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URGENT TEAM HOLDINGS 401(K) PLAN 401k Plan overview

Plan NameURGENT TEAM HOLDINGS 401(K) PLAN
Plan identification number 001

URGENT TEAM HOLDINGS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

URGENT TEAM HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:URGENT TEAM HOLDINGS, INC.
Employer identification number (EIN):452660283
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan URGENT TEAM HOLDINGS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHANIE CARLSON STEPHANIE CARLSON2018-09-27
0012016-01-01RUDY BLANK RUDY BLANK2017-10-10
0012015-01-01EMILY VENABLE
0012014-01-01EMILY VENABLE
0012013-01-01EMILY VENABLE

Plan Statistics for URGENT TEAM HOLDINGS 401(K) PLAN

401k plan membership statisitcs for URGENT TEAM HOLDINGS 401(K) PLAN

Measure Date Value
2022: URGENT TEAM HOLDINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,098
Total number of active participants reported on line 7a of the Form 55002022-01-01863
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01324
Total of all active and inactive participants2022-01-011,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,188
Number of participants with account balances2022-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01189
2021: URGENT TEAM HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01890
Total number of active participants reported on line 7a of the Form 55002021-01-01803
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01243
Total of all active and inactive participants2021-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,047
Number of participants with account balances2021-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01145
2020: URGENT TEAM HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01782
Total number of active participants reported on line 7a of the Form 55002020-01-01701
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01839
Number of participants with account balances2020-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0181
2019: URGENT TEAM HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01649
Total number of active participants reported on line 7a of the Form 55002019-01-01667
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01743
Number of participants with account balances2019-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0161
2018: URGENT TEAM HOLDINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01487
Total number of active participants reported on line 7a of the Form 55002018-01-01560
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01632
Number of participants with account balances2018-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0143
2017: URGENT TEAM HOLDINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01429
Total number of active participants reported on line 7a of the Form 55002017-01-01420
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01468
Number of participants with account balances2017-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: URGENT TEAM HOLDINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01351
Total number of active participants reported on line 7a of the Form 55002016-01-01374
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01408
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: URGENT TEAM HOLDINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01307
Total number of active participants reported on line 7a of the Form 55002015-01-01276
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01285
Number of participants with account balances2015-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: URGENT TEAM HOLDINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01280
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01291
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: URGENT TEAM HOLDINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01267
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on URGENT TEAM HOLDINGS 401(K) PLAN

