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INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameINDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

INDEPENDENCE HEALTH SYSTEMS INC has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDENCE HEALTH SYSTEMS INC
Employer identification number (EIN):430926316
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about INDEPENDENCE HEALTH SYSTEMS INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2417851

More information about INDEPENDENCE HEALTH SYSTEMS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SAMANTHA LOESING
0012023-01-01
0012023-01-01SAMANTHA LOESING
0012022-01-01
0012022-01-01SAMANTHA LOESING
0012021-01-01
0012021-01-01SAMANTHA LOESING
0012020-01-01
0012019-01-01
0012018-01-01SAMANTHA LOESING2019-06-10
0012018-01-01
0012017-01-01JANEL KOENIG
0012016-01-01JANEL KOENIG JANEL KOENIG2017-10-11
0012015-01-01AMY HALE AMY HALE2016-10-14
0012014-01-01AMY HALE2015-08-25 AMY HALE2015-08-25
0012013-01-01RITA COFFEY2014-07-28 RITA COFFEY2014-07-28
0012012-01-01RITA COFFEY2013-07-25 RITA COFFEY2013-07-25
0012010-01-01RITA COFFEY

Plan Statistics for INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01126
Total number of active participants reported on line 7a of the Form 55002023-01-01110
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0114
Total of all active and inactive participants2023-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01125
Number of participants with account balances2023-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0114
2022: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01127
Total number of active participants reported on line 7a of the Form 55002022-01-01102
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01130
Number of participants with account balances2021-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01134
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01129
Number of participants with account balances2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01128
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01132
Number of participants with account balances2019-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0194
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01124
Number of participants with account balances2018-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0194
Number of participants with account balances2017-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01103
Number of participants with account balances2016-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01104
Number of participants with account balances2015-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2010: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0184
Total number of active participants reported on line 7a of the Form 55002010-01-0170
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0185
Number of participants with account balances2010-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$495,493
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$129,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$112,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$203,278
Value of total assets at end of year2023-12-31$2,005,651
Value of total assets at beginning of year2023-12-31$1,639,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,057
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$15,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$15,259
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$164,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$139,453
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$366,389
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,005,651
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,639,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$7,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,005,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,639,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$276,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$61,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$112,047
Contract administrator fees2023-12-31$7,031
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTON, LARSON, ALLEN
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$495,493
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$129,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$112,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$203,278
Value of total assets at end of year2023-01-01$2,005,651
Value of total assets at beginning of year2023-01-01$1,639,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$17,057
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$15,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$15,259
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$164,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$139,453
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$366,389
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,005,651
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,639,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$7,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$2,005,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,639,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$276,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$61,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$112,047
Contract administrator fees2023-01-01$7,031
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTON, LARSON, ALLEN
Accountancy firm EIN2023-01-01410746749
2022 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-115,983
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$169,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$152,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$176,936
Value of total assets at end of year2022-12-31$1,639,262
Value of total assets at beginning of year2022-12-31$1,925,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,283
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,056
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$14,056
Administrative expenses professional fees incurred2022-12-31$850
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$193,000
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$128,548
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$11,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-285,920
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,639,262
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,925,182
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$6,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,639,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,913,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-306,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$48,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$152,654
Contract administrator fees2022-12-31$9,635
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 name2022-12-31CLIFTON, LARSON, ALLEN
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-115,983
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$169,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$152,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$176,936
Value of total assets at end of year2022-01-01$1,639,262
Value of total assets at beginning of year2022-01-01$1,925,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$17,283
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$14,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$14,056
Administrative expenses professional fees incurred2022-01-01$850
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$193,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$128,548
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$11,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-285,920
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,639,262
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,925,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$6,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,639,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,913,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-306,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$48,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$152,654
Contract administrator fees2022-01-01$9,635
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTON, LARSON, ALLEN
Accountancy firm EIN2022-01-01410746749
2021 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$437,991
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$311,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$293,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$188,108
Value of total assets at end of year2021-12-31$1,925,182
Value of total assets at beginning of year2021-12-31$1,798,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,045
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,299
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$25,299
Administrative expenses professional fees incurred2021-12-31$889
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$180,000
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$122,140
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$22,124
Total non interest bearing cash at end of year2021-12-31$11,219
Total non interest bearing cash at beginning of year2021-12-31$48,507
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$126,579
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,925,182
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,798,603
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$2,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,913,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,715,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$224,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$65,968
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$12,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$293,367
Contract administrator fees2021-12-31$14,950
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 name2021-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2021-12-31430352985
2020 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$493,802
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$146,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$130,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$261,226
Value of total assets at end of year2020-12-31$1,798,603
Value of total assets at beginning of year2020-12-31$1,451,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,436
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,833
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$13,833
Administrative expenses professional fees incurred2020-12-31$759
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$135,000
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$135,790
