401k Plan data: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN plan

MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 401k Plan overview

Plan Name	MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN
Plan identification number	001

MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDICAL REIMBURSEMENTS OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL REIMBURSEMENTS OF AMERICA, INC.

Employer identification number (EIN): 461064303

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Additional information about MEDICAL REIMBURSEMENTS OF AMERICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2002-08-23

Company Identification Number: 0800116652

Legal Registered Office Address: 6840 CAROTHERS PKWY STE 150

FRANKLIN
United States of America (USA)
37067

More information about MEDICAL REIMBURSEMENTS OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 MICHAEL WIDMANN MICHAEL WIDMANN 2018-10-15
001 2017-01-01 MICHAEL WIDMANN MICHAEL WIDMANN 2018-10-09
001 2016-01-01 MICHAEL WIDMANN MICHAEL WIDMANN 2017-07-25
001 2015-01-01 ROBERT O. ROLFE ROBERT O. ROLFE 2016-07-20
001 2014-01-01 ROBERT ROLFE ROBERT ROLFE 2015-07-30
001 2013-01-01 JULIE BENNETT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	MICHAEL WIDMANN	MICHAEL WIDMANN	2018-10-15
001	2017-01-01	MICHAEL WIDMANN	MICHAEL WIDMANN	2018-10-09
001	2016-01-01	MICHAEL WIDMANN	MICHAEL WIDMANN	2017-07-25
001	2015-01-01	ROBERT O. ROLFE	ROBERT O. ROLFE	2016-07-20
001	2014-01-01	ROBERT ROLFE	ROBERT ROLFE	2015-07-30
001	2013-01-01	JULIE BENNETT

Plan Statistics for MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN

401k plan membership statisitcs for MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN

Measure Date Value
2018: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 191
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 99
Total of all active and inactive participants 2017-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 290
Number of participants with account balances 2017-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 34
2016: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 389
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 242
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 97
Total of all active and inactive participants 2016-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 339
Number of participants with account balances 2016-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 64
2015: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 295
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 84
Total of all active and inactive participants 2015-01-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 379
Number of participants with account balances 2015-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 38
2014: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 250
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 74
Total of all active and inactive participants 2014-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 324
Number of participants with account balances 2014-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 42
2013: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 251
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 65
Total of all active and inactive participants 2013-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 316
Number of participants with account balances 2013-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 19

Measure	Date	Value
2018: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	191
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	99
Total of all active and inactive participants	2017-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	290
Number of participants with account balances	2017-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	34
2016: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	389
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	242
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	97
Total of all active and inactive participants	2016-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	339
Number of participants with account balances	2016-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	64
2015: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	295
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	84
Total of all active and inactive participants	2015-01-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	379
Number of participants with account balances	2015-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	38
2014: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	250
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	74
Total of all active and inactive participants	2014-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	324
Number of participants with account balances	2014-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	42
2013: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	251
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	65
Total of all active and inactive participants	2013-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	316
Number of participants with account balances	2013-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	19

