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IMMEDIATE HEALTH 401(K) PLAN 401k Plan overview

Plan NameIMMEDIATE HEALTH 401(K) PLAN
Plan identification number 001

IMMEDIATE HEALTH 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IMMEDIATE HEALTH ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:IMMEDIATE HEALTH ASSOCIATES, INC.
Employer identification number (EIN):311204097
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about IMMEDIATE HEALTH ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1987-04-10
Company Identification Number: 698907
Legal Registered Office Address: 575 COPELAND MILL RD
SUITE 1D
WESTERVILLE
United States of America (USA)
43081

More information about IMMEDIATE HEALTH ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMMEDIATE HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIRK A. HUMMER2023-10-12
0012021-01-01KIRK A. HUMMER2022-10-12
0012020-01-01KIRK A. HUMMER2021-10-12
0012019-01-01KIRK A. HUMMER2020-09-10
0012018-01-01KIRK A. HUMMER2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01KIRK A. HUMMER
0012014-01-01KIRK A. HUMMER
0012013-01-01KIRK A. HUMMER
0012012-01-01KIRK A. HUMMER
0012011-01-01KIRK A. HUMMER
0012010-01-01KIRK A. HUMMER
0012009-01-01KIRK A. HUMMER

Plan Statistics for IMMEDIATE HEALTH 401(K) PLAN

401k plan membership statisitcs for IMMEDIATE HEALTH 401(K) PLAN

Measure Date Value
2022: IMMEDIATE HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-0195
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01137
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: IMMEDIATE HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01150
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0148
Total of all active and inactive participants2021-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01140
Number of participants with account balances2021-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IMMEDIATE HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01148
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01148
Number of participants with account balances2020-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IMMEDIATE HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01105
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IMMEDIATE HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01151
Number of participants with account balances2018-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IMMEDIATE HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01158
Number of participants with account balances2017-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: IMMEDIATE HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: IMMEDIATE HEALTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01149
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IMMEDIATE HEALTH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IMMEDIATE HEALTH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: IMMEDIATE HEALTH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01118
Total number of active participants reported on line 7a of the Form 55002012-01-01110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01133
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IMMEDIATE HEALTH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-0196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: IMMEDIATE HEALTH 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01118
Total number of active participants reported on line 7a of the Form 55002010-01-0187
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01118
Number of participants with account balances2010-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: IMMEDIATE HEALTH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01117
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IMMEDIATE HEALTH 401(K) PLAN

