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LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 401k Plan overview

Plan NameLIFESHARE COMMUNITY BLOOD SERVICES 401(K)
Plan identification number 002

LIFESHARE COMMUNITY BLOOD SERVICES 401(K) Benefits

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

LIFESHARE COMMUNITY BLOOD SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LIFESHARE COMMUNITY BLOOD SERVICES
Employer identification number (EIN):341163202
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESHARE COMMUNITY BLOOD SERVICES 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01STEPHANIE HYSTER
0022015-01-01STEPHANIE HYSTER
0022014-01-01STEPHANIE HYSTER
0022013-01-01STEPHANIE HYSTER
0022012-01-01STEPHANIE HYSTER
0022011-01-01STEPHANIE HYSTER
0022010-01-01STEPHANIE HYSTER
0022009-01-01STEPHANIE HYSTER

Plan Statistics for LIFESHARE COMMUNITY BLOOD SERVICES 401(K)

401k plan membership statisitcs for LIFESHARE COMMUNITY BLOOD SERVICES 401(K)

Measure Date Value
2016: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01129
Number of participants with account balances2012-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01122
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-01120
Total number of active participants reported on line 7a of the Form 55002010-01-01109
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01125
Number of participants with account balances2010-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01118
Number of participants with account balances2009-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on LIFESHARE COMMUNITY BLOOD SERVICES 401(K)

