401k Plan data: PRIMARYONE HEALTH 403(B) PLAN plan

PRIMARYONE HEALTH 403(B) PLAN 401k Plan overview

Plan Name	PRIMARYONE HEALTH 403(B) PLAN
Plan identification number	004

PRIMARYONE HEALTH 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.

401k Sponsoring company profile

COLUMBUS NEIGHBORHOOD HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name: COLUMBUS NEIGHBORHOOD HEALTH CENTER

Employer identification number (EIN): 311533908

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about COLUMBUS NEIGHBORHOOD HEALTH CENTER

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1997-05-29

Company Identification Number: 980080

Legal Registered Office Address: 1800 WATERMARK DRIVE
STE 420
COLUMBUS
United States of America (USA)
43215

More information about COLUMBUS NEIGHBORHOOD HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARYONE HEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01 DEWITT HARRELL 2020-10-12
004 2018-01-01 DEWITT HARRELL 2019-08-04
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01 FIKRU LEMU NIGUSSE
004 2013-01-01 FIKRU LEMU NIGUSSE
004 2012-01-01 JOHN WISELEY

Plan Statistics for PRIMARYONE HEALTH 403(B) PLAN

401k plan membership statisitcs for PRIMARYONE HEALTH 403(B) PLAN

Measure Date Value
2022: PRIMARYONE HEALTH 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 498
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 351
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 183
Total of all active and inactive participants 2022-01-01 534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 534
Number of participants with account balances 2022-01-01 516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 24
2021: PRIMARYONE HEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 366
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 131
Total of all active and inactive participants 2021-01-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 498
Number of participants with account balances 2021-01-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 80
2020: PRIMARYONE HEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 430
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 331
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 108
Total of all active and inactive participants 2020-01-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 441
Number of participants with account balances 2020-01-01 438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 38
2019: PRIMARYONE HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 333
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 96
Total of all active and inactive participants 2019-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 430
Number of participants with account balances 2019-01-01 426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 47
2018: PRIMARYONE HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 303
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 107
Total of all active and inactive participants 2018-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 412
Number of participants with account balances 2018-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 59
2017: PRIMARYONE HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 319
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 81
Total of all active and inactive participants 2017-01-01 400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 401
Number of participants with account balances 2017-01-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 45
2016: PRIMARYONE HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 359
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 45
Total of all active and inactive participants 2016-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 404
Number of participants with account balances 2016-01-01 349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: PRIMARYONE HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 283
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 319
Number of participants with account balances 2015-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 57
2014: PRIMARYONE HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 225
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 56
Total of all active and inactive participants 2014-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 281
Number of participants with account balances 2014-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 25
2013: PRIMARYONE HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 151
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 46
Total of all active and inactive participants 2013-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 197
Number of participants with account balances 2013-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 31
2012: PRIMARYONE HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 167
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 201
Number of participants with account balances 2012-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 31

Measure	Date	Value
2022: PRIMARYONE HEALTH 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	498
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	351
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	183
Total of all active and inactive participants	2022-01-01	534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	534
Number of participants with account balances	2022-01-01	516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	24
2021: PRIMARYONE HEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	366
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	131
Total of all active and inactive participants	2021-01-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	498
Number of participants with account balances	2021-01-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	80
2020: PRIMARYONE HEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	430
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	331
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	108
Total of all active and inactive participants	2020-01-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	441
Number of participants with account balances	2020-01-01	438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	38
2019: PRIMARYONE HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	333
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	96
Total of all active and inactive participants	2019-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	430
Number of participants with account balances	2019-01-01	426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	47
2018: PRIMARYONE HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	303
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	107
Total of all active and inactive participants	2018-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	412
Number of participants with account balances	2018-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	59
2017: PRIMARYONE HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	319
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	81
Total of all active and inactive participants	2017-01-01	400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	401
Number of participants with account balances	2017-01-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	45
2016: PRIMARYONE HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	359
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	45
Total of all active and inactive participants	2016-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	404
Number of participants with account balances	2016-01-01	349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: PRIMARYONE HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	283
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	319
Number of participants with account balances	2015-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	57
2014: PRIMARYONE HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	225
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	56
Total of all active and inactive participants	2014-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	281
Number of participants with account balances	2014-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	25
2013: PRIMARYONE HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	151
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	46
Total of all active and inactive participants	2013-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	197
Number of participants with account balances	2013-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	31
2012: PRIMARYONE HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	167
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	201
Number of participants with account balances	2012-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	31

