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BKD, LLP EMPLOYEE HEALTH CARE PLAN 401k Plan overview

Plan NameBKD, LLP EMPLOYEE HEALTH CARE PLAN
Plan identification number 501

BKD, LLP EMPLOYEE HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Other welfare benefit cover

401k Sponsoring company profile

FORVIS, LLP has sponsored the creation of one or more 401k plans.

Company Name:FORVIS, LLP
Employer identification number (EIN):440160260
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about FORVIS, LLP

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 212533

More information about FORVIS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BKD, LLP EMPLOYEE HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01BRAD BUEHLER BRAD BUEHLER2018-10-03
5012016-01-01BRAD BUEHLER BRAD BUEHLER2017-08-31
5012015-01-01BRAD BUEHLER BRAD BUEHLER2016-08-03
5012014-01-01BRAD BUEHLER BRAD BUEHLER2015-10-12
5012013-01-01BRAD BUEHLER BRAD BUEHLER2014-10-14
5012012-01-01BRAD BUEHLER BRAD BUEHLER2013-07-26
5012011-01-01BRAD BUEHLER
5012009-01-01BRAD BUEHLER

Plan Statistics for BKD, LLP EMPLOYEE HEALTH CARE PLAN

401k plan membership statisitcs for BKD, LLP EMPLOYEE HEALTH CARE PLAN

Measure Date Value
2022: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,501
Total number of active participants reported on line 7a of the Form 55002022-01-012,622
Number of retired or separated participants receiving benefits2022-01-01101
Total of all active and inactive participants2022-01-012,723
Total participants2022-01-012,723
2021: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,420
Total number of active participants reported on line 7a of the Form 55002021-01-012,344
Number of retired or separated participants receiving benefits2021-01-0187
Total of all active and inactive participants2021-01-012,431
Total participants2021-01-012,431
2020: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,364
Total number of active participants reported on line 7a of the Form 55002020-01-012,283
Number of retired or separated participants receiving benefits2020-01-01117
Total of all active and inactive participants2020-01-012,400
Total participants2020-01-012,400
2019: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,231
Total number of active participants reported on line 7a of the Form 55002019-01-012,213
Number of retired or separated participants receiving benefits2019-01-01101
Total of all active and inactive participants2019-01-012,314
Total participants2019-01-012,314
2018: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,103
Total number of active participants reported on line 7a of the Form 55002018-01-012,103
Number of retired or separated participants receiving benefits2018-01-0191
Total of all active and inactive participants2018-01-012,194
Total participants2018-01-012,194
2017: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,144
Total number of active participants reported on line 7a of the Form 55002017-01-012,015
Number of retired or separated participants receiving benefits2017-01-0177
Total of all active and inactive participants2017-01-012,092
Total participants2017-01-012,092
2016: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,984
Total number of active participants reported on line 7a of the Form 55002016-01-012,001
Number of retired or separated participants receiving benefits2016-01-0163
Total of all active and inactive participants2016-01-012,064
Total participants2016-01-012,064
2015: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,864
Total number of active participants reported on line 7a of the Form 55002015-01-011,862
Number of retired or separated participants receiving benefits2015-01-0176
Total of all active and inactive participants2015-01-011,938
Total participants2015-01-011,938
2014: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,689
Total number of active participants reported on line 7a of the Form 55002014-01-011,804
Number of retired or separated participants receiving benefits2014-01-0171
Total of all active and inactive participants2014-01-011,875
Total participants2014-01-011,875
2013: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,547
Total number of active participants reported on line 7a of the Form 55002013-01-011,576
Number of retired or separated participants receiving benefits2013-01-0170
Total of all active and inactive participants2013-01-011,646
Total participants2013-01-011,646
2012: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,488
Total number of active participants reported on line 7a of the Form 55002012-01-011,487
Number of retired or separated participants receiving benefits2012-01-0163
Total of all active and inactive participants2012-01-011,550
Total participants2012-01-011,550
2011: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,610
Total number of active participants reported on line 7a of the Form 55002011-01-011,471
Number of retired or separated participants receiving benefits2011-01-0119
Total of all active and inactive participants2011-01-011,490
Total participants2011-01-011,490
2009: BKD, LLP EMPLOYEE HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,806
Total number of active participants reported on line 7a of the Form 55002009-01-011,540
Number of retired or separated participants receiving benefits2009-01-0162
Total of all active and inactive participants2009-01-011,602
Total participants2009-01-011,602

