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CHOICES IN SENIOR CARE, LLC 401(K) PLAN 401k Plan overview

Plan NameCHOICES IN SENIOR CARE, LLC 401(K) PLAN
Plan identification number 001

CHOICES IN SENIOR CARE, LLC 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

CHOICES IN SENIOR CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:CHOICES IN SENIOR CARE, LLC
Employer identification number (EIN):272329897
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about CHOICES IN SENIOR CARE, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1891353

More information about CHOICES IN SENIOR CARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHOICES IN SENIOR CARE, 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
0012017-01-01MARY WEGMAN
0012016-01-01MARY WEGMAN
0012015-01-01MARY WEGMAN

Plan Statistics for CHOICES IN SENIOR CARE, LLC 401(K) PLAN

401k plan membership statisitcs for CHOICES IN SENIOR CARE, LLC 401(K) PLAN

Measure Date Value
2022: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-0199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01127
Number of participants with account balances2022-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01175
Total number of active participants reported on line 7a of the Form 55002021-01-0180
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01143
Number of participants with account balances2021-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01183
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01162
Number of participants with account balances2018-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01173
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01197
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01144
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on CHOICES IN SENIOR CARE, LLC 401(K) PLAN

Measure Date Value
2022 : CHOICES IN SENIOR CARE, 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$15,220
Total income from all sources (including contributions)2022-12-31$-121,417
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$380,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$360,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$126,384
Value of total assets at end of year2022-12-31$1,157,157
Value of total assets at beginning of year2022-12-31$1,674,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,133
Total interest from all sources2022-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,666
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$28,666
Administrative expenses professional fees incurred2022-12-31$8,438
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
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$126,384
Participant contributions at end of year2022-12-31$4,361
Participant contributions at beginning of year2022-12-31$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$14,154
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$15,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-501,820
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,157,157
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,658,977
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$1,147,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,653,231
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$3,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-276,546
Net investment gain or loss from common/collective trusts2022-12-31$9
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$360,270
Contract administrator fees2022-12-31$11,695
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 name2022-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2022-12-31621142155
2021 : CHOICES IN SENIOR CARE, 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$15,220
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$291,966
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$309,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$285,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$83,703
Value of total assets at end of year2021-12-31$1,674,197
Value of total assets at beginning of year2021-12-31$1,676,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,444
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$41,915
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$41,915
Administrative expenses professional fees incurred2021-12-31$9,762
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
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$83,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$14,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$15,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-17,157
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,658,977
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,676,134
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$1,653,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,661,670
Value of interest in common/collective trusts at end of year2021-12-31$3,701
Value of interest in common/collective trusts at beginning of year2021-12-31$2,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$166,300
Net investment gain or loss from common/collective trusts2021-12-31$48
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$285,679
Contract administrator fees2021-12-31$13,682
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 name2021-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2021-12-31621142155
2020 : CHOICES IN SENIOR CARE, 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$433,638
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$261,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$240,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$206,684
Value of total assets at end of year2020-12-31$1,676,134
Value of total assets at beginning of year2020-12-31$1,504,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,615
Total interest from all sources2020-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,388
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$37,388
Administrative expenses professional fees incurred2020-12-31$9,053
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$170,000
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$203,307
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$13,169
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$171,689
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,676,134
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,504,445
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$1,661,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,462,793
Value of interest in common/collective trusts at end of year2020-12-31$2,768
Value of interest in common/collective trusts at beginning of year2020-12-31$1,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$189,505
Net investment gain or loss from common/collective trusts2020-12-31$41
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$19,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$240,334
Contract administrator fees2020-12-31$12,562
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2020-12-31621142155
2019 : CHOICES IN SENIOR CARE, 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$524,086
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$131,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$113,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$290,224
Value of total assets at end of year2019-12-31$1,504,445
Value of total assets at beginning of year2019-12-31$1,111,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,128
Total interest from all sources2019-12-31$166
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$37,000
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$37,000
Administrative expenses professional fees incurred2019-12-31$8,010
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
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$270,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,751
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$9,456
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$392,568
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,504,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,111,877
