BURGESS HEALTH CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BURGESS HEALTH CORP EMPLOYEE HEALTH PLAN
Measure | Date | Value |
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2013 : BURGESS HEALTH CORP EMPLOYEE HEALTH PLAN 2013 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $283,955 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $189,949 |
Total income from all sources (including contributions) | 2013-12-31 | $1,240,078 |
Total of all expenses incurred | 2013-12-31 | $1,774,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,670,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,239,945 |
Value of total assets at end of year | 2013-12-31 | $283,955 |
Value of total assets at beginning of year | 2013-12-31 | $724,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $104,274 |
Total interest from all sources | 2013-12-31 | $133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $12,203 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $524,704 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $81,791 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $57,893 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $28,160 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $54,280 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $72,559 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-534,338 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $534,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $696,127 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $696,127 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $133 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $174,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $633,450 |
Employer contributions (assets) at end of year | 2013-12-31 | $226,062 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,495,895 |
Contract administrator fees | 2013-12-31 | $92,071 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $229,675 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $117,390 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SEIM JOHNSON, LLP |
Accountancy firm EIN | 2013-12-31 | 476097913 |
2012 : BURGESS HEALTH CORP EMPLOYEE HEALTH PLAN 2012 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $189,949 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $157,849 |
Total income from all sources (including contributions) | 2012-12-31 | $1,615,111 |
Total of all expenses incurred | 2012-12-31 | $1,492,467 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,395,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,613,484 |
Value of total assets at end of year | 2012-12-31 | $724,287 |
Value of total assets at beginning of year | 2012-12-31 | $569,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $97,234 |
Total interest from all sources | 2012-12-31 | $1,627 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $8,990 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $466,236 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $1,121 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $204,944 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $28,160 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,537 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $72,559 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $67,431 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $122,644 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $534,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $411,694 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $696,127 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $565,885 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $565,885 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,627 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $283,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $942,304 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,112,086 |
Contract administrator fees | 2012-12-31 | $88,244 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $117,390 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $90,418 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SEIM JOHNSON, LLP |
Accountancy firm EIN | 2012-12-31 | 476097913 |
2011 : BURGESS HEALTH CORP EMPLOYEE HEALTH PLAN 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $157,849 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $185,676 |
Total income from all sources (including contributions) | 2011-12-31 | $1,604,515 |
Total of all expenses incurred | 2011-12-31 | $1,357,424 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,262,465 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,601,849 |
Value of total assets at end of year | 2011-12-31 | $569,543 |
Value of total assets at beginning of year | 2011-12-31 | $350,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $94,959 |
Total interest from all sources | 2011-12-31 | $2,666 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $11,760 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $420,376 |
Participant contributions at end of year | 2011-12-31 | $1,121 |
Participant contributions at beginning of year | 2011-12-31 | $512 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $91,879 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,537 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $59,389 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $67,431 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $60,366 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $247,091 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $411,694 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $164,603 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $565,885 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $290,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $290,378 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2,666 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $269,823 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,089,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $992,642 |
Contract administrator fees | 2011-12-31 | $83,199 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $90,418 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $125,310 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SEIM JOHNSON, LLP |
Accountancy firm EIN | 2011-12-31 | 476097913 |
2010 : BURGESS HEALTH CORP EMPLOYEE HEALTH PLAN 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $185,676 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $258,434 |
Total income from all sources (including contributions) | 2010-12-31 | $1,567,327 |
Total of all expenses incurred | 2010-12-31 | $1,515,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,426,636 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,565,356 |
Value of total assets at end of year | 2010-12-31 | $350,279 |
Value of total assets at beginning of year | 2010-12-31 | $370,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $88,592 |
Total interest from all sources | 2010-12-31 | $1,971 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $11,820 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $351,262 |
Participant contributions at end of year | 2010-12-31 | $512 |
Participant contributions at beginning of year | 2010-12-31 | $895 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $255,893 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $59,389 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $16,683 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $60,366 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $31,761 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $52,099 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $164,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $112,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $290,378 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $353,360 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $353,360 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,971 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $221,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $958,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,205,276 |
Contract administrator fees | 2010-12-31 | $76,772 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $125,310 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $226,673 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SEIM JOHNSON, LLP |
Accountancy firm EIN | 2010-12-31 | 476097913 |