Measure Date Value
2022 : IMMEDIATE HEALTH 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$0
Total income from all sources (including contributions)2022-12-31$-2,819,580
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,471,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,469,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,231,595
Value of total assets at end of year2022-12-31$20,824,911
Value of total assets at beginning of year2022-12-31$25,115,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,292
Total interest from all sources2022-12-31$30,411
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$681,622
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$681,622
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$457,049
Participant contributions at end of year2022-12-31$121,342
Participant contributions at beginning of year2022-12-31$124,427
Participant contributions at beginning of year2022-12-31$10,473
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,795,075
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,291,286
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$586,607
Other income not declared elsewhere2022-12-31$-520,313
Total non interest bearing cash at end of year2022-12-31$24,677
Total non interest bearing cash at beginning of year2022-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,290,762
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,824,911
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,115,673
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$13,634,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,080,015
Interest on participant loans2022-12-31$5,131
Interest earned on other investments2022-12-31$25,280
Value of interest in common/collective trusts at end of year2022-12-31$1,906,926
Value of interest in common/collective trusts at beginning of year2022-12-31$2,611,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,342,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$989,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,863,343
Net investment gain or loss from common/collective trusts2022-12-31$-379,552
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$187,939
Employer contributions (assets) at beginning of year2022-12-31$8,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,469,890
Contract administrator fees2022-12-31$1,292
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 name2022-12-31REA & ASSOCIATES
Accountancy firm EIN2022-12-31341310124
2021 : IMMEDIATE HEALTH 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$4,919,797
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$963,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$961,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,522,937
Value of total assets at end of year2021-12-31$25,115,673
Value of total assets at beginning of year2021-12-31$21,159,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,340
Total interest from all sources2021-12-31$30,340
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,403,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,403,658
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$546,028
Participant contributions at end of year2021-12-31$124,427
Participant contributions at beginning of year2021-12-31$158,119
Participant contributions at end of year2021-12-31$10,473
Participant contributions at beginning of year2021-12-31$15,694
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,291,286
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,887,948
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$734,763
Other income not declared elsewhere2021-12-31$-9,499
Total non interest bearing cash at end of year2021-12-31$4
Total non interest bearing cash at beginning of year2021-12-31$83,222
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$3,955,847
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,115,673
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,159,826
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$17,080,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,069,285
Interest on participant loans2021-12-31$8,864
Interest earned on other investments2021-12-31$21,476
Value of interest in common/collective trusts at end of year2021-12-31$2,611,679
Value of interest in common/collective trusts at beginning of year2021-12-31$2,090,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$989,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$846,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,719,062
Net investment gain or loss from common/collective trusts2021-12-31$253,299
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$242,146
Employer contributions (assets) at end of year2021-12-31$8,455
Employer contributions (assets) at beginning of year2021-12-31$8,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$961,610
Contract administrator fees2021-12-31$2,340
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 name2021-12-31REA & ASSOCIATES
Accountancy firm EIN2021-12-31341310124
2020 : IMMEDIATE HEALTH 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$4,342,851
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,669,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,667,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,027,364
Value of total assets at end of year2020-12-31$21,159,826
Value of total assets at beginning of year2020-12-31$18,486,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,970
Total interest from all sources2020-12-31$28,995
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$664,446
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$664,446
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$470,613
Participant contributions at end of year2020-12-31$158,119
Participant contributions at beginning of year2020-12-31$170,479
Participant contributions at end of year2020-12-31$15,694
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,887,948
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,274,425
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$350,624
Other income not declared elsewhere2020-12-31$-5,378
Total non interest bearing cash at end of year2020-12-31$83,222
Total non interest bearing cash at beginning of year2020-12-31$4
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$2,673,336
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,159,826
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,486,490
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$14,069,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,885,995
Interest on participant loans2020-12-31$8,743
Interest earned on other investments2020-12-31$20,252
Value of interest in common/collective trusts at end of year2020-12-31$2,090,513
Value of interest in common/collective trusts at beginning of year2020-12-31$1,745,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$846,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$409,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,380,829
Net investment gain or loss from common/collective trusts2020-12-31$246,595
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$206,127
Employer contributions (assets) at end of year2020-12-31$8,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,667,545
Contract administrator fees2020-12-31$1,970
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 name2020-12-31REA & ASSOCIATES
Accountancy firm EIN2020-12-31341310124
2019 : IMMEDIATE HEALTH 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$4,075,059
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$205,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$199,673
Value of total corrective distributions2019-12-31$3,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,058,333
Value of total assets at end of year2019-12-31$18,486,490
Value of total assets at beginning of year2019-12-31$14,617,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,960
Total interest from all sources2019-12-31$17,137
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$637,705
