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I-HEALTH/REVO HEALTH RETIREMENT PLAN 401k Plan overview

Plan NameI-HEALTH/REVO HEALTH RETIREMENT PLAN
Plan identification number 007

I-HEALTH/REVO HEALTH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

INFINITE HEALTH COLLABORATIVE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:INFINITE HEALTH COLLABORATIVE, P.A.
Employer identification number (EIN):411861374
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I-HEALTH/REVO HEALTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01JAY HEMPE
0072016-01-01JAY HEMPE
0072015-01-01JAY HEMPE
0072015-01-01JAY HEMPE
0072014-01-01JAY HEMPE
0072014-01-01JAY HEMPE
0072013-01-01JAY HEMPE
0072012-01-01ALAN NESS
0072011-01-01ALAN R NESS ALAN R NESS2012-10-02
0072009-01-01ALAN R NESS ALAN R NESS2010-10-15

Plan Statistics for I-HEALTH/REVO HEALTH RETIREMENT PLAN

401k plan membership statisitcs for I-HEALTH/REVO HEALTH RETIREMENT PLAN

Measure Date Value
2022: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,499
Total number of active participants reported on line 7a of the Form 55002022-01-012,663
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,172
Total of all active and inactive participants2022-01-013,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-013,840
Number of participants with account balances2022-01-013,757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0162
2021: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,236
Total number of active participants reported on line 7a of the Form 55002021-01-012,462
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,032
Total of all active and inactive participants2021-01-013,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-013,499
Number of participants with account balances2021-01-013,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01104
2020: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,483
Total number of active participants reported on line 7a of the Form 55002020-01-012,290
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01869
Total of all active and inactive participants2020-01-013,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-013,164
Number of participants with account balances2020-01-013,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01131
2019: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,202
Total number of active participants reported on line 7a of the Form 55002019-01-011,900
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01580
Total of all active and inactive participants2019-01-012,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,483
Number of participants with account balances2019-01-012,407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01137
2018: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,895
Total number of active participants reported on line 7a of the Form 55002018-01-011,730
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01471
Total of all active and inactive participants2018-01-012,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,202
Number of participants with account balances2018-01-012,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01154
2017: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,792
Total number of active participants reported on line 7a of the Form 55002017-01-011,514
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01379
Total of all active and inactive participants2017-01-011,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,895
Number of participants with account balances2017-01-011,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01138
2016: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,531
Total number of active participants reported on line 7a of the Form 55002016-01-011,452
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01339
Total of all active and inactive participants2016-01-011,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,792
Number of participants with account balances2016-01-011,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01126
2015: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,024
Total number of active participants reported on line 7a of the Form 55002015-01-011,160
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01256
Total of all active and inactive participants2015-01-011,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,417
Number of participants with account balances2015-01-011,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0197
2014: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01923
Total number of active participants reported on line 7a of the Form 55002014-01-01746
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01205
Total of all active and inactive participants2014-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01952
Number of participants with account balances2014-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0146
2013: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01843
Total number of active participants reported on line 7a of the Form 55002013-01-01695
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01186
Total of all active and inactive participants2013-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01881
Number of participants with account balances2013-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01739
Total number of active participants reported on line 7a of the Form 55002012-01-01671
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01151
Total of all active and inactive participants2012-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01822
Number of participants with account balances2012-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01690
Total number of active participants reported on line 7a of the Form 55002011-01-01580
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01132
Total of all active and inactive participants2011-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01713
Number of participants with account balances2011-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0141
2009: I-HEALTH/REVO HEALTH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01500
Total number of active participants reported on line 7a of the Form 55002009-01-01486
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01584
Number of participants with account balances2009-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on I-HEALTH/REVO HEALTH RETIREMENT PLAN

Measure Date Value
2022 : I-HEALTH/REVO HEALTH RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-40,401,664
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,708,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,397,166
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,452,165
Value of total assets at end of year2022-12-31$388,728,680
Value of total assets at beginning of year2022-12-31$449,838,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$311,162
