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AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

AEGIS TREATMENT CENTERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:AEGIS TREATMENT CENTERS, LLC
Employer identification number (EIN):462568903
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about AEGIS TREATMENT CENTERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5321189

More information about AEGIS TREATMENT CENTERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01 ROLANDO ROCA2023-01-27
0012020-01-01
0012019-01-01DAVE DEVINE2020-10-08
0012018-01-01DAVE DEVINE2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01DAVID DEVINE DAVID DEVINE2016-10-17
0012014-01-01STEVE MAULHARDT STEVE MAULHARDT2015-10-13

Plan Statistics for AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01442
Total number of active participants reported on line 7a of the Form 55002021-01-010
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 participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01506
Total number of active participants reported on line 7a of the Form 55002020-01-01442
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01512
Number of participants with account balances2020-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01419
Total number of active participants reported on line 7a of the Form 55002019-01-01400
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01439
Number of participants with account balances2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01375
Total number of active participants reported on line 7a of the Form 55002018-01-01368
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01419
Number of participants with account balances2018-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01327
Total number of active participants reported on line 7a of the Form 55002017-01-01335
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01375
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01355
Total number of active participants reported on line 7a of the Form 55002016-01-01313
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01327
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01332
Total number of active participants reported on line 7a of the Form 55002015-01-01340
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01355
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01302
Total number of active participants reported on line 7a of the Form 55002014-01-01227
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01242
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013