Financial Data on PRIMARYONE HEALTH 403(B) PLAN

Measure	Date	Value
2022 : PRIMARYONE HEALTH 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$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	$-307,725
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$931,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$926,044
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,851,513
Value of total assets at end of year	2022-12-31	$12,371,895
Value of total assets at beginning of year	2022-12-31	$13,610,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,188
Total interest from all sources	2022-12-31	$2,082
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$125,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$965,984
Participant contributions at end of year	2022-12-31	$216,013
Participant contributions at beginning of year	2022-12-31	$179,155
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$5,738
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$267,910
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$5,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,238,957
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,371,895
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,610,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$11,463,622
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$12,767,040
Interest on participant loans	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$2,082
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$692,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$649,933
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,161,320
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$617,619
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$8,986
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$926,044
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2022-12-31	310800053
2021 : PRIMARYONE HEALTH 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,867,744
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$968,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$961,704
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,116,464
Value of total assets at end of year	2021-12-31	$13,610,852
Value of total assets at beginning of year	2021-12-31	$10,711,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,570
Total interest from all sources	2021-12-31	$7,272
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$125,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,041,656
Participant contributions at end of year	2021-12-31	$179,155
Participant contributions at beginning of year	2021-12-31	$103,403
Participant contributions at end of year	2021-12-31	$5,738
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$330,714
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$6,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,899,470
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,610,852
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,711,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,767,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,143,616
Interest on participant loans	2021-12-31	$0
Interest earned on other investments	2021-12-31	$7,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$649,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$464,363
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,744,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$744,094
Employer contributions (assets) at end of year	2021-12-31	$8,986
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$961,704
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2021-12-31	310800053
2020 : PRIMARYONE HEALTH 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$2,941,723
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$519,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$512,440
Expenses. Certain deemed distributions of participant loans	2020-12-31	$475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,794,726
Value of total assets at end of year	2020-12-31	$10,711,382
Value of total assets at beginning of year	2020-12-31	$8,288,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,311
Total interest from all sources	2020-12-31	$5,288
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$125,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$994,677
Participant contributions at end of year	2020-12-31	$103,403
Participant contributions at beginning of year	2020-12-31	$102,389
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$121,067
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$6,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,422,497
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,711,382
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,288,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,143,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,735,218
Interest on participant loans	2020-12-31	$0
Interest earned on other investments	2020-12-31	$5,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$464,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$451,278
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,141,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$678,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$512,440
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2020-12-31	310800053
2019 : PRIMARYONE HEALTH 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$3,416,550
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$261,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$255,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,210,107
Value of total assets at end of year	2019-12-31	$8,288,885
Value of total assets at beginning of year	2019-12-31	$5,133,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,613
Total interest from all sources	2019-12-31	$8,766
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$125,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$948,734
Participant contributions at end of year	2019-12-31	$102,389
Participant contributions at beginning of year	2019-12-31	$88,920
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$646,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,155,031
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,288,885
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,133,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,735,218
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,689,475
Interest on participant loans	2019-12-31	$4,285
Interest earned on other investments	2019-12-31	$4,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$451,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$355,459
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,197,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$614,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$255,906
Contract administrator fees	2019-12-31	$5,613
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2019-12-31	310800053
2018 : PRIMARYONE HEALTH 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,082,061
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$690,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$686,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,431,774
Value of total assets at end of year	2018-12-31	$5,133,854
Value of total assets at beginning of year	2018-12-31	$4,742,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,309
Total interest from all sources	2018-12-31	$4,398
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$125,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$887,346
Participant contributions at end of year	2018-12-31	$88,920
Participant contributions at beginning of year	2018-12-31	$92,895
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$391,070
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,133,854
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,742,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,689,475
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,343,915
Interest on participant loans	2018-12-31	$3,184
Interest earned on other investments	2018-12-31	$1,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$355,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$305,974
Net investment gain/loss from pooled separate accounts	2018-12-31	$-354,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$541,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$686,682
Contract administrator fees	2018-12-31	$4,309
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2018-12-31	310800053
2017 : PRIMARYONE HEALTH 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$2,023,645
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$393,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$389,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,494,080
Value of total assets at end of year	2017-12-31	$4,742,784
Value of total assets at beginning of year	2017-12-31	$3,112,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,528
Total interest from all sources	2017-12-31	$6,198
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$125,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$937,406
Participant contributions at end of year	2017-12-31	$92,895
Participant contributions at beginning of year	2017-12-31	$72,838
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,630,523
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,742,784
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,112,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,343,915
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,851,501
Interest on participant loans	2017-12-31	$3,163
Interest earned on other investments	2017-12-31	$3,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$305,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$187,922
Net investment gain/loss from pooled separate accounts	2017-12-31	$523,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$544,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$389,594
Contract administrator fees	2017-12-31	$3,528
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2017-12-31	310800053
2016 : PRIMARYONE HEALTH 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,472,824
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$235,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$190,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,321,468
Value of total assets at end of year	2016-12-31	$3,112,261
Value of total assets at beginning of year	2016-12-31	$1,875,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$45,885
Total interest from all sources	2016-12-31	$1,735
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$16,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$16,975
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$125,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$639,652
Participant contributions at end of year	2016-12-31	$72,838
Participant contributions at beginning of year	2016-12-31	$29,842
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$165,249
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	$1,236,908
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,112,261
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,875,353
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 registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,814,631
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,851,501
Interest on participant loans	2016-12-31	$1,623
Interest earned on other investments	2016-12-31	$112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$30,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$30,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$187,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$153,969
Net investment gain/loss from pooled separate accounts	2016-12-31	$-21,323
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	$516,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$190,031
Contract administrator fees	2016-12-31	$45,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
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	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2016-12-31	310800053
2015 : PRIMARYONE HEALTH 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$744,146
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$331,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$302,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$769,901
Value of total assets at end of year	2015-12-31	$1,875,353
Value of total assets at beginning of year	2015-12-31	$1,463,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$29,115
Total interest from all sources	2015-12-31	$873
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$68,138
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	$68,138
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$125,000
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	$456,932
Participant contributions at end of year	2015-12-31	$29,842
Participant contributions at beginning of year	2015-12-31	$8,316
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$18,511
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$46,400
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	$412,207
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,875,353
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,463,146
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,814,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,385,306
Interest on participant loans	2015-12-31	$872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$30,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$41,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$41,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-94,766
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	$266,569
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$9,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$302,824
Contract administrator fees	2015-12-31	$29,115
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	HW&CO.
Accountancy firm EIN	2015-12-31	341663157
2014 : PRIMARYONE HEALTH 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$618,962
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$46,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$31,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$546,620
Value of total assets at end of year	2014-12-31	$1,463,146
Value of total assets at beginning of year	2014-12-31	$890,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,602
Total interest from all sources	2014-12-31	$349
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$337,572
Participant contributions at end of year	2014-12-31	$8,316
Participant contributions at beginning of year	2014-12-31	$8,681
Participant contributions at end of year	2014-12-31	$18,511
Participant contributions at beginning of year	2014-12-31	$10,579
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$572,754
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,463,146
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$890,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,385,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$847,349
Interest on participant loans	2014-12-31	$349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$41,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$23,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$23,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$71,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$195,023
Employer contributions (assets) at end of year	2014-12-31	$9,458
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$31,606
Contract administrator fees	2014-12-31	$14,602
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HW&CO.
Accountancy firm EIN	2014-12-31	341663157
2013 : PRIMARYONE HEALTH 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$0
Total income from all sources (including contributions)	2013-12-31	$703,403
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$54,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$44,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$622,268
Value of total assets at end of year	2013-12-31	$890,392
Value of total assets at beginning of year	2013-12-31	$241,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,890
Total interest from all sources	2013-12-31	$160
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$295,996
Participant contributions at end of year	2013-12-31	$8,681
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$10,579
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$251,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$648,493
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$890,392
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$241,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$847,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$241,899
Interest on participant loans	2013-12-31	$160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$23,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$80,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$75,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$44,020
Contract administrator fees	2013-12-31	$10,890
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HW&CO.
Accountancy firm EIN	2013-12-31	341663157
2012 : PRIMARYONE HEALTH 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-9
Total unrealized appreciation/depreciation of assets	2012-12-31	$-9
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
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	$242,994
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$238,830
Value of total assets at end of year	2012-12-31	$241,899
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,095
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$100,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$48,733
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$241,899
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$241,899
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$241,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$174,062
Contract administrator fees	2012-12-31	$1,095
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOWARD, WERSHBALE & CO.
Accountancy firm EIN	2012-12-31	341663157