Total interest from all sources2022-12-31$112,136
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,367,101
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$11,367,101
Administrative expenses professional fees incurred2022-12-31$61,666
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$18,769,434
Participant contributions at end of year2022-12-31$2,645,392
Participant contributions at beginning of year2022-12-31$2,326,045
Participant contributions at end of year2022-12-31$596,102
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,612,854
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,253,252
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,887,685
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-61,109,992
Value of net assets at end of year (total assets less liabilities)2022-12-31$388,728,680
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$449,838,672
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$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$313,939,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$362,421,900
Value of interest in pooled separate accounts at end of year2022-12-31$22,614,555
Value of interest in pooled separate accounts at beginning of year2022-12-31$22,073,892
Interest on participant loans2022-12-31$112,136
Value of interest in common/collective trusts at end of year2022-12-31$24,538,050
Value of interest in common/collective trusts at beginning of year2022-12-31$36,954,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-76,146,754
Net investment gain/loss from pooled separate accounts2022-12-31$530,112
Net investment gain or loss from common/collective trusts2022-12-31$-11,716,424
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$14,795,046
Employer contributions (assets) at end of year2022-12-31$14,782,492
Employer contributions (assets) at beginning of year2022-12-31$13,808,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,397,166
Contract administrator fees2022-12-31$194,496
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : I-HEALTH/REVO HEALTH RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$7,914,006
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$95,879,473
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$46,160,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$45,835,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$38,367,381
Value of total assets at end of year2021-12-31$449,838,672
Value of total assets at beginning of year2021-12-31$392,205,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$324,441
Total interest from all sources2021-12-31$118,919
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,421,057
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$5,421,057
Administrative expenses professional fees incurred2021-12-31$99,533
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$16,230,702
Participant contributions at end of year2021-12-31$2,326,045
Participant contributions at beginning of year2021-12-31$2,266,255
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$361,049
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,253,252
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,968,623
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,320,526
Other income not declared elsewhere2021-12-31$284,629
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$49,719,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$449,838,672
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$392,205,452
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$42,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$362,421,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$308,484,843
Value of interest in pooled separate accounts at end of year2021-12-31$22,073,892
Value of interest in pooled separate accounts at beginning of year2021-12-31$25,241,624
Interest on participant loans2021-12-31$118,919
Value of interest in common/collective trusts at end of year2021-12-31$36,954,912
Value of interest in common/collective trusts at beginning of year2021-12-31$31,349,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$44,460,788
Net investment gain/loss from pooled separate accounts2021-12-31$407,062
Net investment gain or loss from common/collective trusts2021-12-31$6,819,637
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,816,153
Employer contributions (assets) at end of year2021-12-31$13,808,671
Employer contributions (assets) at beginning of year2021-12-31$12,533,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$45,835,818
Contract administrator fees2021-12-31$182,432
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : I-HEALTH/REVO HEALTH RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$72,735,149
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$87,778,602
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,987,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,703,878
Value of total corrective distributions2020-12-31$6,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$36,102,698
Value of total assets at end of year2020-12-31$392,205,452
Value of total assets at beginning of year2020-12-31$245,679,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$277,198
Total interest from all sources2020-12-31$113,536
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,980,764
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$3,980,764
Administrative expenses professional fees incurred2020-12-31$38,878
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$13,056,896
Participant contributions at end of year2020-12-31$2,266,255
Participant contributions at beginning of year2020-12-31$1,850,432
Participant contributions at end of year2020-12-31$361,049
Participant contributions at beginning of year2020-12-31$373,190
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,968,623
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,930,065
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,512,209
Other income not declared elsewhere2020-12-31$4,038,558
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$73,790,654
Value of net assets at end of year (total assets less liabilities)2020-12-31$392,205,452
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$245,679,649
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$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$308,484,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$192,608,236
Value of interest in pooled separate accounts at end of year2020-12-31$25,241,624
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,303,938
Interest on participant loans2020-12-31$113,536
Value of interest in common/collective trusts at end of year2020-12-31$31,349,465
Value of interest in common/collective trusts at beginning of year2020-12-31$20,384,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,683,310
