401k Plan data: CARE SYNERGY 403(B) PLAN plan

CARE SYNERGY 403(B) PLAN 401k Plan overview

Plan Name	CARE SYNERGY 403(B) PLAN
Plan identification number	001

CARE SYNERGY 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

COMFORT BRIDGE, DBA CARE SYNERGY has sponsored the creation of one or more 401k plans.

Company Name: COMFORT BRIDGE, DBA CARE SYNERGY

Employer identification number (EIN): 471820366

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE SYNERGY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RON FERET

Plan Statistics for CARE SYNERGY 403(B) PLAN

401k plan membership statisitcs for CARE SYNERGY 403(B) PLAN

Measure Date Value
2022: CARE SYNERGY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,000
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 648
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 396
Total of all active and inactive participants 2022-01-01 1,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,044
Number of participants with account balances 2022-01-01 742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 54
2021: CARE SYNERGY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,324
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 687
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 398
Total of all active and inactive participants 2021-01-01 1,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,096
Number of participants with account balances 2021-01-01 836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CARE SYNERGY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,520
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 806
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 427
Total of all active and inactive participants 2020-01-01 1,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,234
Number of participants with account balances 2020-01-01 954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 92
2019: CARE SYNERGY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,037
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 683
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 355
Total of all active and inactive participants 2019-01-01 1,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,049
Number of participants with account balances 2019-01-01 759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 86
2018: CARE SYNERGY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 682
Number of retired or separated participants receiving benefits 2018-01-01 50
Number of other retired or separated participants entitled to future benefits 2018-01-01 259
Total of all active and inactive participants 2018-01-01 991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 991
Number of participants with account balances 2018-01-01 686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 81
2017: CARE SYNERGY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,044
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 780
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 138
Total of all active and inactive participants 2017-01-01 918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 918
Number of participants with account balances 2017-01-01 821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: CARE SYNERGY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,000
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	648
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	396
Total of all active and inactive participants	2022-01-01	1,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,044
Number of participants with account balances	2022-01-01	742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	54
2021: CARE SYNERGY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,324
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	687
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	398
Total of all active and inactive participants	2021-01-01	1,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,096
Number of participants with account balances	2021-01-01	836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CARE SYNERGY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,520
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	806
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	427
Total of all active and inactive participants	2020-01-01	1,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,234
Number of participants with account balances	2020-01-01	954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	92
2019: CARE SYNERGY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,037
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	683
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	355
Total of all active and inactive participants	2019-01-01	1,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,049
Number of participants with account balances	2019-01-01	759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	86
2018: CARE SYNERGY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	682
Number of retired or separated participants receiving benefits	2018-01-01	50
Number of other retired or separated participants entitled to future benefits	2018-01-01	259
Total of all active and inactive participants	2018-01-01	991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	991
Number of participants with account balances	2018-01-01	686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	81
2017: CARE SYNERGY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,044
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	780
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	138
Total of all active and inactive participants	2017-01-01	918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	918
Number of participants with account balances	2017-01-01	821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on CARE SYNERGY 403(B) PLAN