Form 5500 Responses for PRIMARYONE HEALTH 403(B) PLAN

2022: PRIMARYONE HEALTH 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: PRIMARYONE HEALTH 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: PRIMARYONE HEALTH 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: PRIMARYONE HEALTH 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PRIMARYONE HEALTH 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PRIMARYONE HEALTH 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PRIMARYONE HEALTH 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
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: PRIMARYONE HEALTH 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PRIMARYONE HEALTH 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PRIMARYONE HEALTH 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PRIMARYONE HEALTH 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059946C

Policy instance

Insurance contract or identification number	059946C
Number of Individuals Covered	351
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,188
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5188
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059946C

Policy instance

Insurance contract or identification number	059946C
Number of Individuals Covered	498
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,694
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	10694
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059946C

Policy instance

Insurance contract or identification number	059946C
Number of Individuals Covered	441
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,694
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	10694
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059946C

Policy instance

Insurance contract or identification number	059946C
Number of Individuals Covered	430
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,499
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	3499
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059946C

Policy instance

Insurance contract or identification number	059946C
Number of Individuals Covered	401
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25,834
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	25834
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	AKRON REGIONAL OFFICE

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Company Name:	COLUMBUS NEIGHBORHOOD HEALTH CENTER
Employer identification number (EIN):	311533908
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1997-05-29
Company Identification Number:	980080
Legal Registered Office Address:	1800 WATERMARK DRIVE STE 420 COLUMBUS United States of America (USA) 43215