?>
Logo

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 401k Plan overview

Plan NameHEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN
Plan identification number 001

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN Benefits

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

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION
Employer identification number (EIN):362318336
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LISA RICHARDS JOYCE ZIMOWSKI2019-07-03
0012017-01-01LISA RICHARDS JOYCE ZIMOWSKI2018-07-19
0012016-01-01CATHERINE HOGAN JOYCE ZIMOWSKI2017-07-11
0012015-01-01CATHERINE HOGAN EDWIN CZOPEK2016-07-15
0012014-01-01CATHERINE HOGAN EDWIN CZOPEK2015-07-29
0012013-01-01CATHERINE HOGAN EDWIN CZOPEK2014-07-14
0012012-01-01CATHERINE HOGAN EDWIN CZOPEK2013-07-08
0012011-01-01CATHERINE HOGAN EDWIN CZOPEK2012-07-16
0012010-01-01CATHERINE HOGAN EDWIN CZOPEK2011-07-20
0012009-01-01CATHERINE HOGAN EDWIN CZOPEK2010-09-27
0012009-01-01CATHERINE HOGAN EDWIN CZOPEK2010-09-09
0012009-01-01CATHERINE HOGAN EDWIN CZOPEK2010-09-13

Plan Statistics for HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN

401k plan membership statisitcs for HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN

Measure Date Value
2022: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01108
Total number of active participants reported on line 7a of the Form 55002022-01-0174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01112
Total number of active participants reported on line 7a of the Form 55002021-01-0173
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01108
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-0172
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01112
Number of participants with account balances2020-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01137
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01121
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01135
Number of participants with account balances2018-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01136
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01122
Number of participants with account balances2016-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01115
Total number of active participants reported on line 7a of the Form 55002014-01-0196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01115
Total number of active participants reported on line 7a of the Form 55002013-01-0194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01115
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01110
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01116
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01116
Total number of active participants reported on line 7a of the Form 55002010-01-0187
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01110
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01119
Total number of active participants reported on line 7a of the Form 55002009-01-0188
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01116
Number of participants with account balances2009-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN

Measure Date Value
2022 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,809,066
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,200,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,139,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,549,576
Value of total assets at end of year2022-12-31$19,494,404
Value of total assets at beginning of year2022-12-31$22,503,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,348
Total interest from all sources2022-12-31$48,813
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$433,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$433,044
Administrative expenses professional fees incurred2022-12-31$60,348
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$989,852
Participant contributions at end of year2022-12-31$165,743
Participant contributions at beginning of year2022-12-31$129,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,009,355
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,494,404
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,503,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,412,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,337,669
Interest on participant loans2022-12-31$7,309
Interest earned on other investments2022-12-31$41,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,916,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,036,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,840,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$559,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,139,941
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,491,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,242,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,167,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,542,630
Value of total assets at end of year2021-12-31$22,503,759
Value of total assets at beginning of year2021-12-31$21,255,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,667
Total interest from all sources2021-12-31$7,078
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$783,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$783,016
Administrative expenses professional fees incurred2021-12-31$74,667
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$880,717
Participant contributions at end of year2021-12-31$129,243
Participant contributions at beginning of year2021-12-31$202,210
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$118,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,248,555
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,503,759
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,255,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,337,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,035,069
Interest on participant loans2021-12-31$7,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,036,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,017,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,158,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$543,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,167,910
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2021-12-31362152389
2020 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,138,337
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,888,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,789,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,428,324
Value of total assets at end of year2020-12-31$21,255,204
Value of total assets at beginning of year2020-12-31$19,005,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,801
Total interest from all sources2020-12-31$11,885
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$461,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$461,786
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$838,673
Participant contributions at end of year2020-12-31$202,210
Participant contributions at beginning of year2020-12-31$267,112
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$174,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,249,477
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,255,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,005,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,035,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,065,790
Interest on participant loans2020-12-31$11,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,017,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,672,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,236,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$415,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,789,059
Contract administrator fees2020-12-31$99,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2020-12-31362152389
2019 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,761,609
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,208,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,137,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,743,071
Value of total assets at end of year2019-12-31$19,005,727
Value of total assets at beginning of year2019-12-31$15,453,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,301
Total interest from all sources2019-12-31$10,834
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$416,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$416,747
Administrative expenses professional fees incurred2019-12-31$71,301
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$860,889
Participant contributions at end of year2019-12-31$267,112
Participant contributions at beginning of year2019-12-31$210,073
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$430,003
Other income not declared elsewhere2019-12-31$73,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,552,691
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,005,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,453,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,065,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,242,963
Interest on participant loans2019-12-31$10,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,672,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,517,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$452,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,137,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2019-12-31362152389
2018 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$930,459
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,258,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,134,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,668,545
Value of total assets at end of year2018-12-31$15,453,036
Value of total assets at beginning of year2018-12-31$16,781,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$124,114
Total interest from all sources2018-12-31$11,666
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$483,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$483,701
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$864,519
Participant contributions at end of year2018-12-31$210,073
Participant contributions at beginning of year2018-12-31$250,473
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$175,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,328,402
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,453,036
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,781,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,242,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,345,895
Interest on participant loans2018-12-31$9,475
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$3,185,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,233,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$628,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,134,747
Contract administrator fees2018-12-31$124,114
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2018-12-31362152389
2017 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,023,295
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,829,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,724,203
Value of total corrective distributions2017-12-31$797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,740,437
Value of total assets at end of year2017-12-31$16,781,438
Value of total assets at beginning of year2017-12-31$15,587,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,140
Total interest from all sources2017-12-31$12,337
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$507,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$507,825
Administrative expenses professional fees incurred2017-12-31$104,140
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$892,248
Participant contributions at end of year2017-12-31$250,473
Participant contributions at beginning of year2017-12-31$220,609
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$249,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,194,155
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,781,438
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,587,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,345,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,368,566
Interest on participant loans2017-12-31$10,791
Value of interest in common/collective trusts at end of year2017-12-31$3,185,070
Value of interest in common/collective trusts at beginning of year2017-12-31$2,998,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,762,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$598,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,724,203
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2017-12-31362152389
2016 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,649,172
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,145,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,040,034
Value of total corrective distributions2016-12-31$8,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,465,062
Value of total assets at end of year2016-12-31$15,587,283
Value of total assets at beginning of year2016-12-31$14,083,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,642
Total interest from all sources2016-12-31$10,753
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$319,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$319,375
Administrative expenses professional fees incurred2016-12-31$96,642
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$876,701
Participant contributions at end of year2016-12-31$220,609
Participant contributions at beginning of year2016-12-31$263,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,503,636
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,587,283
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,083,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,368,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,108,425
Interest on participant loans2016-12-31$9,936
Value of interest in common/collective trusts at end of year2016-12-31$2,998,108
Value of interest in common/collective trusts at beginning of year2016-12-31$2,712,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$853,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$588,361
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$-90
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,040,034
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2016-12-31362152389
2015 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,470,580
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,531,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,419,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,446,811
Value of total assets at end of year2015-12-31$14,083,647
Value of total assets at beginning of year2015-12-31$14,144,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$111,869
Total interest from all sources2015-12-31$9,084
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$394,423
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$394,423
Administrative expenses professional fees incurred2015-12-31$111,869
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$887,185
Participant contributions at end of year2015-12-31$263,055
Participant contributions at beginning of year2015-12-31$173,821
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,014,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-61,209
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,083,647
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,144,856