Participant contributions at end of year2020-12-31$22,124
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,504
Total non interest bearing cash at end of year2020-12-31$48,507
Total non interest bearing cash at beginning of year2020-12-31$52,264
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$347,561
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,798,603
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,451,042
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$7,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,715,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,398,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$218,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$67,932
Employer contributions (assets) at end of year2020-12-31$12,057
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$130,805
Contract administrator fees2020-12-31$7,618
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 name2020-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2020-12-31430352985
2019 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$475,624
Total income from all sources (including contributions)2019-12-31$475,624
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$159,781
Total of all expenses incurred2019-12-31$159,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$214,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$214,363
Value of total assets at end of year2019-12-31$1,451,042
Value of total assets at end of year2019-12-31$1,451,042
Value of total assets at beginning of year2019-12-31$1,135,199
Value of total assets at beginning of year2019-12-31$1,135,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,899
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,498
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,498
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,498
Administrative expenses professional fees incurred2019-12-31$750
Administrative expenses professional fees incurred2019-12-31$750
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$114,000
Value of fidelity bond cover2019-12-31$114,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$128,823
Contributions received from participants2019-12-31$128,823
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,581
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,581
Total non interest bearing cash at end of year2019-12-31$52,264
Total non interest bearing cash at end of year2019-12-31$52,264
Total non interest bearing cash at beginning of year2019-12-31$293
Total non interest bearing cash at beginning of year2019-12-31$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$315,843
Value of net income/loss2019-12-31$315,843
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,451,042
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,451,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,135,199
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,135,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,221
Investment advisory and management fees2019-12-31$6,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,398,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,398,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,134,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,134,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$250,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$250,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$58,959
Contributions received in cash from employer2019-12-31$58,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,882
Contract administrator fees2019-12-31$10,928
Contract administrator fees2019-12-31$10,928
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm name2019-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2019-12-31430352985
Accountancy firm EIN2019-12-31430352985
2018 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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$106,448
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$294,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$279,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$170,950
Value of total assets at end of year2018-12-31$1,135,199
Value of total assets at beginning of year2018-12-31$1,323,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,107
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,799
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$11,799
Administrative expenses professional fees incurred2018-12-31$750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$133,000
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$99,162
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,000
Total non interest bearing cash at end of year2018-12-31$293
Total non interest bearing cash at beginning of year2018-12-31$194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-188,155
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,135,199
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,323,354
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$9,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,134,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,323,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-76,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$41,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$279,496
Contract administrator fees2018-12-31$5,185
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 name2018-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2018-12-31430352985
2017 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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$320,098
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$233,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$217,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$153,300
Value of total assets at end of year2017-12-31$1,323,354
Value of total assets at beginning of year2017-12-31$1,236,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,233
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,473
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$9,473
Administrative expenses professional fees incurred2017-12-31$563
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$124,000
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$90,314
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,852
Total non interest bearing cash at end of year2017-12-31$194
Total non interest bearing cash at beginning of year2017-12-31$24
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$86,832
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,323,354
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,236,522
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$9,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,323,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,236,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$157,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$35,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$217,033
Contract administrator fees2017-12-31$6,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31KERBER, ECK & BRAECKEL LLP
Accountancy firm EIN2017-12-31430352985
2016 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$229,577
Total of all expenses incurred2016-12-31$102,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$88,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$137,212
Value of total assets at end of year2016-12-31$1,236,522
Value of total assets at beginning of year2016-12-31$1,109,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,604
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,974
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$6,974
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$123,653
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$93,700
Other income not declared elsewhere2016-12-31$201
Total non interest bearing cash at end of year2016-12-31$24
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$126,679
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,236,522
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,109,843
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$8,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,236,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,109,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$85,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$88,294
Contract administrator fees2016-12-31$6,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31KERBER, ECK & BRACKEL LLP
Accountancy firm EIN2016-12-31430352985
2015 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$141,236
Total of all expenses incurred2015-12-31$84,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$75,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$135,876
Value of total assets at end of year2015-12-31$1,109,843
Value of total assets at beginning of year2015-12-31$1,053,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,223
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,940
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$2,940
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$110,984
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$92,963
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$853
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$56,559
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,109,843
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,053,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,109,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,053,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$2,420
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$42,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$75,454
Contract administrator fees2015-12-31$9,223
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 name2015-12-31KERBER, ECK & BRACKEL LLP
Accountancy firm EIN2015-12-31430352985
2010 : INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$163,662
Expenses. Total of all expenses incurred2010-12-31$26,929
Benefits paid (including direct rollovers)2010-12-31$25,614
Total plan assets at end of year2010-12-31$763,761
Total plan assets at beginning of year2010-12-31$627,028
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$62,250
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$80,753
Net income (gross income less expenses)2010-12-31$136,733
Net plan assets at end of year (total assets less liabilities)2010-12-31$763,761
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$627,028
Total contributions received or receivable from employer(s)2010-12-31$20,659
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,315

Form 5500 Responses for INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN

2023: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2010: INDEPENDENCE HEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number936128
Policy instance 1

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