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HEALTH DELIVERY, INC. 403(B) PLAN 401k Plan overview

Plan NameHEALTH DELIVERY, INC. 403(B) PLAN
Plan identification number 001

HEALTH DELIVERY, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREAT LAKES BAY HEALTH CENTERS has sponsored the creation of one or more 401k plans.

Company Name:GREAT LAKES BAY HEALTH CENTERS
Employer identification number (EIN):381908328
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about GREAT LAKES BAY HEALTH CENTERS

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 745007
Legal Registered Office Address: 501 LAPEER AVE SAGINAW


United States of America (USA)
48607

More information about GREAT LAKES BAY HEALTH CENTERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH DELIVERY, INC. 403(B) 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
0012018-01-01
0012017-01-01KATHLEEN DAVENPORT
0012016-01-01KATHLEEN DAVENPORT
0012015-01-01KATHLEEN DAVENPORT
0012014-01-01KATHLEEN DAVENPORT
0012013-01-01KATHLEEN DAVENPORT
0012012-01-01KATHLEEN DAVENPORT
0012011-01-01KATHLEEN DAVENPORT
0012010-01-01KATHLEEN DAVENPORT
0012009-01-01KATHLEEN DAVENPORT

Plan Statistics for HEALTH DELIVERY, INC. 403(B) PLAN

401k plan membership statisitcs for HEALTH DELIVERY, INC. 403(B) PLAN

Measure Date Value
2022: HEALTH DELIVERY, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01781
Total number of active participants reported on line 7a of the Form 55002022-01-01583
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01271
Total of all active and inactive participants2022-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01862
Number of participants with account balances2022-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: HEALTH DELIVERY, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01780
Total number of active participants reported on line 7a of the Form 55002021-01-01577
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01204
Total of all active and inactive participants2021-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01781
Number of participants with account balances2021-01-01777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: HEALTH DELIVERY, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01696
Total number of active participants reported on line 7a of the Form 55002020-01-01578
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01202
Total of all active and inactive participants2020-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01780
Number of participants with account balances2020-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: HEALTH DELIVERY, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01641
Total number of active participants reported on line 7a of the Form 55002019-01-01567
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01126
Total of all active and inactive participants2019-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01696
Number of participants with account balances2019-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: HEALTH DELIVERY, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01582
Total number of active participants reported on line 7a of the Form 55002018-01-01516
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01641
Number of participants with account balances2018-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: HEALTH DELIVERY, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01564
Total number of active participants reported on line 7a of the Form 55002017-01-01487
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01582
Number of participants with account balances2017-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: HEALTH DELIVERY, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01496
Total number of active participants reported on line 7a of the Form 55002016-01-01455
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01106
Total of all active and inactive participants2016-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01564
Number of participants with account balances2016-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: HEALTH DELIVERY, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01521
Total number of active participants reported on line 7a of the Form 55002015-01-01412
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01496
Number of participants with account balances2015-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: HEALTH DELIVERY, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01459
Total number of active participants reported on line 7a of the Form 55002014-01-01453
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01521
Number of participants with account balances2014-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: HEALTH DELIVERY, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01477
Total number of active participants reported on line 7a of the Form 55002013-01-01385
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01459
Number of participants with account balances2013-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: HEALTH DELIVERY, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01415
Total number of active participants reported on line 7a of the Form 55002012-01-01426
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01477
Number of participants with account balances2012-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: HEALTH DELIVERY, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01400
Total number of active participants reported on line 7a of the Form 55002011-01-01381
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01415
Number of participants with account balances2011-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2010: HEALTH DELIVERY, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01381
Total number of active participants reported on line 7a of the Form 55002010-01-01378
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01400
Number of participants with account balances2010-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: HEALTH DELIVERY, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01271
Total number of active participants reported on line 7a of the Form 55002009-01-01361
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01381
Number of participants with account balances2009-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on HEALTH DELIVERY, INC. 403(B) PLAN