Net investment gain/loss from pooled separate accounts2020-12-31$432,694
Net investment gain or loss from common/collective trusts2020-12-31$7,427,042
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,533,593
Employer contributions (assets) at end of year2020-12-31$12,533,593
Employer contributions (assets) at beginning of year2020-12-31$10,229,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,703,878
Contract administrator fees2020-12-31$193,320
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : I-HEALTH/REVO HEALTH RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$69,850,604
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,774,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,489,312
Expenses. Certain deemed distributions of participant loans2019-12-31$5,455
Value of total corrective distributions2019-12-31$8,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,391,709
Value of total assets at end of year2019-12-31$245,679,649
Value of total assets at beginning of year2019-12-31$193,603,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$271,198
Total interest from all sources2019-12-31$94,308
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,331,386
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$3,331,386
Administrative expenses professional fees incurred2019-12-31$34,160
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,754,854
Participant contributions at end of year2019-12-31$1,850,432
Participant contributions at beginning of year2019-12-31$1,628,126
Participant contributions at end of year2019-12-31$373,190
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,930,065
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,083,870
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,407,838
Other income not declared elsewhere2019-12-31$1,846,194
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$52,076,546
Value of net assets at end of year (total assets less liabilities)2019-12-31$245,679,649
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$193,603,103
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$52,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$192,608,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$163,286,485
Value of interest in pooled separate accounts at end of year2019-12-31$12,303,938
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,538,516
Interest on participant loans2019-12-31$94,308
Value of interest in common/collective trusts at end of year2019-12-31$20,384,082
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,746,362
Net investment gain/loss from pooled separate accounts2019-12-31$314,653
Net investment gain or loss from common/collective trusts2019-12-31$3,125,992
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$10,229,017
Employer contributions (assets) at end of year2019-12-31$10,229,706
Employer contributions (assets) at beginning of year2019-12-31$9,066,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,489,312
Contract administrator fees2019-12-31$185,000
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : I-HEALTH/REVO HEALTH RETIREMENT 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$8,200,107
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,711,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,571,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,881,846
Value of total assets at end of year2018-12-31$193,603,103
Value of total assets at beginning of year2018-12-31$202,114,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$140,045
Total interest from all sources2018-12-31$77,100
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,794,326
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$1,794,326
Administrative expenses professional fees incurred2018-12-31$30,726
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$8,827,273
Participant contributions at end of year2018-12-31$1,628,126
Participant contributions at beginning of year2018-12-31$1,514,530
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,737
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,083,870
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,244,672
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,988,467
Other income not declared elsewhere2018-12-31$-160,802
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$-8,511,655
Value of net assets at end of year (total assets less liabilities)2018-12-31$193,603,103
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$202,114,758
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$22,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$163,286,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$170,595,756
Value of interest in pooled separate accounts at end of year2018-12-31$13,538,516
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,445,865
Interest on participant loans2018-12-31$77,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,709,934
Net investment gain/loss from pooled separate accounts2018-12-31$317,571
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,066,106
Employer contributions (assets) at end of year2018-12-31$9,066,106
Employer contributions (assets) at beginning of year2018-12-31$8,305,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,571,717
Contract administrator fees2018-12-31$86,351
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : I-HEALTH/REVO HEALTH RETIREMENT 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$43,806,532
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,012,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,814,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,524,293
Value of total assets at end of year2017-12-31$202,114,758
Value of total assets at beginning of year2017-12-31$167,320,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$197,362
Total interest from all sources2017-12-31$67,887
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,557,415
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$1,557,415
Administrative expenses professional fees incurred2017-12-31$30,648
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$7,195,297
Participant contributions at end of year2017-12-31$1,514,530
Participant contributions at beginning of year2017-12-31$1,404,382
Participant contributions at end of year2017-12-31$8,737
Participant contributions at beginning of year2017-12-31$2,263
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,244,672
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,901,681
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,023,132
Other income not declared elsewhere2017-12-31$1,025,225
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables 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$34,794,257
Value of net assets at end of year (total assets less liabilities)2017-12-31$202,114,758
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$167,320,501