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$637,705
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$455,856
Participant contributions at end of year2019-12-31$170,479
Participant contributions at beginning of year2019-12-31$83,502
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,274,425
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,876,838
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$390,432
Other income not declared elsewhere2019-12-31$-9,031
Total non interest bearing cash at end of year2019-12-31$4
Total non interest bearing cash at beginning of year2019-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,869,094
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,486,490
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,617,396
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$11,885,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,005,456
Interest on participant loans2019-12-31$6,900
Interest earned on other investments2019-12-31$10,237
Value of interest in common/collective trusts at end of year2019-12-31$1,745,615
Value of interest in common/collective trusts at beginning of year2019-12-31$1,288,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$409,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$362,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,092,342
Net investment gain or loss from common/collective trusts2019-12-31$278,573
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$212,045
Employer contributions (assets) at beginning of year2019-12-31$556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$199,673
Contract administrator fees2019-12-31$2,960
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 name2019-12-31RAE & ASSOCIATES
Accountancy firm EIN2019-12-31341310124
2018 : IMMEDIATE HEALTH 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$196,460
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,419,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,415,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$923,025
Value of total assets at end of year2018-12-31$14,617,396
Value of total assets at beginning of year2018-12-31$16,840,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,944
Total interest from all sources2018-12-31$5,012
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$853,000
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$853,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$424,071
Participant contributions at end of year2018-12-31$83,502
Participant contributions at beginning of year2018-12-31$92,785
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,876,838
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,903,626
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$292,641
Other income not declared elsewhere2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$5
Total non interest bearing cash at beginning of year2018-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,222,882
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,617,396
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,840,278
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$9,005,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,097,895
Interest on participant loans2018-12-31$5,012
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,288,343
Value of interest in common/collective trusts at beginning of year2018-12-31$1,250,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$362,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$494,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,584,577
Net investment gain or loss from common/collective trusts2018-12-31$0
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$206,313
Employer contributions (assets) at end of year2018-12-31$556
Employer contributions (assets) at beginning of year2018-12-31$1,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,415,398
Contract administrator fees2018-12-31$3,944
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 name2018-12-31REA & ASSOCIATES
Accountancy firm EIN2018-12-31341310124
2017 : IMMEDIATE HEALTH 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$3,235,112
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,937,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,934,159
Value of total corrective distributions2017-12-31$220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,188,643
Value of total assets at end of year2017-12-31$16,840,278
Value of total assets at beginning of year2017-12-31$15,542,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,219
Total interest from all sources2017-12-31$17,245
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$750,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$750,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$609,696
Participant contributions at end of year2017-12-31$92,785
Participant contributions at beginning of year2017-12-31$89,507
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,903,626
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,740,746
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$260,069
Other income not declared elsewhere2017-12-31$95,127
Total non interest bearing cash at end of year2017-12-31$4
Total non interest bearing cash at beginning of year2017-12-31$2
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$1,297,514
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,840,278
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,542,764
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$11,097,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,922,998
Interest on participant loans2017-12-31$3,841
Interest earned on other investments2017-12-31$13,404
Value of interest in common/collective trusts at end of year2017-12-31$1,250,074
Value of interest in common/collective trusts at beginning of year2017-12-31$83,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$494,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$706,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,097,100
Net investment gain or loss from common/collective trusts2017-12-31$86,197
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$318,878
Employer contributions (assets) at end of year2017-12-31$1,285
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,934,159
Contract administrator fees2017-12-31$3,219
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 name2017-12-31REA & ASSOCIATES
Accountancy firm EIN2017-12-31341310124
2016 : IMMEDIATE HEALTH 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$2,191,680
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$262,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$258,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,338,504
Value of total assets at end of year2016-12-31$15,542,764
Value of total assets at beginning of year2016-12-31$13,613,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,376
Total interest from all sources2016-12-31$16,907
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$163,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$163,803
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$679,354
Participant contributions at end of year2016-12-31$89,507
Participant contributions at beginning of year2016-12-31$81,193
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,740,746
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,667,412
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$316,780
Other income not declared elsewhere2016-12-31$-82,225
Total non interest bearing cash at end of year2016-12-31$2
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$1,929,569
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,542,764
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,613,195
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$10,922,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,823,596
Interest on participant loans2016-12-31$2,699
Interest earned on other investments2016-12-31$14,208
Value of interest in common/collective trusts at end of year2016-12-31$83,219