Financial Data on BKD, LLP EMPLOYEE HEALTH CARE PLAN

Measure Date Value
2022 : BKD, LLP EMPLOYEE HEALTH CARE 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$2,152,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,352,597
Total income from all sources (including contributions)2022-12-31$24,502,113
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$32,390,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,991,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$24,501,936
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$9,089,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,398,758
Total interest from all sources2022-12-31$177
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$237,827
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,753,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$714,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,888,631
Value of net assets at end of year (total assets less liabilities)2022-12-31$-2,152,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,736,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,374,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,374,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$177
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,589,116
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$10,748,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,402,870
Contract administrator fees2022-12-31$1,160,931
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,152,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,331,000
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : BKD, LLP EMPLOYEE HEALTH CARE 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$3,352,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,025,060
Total income from all sources (including contributions)2021-12-31$30,810,462
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,620,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,348,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,809,750
Value of total assets at end of year2021-12-31$9,089,228
Value of total assets at beginning of year2021-12-31$7,572,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,272,033
Total interest from all sources2021-12-31$712
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$252,159
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,812,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$714,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,041,532
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$189,672
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,736,631
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,546,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,374,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,530,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,530,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$712
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,306,409
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$17,997,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,042,348
Contract administrator fees2021-12-31$1,019,874
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,331,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,004,000
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$21,597
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$21,060
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-12-31721202445
2020 : BKD, LLP EMPLOYEE HEALTH CARE 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$2,025,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,236,601
Total income from all sources (including contributions)2020-12-31$28,184,388
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,174,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,959,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,183,999
Value of total assets at end of year2020-12-31$7,572,019
Value of total assets at beginning of year2020-12-31$2,773,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,215,495
Total interest from all sources2020-12-31$389
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$247,159
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,008,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,041,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$285,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$33,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,009,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,546,959
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$537,300
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,530,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,488,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,488,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$389
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,077,590
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$16,175,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,881,644
Contract administrator fees2020-12-31$968,336
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,004,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,203,378
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-12-31721202445
2019 : BKD, LLP EMPLOYEE HEALTH CARE 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$2,236,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,825,099
Total income from all sources (including contributions)2019-12-31$25,234,989
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$26,076,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,730,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,234,745
Value of total assets at end of year2019-12-31$2,773,901
Value of total assets at beginning of year2019-12-31$3,203,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,346,070
Total interest from all sources2019-12-31$244
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$287,200
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,521,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$285,779
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$340,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$33,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-841,104
Value of net assets at end of year (total assets less liabilities)2019-12-31$537,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,378,404
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,488,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,862,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,862,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$244
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$935,198
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$12,713,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,794,825
Contract administrator fees2019-12-31$1,058,870
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,203,378
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,823,895
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2019-12-31721202445
2018 : BKD, LLP EMPLOYEE HEALTH CARE 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$1,825,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,067,883
Total income from all sources (including contributions)2018-12-31$22,556,299
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$21,956,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,904,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,556,025
Value of total assets at end of year2018-12-31$3,203,503
Value of total assets at beginning of year2018-12-31$2,846,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,052,460
Total interest from all sources2018-12-31$274
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$29,167
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,277,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$340,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$79,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,193
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$599,548
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,378,404
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$778,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,862,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,766,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,766,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$274
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$770,661
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$11,278,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,133,630
Contract administrator fees2018-12-31$1,023,293
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,823,895
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,066,690
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2018-12-31721202445
2017 : BKD, LLP EMPLOYEE HEALTH CARE 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$2,067,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,600,865
Total income from all sources (including contributions)2017-12-31$19,965,325
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,233,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,324,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,965,038
Value of total assets at end of year2017-12-31$2,846,739
Value of total assets at beginning of year2017-12-31$3,647,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$908,563
Total interest from all sources2017-12-31$287
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$50,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,978,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$79,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$38,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,267,764
Value of net assets at end of year (total assets less liabilities)2017-12-31$778,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,046,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,766,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,609,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,609,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$287
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,244,228
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$9,986,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,080,298
Contract administrator fees2017-12-31$858,563
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,066,690
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,598,632
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2017-12-31721202445
2016 : BKD, LLP EMPLOYEE HEALTH CARE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,600,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,144,347
Total income from all sources (including contributions)2016-12-31$18,362,709
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,262,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,388,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,362,328
Value of total assets at end of year2016-12-31$3,647,485
Value of total assets at beginning of year2016-12-31$4,091,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$874,535
Total interest from all sources2016-12-31$381
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$50,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,226,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$38,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$209,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-900,172
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,046,620
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,946,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,609,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,881,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,881,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$381