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$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$170,595,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$136,166,385
Value of interest in pooled separate accounts at end of year2017-12-31$15,445,865
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,208,861
Interest on participant loans2017-12-31$67,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,376,889
Net investment gain/loss from pooled separate accounts2017-12-31$254,823
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,305,864
Employer contributions (assets) at end of year2017-12-31$8,305,198
Employer contributions (assets) at beginning of year2017-12-31$7,636,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,814,913
Contract administrator fees2017-12-31$122,714
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : I-HEALTH/REVO HEALTH RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$31,844,769
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$61,711
Total income from all sources (including contributions)2016-12-31$24,452,526
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,869,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,796,744
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,312,484
Value of total assets at end of year2016-12-31$167,320,501
Value of total assets at beginning of year2016-12-31$120,954,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,510
Total interest from all sources2016-12-31$61,880
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,410,585
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$1,410,585
Administrative expenses professional fees incurred2016-12-31$29,510
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$6,337,157
Participant contributions at end of year2016-12-31$1,404,382
Participant contributions at beginning of year2016-12-31$978,706
Participant contributions at end of year2016-12-31$2,263
Participant contributions at beginning of year2016-12-31$39,769
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,901,681
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$8,173,579
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,338,567
Other income not declared elsewhere2016-12-31$-2,271,898
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$61,711
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$14,583,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$167,320,501
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$120,892,460
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$33,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$136,166,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$94,910,637
Value of interest in pooled separate accounts at end of year2016-12-31$16,208,861
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,283,678
Interest on participant loans2016-12-31$61,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,725,985
Net investment gain/loss from pooled separate accounts2016-12-31$213,490
Net investment gain or loss from common/collective trusts2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,636,760
Employer contributions (assets) at end of year2016-12-31$7,636,929
Employer contributions (assets) at beginning of year2016-12-31$5,567,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,796,744
Contract administrator fees2016-12-31$10,000
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : I-HEALTH/REVO HEALTH 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$61,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,000
Total income from all sources (including contributions)2015-12-31$9,505,318
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,001,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,880,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,466,446
Value of total assets at end of year2015-12-31$120,954,171
Value of total assets at beginning of year2015-12-31$118,400,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$121,357
Total interest from all sources2015-12-31$43,478
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,178,954
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$1,178,954
Administrative expenses professional fees incurred2015-12-31$37,916
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$4,524,925
Participant contributions at end of year2015-12-31$978,706
Participant contributions at beginning of year2015-12-31$1,058,463
Participant contributions at end of year2015-12-31$39,769
Participant contributions at beginning of year2015-12-31$4,829
Assets. Other investments not covered elsewhere at end of year2015-12-31$8,173,579
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$364,946
Other income not declared elsewhere2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$61,711
Liabilities. Value of operating payables at beginning of year2015-12-31$11,000
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$2,503,397
Value of net assets at end of year (total assets less liabilities)2015-12-31$120,892,460
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$118,389,063
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$43,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$94,910,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$95,014,852
Value of interest in pooled separate accounts at end of year2015-12-31$11,283,678
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,917,457
Interest on participant loans2015-12-31$43,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$50,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$50,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,201,578
Net investment gain/loss from pooled separate accounts2015-12-31$18,018
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$5,576,575
Employer contributions (assets) at end of year2015-12-31$5,567,802
Employer contributions (assets) at beginning of year2015-12-31$5,200,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,880,564
Contract administrator fees2015-12-31$39,641
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,153,015
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : I-HEALTH/REVO HEALTH 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$10,550
Total income from all sources (including contributions)2014-12-31$10,195,752
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,362,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,280,234
Value of total corrective distributions2014-12-31$9,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,018,640
Value of total assets at end of year2014-12-31$113,194,713
Value of total assets at beginning of year2014-12-31$106,372,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,125
Total interest from all sources2014-12-31$40,392
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$968,741
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$968,741
Administrative expenses professional fees incurred2014-12-31$65,125