Measure Date Value
2022 : URGENT TEAM HOLDINGS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$543,578
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,039,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$858,251
Expenses. Certain deemed distributions of participant loans2022-12-31$36,804
Value of total corrective distributions2022-12-31$39,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,269,948
Value of total assets at end of year2022-12-31$9,033,180
Value of total assets at beginning of year2022-12-31$9,528,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,694
Total interest from all sources2022-12-31$10,876
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$104,694
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,583,785
Participant contributions at end of year2022-12-31$255,180
Participant contributions at beginning of year2022-12-31$208,425
Participant contributions at end of year2022-12-31$10,425
Participant contributions at beginning of year2022-12-31$153
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$209,560
Other income not declared elsewhere2022-12-31$-1,737,246
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-495,686
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,033,180
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,528,866
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,648,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,279,913
Interest on participant loans2022-12-31$10,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$116,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$40,341
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$476,603
Employer contributions (assets) at end of year2022-12-31$2,660
Employer contributions (assets) at beginning of year2022-12-31$34
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$858,251
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PYA, P.C.
Accountancy firm EIN2022-12-31621517792
2021 : URGENT TEAM HOLDINGS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,175,084
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$815,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$656,446
Expenses. Certain deemed distributions of participant loans2021-12-31$62,345
Value of total corrective distributions2021-12-31$6,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,096,912
Value of total assets at end of year2021-12-31$9,528,866
Value of total assets at beginning of year2021-12-31$7,169,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,891
Total interest from all sources2021-12-31$8,698
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$90,891
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,487,180
Participant contributions at end of year2021-12-31$208,425
Participant contributions at beginning of year2021-12-31$162,322
Participant contributions at end of year2021-12-31$153
Participant contributions at beginning of year2021-12-31$54
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$170,782
Other income not declared elsewhere2021-12-31$1,069,474
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,359,334
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,528,866
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,169,532
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 in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,279,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,992,053
Interest on participant loans2021-12-31$8,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$40,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,812
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$438,950
Employer contributions (assets) at end of year2021-12-31$34
Employer contributions (assets) at beginning of year2021-12-31$2,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$656,446
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PYA, P.C.
Accountancy firm EIN2021-12-31621517792
2020 : URGENT TEAM HOLDINGS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,710,459
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$583,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$490,955
Expenses. Certain deemed distributions of participant loans2020-12-31$21,653
Value of total corrective distributions2020-12-31$21,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,786,383
Value of total assets at end of year2020-12-31$7,169,532
Value of total assets at beginning of year2020-12-31$5,042,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,396
Total interest from all sources2020-12-31$7,675
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$49,396
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,242,993
Participant contributions at end of year2020-12-31$162,322
Participant contributions at beginning of year2020-12-31$90,278
Participant contributions at end of year2020-12-31$54
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$159,307
Other income not declared elsewhere2020-12-31$916,401
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,126,979
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,169,532
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,042,553
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 in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,992,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,939,629
Interest on participant loans2020-12-31$7,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,646
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$384,083
Employer contributions (assets) at end of year2020-12-31$2,291
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$490,955
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PYA, P.C.
Accountancy firm EIN2020-12-31621517792
2019 : URGENT TEAM HOLDINGS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,430,805
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$857,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$823,763
Expenses. Certain deemed distributions of participant loans2019-12-31$5,417
Value of total corrective distributions2019-12-31$12,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,694,494
Value of total assets at end of year2019-12-31$5,042,553
Value of total assets at beginning of year2019-12-31$3,469,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,898
Total interest from all sources2019-12-31$4,379
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$15,898
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,007,837
Participant contributions at end of year2019-12-31$90,278
Participant contributions at beginning of year2019-12-31$75,921
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$39
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$344,788
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,573,214
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,042,553
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,469,339
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 in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,939,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,384,482
Interest on participant loans2019-12-31$4,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$731,932
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$341,869
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$3,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$823,763
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PYA, P.C.
Accountancy firm EIN2019-12-31621517792
2018 : URGENT TEAM HOLDINGS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$749,664
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$266,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$239,073
Value of total corrective distributions2018-12-31$17,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$986,646
Value of total assets at end of year2018-12-31$3,469,339
Value of total assets at beginning of year2018-12-31$2,985,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,526
Total interest from all sources2018-12-31$3,870
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$746,487
Participant contributions at end of year2018-12-31$75,921
Participant contributions at beginning of year2018-12-31$68,583
Participant contributions at end of year2018-12-31$39
Participant contributions at beginning of year2018-12-31$21,964
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,752
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$483,587
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,469,339
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,985,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,384,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,881,757
Interest on participant loans2018-12-31$3,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-240,852
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$236,407
Employer contributions (assets) at end of year2018-12-31$3,808
Employer contributions (assets) at beginning of year2018-12-31$13,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$239,073
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PYA, P.C.
Accountancy firm EIN2018-12-31621517792
2017 : URGENT TEAM HOLDINGS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,146,728
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$562,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$506,114
Expenses. Certain deemed distributions of participant loans2017-12-31$36,227
Value of total corrective distributions2017-12-31$17,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$801,581
Value of total assets at end of year2017-12-31$2,985,752
Value of total assets at beginning of year2017-12-31$2,401,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,925
Total interest from all sources2017-12-31$2,642
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$583,223
Participant contributions at end of year2017-12-31$68,583
Participant contributions at beginning of year2017-12-31$69,523
Participant contributions at end of year2017-12-31$21,964
Participant contributions at beginning of year2017-12-31$19,004
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,075
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$584,210
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,985,752
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,401,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,881,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,303,636
Interest on participant loans2017-12-31$2,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$342,505
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$191,283
Employer contributions (assets) at end of year2017-12-31$13,144
Employer contributions (assets) at beginning of year2017-12-31$7,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$506,114
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PYA, P.C.
Accountancy firm EIN2017-12-31621517792
2016 : URGENT TEAM HOLDINGS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,744,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$306,087
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$96,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$51,799
Expenses. Certain deemed distributions of participant loans2016-12-31$7,283
Value of total corrective distributions2016-12-31$37,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$251,234
Value of total assets at end of year2016-12-31$2,401,542
Value of total assets at beginning of year2016-12-31$447,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$554
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$230,603
Participant contributions at end of year2016-12-31$69,523
Participant contributions at end of year2016-12-31$19,004
Participant contributions at beginning of year2016-12-31$5,958
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$209,376
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,401,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$447,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$554
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,303,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$441,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,853
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$20,631
Employer contributions (assets) at end of year2016-12-31$7,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$51,799
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : URGENT TEAM HOLDINGS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$226,555
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$36,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,460
Value of total corrective distributions2015-12-31$28,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$240,906
Value of total assets at end of year2015-12-31$447,784
Value of total assets at beginning of year2015-12-31$257,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$240
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$166,658
Participant contributions at end of year2015-12-31$5,958
Participant contributions at beginning of year2015-12-31$4,265
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,248
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$189,991
Value of net assets at end of year (total assets less liabilities)2015-12-31$447,784
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$257,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$240
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$441,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$253,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,351
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,460
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : URGENT TEAM HOLDINGS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$170,721
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$64,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$63,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$157,786
Value of total assets at end of year2014-12-31$257,793
Value of total assets at beginning of year2014-12-31$151,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,346
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$152,188
Participant contributions at end of year2014-12-31$4,265
Participant contributions at beginning of year2014-12-31$10,250
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,598
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$106,103
Value of net assets at end of year (total assets less liabilities)2014-12-31$257,793
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$151,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$253,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$141,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,935
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$63,272
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH, LLP
Accountancy firm EIN2014-12-31350921680
2013 : URGENT TEAM HOLDINGS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$152,433
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$144,059
Value of total assets at end of year2013-12-31$151,690
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$743
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$99,684
Participant contributions at end of year2013-12-31$10,250
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,375
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$151,690
Value of net assets at end of year (total assets less liabilities)2013-12-31$151,690
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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
Investment advisory and management fees2013-12-31$743
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$141,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,374
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH, LLP
Accountancy firm EIN2013-12-31350921680