Measure Date Value
2022 : HEALTH DELIVERY, INC. 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-225,531
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,238,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,161,826
Expenses. Certain deemed distributions of participant loans2022-12-31$2,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,244,026
Value of total assets at end of year2022-12-31$36,867,860
Value of total assets at beginning of year2022-12-31$40,331,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,669
Total interest from all sources2022-12-31$130,456
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,660,849
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$1,660,849
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,201,017
Participant contributions at end of year2022-12-31$130,909
Participant contributions at beginning of year2022-12-31$128,149
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$261,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,463,699
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,867,860
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,331,559
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$27,795,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,945,110
Interest on participant loans2022-12-31$6,970
Interest earned on other investments2022-12-31$123,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,532,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,323,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,260,862
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,781,586
Employer contributions (assets) at end of year2022-12-31$1,408,560
Employer contributions (assets) at beginning of year2022-12-31$934,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,161,826
Contract administrator fees2022-12-31$73,669
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 name2022-12-31YEO AND YEO CPAS
Accountancy firm EIN2022-12-31382706146
2021 : HEALTH DELIVERY, INC. 403(B) 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$7,325,562
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,732,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,653,930
Expenses. Certain deemed distributions of participant loans2021-12-31$2,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,210,294
Value of total assets at end of year2021-12-31$39,401,669
Value of total assets at beginning of year2021-12-31$34,808,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,585
Total interest from all sources2021-12-31$116,093
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,932,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,932,534
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,078,988
Participant contributions at end of year2021-12-31$128,149
Participant contributions at beginning of year2021-12-31$177,404
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$362,433
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$4,592,995
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,401,669
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,808,674
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$32,950,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,182,100
Interest on participant loans2021-12-31$8,352
Interest earned on other investments2021-12-31$107,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,323,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,623,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,066,641
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$768,873
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$825,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,653,930
Contract administrator fees2021-12-31$76,585
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 name2021-12-31YEO AND YEO CPAS
Accountancy firm EIN2021-12-31382706146
2020 : HEALTH DELIVERY, INC. 403(B) 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$6,753,084
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,730,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,662,131
Expenses. Certain deemed distributions of participant loans2020-12-31$10,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,541,865
Value of total assets at end of year2020-12-31$34,808,674
Value of total assets at beginning of year2020-12-31$29,786,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,853
Total interest from all sources2020-12-31$118,293
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$881,526
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$881,526
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,896,087
Participant contributions at end of year2020-12-31$177,404
Participant contributions at beginning of year2020-12-31$152,456
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$64,430
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$5,022,297
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,808,674
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,786,377
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
Investment advisory and management fees2020-12-31$10
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,182,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,234,158
Interest on participant loans2020-12-31$9,447
Interest earned on other investments2020-12-31$108,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,623,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,605,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,211,400
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$1,581,348
Employer contributions (assets) at end of year2020-12-31$825,924
Employer contributions (assets) at beginning of year2020-12-31$794,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,662,131
Contract administrator fees2020-12-31$57,843
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 name2020-12-31YEO AND YEO CPAS
Accountancy firm EIN2020-12-31382706146
2019 : HEALTH DELIVERY, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$7,415,334
Total income from all sources (including contributions)2019-12-31$7,415,334
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$622,255
Total of all expenses incurred2019-12-31$622,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$565,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$565,568
Expenses. Certain deemed distributions of participant loans2019-12-31$5,693
Expenses. Certain deemed distributions of participant loans2019-12-31$5,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,643,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,643,435
Value of total assets at end of year2019-12-31$29,786,377
Value of total assets at end of year2019-12-31$29,786,377
Value of total assets at beginning of year2019-12-31$22,993,298
Value of total assets at beginning of year2019-12-31$22,993,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,994
Total interest from all sources2019-12-31$99,082
Total interest from all sources2019-12-31$99,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$731,211
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$731,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$731,211
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$731,211
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,712,164
Contributions received from participants2019-12-31$1,712,164
Participant contributions at end of year2019-12-31$152,456
Participant contributions at end of year2019-12-31$152,456
Participant contributions at beginning of year2019-12-31$35,132
Participant contributions at beginning of year2019-12-31$35,132
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$56,528
Participant contributions at beginning of year2019-12-31$56,528
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$392,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$392,929
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
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$6,793,079
Value of net income/loss2019-12-31$6,793,079
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,786,377
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,786,377
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,993,298
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,993,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$23,234,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,234,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,441,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,441,296
Interest on participant loans2019-12-31$5,067
Interest on participant loans2019-12-31$5,067
Interest earned on other investments2019-12-31$94,015
Interest earned on other investments2019-12-31$94,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,605,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,605,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,071,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,071,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,941,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,941,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,538,342
Contributions received in cash from employer2019-12-31$1,538,342
Employer contributions (assets) at end of year2019-12-31$794,468
Employer contributions (assets) at end of year2019-12-31$794,468
Employer contributions (assets) at beginning of year2019-12-31$389,151
Employer contributions (assets) at beginning of year2019-12-31$389,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$565,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$565,568
Contract administrator fees2019-12-31$50,994
Contract administrator fees2019-12-31$50,994
