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ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 401k Plan overview

Plan NameACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN
Plan identification number 001

ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN Benefits

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

MADISON COMMUNITY HEALTH CENTERS has sponsored the creation of one or more 401k plans.

Company Name:MADISON COMMUNITY HEALTH CENTERS
Employer identification number (EIN):391391134
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS COMMUNITY HEALTH CENTERS RETIREMENT 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
0012017-01-01JOANNE HOLLAND
0012016-01-01JOANNE HOLLAND
0012015-01-01MARNEE OMEARA
0012014-01-01MARNEE OMEARA
0012013-07-01JOANNE HOLLAND
0012012-07-01JOANNE HOLLAND
0012011-07-01JOANNE HOLLAND
0012010-07-01JOANNE HOLLAND
0012009-07-01JOANNE HOLLAND

Plan Statistics for ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN

401k plan membership statisitcs for ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN

Measure Date Value
2022: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01311
Total number of active participants reported on line 7a of the Form 55002022-01-01224
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01310
Number of participants with account balances2022-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01312
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01288
Number of participants with account balances2021-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01323
Total number of active participants reported on line 7a of the Form 55002020-01-01227
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01304
Number of participants with account balances2020-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01297
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01298
Number of participants with account balances2019-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01301
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01269
Number of participants with account balances2018-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01292
Total number of active participants reported on line 7a of the Form 55002017-01-01198
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01285
Number of participants with account balances2017-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01296
Total number of active participants reported on line 7a of the Form 55002016-01-01210
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01287
Number of participants with account balances2016-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01213
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01281
Number of participants with account balances2015-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01236
Number of participants with account balances2014-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01252
Total number of active participants reported on line 7a of the Form 55002013-07-01212
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0136
Total of all active and inactive participants2013-07-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01248
Number of participants with account balances2013-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01236
Total number of active participants reported on line 7a of the Form 55002012-07-01209
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0134
Total of all active and inactive participants2012-07-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01243
Number of participants with account balances2012-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01220
Total number of active participants reported on line 7a of the Form 55002011-07-01220
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0122
Total of all active and inactive participants2011-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01242
Number of participants with account balances2011-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01189
Total number of active participants reported on line 7a of the Form 55002010-07-01183
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0119
Total of all active and inactive participants2010-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01202
Number of participants with account balances2010-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01144
Total number of active participants reported on line 7a of the Form 55002009-07-01163
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-019
Total of all active and inactive participants2009-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01172
Number of participants with account balances2009-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN