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$11,108,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,838,835
Interest on participant loans2015-12-31$8,612
Value of interest in common/collective trusts at end of year2015-12-31$2,712,257
Value of interest in common/collective trusts at beginning of year2015-12-31$3,130,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-379,738
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$545,302
Employer contributions (assets) at end of year2015-12-31$-90
Employer contributions (assets) at beginning of year2015-12-31$2,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,419,920
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 name2015-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2015-12-31362152389
2014 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,290,852
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,064,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$981,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,498,073
Value of total assets at end of year2014-12-31$14,144,856
Value of total assets at beginning of year2014-12-31$12,918,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,484
Total interest from all sources2014-12-31$6,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$402,262
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$402,262
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$803,418
Participant contributions at end of year2014-12-31$173,821
Participant contributions at beginning of year2014-12-31$147,877
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$563
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$147,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,226,288
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,144,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,918,568
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$10,838,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,965,816
Interest on participant loans2014-12-31$6,199
Value of interest in common/collective trusts at end of year2014-12-31$3,130,130
Value of interest in common/collective trusts at beginning of year2014-12-31$2,802,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$384,230
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$547,537
Employer contributions (assets) at end of year2014-12-31$2,070
Employer contributions (assets) at beginning of year2014-12-31$477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$981,080
Contract administrator fees2014-12-31$83,484
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 name2014-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2014-12-31362152389
2013 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,528,706
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,050,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,015,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,678,695
Value of total assets at end of year2013-12-31$12,918,568
Value of total assets at beginning of year2013-12-31$10,440,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,858
Total interest from all sources2013-12-31$4,763
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$212,302
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$212,302
Administrative expenses professional fees incurred2013-12-31$1,375
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$713,225
Participant contributions at end of year2013-12-31$147,877
Participant contributions at beginning of year2013-12-31$122,637
Participant contributions at end of year2013-12-31$563
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$423,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-312
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,477,851
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,918,568
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,440,717
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$33,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,965,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,181,433
Interest on participant loans2013-12-31$4,281
Interest earned on other investments2013-12-31$466
Value of interest in common/collective trusts at end of year2013-12-31$2,802,677
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$134,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$518,525
Net investment gain/loss from pooled separate accounts2013-12-31$1,077,879
Net investment gain or loss from common/collective trusts2013-12-31$36,854
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$541,981
Employer contributions (assets) at end of year2013-12-31$477
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,015,997
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 name2013-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2013-12-31362152389
2012 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$2,376,487
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$861,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$825,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,194,899
Value of total assets at end of year2012-12-31$10,440,717
Value of total assets at beginning of year2012-12-31$8,925,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,041
Total interest from all sources2012-12-31$4,750
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,775
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$608,479
Participant contributions at end of year2012-12-31$122,637
Participant contributions at beginning of year2012-12-31$113,209
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$70,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables 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$1,515,438
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,440,717
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,925,279
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$30,266
Value of interest in pooled separate accounts at end of year2012-12-31$10,181,433
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,668,437
Interest on participant loans2012-12-31$3,340
Interest earned on other investments2012-12-31$1,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$134,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$140,774
Net investment gain/loss from pooled separate accounts2012-12-31$1,176,838
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$516,244
Employer contributions (assets) at end of year2012-12-31$0
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$825,008
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 name2012-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2012-12-31362152389
2011 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$828,341
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$527,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$475,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,054,255
Value of total assets at end of year2011-12-31$8,925,279
Value of total assets at beginning of year2011-12-31$8,624,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,269
Total interest from all sources2011-12-31$5,798
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,125
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$554,256
Participant contributions at end of year2011-12-31$113,209
Participant contributions at beginning of year2011-12-31$139,137
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$145
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$300,596
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,925,279
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,624,683
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$43,999
Value of interest in pooled separate accounts at end of year2011-12-31$8,668,437
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,401,214
Interest on participant loans2011-12-31$4,234
Interest earned on other investments2011-12-31$1,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$140,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$72,730
Net investment gain/loss from pooled separate accounts2011-12-31$-231,712
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$498,898
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$475,476
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 name2011-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2011-12-31362152389
2010 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$86
Total income from all sources (including contributions)2010-12-31$2,105,804
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$325,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$281,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,119,254
Value of total assets at end of year2010-12-31$8,624,683
Value of total assets at beginning of year2010-12-31$6,844,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,129
Total interest from all sources2010-12-31$6,197
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,120
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$523,240
Participant contributions at end of year2010-12-31$139,137
Participant contributions at beginning of year2010-12-31$89,484
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$43,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$86
Administrative expenses (other) incurred2010-12-31$26
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$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$1,779,943
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,624,683
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,844,740
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
Investment advisory and management fees2010-12-31$33,983
Value of interest in pooled separate accounts at end of year2010-12-31$8,401,214
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,683,292
Interest on participant loans2010-12-31$4,390
Interest earned on other investments2010-12-31$1,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$72,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$62,147
Net investment gain/loss from pooled separate accounts2010-12-31$980,353
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$552,871
Employer contributions (assets) at end of year2010-12-31$189
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$281,732
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 name2010-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2010-12-31362152389
2009 : HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN 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 HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812835
Policy instance 1
Insurance contract or identification number812835
Number of Individuals Covered110
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812835
Policy instance 1
Insurance contract or identification number812835
Number of Individuals Covered108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812835
Policy instance 1
Insurance contract or identification number812835
Number of Individuals Covered112
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812835
Policy instance 1
Insurance contract or identification number812835
Number of Individuals Covered120
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51984
Policy instance 1
Insurance contract or identification number51984
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-06-03
Total amount of commissions paid to insurance brokerUSD $11,638
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,263
Insurance broker organization code?7
Insurance broker nameSIKICH LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51984
Policy instance 1
Insurance contract or identification number51984
Number of Individuals Covered114
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $32,566
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,766
Insurance broker organization code?7
Insurance broker nameSIKICH LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51984
Policy instance 1
Insurance contract or identification number51984
Number of Individuals Covered114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $43,898
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51984
Policy instance 1
Insurance contract or identification number51984
Number of Individuals Covered110
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $43,228
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees33108
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Insurance broker nameSIKICH LLP

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3