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$1,462,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,062,127
Value of interest in common/collective trusts at end of year2019-12-31$1,832
Value of interest in common/collective trusts at beginning of year2019-12-31$1,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$196,666
Net investment gain or loss from common/collective trusts2019-12-31$30
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$19,292
Employer contributions (assets) at end of year2019-12-31$19,292
Employer contributions (assets) at beginning of year2019-12-31$23,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$113,390
Contract administrator fees2019-12-31$10,118
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 name2019-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2019-12-31621142155
2018 : CHOICES IN SENIOR CARE, 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$354,469
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$170,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$147,945
Value of total corrective distributions2018-12-31$4,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$418,870
Value of total assets at end of year2018-12-31$1,111,877
Value of total assets at beginning of year2018-12-31$927,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,640
Total interest from all sources2018-12-31$105
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$25,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$25,105
Administrative expenses professional fees incurred2018-12-31$7,829
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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$323,916
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$11
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$71,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,676
Total non interest bearing cash at end of year2018-12-31$9,456
Total non interest bearing cash at beginning of year2018-12-31$16,011
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$184,311
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,111,877
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$927,566
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$1,062,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$900,125
Value of interest in common/collective trusts at end of year2018-12-31$1,002
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-89,614
Net investment gain or loss from common/collective trusts2018-12-31$3
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$23,581
Employer contributions (assets) at end of year2018-12-31$23,581
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$147,945
Contract administrator fees2018-12-31$9,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2018-12-31621142155
2017 : CHOICES IN SENIOR CARE, 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$430,027
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$65,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$59,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$319,588
Value of total assets at end of year2017-12-31$927,566
Value of total assets at beginning of year2017-12-31$562,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,936
Total interest from all sources2017-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,255
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,255
Administrative expenses professional fees incurred2017-12-31$1,977
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 period2017-12-31Yes
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$314,659
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$12,274
Assets. Other investments not covered elsewhere at end of year2017-12-31$11
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$7,676
Total non interest bearing cash at end of year2017-12-31$16,011
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$364,752
Value of net assets at end of year (total assets less liabilities)2017-12-31$927,566
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$562,814
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$900,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$513,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$95,487
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$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$36,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$59,339
Contract administrator fees2017-12-31$3,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2017-12-31621142155
2016 : CHOICES IN SENIOR CARE, 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$366,530
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$334,843
Value of total assets at end of year2016-12-31$562,814
Value of total assets at beginning of year2016-12-31$214,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,283
Total interest from all sources2016-12-31$0
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$269,960
Participant contributions at end of year2016-12-31$12,274
Participant contributions at beginning of year2016-12-31$9,499
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,206
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$348,249
Value of net assets at end of year (total assets less liabilities)2016-12-31$562,814
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$214,565
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$513,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$161,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$31,687
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$36,677
Employer contributions (assets) at end of year2016-12-31$36,677
Employer contributions (assets) at beginning of year2016-12-31$43,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,998
Contract administrator fees2016-12-31$2,283
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 name2016-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2016-12-31621142155
2015 : CHOICES IN SENIOR CARE, 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$214,858
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$92
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$216,230
Value of total assets at end of year2015-12-31$214,565
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$201
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$201
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$163,395
Participant contributions at end of year2015-12-31$9,499
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,872
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$214,565
Value of net assets at end of year (total assets less liabilities)2015-12-31$214,565
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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$161,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,372
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$43,963
Employer contributions (assets) at end of year2015-12-31$43,963
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$92
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 name2015-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2015-12-31621142155

Form 5500 Responses for CHOICES IN SENIOR CARE, LLC 401(K) PLAN

2022: CHOICES IN SENIOR CARE, 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHOICES IN SENIOR CARE, 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHOICES IN SENIOR CARE, 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHOICES IN SENIOR CARE, 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHOICES IN SENIOR CARE, 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHOICES IN SENIOR CARE, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHOICES IN SENIOR CARE, 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHOICES IN SENIOR CARE, 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number373020-01
Policy instance 1
Insurance contract or identification number373020-01
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $914
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $914
Insurance broker organization code?3
Insurance broker nameJAMES WINCHESTER

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