Measure Date Value
2022 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$40,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$55,468
Total income from all sources (including contributions)2022-12-31$-2,063,642
Total of all expenses incurred2022-12-31$1,472,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,355,126
Value of total corrective distributions2022-12-31$46,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,869,242
Value of total assets at end of year2022-12-31$18,459,018
Value of total assets at beginning of year2022-12-31$22,009,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,757
Total interest from all sources2022-12-31$7,164
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$294,160
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$294,160
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$1,198,400
Participant contributions at end of year2022-12-31$122,852
Participant contributions at beginning of year2022-12-31$108,030
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$71,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$40,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$55,468
Administrative expenses (other) incurred2022-12-31$4,031
Total non interest bearing cash at end of year2022-12-31$63,985
Total non interest bearing cash at beginning of year2022-12-31$53,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,536,246
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,418,059
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,954,305
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
Investment advisory and management fees2022-12-31$66,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,974,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,082,415
Interest on participant loans2022-12-31$7,164
Value of interest in common/collective trusts at end of year2022-12-31$297,267
Value of interest in common/collective trusts at beginning of year2022-12-31$764,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,238,881
Net investment gain or loss from common/collective trusts2022-12-31$4,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$598,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,355,126
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 name2022-12-31WEGNER CPAS, LLP
Accountancy firm EIN2022-12-31390974031
2021 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$55,468
Total income from all sources (including contributions)2021-12-31$4,613,803
Total of all expenses incurred2021-12-31$1,328,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,203,348
Value of total corrective distributions2021-12-31$56,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,716,405
Value of total assets at end of year2021-12-31$22,009,773
Value of total assets at beginning of year2021-12-31$18,668,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,889
Total interest from all sources2021-12-31$7,023
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$231,638
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$231,638
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,156,936
Participant contributions at end of year2021-12-31$108,030
Participant contributions at beginning of year2021-12-31$116,068
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$55,468
Administrative expenses (other) incurred2021-12-31$2,878
Total non interest bearing cash at end of year2021-12-31$53,910
Total non interest bearing cash at beginning of year2021-12-31$54,594
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$3,285,539
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,954,305
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,668,766
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
Investment advisory and management fees2021-12-31$66,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,082,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,455,981
Interest on participant loans2021-12-31$7,023
Value of interest in common/collective trusts at end of year2021-12-31$764,930
Value of interest in common/collective trusts at beginning of year2021-12-31$1,041,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,658,496
Net investment gain or loss from common/collective trusts2021-12-31$241
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$549,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,203,348
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 name2021-12-31WEGNER CPAS, LLP
Accountancy firm EIN2021-12-31390974031
2020 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,273,511
Total of all expenses incurred2020-12-31$1,199,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,143,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,705,987
Value of total assets at end of year2020-12-31$18,668,766
Value of total assets at beginning of year2020-12-31$15,594,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,042
Total interest from all sources2020-12-31$7,604
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$198,768
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$198,768
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,109,576
Participant contributions at end of year2020-12-31$116,068
Participant contributions at beginning of year2020-12-31$109,777
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$285
Administrative expenses (other) incurred2020-12-31$4,099
Total non interest bearing cash at end of year2020-12-31$54,594
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$3,074,076
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,668,766
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,594,690
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$51,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,455,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,704,960
Interest on participant loans2020-12-31$7,604
Value of interest in common/collective trusts at end of year2020-12-31$1,041,432
Value of interest in common/collective trusts at beginning of year2020-12-31$779,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,358,058
Net investment gain or loss from common/collective trusts2020-12-31$3,094
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$577,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,143,393
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 name2020-12-31WEGNER CPAS, LLP
Accountancy firm EIN2020-12-31390974031
2019 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,875,063
Total of all expenses incurred2019-12-31$650,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$600,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,085,195
Value of total assets at end of year2019-12-31$15,594,690
Value of total assets at beginning of year2019-12-31$11,369,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,395
Total interest from all sources2019-12-31$6,020
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$235,883
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$235,883
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$963,312
Participant contributions at end of year2019-12-31$109,777
Participant contributions at beginning of year2019-12-31$89,776
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$647,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,362
Administrative expenses (other) incurred2019-12-31$3,350
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$4,224,751
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,594,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,369,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,704,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,062,970
Interest on participant loans2019-12-31$6,020
Value of interest in common/collective trusts at end of year2019-12-31$779,668
Value of interest in common/collective trusts at beginning of year2019-12-31$210,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,542,636
Net investment gain or loss from common/collective trusts2019-12-31$5,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$474,533
Employer contributions (assets) at beginning of year2019-12-31$3,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$600,917
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEGNER CPAS, LLP
Accountancy firm EIN2019-12-31390974031
2018 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$624,081
Total of all expenses incurred2018-12-31$878,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$836,857
Value of total corrective distributions2018-12-31$2,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,374,723
Value of total assets at end of year2018-12-31$11,369,939
Value of total assets at beginning of year2018-12-31$11,624,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,881
Total interest from all sources2018-12-31$4,670
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$192,419
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$192,419
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$876,224
Participant contributions at end of year2018-12-31$89,776
Participant contributions at beginning of year2018-12-31$89,402
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,279
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$169
Administrative expenses (other) incurred2018-12-31$2,750
Total non interest bearing cash at beginning of year2018-12-31$4,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-254,072
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,369,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,624,011
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
Investment advisory and management fees2018-12-31$36,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,062,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,354,517
Interest on participant loans2018-12-31$4,670
Value of interest in common/collective trusts at end of year2018-12-31$210,155
Value of interest in common/collective trusts at beginning of year2018-12-31$174,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-953,467
Net investment gain or loss from common/collective trusts2018-12-31$5,736
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$449,220
Employer contributions (assets) at end of year2018-12-31$3,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$836,857
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 name2018-12-31WEGNER CPAS, LLP
Accountancy firm EIN2018-12-31390974031
2017 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,137,099
Total of all expenses incurred2017-12-31$605,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$564,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,295,183
Value of total assets at end of year2017-12-31$11,624,011
Value of total assets at beginning of year2017-12-31$9,092,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,459
Total interest from all sources2017-12-31$3,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$158,248
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$158,248
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 period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$866,804
Participant contributions at end of year2017-12-31$89,402
Participant contributions at beginning of year2017-12-31$77,916
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$169
Administrative expenses (other) incurred2017-12-31$1,150
Total non interest bearing cash at end of year2017-12-31$4,951
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$2,531,125
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,624,011