Value of interest in common/collective trusts at beginning of year2016-12-31$438,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$706,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$602,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$716,660
Net investment gain or loss from common/collective trusts2016-12-31$38,031
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$342,370
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$258,735
Contract administrator fees2016-12-31$3,376
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 name2016-12-31REA & ASSOCIATES
Accountancy firm EIN2016-12-31341310124
2015 : IMMEDIATE HEALTH 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$941,747
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,117,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,114,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$969,330
Value of total assets at end of year2015-12-31$13,613,195
Value of total assets at beginning of year2015-12-31$13,789,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,635
Total interest from all sources2015-12-31$9,108
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$558,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$558,857
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$594,134
Participant contributions at end of year2015-12-31$81,193
Participant contributions at beginning of year2015-12-31$86,279
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,667,412
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$648,539
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$71,843
Other income not declared elsewhere2015-12-31$34,326
Total non interest bearing cash at beginning of year2015-12-31$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-176,029
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,613,195
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,789,224
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$8,823,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,986,162
Interest on participant loans2015-12-31$4,347
Interest earned on other investments2015-12-31$4,724
Value of interest in common/collective trusts at end of year2015-12-31$438,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,332,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,332,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$602,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-621,095
Net investment gain or loss from common/collective trusts2015-12-31$-8,779
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$303,353
Employer contributions (assets) at end of year2015-12-31$184
Employer contributions (assets) at beginning of year2015-12-31$558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,114,141
Contract administrator fees2015-12-31$3,635
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,735,261
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 name2015-12-31REA & ASSOCIATES
Accountancy firm EIN2015-12-31341310124
2014 : IMMEDIATE HEALTH 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,958,367
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$270,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$260,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,224,670
Value of total assets at end of year2014-12-31$13,789,224
Value of total assets at beginning of year2014-12-31$12,101,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,337
Total interest from all sources2014-12-31$5,773
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$625,725
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$625,725
Administrative expenses professional fees incurred2014-12-31$8,859
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$568,537
Participant contributions at end of year2014-12-31$86,279
Participant contributions at beginning of year2014-12-31$97,619
Assets. Other investments not covered elsewhere at end of year2014-12-31$648,539
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$697,670
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$345,674
Total non interest bearing cash at end of year2014-12-31$209
Total non interest bearing cash at beginning of year2014-12-31$768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,687,990
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,789,224
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,101,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,986,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,481,620
Interest on participant loans2014-12-31$5,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,332,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,499,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,499,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,068
Net investment gain or loss from common/collective trusts2014-12-31$18,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$310,459
Employer contributions (assets) at end of year2014-12-31$558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$260,040
Contract administrator fees2014-12-31$1,478
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,735,261
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,323,992
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REA & ASSOCIATES
Accountancy firm EIN2014-12-31341310124
2013 : IMMEDIATE HEALTH 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,729
Total income from all sources (including contributions)2013-12-31$2,900,709
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$690,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$681,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$835,981
Value of total assets at end of year2013-12-31$12,101,234
Value of total assets at beginning of year2013-12-31$9,893,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,113
Total interest from all sources2013-12-31$1,473
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$293,882
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$293,882
Administrative expenses professional fees incurred2013-12-31$7,803
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$499,891
Participant contributions at end of year2013-12-31$97,619
Participant contributions at beginning of year2013-12-31$57,861
Assets. Other investments not covered elsewhere at end of year2013-12-31$697,670
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$820,550
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,729
Other income not declared elsewhere2013-12-31$533,689
Total non interest bearing cash at end of year2013-12-31$768
Total non interest bearing cash at beginning of year2013-12-31$24,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,209,794
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,101,234
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,891,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,481,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,510,850
Interest on participant loans2013-12-31$1,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,499,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,055,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,055,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,235,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$273,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$681,802
Contract administrator fees2013-12-31$1,310
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,323,992
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$423,289
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REA & ASSOCIATES
Accountancy firm EIN2013-12-31341310124
2012 : IMMEDIATE HEALTH 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,690,491
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$90,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$82,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$867,474
Value of total assets at end of year2012-12-31$9,893,169
Value of total assets at beginning of year2012-12-31$8,291,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,331
Total interest from all sources2012-12-31$2,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$183,209