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,101,968
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$9,135,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,286,378
Contract administrator fees2016-12-31$824,535
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,598,632
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,143,230
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2016-12-31721202445
2015 : BKD, LLP EMPLOYEE HEALTH CARE 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$1,144,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$997,604
Total income from all sources (including contributions)2015-12-31$17,318,373
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,603,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,667,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,317,915
Value of total assets at end of year2015-12-31$4,091,139
Value of total assets at beginning of year2015-12-31$5,229,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$936,340
Total interest from all sources2015-12-31$458
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$50,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,783,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$209,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$47,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,285,095
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,946,792
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,231,887
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,881,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,182,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,182,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$458
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,910,959
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$8,534,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,756,169
Contract administrator fees2015-12-31$886,340
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,143,230
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$996,656
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2015-12-31721202445
2014 : BKD, LLP EMPLOYEE HEALTH CARE 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$997,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$699,744
Total income from all sources (including contributions)2014-12-31$14,344,519
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,845,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,085,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,343,976
Value of total assets at end of year2014-12-31$5,229,491
Value of total assets at beginning of year2014-12-31$5,432,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$760,093
Total interest from all sources2014-12-31$543
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$50,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,399,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$47,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$87,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-501,100
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,231,887
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,732,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,182,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,345,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,345,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$543
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,836,760
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$6,943,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,248,766
Contract administrator fees2014-12-31$710,093
Liabilities. Value of benefit claims payable at end of year2014-12-31$996,656
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$698,889
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2014-12-31721202445
2013 : BKD, LLP EMPLOYEE HEALTH CARE 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$699,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$832,221
Total income from all sources (including contributions)2013-12-31$13,238,376
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,412,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,714,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,237,850
Value of total assets at end of year2013-12-31$5,432,731
Value of total assets at beginning of year2013-12-31$4,739,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$698,438
Total interest from all sources2013-12-31$526
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$50,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,931,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$87,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$105,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$83,372
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$825,412
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,732,987
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,907,575
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,345,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,634,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,634,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$526
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,892,170
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$6,306,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,822,356
Contract administrator fees2013-12-31$648,438
Liabilities. Value of benefit claims payable at end of year2013-12-31$698,889
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$748,849
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2013-12-31410746749
2012 : BKD, LLP EMPLOYEE HEALTH CARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,957,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,787,174
Total income from all sources (including contributions)2012-12-31$13,647,668
Total of all expenses incurred2012-12-31$12,579,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,930,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,644,497
Value of total assets at end of year2012-12-31$4,739,796
Value of total assets at beginning of year2012-12-31$3,501,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$649,135
Total interest from all sources2012-12-31$3,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$50,000
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,261,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$105,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$160,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$83,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$752
Liabilities. Value of operating payables at end of year2012-12-31$1,400,000
Liabilities. Value of operating payables at beginning of year2012-12-31$1,400,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,068,372
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,782,575
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,714,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,634,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,341,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,341,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,171
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,652,114
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$6,382,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,278,047
Contract administrator fees2012-12-31$599,135
Liabilities. Value of benefit claims payable at end of year2012-12-31$473,849
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$386,422
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2012-12-31410746749
2011 : BKD, LLP EMPLOYEE HEALTH CARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,787,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,639,231
Total income from all sources (including contributions)2011-12-31$13,334,326
Total of all expenses incurred2011-12-31$12,376,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,789,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,328,965
Value of total assets at end of year2011-12-31$3,501,377
Value of total assets at beginning of year2011-12-31$2,395,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$586,672
Total interest from all sources2011-12-31$5,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$45,833
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,716,549
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$159,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$160,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$70,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,063
Liabilities. Value of operating payables at end of year2011-12-31$1,400,000
Liabilities. Value of operating payables at beginning of year2011-12-31$1,300,000
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$957,811
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,714,203
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$756,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,341,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,325,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,325,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,361
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,488,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,453,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,301,227
Contract administrator fees2011-12-31$540,839
Liabilities. Value of benefit claims payable at end of year2011-12-31$386,422
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$338,168
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2011-12-31410746749
2010 : BKD, LLP EMPLOYEE HEALTH CARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,639,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,660,655
Total income from all sources (including contributions)2010-12-31$11,991,317
Total of all expenses incurred2010-12-31$11,570,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,931,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,976,939
Value of total assets at end of year2010-12-31$2,395,623
Value of total assets at beginning of year2010-12-31$1,996,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$638,912
Total interest from all sources2010-12-31$4,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$50,000
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$7,442,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$70,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$647,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,377
Other income not declared elsewhere2010-12-31$9,732
Liabilities. Value of operating payables at end of year2010-12-31$1,300,000
Liabilities. Value of operating payables at beginning of year2010-12-31$1,300,000
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$420,628
Value of net assets at end of year (total assets less liabilities)2010-12-31$756,392
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$335,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,325,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,349,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,349,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,646
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,509,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,534,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,421,845
Contract administrator fees2010-12-31$588,912
Liabilities. Value of benefit claims payable at end of year2010-12-31$338,168
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$359,278
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CLIFTON GUNDERSON, LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for BKD, LLP EMPLOYEE HEALTH CARE PLAN

