LIFELINE PRIMARY CARE, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021: LIFELINE 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 40 |
Number of participants with account balances | 2021-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LIFELINE 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 51 |
Number of participants with account balances | 2020-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LIFELINE 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 55 |
Number of participants with account balances | 2019-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LIFELINE 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 35 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LIFELINE 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 35 |
Number of participants with account balances | 2017-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LIFELINE 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 45 |
Number of participants with account balances | 2016-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
Measure | Date | Value |
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2021 : LIFELINE 401(K) PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $160,492 |
Expenses. Total of all expenses incurred | 2021-12-31 | $62,970 |
Benefits paid (including direct rollovers) | 2021-12-31 | $56,738 |
Total plan assets at end of year | 2021-12-31 | $350,568 |
Total plan assets at beginning of year | 2021-12-31 | $253,046 |
Total contributions received or receivable from participants | 2021-12-31 | $85,022 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $30,633 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $97,522 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $350,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $253,046 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $44,837 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,232 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : LIFELINE 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $122,520 |
Expenses. Total of all expenses incurred | 2020-12-31 | $167,096 |
Benefits paid (including direct rollovers) | 2020-12-31 | $132,712 |
Total plan assets at end of year | 2020-12-31 | $253,046 |
Total plan assets at beginning of year | 2020-12-31 | $297,622 |
Total contributions received or receivable from participants | 2020-12-31 | $77,453 |
Other income received | 2020-12-31 | $39,638 |
Net income (gross income less expenses) | 2020-12-31 | $-44,576 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $253,046 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $297,622 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $5,429 |
Value of corrective distributions | 2020-12-31 | $28,523 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,861 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : LIFELINE 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $127,818 |
Expenses. Total of all expenses incurred | 2019-12-31 | $8,183 |
Total plan assets at end of year | 2019-12-31 | $297,622 |
Total plan assets at beginning of year | 2019-12-31 | $177,987 |
Total contributions received or receivable from participants | 2019-12-31 | $81,667 |
Other income received | 2019-12-31 | $43,570 |
Net income (gross income less expenses) | 2019-12-31 | $119,635 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $297,622 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $177,987 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $3,464 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $2,581 |
Value of corrective distributions | 2019-12-31 | $3,089 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,094 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : LIFELINE 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $68,445 |
Expenses. Total of all expenses incurred | 2018-12-31 | $41,241 |
Benefits paid (including direct rollovers) | 2018-12-31 | $28,599 |
Total plan assets at end of year | 2018-12-31 | $177,987 |
Total plan assets at beginning of year | 2018-12-31 | $150,783 |
Total contributions received or receivable from participants | 2018-12-31 | $72,212 |
Other income received | 2018-12-31 | $-8,743 |
Net income (gross income less expenses) | 2018-12-31 | $27,204 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $177,987 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $150,783 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $4,976 |
Value of corrective distributions | 2018-12-31 | $8,969 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,673 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : LIFELINE 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $111,611 |
Expenses. Total of all expenses incurred | 2017-12-31 | $9,331 |
Benefits paid (including direct rollovers) | 2017-12-31 | $6,133 |
Total plan assets at end of year | 2017-12-31 | $150,783 |
Total plan assets at beginning of year | 2017-12-31 | $48,503 |
Total contributions received or receivable from participants | 2017-12-31 | $88,711 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $685 |
Other income received | 2017-12-31 | $15,684 |
Net income (gross income less expenses) | 2017-12-31 | $102,280 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $150,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $48,503 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $6,531 |
Value of corrective distributions | 2017-12-31 | $389 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,809 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : LIFELINE 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $48,942 |
Expenses. Total of all expenses incurred | 2016-12-31 | $439 |
Total plan assets at end of year | 2016-12-31 | $48,503 |
Total contributions received or receivable from participants | 2016-12-31 | $44,879 |
Other income received | 2016-12-31 | $1,097 |
Net income (gross income less expenses) | 2016-12-31 | $48,503 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $48,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $2,966 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $439 |
2021: LIFELINE 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LIFELINE 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LIFELINE 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LIFELINE 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LIFELINE 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LIFELINE 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 124909 |
Policy instance | 1 |
Insurance contract or identification number | 124909 | Number of Individuals Covered | 39 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,334 | Total amount of fees paid to insurance company | USD $304 | 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? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | GROUP ANNUITY | Commission paid to Insurance Broker | USD $1,334 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 124909 |
Policy instance | 1 |
Insurance contract or identification number | 124909 | Number of Individuals Covered | 17 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,769 | 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? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | GROUP ANNUITY | Amount paid for insurance broker fees | 1376 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 124909 |
Policy instance | 1 |
Insurance contract or identification number | 124909 | Number of Individuals Covered | 17 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,302 | 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? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | GROUP ANNUITY | Amount paid for insurance broker fees | 1183 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 124909 |
Policy instance | 1 |
Insurance contract or identification number | 124909 | Number of Individuals Covered | 15 | Insurance policy start date | 2018-08-04 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,147 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $775 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 124909 |
Policy instance | 1 |
Insurance contract or identification number | 124909 | Number of Individuals Covered | 17 | Insurance policy start date | 2017-08-04 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $641 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $491 | Insurance broker organization code? | 3 | Insurance broker name | DWC ERISA CONSULTANTS |
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