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$3,836,469
Participant contributions at end of year2014-12-31$1,058,463
Participant contributions at beginning of year2014-12-31$909,035
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$158,784
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,321,696
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$182,170
Other income not declared elsewhere2014-12-31$903,717
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$10,550
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$6,832,973
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,194,713
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$106,361,740
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$43,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$91,897,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$86,113,418
Value of interest in pooled separate accounts at end of year2014-12-31$11,917,457
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,970,533
Interest on participant loans2014-12-31$40,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$46,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$46,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,106,427
Net investment gain/loss from pooled separate accounts2014-12-31$157,835
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$1
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,920,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,280,234
Contract administrator fees2014-12-31$8,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,253,612
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : I-HEALTH/REVO HEALTH 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$10,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,254
Total income from all sources (including contributions)2013-12-31$27,745,768
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,582,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,536,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,551,938
Value of total assets at end of year2013-12-31$106,372,290
Value of total assets at beginning of year2013-12-31$84,212,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,144
Total interest from all sources2013-12-31$38,896
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$734,665
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$734,665
Administrative expenses professional fees incurred2013-12-31$31,504
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$3,423,725
Participant contributions at end of year2013-12-31$909,035
Participant contributions at beginning of year2013-12-31$843,616
Participant contributions at end of year2013-12-31$158,784
Participant contributions at beginning of year2013-12-31$241,963
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$196,532
Liabilities. Value of operating payables at end of year2013-12-31$10,550
Liabilities. Value of operating payables at beginning of year2013-12-31$14,254
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$22,163,394
Value of net assets at end of year (total assets less liabilities)2013-12-31$106,361,740
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$84,198,346
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$86,113,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$64,409,246
Value of interest in pooled separate accounts at end of year2013-12-31$9,970,533
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,704,386
Interest on participant loans2013-12-31$38,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$46,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$876,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$876,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,268,791
Net investment gain/loss from pooled separate accounts2013-12-31$151,478
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$4,931,681
Employer contributions (assets) at end of year2013-12-31$4,920,905
Employer contributions (assets) at beginning of year2013-12-31$4,676,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,536,230
Contract administrator fees2013-12-31$14,640
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,253,612
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,460,065
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : I-HEALTH/REVO HEALTH RETIREMENT 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$14,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,083
Total income from all sources (including contributions)2012-12-31$16,174,114
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,896,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,839,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,933,298
Value of total assets at end of year2012-12-31$84,212,600
Value of total assets at beginning of year2012-12-31$70,934,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,718
Total interest from all sources2012-12-31$32,898
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$865,425
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$865,425
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$3,160,993
Participant contributions at end of year2012-12-31$843,616
Participant contributions at beginning of year2012-12-31$738,274
Participant contributions at end of year2012-12-31$241,963
Participant contributions at beginning of year2012-12-31$229,226
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$95,407
Other income not declared elsewhere2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$14,254
Liabilities. Value of operating payables at beginning of year2012-12-31$14,083
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$13,277,727
Value of net assets at end of year (total assets less liabilities)2012-12-31$84,198,346
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$70,920,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$41,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$64,409,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$55,163,673
Value of interest in pooled separate accounts at end of year2012-12-31$9,704,386
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,419,085
Interest on participant loans2012-12-31$32,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$876,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$198,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$198,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,914,566
Net investment gain/loss from pooled separate accounts2012-12-31$427,927
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$4,676,898
Employer contributions (assets) at end of year2012-12-31$4,676,898
Employer contributions (assets) at beginning of year2012-12-31$4,071,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,839,669
Contract administrator fees2012-12-31$15,518
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,460,065
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,115,115