Financial Data on AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets from this plan2021-02-01$7,090,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-01$11,764
Total income from all sources (including contributions)2021-02-01$145,666
Total of all expenses incurred2021-02-01$55,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-01$32,700
Value of total assets at beginning of year2021-02-01$7,011,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-01$22,302
Total interest from all sources2021-02-01$365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-02-01$0
Was this plan covered by a fidelity bond2021-02-01Yes
Value of fidelity bond cover2021-02-01$500,000
If this is an individual account plan, was there a blackout period2021-02-01No
Were there any nonexempt tranactions with any party-in-interest2021-02-01No
Participant contributions at beginning of year2021-02-01$118,833
Participant contributions at beginning of year2021-02-01$26,545
Administrative expenses (other) incurred2021-02-01$22,302
Liabilities. Value of operating payables at beginning of year2021-02-01$11,764
Total non interest bearing cash at beginning of year2021-02-01$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-01No
Value of net income/loss2021-02-01$90,664
Value of net assets at end of year (total assets less liabilities)2021-02-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-02-01$6,999,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-01No
Were any leases to which the plan was party in default or uncollectible2021-02-01No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-01$5,920,654
Interest on participant loans2021-02-01$201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-01$898,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-01$898,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-01$164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-01$145,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-01No
Was there a failure to transmit to the plan any participant contributions2021-02-01No
Has the plan failed to provide any benefit when due under the plan2021-02-01No
Employer contributions (assets) at beginning of year2021-02-01$46,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-01$32,700
Did the plan have assets held for investment2021-02-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-01Yes
Opinion of an independent qualified public accountant for this plan2021-02-01Unqualified
Accountancy firm name2021-02-01CONNOLLY STEELE & COMPANY P.C.
Accountancy firm EIN2021-02-01251767399
2020 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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$11,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$286
Total income from all sources (including contributions)2020-12-31$2,598,970
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$511,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$465,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,049,314
Value of total assets at end of year2020-12-31$7,011,258
Value of total assets at beginning of year2020-12-31$4,911,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,675
Total interest from all sources2020-12-31$6,418
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$148,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$148,006
Administrative expenses professional fees incurred2020-12-31$31,032
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$774,743
Participant contributions at end of year2020-12-31$118,833
Participant contributions at beginning of year2020-12-31$128,717
Participant contributions at end of year2020-12-31$26,545
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$779,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$286
Total non interest bearing cash at end of year2020-12-31$55
Total non interest bearing cash at beginning of year2020-12-31$315
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$2,087,835
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,999,494
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,911,659
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
Investment advisory and management fees2020-12-31$14,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,920,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,638,608
Interest on participant loans2020-12-31$6,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$898,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$124,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$124,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$395,232
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$495,045
Employer contributions (assets) at end of year2020-12-31$46,374
Employer contributions (assets) at beginning of year2020-12-31$19,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$465,460
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CONNOLLY STEELE + COMPANY, P.C.
Accountancy firm EIN2020-12-31251767399
2019 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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$286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,582
Total income from all sources (including contributions)2019-12-31$1,986,401
Total loss/gain on sale of assets2019-12-31$62,859
Total of all expenses incurred2019-12-31$444,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$401,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,226,820
Value of total assets at end of year2019-12-31$4,911,945
Value of total assets at beginning of year2019-12-31$3,375,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,547
Total interest from all sources2019-12-31$5,758
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$114,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$114,627
Administrative expenses professional fees incurred2019-12-31$42,547
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$735,761
Participant contributions at end of year2019-12-31$128,717
Participant contributions at beginning of year2019-12-31$106,160
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$45,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,582
Total non interest bearing cash at end of year2019-12-31$315
Total non interest bearing cash at beginning of year2019-12-31$6,087
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$1,542,061
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,911,659
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,369,598
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$4,638,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,185,114
Interest on participant loans2019-12-31$5,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$124,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$67,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$67,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$576,337
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$445,394
Employer contributions (assets) at end of year2019-12-31$19,870
Employer contributions (assets) at beginning of year2019-12-31$10,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$401,793
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
Aggregate proceeds on sale of assets2019-12-31$1,390,889
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,328,030
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 name2019-12-31HOOD AND STRONG, LLP
Accountancy firm EIN2019-12-31941254756
2018 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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$5,582
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$890,749
Total loss/gain on sale of assets2018-12-31$48,959
Total of all expenses incurred2018-12-31$197,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$165,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,094,533
Value of total assets at end of year2018-12-31$3,375,180
Value of total assets at beginning of year2018-12-31$2,676,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,335
Total interest from all sources2018-12-31$5,042
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$87,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$87,740
Administrative expenses professional fees incurred2018-12-31$32,335
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$596,389
Participant contributions at end of year2018-12-31$106,160
Participant contributions at beginning of year2018-12-31$96,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$120,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$6,087
Total non interest bearing cash at beginning of year2018-12-31$25
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$692,865
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,369,598
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,676,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,185,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,527,004
Interest on participant loans2018-12-31$5,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$67,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$53,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$53,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-345,525