Measure Date Value
2016 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-30$0
Total transfer of assets from this plan2016-11-30$1,587,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$0
Total income from all sources (including contributions)2016-11-30$75,111
Total loss/gain on sale of assets2016-11-30$0
Total of all expenses incurred2016-11-30$1,543,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$1,388,772
Expenses. Certain deemed distributions of participant loans2016-11-30$135,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$3,344
Value of total assets at end of year2016-11-30$0
Value of total assets at beginning of year2016-11-30$3,055,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$19,474
Total interest from all sources2016-11-30$2,219
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$6,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$6,250
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$300,000
If this is an individual account plan, was there a blackout period2016-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Contributions received from participants2016-11-30$2,091
Participant contributions at end of year2016-11-30$0
Participant contributions at beginning of year2016-11-30$138,352
Participant contributions at end of year2016-11-30$0
Participant contributions at beginning of year2016-11-30$3,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$-1,468,185
Value of net assets at end of year (total assets less liabilities)2016-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$3,055,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$2,763,156
Interest on participant loans2016-11-30$822
Interest earned on other investments2016-11-30$1,397
Value of interest in common/collective trusts at end of year2016-11-30$0
Value of interest in common/collective trusts at beginning of year2016-11-30$148,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$63,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Contributions received in cash from employer2016-11-30$1,253
Employer contributions (assets) at end of year2016-11-30$0
Employer contributions (assets) at beginning of year2016-11-30$2,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$1,388,772
Contract administrator fees2016-11-30$19,474
Did the plan have assets held for investment2016-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30Yes
Opinion of an independent qualified public accountant for this plan2016-11-30Disclaimer
Accountancy firm name2016-11-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2016-11-30340677006
2015 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$342,503
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,812,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,782,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$348,218
Value of total assets at end of year2015-12-31$3,055,910
Value of total assets at beginning of year2015-12-31$4,525,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,687
Total interest from all sources2015-12-31$5,961
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$195,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$195,651
Administrative expenses professional fees incurred2015-12-31$29,687
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$228,264
Participant contributions at end of year2015-12-31$138,352
Participant contributions at beginning of year2015-12-31$142,255
Participant contributions at end of year2015-12-31$3,614
Participant contributions at beginning of year2015-12-31$14,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,469,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,055,910
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,525,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,763,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,087,199
Interest on participant loans2015-12-31$5,961
Value of interest in common/collective trusts at end of year2015-12-31$148,626
Value of interest in common/collective trusts at beginning of year2015-12-31$275,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-207,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$119,954
Employer contributions (assets) at end of year2015-12-31$2,162
Employer contributions (assets) at beginning of year2015-12-31$6,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,782,416
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2015-12-31340677006
2014 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$669,272
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$102,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$74,340
Value of total corrective distributions2014-12-31$1,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$501,293
Value of total assets at end of year2014-12-31$4,525,510
Value of total assets at beginning of year2014-12-31$3,958,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,132
Total interest from all sources2014-12-31$6,094
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$137,387
Administrative expenses professional fees incurred2014-12-31$27,132
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$329,170
Participant contributions at end of year2014-12-31$142,255
Participant contributions at beginning of year2014-12-31$148,385
Participant contributions at end of year2014-12-31$14,435
Participant contributions at beginning of year2014-12-31$11,303
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$566,789
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,525,510
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,958,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,087,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,535,792
Interest on participant loans2014-12-31$6,094
Value of interest in common/collective trusts at end of year2014-12-31$275,211
Value of interest in common/collective trusts at beginning of year2014-12-31$256,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$171,819
Employer contributions (assets) at end of year2014-12-31$6,410
Employer contributions (assets) at beginning of year2014-12-31$6,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$74,340
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2014-12-31340677006
2013 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$988,233
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$54,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$30,514
Expenses. Certain deemed distributions of participant loans2013-12-31$1,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$474,832
Value of total assets at end of year2013-12-31$3,958,721
Value of total assets at beginning of year2013-12-31$3,024,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,329
Total interest from all sources2013-12-31$5,715
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$91,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$91,833
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$291,931
Participant contributions at end of year2013-12-31$148,385
Participant contributions at beginning of year2013-12-31$128,232
Participant contributions at end of year2013-12-31$11,303
Participant contributions at beginning of year2013-12-31$10,827
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$933,904
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,958,721
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,024,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,535,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$302,585
Interest on participant loans2013-12-31$5,715
Value of interest in common/collective trusts at end of year2013-12-31$256,969
Value of interest in common/collective trusts at beginning of year2013-12-31$2,577,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$415,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$160,786
Employer contributions (assets) at end of year2013-12-31$6,272
Employer contributions (assets) at beginning of year2013-12-31$5,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$30,514
Contract administrator fees2013-12-31$1,625
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2013-12-31340677006
2012 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$697,749
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$249,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$224,777
Expenses. Certain deemed distributions of participant loans2012-12-31$3,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$439,644
Value of total assets at end of year2012-12-31$3,024,817
Value of total assets at beginning of year2012-12-31$2,576,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,605
Total interest from all sources2012-12-31$5,491
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,213
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$292,494
Participant contributions at end of year2012-12-31$128,232
Participant contributions at beginning of year2012-12-31$139,470
Participant contributions at end of year2012-12-31$10,827
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$448,019
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,024,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,576,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$302,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$219,967
Interest on participant loans2012-12-31$5,491
Value of interest in common/collective trusts at end of year2012-12-31$2,577,238
Value of interest in common/collective trusts at beginning of year2012-12-31$2,217,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,794
Net investment gain or loss from common/collective trusts2012-12-31$219,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$147,150
Employer contributions (assets) at end of year2012-12-31$5,935
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$224,777
Contract administrator fees2012-12-31$1,178
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2012-12-31340677006
2011 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$313,532
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$120,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$107,165
Expenses. Certain deemed distributions of participant loans2011-12-31$2,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$391,409
Value of total assets at end of year2011-12-31$2,576,798
Value of total assets at beginning of year2011-12-31$2,384,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,130
Total interest from all sources2011-12-31$6,087
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,383
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$250,357
Participant contributions at end of year2011-12-31$139,470
Participant contributions at beginning of year2011-12-31$138,877
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,484
Administrative expenses (other) incurred2011-12-31$195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$192,736
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,576,798
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,384,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$219,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,763
Interest on participant loans2011-12-31$6,087
Value of interest in common/collective trusts at end of year2011-12-31$2,217,361
Value of interest in common/collective trusts at beginning of year2011-12-31$2,194,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,636
Net investment gain or loss from common/collective trusts2011-12-31$-72,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$139,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$107,165
Contract administrator fees2011-12-31$1,650
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2011-12-31340677006
2010 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$511,492
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$96,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$66,684
Expenses. Certain deemed distributions of participant loans2010-12-31$3,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$331,632
Value of total assets at end of year2010-12-31$2,384,062
Value of total assets at beginning of year2010-12-31$1,969,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,320
Total interest from all sources2010-12-31$5,524
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,184
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$211,258
Participant contributions at end of year2010-12-31$138,877
Participant contributions at beginning of year2010-12-31$91,619
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$414,892
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,384,062
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,969,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$47,246
Interest on participant loans2010-12-31$5,524
Value of interest in common/collective trusts at end of year2010-12-31$2,194,918
Value of interest in common/collective trusts at beginning of year2010-12-31$1,825,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,901
Net investment gain or loss from common/collective trusts2010-12-31$168,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$120,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,684
Contract administrator fees2010-12-31$26,320
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALONEY & NOVOTNY, LLC
Accountancy firm EIN2010-12-31340677006
2009 : LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIFESHARE COMMUNITY BLOOD SERVICES 401(K)

2016: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIFESHARE COMMUNITY BLOOD SERVICES 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332476-01
Policy instance 1
Insurance contract or identification number332476-01
Number of Individuals Covered27
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $467
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $467
Insurance broker organization code?3
Insurance broker nameDAVID BARTH, ROYAL ALLIANCE ASSOCIA
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332476-01
Policy instance 1
Insurance contract or identification number332476-01
Number of Individuals Covered29
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $643
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $643
Insurance broker organization code?3
Insurance broker nameDAVID BARTH, ROYAL ALLIANCE ASSOCIA
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332476-01
Policy instance 1
Insurance contract or identification number332476-01
Number of Individuals Covered32
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $551
Insurance broker organization code?3
Insurance broker nameDAVID BARTH, ROYAL ALLIANCE ASSOCIA
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332476-01
Policy instance 1
Insurance contract or identification number332476-01
Number of Individuals Covered32
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $451
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $451
Insurance broker organization code?3
Insurance broker nameDAVID BARTH, ROYAL ALLIANCE ASSOCIA
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332476-01
Policy instance 1
Insurance contract or identification number332476-01
Number of Individuals Covered33
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $308
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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