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : I-HEALTH/REVO HEALTH RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
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$14,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,174
Total income from all sources (including contributions)2011-12-31$5,120,132
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,870,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,793,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,055,468
Value of total assets at end of year2011-12-31$70,934,702
Value of total assets at beginning of year2011-12-31$67,684,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$77,850
Total interest from all sources2011-12-31$29,027
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$822,533
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$822,533
Administrative expenses professional fees incurred2011-12-31$36,200
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$2,843,090
Participant contributions at end of year2011-12-31$738,274
Participant contributions at beginning of year2011-12-31$563,723
Participant contributions at end of year2011-12-31$229,226
Participant contributions at beginning of year2011-12-31$192,957
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$141,176
Other income not declared elsewhere2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$14,083
Liabilities. Value of operating payables at beginning of year2011-12-31$13,174
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$3,249,223
Value of net assets at end of year (total assets less liabilities)2011-12-31$70,920,619
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$67,671,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$887
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$55,163,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$54,842,643
Value of interest in pooled separate accounts at end of year2011-12-31$8,419,085
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,135,641
Interest on participant loans2011-12-31$29,027
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$198,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$55,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$55,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,966,322
Net investment gain/loss from pooled separate accounts2011-12-31$179,426
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$4,071,202
Employer contributions (assets) at end of year2011-12-31$4,071,202
Employer contributions (assets) at beginning of year2011-12-31$3,884,530
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,793,059
Contract administrator fees2011-12-31$40,763
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,115,115
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,009,837
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : I-HEALTH/REVO HEALTH RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,601,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,000
Total income from all sources (including contributions)2010-12-31$13,756,558
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,437,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,370,213
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,781,846
Value of total assets at end of year2010-12-31$67,684,570
Value of total assets at beginning of year2010-12-31$51,765,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66,995
Total interest from all sources2010-12-31$21,078
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$752,455
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$752,455
Administrative expenses professional fees incurred2010-12-31$31,000
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,687,581
Participant contributions at end of year2010-12-31$563,723
Participant contributions at beginning of year2010-12-31$359,912
Participant contributions at end of year2010-12-31$192,957
Participant contributions at beginning of year2010-12-31$123,525
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$203,239
Other income not declared elsewhere2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$13,174
Liabilities. Value of operating payables at beginning of year2010-12-31$15,000
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$12,319,350
Value of net assets at end of year (total assets less liabilities)2010-12-31$67,671,396
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,750,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$54,842,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,364,187
Value of interest in pooled separate accounts at end of year2010-12-31$6,135,641
Interest on participant loans2010-12-31$21,078
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$4,138,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$55,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$97,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$97,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,094,555
Net investment gain/loss from pooled separate accounts2010-12-31$106,624
Net investment gain or loss from common/collective trusts2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Contributions received in cash from employer2010-12-31$3,891,026
Employer contributions (assets) at end of year2010-12-31$3,884,530
Employer contributions (assets) at beginning of year2010-12-31$3,240,500
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,370,213
Contract administrator fees2010-12-31$34,848
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,009,837
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,441,382
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
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 name2010-12-31LARSEN ALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for I-HEALTH/REVO HEALTH RETIREMENT PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered3757
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered3412
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered3024
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered2407
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 2
Insurance contract or identification number31507
Number of Individuals Covered2143
Insurance policy start date2018-01-12
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-12
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1814
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1130
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered950
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered880
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered821
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered712
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered650
Insurance policy start date2010-04-08
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?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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