401k Plan data: ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN plan

ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ALVEO HEALTH LLC FKA THE CONSULT has sponsored the creation of one or more 401k plans.

Company Name: ALVEO HEALTH LLC FKA THE CONSULT

Employer identification number (EIN): 311237647

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOE SUNDERMAN 2023-05-19
001 2021-01-01 JOE SUNDERMAN 2022-05-19
001 2020-01-01 JOE SUNDERMAN 2021-05-10
001 2018-01-01 JOE SUNDERMAN 2019-07-17 ABBY JASPERS 2019-07-17
001 2017-01-01 ABBY JASPERS 2018-09-26
001 2016-01-01 SCOTT HORNE
001 2016-01-01
001 2015-01-01 MARY ANN BEITER
001 2014-01-01 JEFFREY RINEAR 2015-05-11 JEFFREY RINEAR 2015-05-11
001 2013-01-01 JEFFREY RINEAR 2014-05-22 JEFFREY RINEAR 2014-05-22
001 2012-01-01 JEFFREY RINEAR 2013-06-18 JEFFREY RINEAR 2013-06-18
001 2011-01-01 JEFFREY RINEAR 2012-04-16 JEFFREY RINEAR 2012-04-16
001 2010-01-01 JEFFREY RINEAR 2011-06-24 JEFFREY RINEAR 2011-06-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOE SUNDERMAN	2023-05-19
001	2021-01-01	JOE SUNDERMAN	2022-05-19
001	2020-01-01	JOE SUNDERMAN	2021-05-10
001	2018-01-01	JOE SUNDERMAN	2019-07-17	ABBY JASPERS	2019-07-17
001	2017-01-01	ABBY JASPERS	2018-09-26
001	2016-01-01	SCOTT HORNE
001	2016-01-01
001	2015-01-01	MARY ANN BEITER
001	2014-01-01	JEFFREY RINEAR	2015-05-11	JEFFREY RINEAR	2015-05-11
001	2013-01-01	JEFFREY RINEAR	2014-05-22	JEFFREY RINEAR	2014-05-22
001	2012-01-01	JEFFREY RINEAR	2013-06-18	JEFFREY RINEAR	2013-06-18
001	2011-01-01	JEFFREY RINEAR	2012-04-16	JEFFREY RINEAR	2012-04-16
001	2010-01-01	JEFFREY RINEAR	2011-06-24	JEFFREY RINEAR	2011-06-24

Plan Statistics for ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2016: ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 70
Total of all active and inactive participants 2016-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 96
Number of participants with account balances 2016-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 137
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 160
Total participants 2015-01-01 160
Number of participants with account balances 2015-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3

Measure	Date	Value
2016: ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	70
Total of all active and inactive participants	2016-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	96
Number of participants with account balances	2016-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	137
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	160
Total participants	2015-01-01	160
Number of participants with account balances	2015-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3

Financial Data on ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2016 : ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$592
Total income from all sources (including contributions)	2016-12-31	$307,338
Total of all expenses incurred	2016-12-31	$1,440,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,434,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$182,468
Value of total assets at end of year	2016-12-31	$2,115,266
Value of total assets at beginning of year	2016-12-31	$3,239,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$325,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$134,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$9,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$592
Other income not declared elsewhere	2016-12-31	$3,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,133,656
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,105,386
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,239,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,769,061
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,721,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$346,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$518,451
Net investment gain/loss from pooled separate accounts	2016-12-31	$121,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$48,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,434,894
Contract administrator fees	2016-12-31	$6,100
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VONLEHMAN & COMPANY, INC.
Accountancy firm EIN	2016-12-31	310905417
2015 : ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$592
Total income from all sources (including contributions)	2015-12-31	$444,968
Total of all expenses incurred	2015-12-31	$579,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$578,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$379,425
Value of total assets at end of year	2015-12-31	$3,239,634
Value of total assets at beginning of year	2015-12-31	$3,374,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$650
Total interest from all sources	2015-12-31	$2,419
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$16,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$16,601
Administrative expenses professional fees incurred	2015-12-31	$650
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$25,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$155,922
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$129,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-134,633
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,239,042
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,373,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,721,183
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,374,267
Interest earned on other investments	2015-12-31	$2,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$518,451
Net investment gain/loss from pooled separate accounts	2015-12-31	$46,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$94,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$578,951
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VONLEHMAN & COMPANY INC.
Accountancy firm EIN	2015-12-31	310905417

Form 5500 Responses for ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN

2016: ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALVEO HEALTH LLC FKA THE CONSULT, LLC 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

806104-000

Policy instance

Insurance contract or identification number	806104-000
Number of Individuals Covered	116
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,719
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,098
Insurance broker organization code?	3
Insurance broker name	PATRICK C LYSAGHT

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Company Name:	ALVEO HEALTH LLC FKA THE CONSULT
Employer identification number (EIN):	311237647
NAIC Classification:	541600