)2015-12-31$273,732
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$137,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$267,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$137,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$47,106
Employer contributions (assets) at end of year2015-12-31$2,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,494
Contract administrator fees2015-12-31$198
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 name2015-12-31PITZL & PITZL PA
Accountancy firm EIN2015-12-31261476088

Form 5500 Responses for PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN PROVIDENT HOME HEALTHCARE, LLC 401(K) PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FR2S
Policy instance 1
Insurance contract or identification numberGAP-CP-FR2S
Number of Individuals Covered120
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,251
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $1,251
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FR2S
Policy instance 1
Insurance contract or identification numberGAP-CP-FR2S
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $853
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $853
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FR2S
Policy instance 1
Insurance contract or identification numberGAP-CP-FR2S
Number of Individuals Covered113
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $579
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $579
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FR2S
Policy instance 1
Insurance contract or identification numberGAP-CP-FR2S
Number of Individuals Covered97
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FR2S
Policy instance 1
Insurance contract or identification numberGAP-CP-FR2S
Number of Individuals Covered193
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number063-84428
Policy instance 1
Insurance contract or identification number063-84428
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL, LLC

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