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YEO AND YEO CPAS
Accountancy firm name2019-12-31YEO AND YEO CPAS
Accountancy firm EIN2019-12-31382706146
Accountancy firm EIN2019-12-31382706146
2018 : HEALTH DELIVERY, INC. 403(B) 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$2,183,612
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,267,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,224,183
Expenses. Certain deemed distributions of participant loans2018-12-31$1,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,195,205
Value of total assets at end of year2018-12-31$22,993,298
Value of total assets at beginning of year2018-12-31$22,077,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,285
Total interest from all sources2018-12-31$83,830
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$872,428
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$872,428
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,423,418
Participant contributions at end of year2018-12-31$35,132
Participant contributions at beginning of year2018-12-31$15,819
Participant contributions at end of year2018-12-31$56,528
Participant contributions at beginning of year2018-12-31$44,212
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$368,559
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$916,007
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,993,298
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,077,291
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$17,441,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,656,651
Interest on participant loans2018-12-31$878
Interest earned on other investments2018-12-31$82,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,071,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,984,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,967,851
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$1,403,228
Employer contributions (assets) at end of year2018-12-31$389,151
Employer contributions (assets) at beginning of year2018-12-31$375,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,224,183
Contract administrator fees2018-12-31$42,285
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 name2018-12-31YEO AND YEO
Accountancy firm EIN2018-12-31382706146
2017 : HEALTH DELIVERY, INC. 403(B) 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$4,464,425
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,562,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,524,780
Expenses. Certain deemed distributions of participant loans2017-12-31$254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,540,996
Value of total assets at end of year2017-12-31$22,077,291
Value of total assets at beginning of year2017-12-31$19,175,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,855
Total interest from all sources2017-12-31$83,632
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$624,573
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$624,573
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,216,834
Participant contributions at end of year2017-12-31$15,819
Participant contributions at beginning of year2017-12-31$12,135
Participant contributions at end of year2017-12-31$44,212
Participant contributions at beginning of year2017-12-31$43,004
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,901,536
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,077,291
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,175,755
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$16,656,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,122,940
Interest on participant loans2017-12-31$443
Interest earned on other investments2017-12-31$83,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,984,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,676,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,215,224
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$1,210,925
Employer contributions (assets) at end of year2017-12-31$375,664
Employer contributions (assets) at beginning of year2017-12-31$321,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,524,780
Contract administrator fees2017-12-31$37,855
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 name2017-12-31YEO AND YEO
Accountancy firm EIN2017-12-31382706146
2016 : HEALTH DELIVERY, INC. 403(B) 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$3,372,250
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,111,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,072,838
Expenses. Certain deemed distributions of participant loans2016-12-31$6,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,130,038
Value of total assets at end of year2016-12-31$19,175,755
Value of total assets at beginning of year2016-12-31$16,915,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,965
Total interest from all sources2016-12-31$86,267
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$364,199
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$364,199
Administrative expenses professional fees incurred2016-12-31$832
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,128,600
Participant contributions at end of year2016-12-31$12,135
Participant contributions at beginning of year2016-12-31$18,360
Participant contributions at end of year2016-12-31$43,004
Participant contributions at beginning of year2016-12-31$42,516
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,260,409
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,175,755
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,915,346
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$14,122,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,740,030
Interest on participant loans2016-12-31$827
Interest earned on other investments2016-12-31$85,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,676,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,578,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$791,746
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$999,733
Employer contributions (assets) at end of year2016-12-31$321,280
Employer contributions (assets) at beginning of year2016-12-31$536,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,072,838
Contract administrator fees2016-12-31$32,133
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 name2016-12-31YEO AND YEO
Accountancy firm EIN2016-12-31382706146
2015 : HEALTH DELIVERY, INC. 403(B) 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$1,988,408
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,040,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,012,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,996,042
Value of total assets at end of year2015-12-31$16,915,346
Value of total assets at beginning of year2015-12-31$15,967,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,711
Total interest from all sources2015-12-31$84,132
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$567,616
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$567,616
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$946,779
Participant contributions at end of year2015-12-31$18,360
Participant contributions at beginning of year2015-12-31$16,053
Participant contributions at end of year2015-12-31$42,516
Participant contributions at beginning of year2015-12-31$15,280
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$947,735
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,915,346
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,967,611
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$11,740,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,839,452
Interest on participant loans2015-12-31$868
Interest earned on other investments2015-12-31$83,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,578,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,858,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-659,382
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$975,003
Employer contributions (assets) at end of year2015-12-31$536,072
Employer contributions (assets) at beginning of year2015-12-31$238,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,012,962
Contract administrator fees2015-12-31$27,711
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 name2015-12-31YEO AND YEO
Accountancy firm EIN2015-12-31382706146
2014 : HEALTH DELIVERY, INC. 403(B) 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$2,339,901
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$952,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$925,946
Expenses. Certain deemed distributions of participant loans2014-12-31$1,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,710,447
Value of total assets at end of year2014-12-31$15,967,611
Value of total assets at beginning of year2014-12-31$14,579,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,081
Total interest from all sources2014-12-31$80,029
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$377,517
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$377,517
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$824,966
Participant contributions at end of year2014-12-31$16,053
Participant contributions at beginning of year2014-12-31$19,162
Participant contributions at end of year2014-12-31$15,280
Participant contributions at beginning of year2014-12-31$0
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
Other income not declared elsewhere2014-12-31$56
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash 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$1,387,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,967,611
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,579,989