Financial Data on MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN

Measure	Date	Value
2018 : MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-01-11	$0
Total transfer of assets from this plan	2018-01-11	$6,188,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-11	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-11	$0
Total income from all sources (including contributions)	2018-01-11	$172,903
Total loss/gain on sale of assets	2018-01-11	$0
Total of all expenses incurred	2018-01-11	$950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-01-11	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-01-11	$0
Value of total assets at end of year	2018-01-11	$0
Value of total assets at beginning of year	2018-01-11	$6,016,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-01-11	$950
Total interest from all sources	2018-01-11	$14
Total dividends received (eg from common stock, registered investment company shares)	2018-01-11	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-01-11	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-01-11	$0
Was this plan covered by a fidelity bond	2018-01-11	Yes
Value of fidelity bond cover	2018-01-11	$400,000
If this is an individual account plan, was there a blackout period	2018-01-11	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-01-11	No
Participant contributions at beginning of year	2018-01-11	$120,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-11	No
Value of net income/loss	2018-01-11	$171,953
Value of net assets at end of year (total assets less liabilities)	2018-01-11	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-01-11	$6,016,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-01-11	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-01-11	No
Were any leases to which the plan was party in default or uncollectible	2018-01-11	No
Value of interest in pooled separate accounts at beginning of year	2018-01-11	$5,864,430
Interest earned on other investments	2018-01-11	$14
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-01-11	$31,866
Net investment gain/loss from pooled separate accounts	2018-01-11	$172,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-01-11	No
Was there a failure to transmit to the plan any participant contributions	2018-01-11	No
Has the plan failed to provide any benefit when due under the plan	2018-01-11	No
Contract administrator fees	2018-01-11	$950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-01-11	Yes
Did the plan have assets held for investment	2018-01-11	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-11	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-01-11	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-01-11	Yes
Opinion of an independent qualified public accountant for this plan	2018-01-11	Disclaimer
Accountancy firm name	2018-01-11	LBMC, PC
Accountancy firm EIN	2018-01-11	621199757
2017 : MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,592,181
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$446,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$398,984
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,072
Value of total corrective distributions	2017-12-31	$36,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$711,595
Value of total assets at end of year	2017-12-31	$6,016,822
Value of total assets at beginning of year	2017-12-31	$4,871,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,443
Total interest from all sources	2017-12-31	$4,950
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$602,910
Participant contributions at end of year	2017-12-31	$120,526
Participant contributions at beginning of year	2017-12-31	$87,554
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,145,480
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,016,822
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,871,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,864,430
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,752,256
Interest on participant loans	2017-12-31	$4,531
Interest earned on other investments	2017-12-31	$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$31,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$31,532
Net investment gain/loss from pooled separate accounts	2017-12-31	$875,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$104,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$398,984
Contract administrator fees	2017-12-31	$10,443
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LBMC, PC
Accountancy firm EIN	2017-12-31	621199757
2016 : MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$1,098,184
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$441,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$408,155
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,016
Value of total corrective distributions	2016-12-31	$21,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$727,404
Value of total assets at end of year	2016-12-31	$4,871,342
Value of total assets at beginning of year	2016-12-31	$4,214,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,869
Total interest from all sources	2016-12-31	$3,922
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$400,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$584,126
Participant contributions at end of year	2016-12-31	$87,554
Participant contributions at beginning of year	2016-12-31	$79,851
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$30,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$656,885
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,871,342
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,214,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,752,256
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,101,563
Interest on participant loans	2016-12-31	$3,470
Interest earned on other investments	2016-12-31	$452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$31,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$33,043
Net investment gain/loss from pooled separate accounts	2016-12-31	$366,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$113,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$408,155
Contract administrator fees	2016-12-31	$10,869
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LBMC, PC.
Accountancy firm EIN	2016-12-31	621199757
2015 : MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$605,095
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$444,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$401,360
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,265
Value of total corrective distributions	2015-12-31	$27,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$653,241
Value of total assets at end of year	2015-12-31	$4,214,457
Value of total assets at beginning of year	2015-12-31	$4,053,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,134
Total interest from all sources	2015-12-31	$4,095
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$400,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$532,828
Participant contributions at end of year	2015-12-31	$79,851
Participant contributions at beginning of year	2015-12-31	$102,606
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$161,000
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,214,457
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,053,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,101,563
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,918,726
Interest on participant loans	2015-12-31	$3,598
Interest earned on other investments	2015-12-31	$497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$33,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$32,125
Net investment gain/loss from pooled separate accounts	2015-12-31	$-52,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$110,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$401,360
Contract administrator fees	2015-12-31	$10,134
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LBMC, PC.
Accountancy firm EIN	2015-12-31	621199757
2014 : MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$852,264
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$493,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$477,572
Value of total corrective distributions	2014-12-31	$5,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$599,034
Value of total assets at end of year	2014-12-31	$4,053,457
Value of total assets at beginning of year	2014-12-31	$3,694,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,183
Total interest from all sources	2014-12-31	$5,015
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$400,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$505,101
Participant contributions at end of year	2014-12-31	$102,606
Participant contributions at beginning of year	2014-12-31	$111,128
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$5,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$358,910
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,053,457
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,694,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,918,726
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,534,529
Interest on participant loans	2014-12-31	$4,515
Interest earned on other investments	2014-12-31	$500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$32,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$48,890
Net investment gain/loss from pooled separate accounts	2014-12-31	$248,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$88,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$477,572
Contract administrator fees	2014-12-31	$10,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN	2014-12-31	621199757
2013 : MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$1,170,640
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$529,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$497,988
Expenses. Certain deemed distributions of participant loans	2013-12-31	$3,262
Value of total corrective distributions	2013-12-31	$9,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$470,439
Value of total assets at end of year	2013-12-31	$3,694,547
Value of total assets at beginning of year	2013-12-31	$3,053,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$19,156
Total interest from all sources	2013-12-31	$4,780
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$19,156
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$350,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$466,093
Participant contributions at end of year	2013-12-31	$111,128
Participant contributions at beginning of year	2013-12-31	$89,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$641,157
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,694,547
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,053,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,534,529
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,943,990
Interest on participant loans	2013-12-31	$4,044
Interest earned on other investments	2013-12-31	$736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$48,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$19,714
Net investment gain/loss from pooled separate accounts	2013-12-31	$695,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$497,988
Contract administrator fees	2013-12-31	$16,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN	2013-12-31	621199757

Form 5500 Responses for MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN

2018: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2018 form 5500 responses
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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2017 form 5500 responses
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MEDICAL REIMBURSEMENTS OF AMERICA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067736

Policy instance

Insurance contract or identification number	067736
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-01-11
Total amount of commissions paid to insurance broker	USD $0
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?	Yes
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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067736

Policy instance

Insurance contract or identification number	067736
Number of Individuals Covered	290
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $16,076
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?	Yes
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 $8,612
Insurance broker organization code?	3
Insurance broker name	ROBERT W BAIRD AND COMPANY

Potentially related plans

MEDICAL REIMBURSEMENTS ASSOCIATES, INC. PREMIUM CO [EIN = 134026595]

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Company Name:	MEDICAL REIMBURSEMENTS OF AMERICA, INC.
Employer identification number (EIN):	461064303
NAIC Classification:	561110
NAIC Description:	Office Administrative Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2002-08-23
Company Identification Number:	0800116652
Legal Registered Office Address:	6840 CAROTHERS PKWY STE 150 FRANKLIN United States of America (USA) 37067