Administrative expenses professional fees incurred2012-12-31$6,991
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$503,254
Participant contributions at end of year2012-12-31$57,861
Participant contributions at beginning of year2012-12-31$32,178
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$820,550
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$95,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,729
Total non interest bearing cash at end of year2012-12-31$24,990
Total non interest bearing cash at beginning of year2012-12-31$20,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,599,617
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,891,440
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,291,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,510,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,994,605
Interest on participant loans2012-12-31$2,199
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$98,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,055,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$637,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$268,453
Employer contributions (assets) at beginning of year2012-12-31$199
Income. Dividends from common stock2012-12-31$183,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$82,543
Contract administrator fees2012-12-31$1,340
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$423,289
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$145,487
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REA & ASSOCIATES
Accountancy firm EIN2012-12-31341310124
2011 : IMMEDIATE HEALTH 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$900,669
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$453,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$442,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$932,127
Value of total assets at end of year2011-12-31$8,291,823
Value of total assets at beginning of year2011-12-31$7,844,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,787
Total interest from all sources2011-12-31$369
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$147,540
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$147,540
Administrative expenses professional fees incurred2011-12-31$8,437
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$458,979
Participant contributions at end of year2011-12-31$32,178
Participant contributions at beginning of year2011-12-31$72,875
Participant contributions at end of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$227,818
Total non interest bearing cash at end of year2011-12-31$20,919
Total non interest bearing cash at beginning of year2011-12-31$238,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$447,172
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,291,823
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,844,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,994,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,773,878
Interest on participant loans2011-12-31$369
Value of interest in common/collective trusts at end of year2011-12-31$98,435
Value of interest in common/collective trusts at beginning of year2011-12-31$243,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$342,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$342,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-179,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$245,330
Employer contributions (assets) at end of year2011-12-31$199
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$442,710
Contract administrator fees2011-12-31$2,350
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$145,487
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,172,731
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341310124
2010 : IMMEDIATE HEALTH 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,400,350
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$685,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$674,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$687,268
Value of total assets at end of year2010-12-31$7,844,651
Value of total assets at beginning of year2010-12-31$7,129,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,042
Total interest from all sources2010-12-31$5,090
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$114,055
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$114,055
Administrative expenses professional fees incurred2010-12-31$1,260
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$397,579
Participant contributions at end of year2010-12-31$72,875
Participant contributions at beginning of year2010-12-31$115,203
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50,917
Other income not declared elsewhere2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$238,824
Total non interest bearing cash at beginning of year2010-12-31$8,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$715,004
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,844,651
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,129,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,773,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,367,138
Interest on participant loans2010-12-31$5,090
Value of interest in common/collective trusts at end of year2010-12-31$243,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$342,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$400,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$400,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$593,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$238,772
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$237,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$674,304
Contract administrator fees2010-12-31$9,782
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,172,731
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341310124

Form 5500 Responses for IMMEDIATE HEALTH 401(K) PLAN

2022: IMMEDIATE HEALTH 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IMMEDIATE HEALTH 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IMMEDIATE HEALTH 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IMMEDIATE HEALTH 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IMMEDIATE HEALTH 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IMMEDIATE HEALTH 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IMMEDIATE HEALTH 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: IMMEDIATE HEALTH 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IMMEDIATE HEALTH 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IMMEDIATE HEALTH 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IMMEDIATE HEALTH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IMMEDIATE HEALTH 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IMMEDIATE HEALTH 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IMMEDIATE HEALTH 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802969
Policy instance 1
Insurance contract or identification number802969
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802969
Policy instance 1
Insurance contract or identification number802969
Number of Individuals Covered140
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802969
Policy instance 1
Insurance contract or identification number802969
Number of Individuals Covered148
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802969
Policy instance 1
Insurance contract or identification number802969
Number of Individuals Covered145
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802969
Policy instance 1
Insurance contract or identification number802969
Number of Individuals Covered151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802969
Policy instance 1
Insurance contract or identification number802969
Number of Individuals Covered158
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802969
Policy instance 1
Insurance contract or identification number802969
Number of Individuals Covered149
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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