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$10,839,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,978,547
Interest on participant loans2014-12-31$741
Interest earned on other investments2014-12-31$79,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,858,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,394,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$171,852
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$885,481
Employer contributions (assets) at end of year2014-12-31$238,057
Employer contributions (assets) at beginning of year2014-12-31$187,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$925,946
Contract administrator fees2014-12-31$25,081
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 name2014-12-31QUAST, JANKE & CO.
Accountancy firm EIN2014-12-31382963463
2013 : HEALTH DELIVERY, INC. 403(B) 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$4
Total income from all sources (including contributions)2013-12-31$2,899,406
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,666,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,559,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,748,905
Value of total assets at end of year2013-12-31$14,579,989
Value of total assets at beginning of year2013-12-31$13,347,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$107,539
Total interest from all sources2013-12-31$82,004
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$248,269
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$248,269
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$895,271
Participant contributions at end of year2013-12-31$19,162
Participant contributions at beginning of year2013-12-31$8,025
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$32,307
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,879
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$4
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$94,234
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$1,232,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,579,989
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,347,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,978,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,449,243
Interest on participant loans2013-12-31$563
Interest earned on other investments2013-12-31$81,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,394,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,446,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$820,228
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$840,755
Employer contributions (assets) at end of year2013-12-31$187,690
Employer contributions (assets) at beginning of year2013-12-31$316,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,559,006
Contract administrator fees2013-12-31$107,539
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 name2013-12-31QUAST, JANKE & CO.
Accountancy firm EIN2013-12-31382963463
2012 : HEALTH DELIVERY, INC. 403(B) 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$4
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,182
Total income from all sources (including contributions)2012-12-31$2,715,757
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,089,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,020,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,672,500
Value of total assets at end of year2012-12-31$13,347,132
Value of total assets at beginning of year2012-12-31$11,733,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,775
Total interest from all sources2012-12-31$91,562
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$151,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$151,177
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$874,111
Participant contributions at end of year2012-12-31$8,025
Participant contributions at beginning of year2012-12-31$6,021
Participant contributions at end of year2012-12-31$32,307
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,182
Administrative expenses (other) incurred2012-12-31$104
Total non interest bearing cash at end of year2012-12-31$94,234
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$1,626,372
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,347,128
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,720,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,449,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,452,383
Interest on participant loans2012-12-31$71
Interest earned on other investments2012-12-31$91,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,446,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,048,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$800,518
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$745,620
Employer contributions (assets) at end of year2012-12-31$316,426
Employer contributions (assets) at beginning of year2012-12-31$198,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,020,610
Contract administrator fees2012-12-31$68,671
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 name2012-12-31QUAST, JANKE & CO.
Accountancy firm EIN2012-12-31382963463
2011 : HEALTH DELIVERY, INC. 403(B) 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$13,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,926
Total income from all sources (including contributions)2011-12-31$1,901,682
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$883,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$827,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,826,815
Value of total assets at end of year2011-12-31$11,733,938
Value of total assets at beginning of year2011-12-31$10,716,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,248
Total interest from all sources2011-12-31$92,840
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$180,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$180,658
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$801,268
Participant contributions at end of year2011-12-31$6,021
Participant contributions at beginning of year2011-12-31$1,000
Participant contributions at beginning of year2011-12-31$29,493
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$106,918
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$13,926
Administrative expenses (other) incurred2011-12-31$65
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$1,018,169
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,720,756
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,702,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,452,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,954,744
Interest on participant loans2011-12-31$26
Interest earned on other investments2011-12-31$92,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,048,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,291,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-198,631
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$918,629
Employer contributions (assets) at end of year2011-12-31$198,580
Employer contributions (assets) at beginning of year2011-12-31$425,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$827,265
Contract administrator fees2011-12-31$56,183
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 name2011-12-31YEO & YEO
Accountancy firm EIN2011-12-31382706146
2010 : HEALTH DELIVERY, INC. 403(B) 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$13,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,397
Total income from all sources (including contributions)2010-12-31$2,572,267
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$637,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$571,642
Expenses. Certain deemed distributions of participant loans2010-12-31$12,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,736,438
Value of total assets at end of year2010-12-31$10,716,513
Value of total assets at beginning of year2010-12-31$8,778,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,210
Total interest from all sources2010-12-31$103,635
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$168,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$168,999
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$767,904
Participant contributions at end of year2010-12-31$1,000
Participant contributions at beginning of year2010-12-31$12,218
Participant contributions at end of year2010-12-31$29,493
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$118,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$13,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,397
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$1,935,255
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,702,587
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,767,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,954,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,829,017
Interest on participant loans2010-12-31$49
Interest earned on other investments2010-12-31$103,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,291,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,316,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$563,195
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$850,063
Employer contributions (assets) at end of year2010-12-31$425,809
Employer contributions (assets) at beginning of year2010-12-31$609,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$571,642
Contract administrator fees2010-12-31$53,210
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 name2010-12-31YEO & YEO
Accountancy firm EIN2010-12-31382706146
2009 : HEALTH DELIVERY, INC. 403(B) 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 HEALTH DELIVERY, INC. 403(B) PLAN

