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HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 401k Plan overview

Plan NameHEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN
Plan identification number 501

HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

HEALTH AND REHAB SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name:HEALTH AND REHAB SOLUTIONS
Employer identification number (EIN):455281410
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01TERESA CHALLANS2023-07-13
5012021-01-01ERIK NYSTROM2022-10-10
5012020-01-01
5012019-01-01
5012018-01-01

Plan Statistics for HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN

401k plan membership statisitcs for HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN

Measure Date Value
2022: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01116
Number of employers contributing to the scheme2022-01-010
2021: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01119
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01116
Number of employers contributing to the scheme2021-01-010
2020: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01123
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01119
2019: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01109
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01103
2018: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0197
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01109

Financial Data on HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN

Measure Date Value
2020 : HEALTH AND REHAB SOLUTIONS GROUP MEDICAL 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$24,268
Total income from all sources (including contributions)2020-12-31$710,815
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$998,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$757,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$710,815
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$312,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$241,008
Total interest from all sources2020-12-31$0
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$330,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$272,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$24,268
Administrative expenses (other) incurred2020-12-31$199,986
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$312,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-287,913
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$287,913
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
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$710,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$485,575
Contract administrator fees2020-12-31$41,022
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JCCS, P.C.
Accountancy firm EIN2020-12-31810348775
2019 : HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$24,268
Total plan liabilities at beginning of year2019-12-31$41,621
Total income from all sources2019-12-31$704,655
Expenses. Total of all expenses incurred2019-12-31$530,029
Benefits paid (including direct rollovers)2019-12-31$264,839
Total plan assets at end of year2019-12-31$312,181
Total plan assets at beginning of year2019-12-31$154,908
Value of fidelity bond covering the plan2019-12-31$330,000
Total contributions received or receivable from participants2019-12-31$9,288
Expenses. Other expenses not covered elsewhere2019-12-31$215,351
Contributions received from other sources (not participants or employers)2019-12-31$9,288
Other income received2019-12-31$596
Net income (gross income less expenses)2019-12-31$174,626
Net plan assets at end of year (total assets less liabilities)2019-12-31$287,913
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$113,287
Total contributions received or receivable from employer(s)2019-12-31$685,483
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$49,839
2018 : HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$41,621
Total income from all sources2018-12-31$631,436
Expenses. Total of all expenses incurred2018-12-31$518,149
Benefits paid (including direct rollovers)2018-12-31$278,735
Total plan assets at end of year2018-12-31$154,908
Value of fidelity bond covering the plan2018-12-31$330,000
Total contributions received or receivable from participants2018-12-31$225,390
Expenses. Other expenses not covered elsewhere2018-12-31$191,748
Contributions received from other sources (not participants or employers)2018-12-31$4,805
Other income received2018-12-31$227
Net income (gross income less expenses)2018-12-31$113,287
Net plan assets at end of year (total assets less liabilities)2018-12-31$113,287
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$401,014
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$47,666

Form 5500 Responses for HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN

2022: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL 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: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL 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: HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberEMC L20100791
Policy instance 1
Insurance contract or identification numberEMC L20100791
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $35,256
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $234,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered103
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $155,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered109
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $135,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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