Measure	Date	Value
2022 : CARE SYNERGY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,245,054
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,513,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,322,558
Expenses. Certain deemed distributions of participant loans	2022-12-31	$93,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,709,140
Value of total assets at end of year	2022-12-31	$30,639,801
Value of total assets at beginning of year	2022-12-31	$39,398,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$97,023
Total interest from all sources	2022-12-31	$25,197
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$520,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$520,682
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,620,198
Participant contributions at end of year	2022-12-31	$97,729
Participant contributions at beginning of year	2022-12-31	$184,361
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$229,409
Other income not declared elsewhere	2022-12-31	$-131,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,758,244
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$30,639,801
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$39,398,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,097,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$37,956,547
Interest on participant loans	2022-12-31	$5,568
Interest earned on other investments	2022-12-31	$12,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$333,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$333,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$7,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,444,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$923,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,368,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$859,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,322,558
Contract administrator fees	2022-12-31	$97,023
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : CARE SYNERGY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,420,600
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,137,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,915,615
Expenses. Certain deemed distributions of participant loans	2021-12-31	$45,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,261,185
Value of total assets at end of year	2021-12-31	$39,398,045
Value of total assets at beginning of year	2021-12-31	$36,114,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$176,762
Total interest from all sources	2021-12-31	$5,809
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$176,762
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,870,760
Participant contributions at end of year	2021-12-31	$184,361
Participant contributions at beginning of year	2021-12-31	$103,732
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$494,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,283,068
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$39,398,045
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$36,114,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$37,956,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$34,290,001
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$5,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$333,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$709,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$709,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$923,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,011,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,116,941
Net investment gain/loss from pooled separate accounts	2021-12-31	$36,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$895,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,915,615
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : CARE SYNERGY 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,716
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,699,424
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,503,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,348,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,145,233
Value of total assets at end of year	2020-12-31	$36,114,977
Value of total assets at beginning of year	2020-12-31	$31,919,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$155,039
Total interest from all sources	2020-12-31	$8,918
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,249,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,249,284
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,158,758
Participant contributions at end of year	2020-12-31	$103,732
Participant contributions at beginning of year	2020-12-31	$141,345
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$37,345
Administrative expenses (other) incurred	2020-12-31	$155,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,195,717
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$36,114,977
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$31,919,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$34,290,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,378,043
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$859,445
Interest on participant loans	2020-12-31	$8,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$709,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$515,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$515,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,011,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,024,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,217,403
Net investment gain/loss from pooled separate accounts	2020-12-31	$75,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$949,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,348,668
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : CARE SYNERGY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$9,126,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,330,608
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,524,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,442,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,546,524
Value of total assets at end of year	2019-12-31	$31,919,260
Value of total assets at beginning of year	2019-12-31	$17,986,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$81,324
Total interest from all sources	2019-12-31	$16,370
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$936,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$936,262
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,393,372
Participant contributions at end of year	2019-12-31	$141,345
Participant contributions at beginning of year	2019-12-31	$129,748
Participant contributions at beginning of year	2019-12-31	$76,168
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$259,911
Administrative expenses (other) incurred	2019-12-31	$81,324
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,806,526
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$31,919,260
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,986,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,378,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,236,200
Value of interest in pooled separate accounts at end of year	2019-12-31	$859,445
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$894,419
Interest on participant loans	2019-12-31	$6,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$515,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$261,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$261,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$9,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,024,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$362,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,661,249
Net investment gain/loss from pooled separate accounts	2019-12-31	$170,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$893,241
Employer contributions (assets) at beginning of year	2019-12-31	$25,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,442,758
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
2018 : CARE SYNERGY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
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	$1,324,235
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,215,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,071,495
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,642,308
Value of total assets at end of year	2018-12-31	$17,986,206
Value of total assets at beginning of year	2018-12-31	$20,877,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$141,036
Total interest from all sources	2018-12-31	$17,235
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$975,717
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$975,717
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$211
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,928,469
Participant contributions at end of year	2018-12-31	$129,748
Participant contributions at beginning of year	2018-12-31	$183,757
Participant contributions at end of year	2018-12-31	$76,168
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$64,702
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,890,887
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,986,206
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,877,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,236,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,988,787
Value of interest in pooled separate accounts at end of year	2018-12-31	$894,419
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,153,722
Interest on participant loans	2018-12-31	$11,776
Interest earned on other investments	2018-12-31	$2,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$261,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$136,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$136,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$362,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$414,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,229,622
Net investment gain/loss from pooled separate accounts	2018-12-31	$-81,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$649,137
Employer contributions (assets) at end of year	2018-12-31	$25,327
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,071,495
Contract administrator fees	2018-12-31	$141,036
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2018-12-31	450250958
2017 : CARE SYNERGY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$5,976,556
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	$7,594,474
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,771,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,684,355
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,829,872
Value of total assets at end of year	2017-12-31	$20,877,093
Value of total assets at beginning of year	2017-12-31	$11,077,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$87,435
Total interest from all sources	2017-12-31	$15,346
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$768,282
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$768,282
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
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	$2,167,797
Participant contributions at end of year	2017-12-31	$183,757
Participant contributions at beginning of year	2017-12-31	$190,814
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,942,688
Other income not declared elsewhere	2017-12-31	$2,821
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$35,611
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	$3,822,684
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,877,093
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,077,853
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,988,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,395,894
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,153,722
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$13,067
Interest earned on other investments	2017-12-31	$1,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$136,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$414,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,442,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,649,967
Net investment gain/loss from pooled separate accounts	2017-12-31	$328,186
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	$719,387
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$12,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,684,355
Contract administrator fees	2017-12-31	$87,435
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	2017-12-31	Yes
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	EIDE BAILLY LLP
Accountancy firm EIN	2017-12-31	450250958

Form 5500 Responses for CARE SYNERGY 403(B) PLAN

2022: CARE SYNERGY 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CARE SYNERGY 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CARE SYNERGY 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CARE SYNERGY 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CARE SYNERGY 403(B) 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	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: CARE SYNERGY 403(B) 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664123

Policy instance

Insurance contract or identification number	664123
Number of Individuals Covered	32
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

56398

Policy instance

Insurance contract or identification number	56398
Number of Individuals Covered	27
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $179
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $130
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

63157

Policy instance

Insurance contract or identification number	63157
Number of Individuals Covered	11
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	1044
Insurance policy start date	2022-11-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664123

Policy instance

Insurance contract or identification number	664123
Number of Individuals Covered	836
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

56398

Policy instance

Insurance contract or identification number	56398
Number of Individuals Covered	30
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $292
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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Other information about contract	DEPOSIT ADMINISTRATION
Commission paid to Insurance Broker	USD $292
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

63157

Policy instance

Insurance contract or identification number	63157
Number of Individuals Covered	11
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664123

Policy instance

Insurance contract or identification number	664123
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

56398

Policy instance

Insurance contract or identification number	56398
Number of Individuals Covered	33
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $234
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $234
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

63157

Policy instance

Insurance contract or identification number	63157
Number of Individuals Covered	11
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664123

Policy instance

Insurance contract or identification number	664123
Number of Individuals Covered	791
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

56398

Policy instance

Insurance contract or identification number	56398
Number of Individuals Covered	35
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $272
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $272
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

63157

Policy instance

Insurance contract or identification number	63157
Number of Individuals Covered	11
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

56398

Policy instance

Insurance contract or identification number	56398
Number of Individuals Covered	11
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664123

Policy instance

Insurance contract or identification number	664123
Number of Individuals Covered	746
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

63157

Policy instance

Insurance contract or identification number	63157
Number of Individuals Covered	11
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664123

Policy instance

Insurance contract or identification number	664123
Number of Individuals Covered	841
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

63157

Policy instance

Insurance contract or identification number	63157
Number of Individuals Covered	12
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMFORT BRIDGE, DBA CARE SYNERGY
Employer identification number (EIN):	471820366
NAIC Classification:	621610
NAIC Description:	Home Health Care Services