2022: HEALTH DELIVERY, INC. 403(B) 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: HEALTH DELIVERY, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: HEALTH DELIVERY, INC. 403(B) 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: HEALTH DELIVERY, INC. 403(B) 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: HEALTH DELIVERY, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTH DELIVERY, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTH DELIVERY, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTH DELIVERY, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTH DELIVERY, INC. 403(B) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTH DELIVERY, INC. 403(B) 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: HEALTH DELIVERY, INC. 403(B) 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: HEALTH DELIVERY, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: HEALTH DELIVERY, INC. 403(B) 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: HEALTH DELIVERY, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 1
Insurance contract or identification number892947-007
Number of Individuals Covered648
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered590
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered550
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered539
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered490
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
Insurance broker nameMATTHEW MCINERNEY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered465
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered427
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered7
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9
Insurance broker organization code?3
Insurance broker nameMATTHEW MCINERNEY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered455
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11
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 $9
Insurance broker organization code?3
Insurance broker nameBERNARD EDERER
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered419
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Insurance broker organization code?3
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $109,317
Amount paid for insurance broker fees648
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameMATTHEW MCINERNEY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $66
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34
Insurance broker organization code?3
Insurance broker nameMATTHEW MCINERNEY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered392
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6106
Policy instance 1
Insurance contract or identification numberVF6106
Number of Individuals Covered20
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $125
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered381
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892947-007
Policy instance 2
Insurance contract or identification number892947-007
Number of Individuals Covered357
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF616
Policy instance 1
Insurance contract or identification numberVF616
Number of Individuals Covered18
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $181
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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