Form 5500 Responses for URGENT TEAM HOLDINGS 401(K) PLAN

2022: URGENT TEAM HOLDINGS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: URGENT TEAM HOLDINGS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: URGENT TEAM HOLDINGS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: URGENT TEAM HOLDINGS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: URGENT TEAM HOLDINGS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: URGENT TEAM HOLDINGS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: URGENT TEAM HOLDINGS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: URGENT TEAM HOLDINGS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: URGENT TEAM HOLDINGS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: URGENT TEAM HOLDINGS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111231
Policy instance 1
Insurance contract or identification number111231
Number of Individuals Covered746
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,309
Total amount of fees paid to insurance companyUSD $31,139
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $30,309
Insurance broker organization code?4
Amount paid for insurance broker fees31139
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111231
Policy instance 1
Insurance contract or identification number111231
Number of Individuals Covered660
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $29,511
Total amount of fees paid to insurance companyUSD $21,275
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $29,511
Amount paid for insurance broker fees0
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111231
Policy instance 1
Insurance contract or identification number111231
Number of Individuals Covered506
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,268
Total amount of fees paid to insurance companyUSD $16,936
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,268
Amount paid for insurance broker fees0
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111231
Policy instance 1
Insurance contract or identification number111231
Number of Individuals Covered413
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,456
Total amount of fees paid to insurance companyUSD $22,361
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees22361
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $17,456
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111231
Policy instance 1
Insurance contract or identification number111231
Number of Individuals Covered332
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,059
Total amount of fees paid to insurance companyUSD $16,962
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16962
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111231
Policy instance 1
Insurance contract or identification number111231
Number of Individuals Covered239
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,115
Total amount of fees paid to insurance companyUSD $6,804
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,115
Insurance broker organization code?4
Amount paid for insurance broker fees6804
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameEMLOYEE BENEFIT SERVICES

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