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

Insurance Providers Used on plan

HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract numberW71001
Policy instance 1
Insurance contract or identification numberW71001
Number of Individuals Covered2724
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
Welfare Benefit Premiums Paid to CarrierUSD $1,589,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract numberW71001
Policy instance 1
Insurance contract or identification numberW71001
Number of Individuals Covered2484
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
Welfare Benefit Premiums Paid to CarrierUSD $1,306,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
QBE A&H (National Association of Insurance Commissioners NAIC id number: 39217 )
Policy contract numberLGS02291-20
Policy instance 1
Insurance contract or identification numberLGS02291-20
Number of Individuals Covered2373
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $53,878
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
Welfare Benefit Premiums Paid to CarrierUSD $1,077,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees53878
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 1000620 01
Policy instance 1
Insurance contract or identification numberESL 1000620 01
Number of Individuals Covered2312
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
Welfare Benefit Premiums Paid to CarrierUSD $935,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL100062000
Policy instance 1
Insurance contract or identification numberESL100062000
Number of Individuals Covered2191
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $770,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number77772000
Policy instance 2
Insurance contract or identification number77772000
Number of Individuals Covered4337
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $75,691
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,519,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,691
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameNFP CORPORATE SERVICES (IL) INC
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number004009929
Policy instance 1
Insurance contract or identification number004009929
Number of Individuals Covered4723
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
Welfare Benefit Premiums Paid to CarrierUSD $724,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3320428
Policy instance 1
Insurance contract or identification number3320428
Number of Individuals Covered4285
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $66,473
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,910,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66,473
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameSCHWARTZ BENEFITS SERVICES INC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3320428
Policy instance 1
Insurance contract or identification number3320428
Number of Individuals Covered4053
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $55,421
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,836,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,421
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameSCHWARTZ BENEFITS SERVICES INC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3320428
Policy instance 1
Insurance contract or identification number3320428
Number of Individuals Covered3574
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $55,807
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,892,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,807
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameSCHWARTZ BENEFITS SERVICES INC
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3320428
Policy instance 1
Insurance contract or identification number3320428
Number of Individuals Covered3426
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49,379
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $1,652,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,379
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSCHWARTZ BENEFIT SERVICES
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3320428
Policy instance 1
Insurance contract or identification number3320428
Number of Individuals Covered3278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $-73
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $1,488,216
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3320428
Policy instance 1
Insurance contract or identification number3320428
Number of Individuals Covered3242
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $39,964
Total amount of fees paid to insurance companyUSD $124,920
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $1,509,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,964
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSCHWARTZ BENEFIT SERVICES

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