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$377,828
Employer contributions (assets) at end of year2018-12-31$10,078
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$165,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
Aggregate proceeds on sale of assets2018-12-31$578,879
Aggregate carrying amount (costs) on sale of assets2018-12-31$529,920
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 name2018-12-31HOOD AND STRONG, LLP
Accountancy firm EIN2018-12-31941254756
2017 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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
Total income from all sources (including contributions)2017-12-31$1,160,672
Total loss/gain on sale of assets2017-12-31$41,955
Total of all expenses incurred2017-12-31$97,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$82,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$831,223
Value of total assets at end of year2017-12-31$2,676,733
Value of total assets at beginning of year2017-12-31$1,613,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,154
Total interest from all sources2017-12-31$4,462
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$51,265
Administrative expenses professional fees incurred2017-12-31$15,154
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$500,480
Participant contributions at end of year2017-12-31$96,228
Participant contributions at beginning of year2017-12-31$96,435
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$38,822
Total non interest bearing cash at end of year2017-12-31$25
Total non interest bearing cash at beginning of year2017-12-31$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$1,062,754
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,676,733
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,613,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,527,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,507,122
Interest on participant loans2017-12-31$4,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$53,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$231,767
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$291,921
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$10,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$82,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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
Aggregate proceeds on sale of assets2017-12-31$407,258
Aggregate carrying amount (costs) on sale of assets2017-12-31$365,303
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 name2017-12-31HOOD AND STRONG, LLP
Accountancy firm EIN2017-12-31941254756
2016 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$1,007,521
Total loss/gain on sale of assets2016-12-31$18,316
Total of all expenses incurred2016-12-31$161,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$112,252
Value of total corrective distributions2016-12-31$34,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$890,715
Value of total assets at end of year2016-12-31$1,613,979
Value of total assets at beginning of year2016-12-31$767,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,650
Total interest from all sources2016-12-31$1,100
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,166
Administrative expenses professional fees incurred2016-12-31$14,650
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$294,840
Participant contributions at end of year2016-12-31$96,435
Participant contributions at beginning of year2016-12-31$2,577
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$410,218
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$846,509
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,613,979
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$767,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,507,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$764,893
Interest on participant loans2016-12-31$1,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$65,071
Net investment gain/loss from pooled separate accounts2016-12-31$-847
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$185,657
Employer contributions (assets) at end of year2016-12-31$10,422
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$112,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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
Aggregate proceeds on sale of assets2016-12-31$459,255
Aggregate carrying amount (costs) on sale of assets2016-12-31$440,939
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 name2016-12-31HOOD AND STRONG, LLP
Accountancy firm EIN2016-12-31941254756
2015 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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$146,010
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$124,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$166,694
Value of total assets at end of year2015-12-31$767,470
Value of total assets at beginning of year2015-12-31$746,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,656
Total interest from all sources2015-12-31$349
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$147,986
Participant contributions at end of year2015-12-31$2,577
Participant contributions at beginning of year2015-12-31$14,097
Participant contributions at beginning of year2015-12-31$9,556
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$523
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$21,076
Value of net assets at end of year (total assets less liabilities)2015-12-31$767,470
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$746,394
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$2,656
Value of interest in pooled separate accounts at end of year2015-12-31$764,893
Value of interest in pooled separate accounts at beginning of year2015-12-31$721,426
Interest on participant loans2015-12-31$349
Net investment gain/loss from pooled separate accounts2015-12-31$-21,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,463
Employer contributions (assets) at beginning of year2015-12-31$792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,278
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 name2015-12-31HOOD AND STRONG, LLP
Accountancy firm EIN2015-12-31941254756
2014 : AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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$200,824
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$155,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$147,588
Value of total corrective distributions2014-12-31$7,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$189,091
Value of total assets at end of year2014-12-31$746,394
Value of total assets at beginning of year2014-12-31$701,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$838
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$173,998
Participant contributions at end of year2014-12-31$14,097
Participant contributions at beginning of year2014-12-31$25,025
Participant contributions at end of year2014-12-31$9,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$523
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$45,255
Value of net assets at end of year (total assets less liabilities)2014-12-31$746,394
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$701,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$721,426
Value of interest in pooled separate accounts at beginning of year2014-12-31$676,114
Interest on participant loans2014-12-31$838
Net investment gain/loss from pooled separate accounts2014-12-31$10,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,093
Employer contributions (assets) at end of year2014-12-31$792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$147,588
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 name2014-12-31TRAVELLER & CO., LLC
Accountancy firm EIN2014-12-31870668060

Form 5500 Responses for AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN

2021: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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: AEGIS TREATMENT CENTERS, LLC 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number19600236
Policy instance 1
Insurance contract or identification number19600236
Number of Individuals Covered41
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,651
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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
Commission paid to Insurance BrokerUSD $10,121
Insurance broker organization code?4
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number19600236
Policy instance 1
Insurance contract or identification number19600236
Number of Individuals Covered44
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,837
Total amount of fees paid to insurance companyUSD $2,209
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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
Commission paid to Insurance BrokerUSD $8,837
Insurance broker organization code?4
Amount paid for insurance broker fees2209
Additional information about fees paid to insurance brokerN/A
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC

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