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,092,886
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
Investment advisory and management fees2017-12-31$40,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,354,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,014,970
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$3,680
Value of interest in common/collective trusts at end of year2017-12-31$174,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,679,464
Net investment gain or loss from common/collective trusts2017-12-31$524
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$411,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$564,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31WEGNER CPAS, LLP
Accountancy firm EIN2017-12-31390974031
2016 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT 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$1,908,006
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$889,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$839,246
Expenses. Certain deemed distributions of participant loans2016-12-31$4,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,228,187
Value of total assets at end of year2016-12-31$9,092,886
Value of total assets at beginning of year2016-12-31$8,074,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,044
Total interest from all sources2016-12-31$5,019
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$808,867
Participant contributions at end of year2016-12-31$77,916
Participant contributions at beginning of year2016-12-31$65,841
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,018,391
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,092,886
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,074,495
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
Investment advisory and management fees2016-12-31$46,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,014,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,008,654
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$5,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$674,800
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$395,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$839,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WEGNER CPAS, LLP
Accountancy firm EIN2016-12-31390974031
2015 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT 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$1,237,638
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$800,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$731,944
Expenses. Certain deemed distributions of participant loans2015-12-31$24,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,259,332
Value of total assets at end of year2015-12-31$8,074,495
Value of total assets at beginning of year2015-12-31$7,636,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,734
Total interest from all sources2015-12-31$2,674
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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 period2015-12-31Yes
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$862,364
Participant contributions at end of year2015-12-31$65,841
Participant contributions at beginning of year2015-12-31$68,290
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,236
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$437,577
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,074,495
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,636,918
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
Investment advisory and management fees2015-12-31$43,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,008,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,568,628
Interest on participant loans2015-12-31$2,674
Net investment gain/loss from pooled separate accounts2015-12-31$-24,368
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$387,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$731,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31WEGNER CPAS, LLP
Accountancy firm EIN2015-12-31390974031
2014 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT 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$1,800,382
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$628,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$585,129
Expenses. Certain deemed distributions of participant loans2014-12-31$33,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,212,399
Value of total assets at end of year2014-12-31$7,636,918
Value of total assets at beginning of year2014-12-31$6,465,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,223
Total interest from all sources2014-12-31$3,327
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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 period2014-12-31Yes
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$814,969
Participant contributions at end of year2014-12-31$68,290
Participant contributions at beginning of year2014-12-31$76,997
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$320
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$1,171,506
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,636,918
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,465,412
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
Investment advisory and management fees2014-12-31$10,223
Value of interest in pooled separate accounts at end of year2014-12-31$7,568,628
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,388,415
Interest on participant loans2014-12-31$3,327
Net investment gain/loss from pooled separate accounts2014-12-31$584,656
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$397,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$585,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31WEGNER CPAS, LLP
Accountancy firm EIN2014-12-31390974031
2013 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,308,846
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$232,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$227,253
Expenses. Certain deemed distributions of participant loans2013-12-31$4,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$574,830
Value of total assets at end of year2013-12-31$6,465,412
Value of total assets at beginning of year2013-12-31$5,388,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,646
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$386,590
Participant contributions at end of year2013-12-31$76,997
Participant contributions at beginning of year2013-12-31$83,762
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$547
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$1,076,660
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,465,412
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,388,752
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 pooled separate accounts at end of year2013-12-31$6,388,415
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,304,990
Interest on participant loans2013-12-31$1,646
Income. Interest from loans (other than to participants)2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$732,370
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$187,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$227,253
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 name2013-12-31WEGNER CPAS, LLP
Accountancy firm EIN2013-12-31390974031
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,749,725
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$408,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$402,164
Expenses. Certain deemed distributions of participant loans2013-06-30$6,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,067,313
Value of total assets at end of year2013-06-30$5,388,752
Value of total assets at beginning of year2013-06-30$4,048,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$1,889
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$689,562
Participant contributions at end of year2013-06-30$83,762
Participant contributions at beginning of year2013-06-30$38,229
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$28,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,340,735
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,388,752
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,048,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$5,304,990
Value of interest in pooled separate accounts at beginning of year2013-06-30$4,009,788
Interest on participant loans2013-06-30$1,889
Net investment gain/loss from pooled separate accounts2013-06-30$680,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$348,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$402,164
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WEGNER LLP
Accountancy firm EIN2013-06-30390974031
2012 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$931,650
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$116,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$113,168
Expenses. Certain deemed distributions of participant loans2012-06-30$3,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$996,000
Value of total assets at end of year2012-06-30$4,048,017
Value of total assets at beginning of year2012-06-30$3,233,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$1,676
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$636,221
Participant contributions at end of year2012-06-30$38,229
Participant contributions at beginning of year2012-06-30$41,629
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$21,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$814,684
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,048,017
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,233,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$4,009,788
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,191,704
Interest on participant loans2012-06-30$1,676
Net investment gain/loss from pooled separate accounts2012-06-30$-66,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$338,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$113,168
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WEGNER LLP
Accountancy firm EIN2012-06-30390974031
2011 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,370,878
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$70,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$70,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$826,956
Value of total assets at end of year2011-06-30$3,233,333
Value of total assets at beginning of year2011-06-30$1,932,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$1,513
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$500,835
Participant contributions at end of year2011-06-30$41,629
Participant contributions at beginning of year2011-06-30$15,127
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$55,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,300,779
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,233,333
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,932,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$3,191,704
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,917,427
Interest on participant loans2011-06-30$1,513
Net investment gain/loss from pooled separate accounts2011-06-30$542,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$270,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$70,099
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WEGNER LLP
Accountancy firm EIN2011-06-30390974031
2010 : ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN

2022: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT 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: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT 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: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT 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: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512333-000
Policy instance 1
Insurance contract or identification number512333-000
Number of Individuals Covered281
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,168
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3168
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameBENEFIT ADMINISTRATION, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CT88
Policy instance 1
Insurance contract or identification numberGAP-54-CT88
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $28,841
Total amount of fees paid to insurance companyUSD $7,210
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 $9,363
Amount paid for insurance broker fees7210
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?7
Insurance broker nameROBERT W. BAIRD & COMPANY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512333-000
Policy instance 2
Insurance contract or identification number512333-000
Number of Individuals Covered236
Insurance policy start date2014-10-01
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?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CT88
Policy instance 1
Insurance contract or identification numberGAP-54-CT88
Number of Individuals Covered219
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,436
Total amount of fees paid to insurance companyUSD $7,645
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 $32,436
Amount paid for insurance broker fees7645
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?7
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CT88
Policy instance 1
Insurance contract or identification numberGAP-54-CT88
Number of Individuals Covered208
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $27,849
Total amount of fees paid to insurance companyUSD $5,961
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 $27,849
Amount paid for insurance broker fees5961
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?7
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CT88
Policy instance 1
Insurance contract or identification numberGAP-54-CT88
Number of Individuals Covered191
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $20,745
Total amount of fees paid to insurance companyUSD $4,143
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-CT88
Policy instance 1
Insurance contract or identification numberGAP-54-CT88
Number of Individuals Covered166
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $18,764
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

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