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ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN
Plan identification number 501

ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

ADVANCE CARE ALLIANCE OF NY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADVANCE CARE ALLIANCE OF NY, INC.
Employer identification number (EIN):465489816
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-08-01DEAN JOHNSTON
5012022-08-01
5012022-08-01
5012022-08-01GERARD JOSEPH
5012021-08-01GERARD JOSEPH2023-02-10
5012020-08-01
5012019-08-01

Financial Data on ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN

Measure Date Value
2023 : ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total income from all sources (including contributions)2023-07-31$0
Total loss/gain on sale of assets2023-07-31$0
Total of all expenses incurred2023-07-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$0
Value of total assets at end of year2023-07-31$0
Value of total assets at beginning of year2023-07-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$0
Total interest from all sources2023-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31No
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$500,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$0
Value of net assets at end of year (total assets less liabilities)2023-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31No
Was there a failure to transmit to the plan any participant contributions2023-07-31No
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Did the plan have assets held for investment2023-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31No
Opinion of an independent qualified public accountant for this plan2023-07-31Unqualified
Accountancy firm name2023-07-31BAKER TILLY
Accountancy firm EIN2023-07-31390859910
2022 : ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-01$0
Total income from all sources (including contributions)2022-08-01$0
Total loss/gain on sale of assets2022-08-01$0
Total of all expenses incurred2022-08-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-01$0
Value of total assets at end of year2022-08-01$0
Value of total assets at beginning of year2022-08-01$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-01$0
Total interest from all sources2022-08-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-08-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-01No
Was this plan covered by a fidelity bond2022-08-01Yes
Value of fidelity bond cover2022-08-01$500,000
If this is an individual account plan, was there a blackout period2022-08-01No
Were there any nonexempt tranactions with any party-in-interest2022-08-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-01No
Value of net income/loss2022-08-01$0
Value of net assets at end of year (total assets less liabilities)2022-08-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-08-01$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-01No
Were any leases to which the plan was party in default or uncollectible2022-08-01No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-01No
Was there a failure to transmit to the plan any participant contributions2022-08-01No
Has the plan failed to provide any benefit when due under the plan2022-08-01No
Did the plan have assets held for investment2022-08-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-01No
Opinion of an independent qualified public accountant for this plan2022-08-011
Accountancy firm name2022-08-01BAKER TILLY
Accountancy firm EIN2022-08-01390859910

Form 5500 Responses for ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN

2022: ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – General assets of the sponsorYes
2022-08-01Plan benefit arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – General assets of the sponsorYes
2021: ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – General assets of the sponsorYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – General assets of the sponsorYes
2020: ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – General assets of the sponsorYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – General assets of the sponsorYes
2019: ADVANCE CARE ALLIANCE HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01First time form 5500 has been submittedYes
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – General assets of the sponsorYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0242556
Policy instance 2
NATIONAL EMPLOYEE ASSISTANCE PROVIDERS (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberEAP
Policy instance 1
NATIONAL EMPLOYEE ASSISTANCE PROVIDERS (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberEAP
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0242556
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number306770
Policy instance 2
NATIONAL EMPLOYEE ASSISTANCE PROVIDERS (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberEAP
Policy instance 1
NATIONAL EMPLOYEE ASSISTANCE PROVIDERS (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberACANY
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number921750
Policy instance 3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number306770
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number276201
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number551310
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5369326
Policy instance 2
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberAC37386
Policy instance 1

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