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QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameQUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

QUICK MED CLAIMS, 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

QUICK MED CLAIMS, LLC has sponsored the creation of one or more 401k plans.

Company Name:QUICK MED CLAIMS, LLC
Employer identification number (EIN):472662918
NAIC Classification:621900

Additional information about QUICK MED CLAIMS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-04-30
Company Identification Number: 0803003837
Legal Registered Office Address: 1400 LEBANON CHURCH RD

PITTSBURGH
United States of America (USA)
15236

More information about QUICK MED CLAIMS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01JON CANO2021-10-13 JON CANO2021-10-13
0012019-01-01JON CANO2020-10-14 JON CANO2020-10-14
0012019-01-01JON CANO2021-01-14 JON CANO2021-01-14
0012018-01-01MICHAEL J. LEWIS2019-10-09 MICHAEL J. LEWIS2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01387
Total number of active participants reported on line 7a of the Form 55002022-01-01328
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01402
Number of participants with account balances2022-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01412
Total number of active participants reported on line 7a of the Form 55002021-01-01320
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01378
Number of participants with account balances2021-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01473
Total number of active participants reported on line 7a of the Form 55002020-01-01374
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01412
Number of participants with account balances2020-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01395
Total number of active participants reported on line 7a of the Form 55002019-01-01376
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01462
Number of participants with account balances2019-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01310
Total number of active participants reported on line 7a of the Form 55002018-01-01298
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01374
Number of participants with account balances2018-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01213
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01288
Number of participants with account balances2017-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01194
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01130
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017

Financial Data on QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-549,258
Total of all expenses incurred2022-12-31$1,540,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,437,311
Expenses. Certain deemed distributions of participant loans2022-12-31$2,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,058,592
Value of total assets at end of year2022-12-31$8,137,998
Value of total assets at beginning of year2022-12-31$10,227,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,609
Total interest from all sources2022-12-31$7,938
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$78,710
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$631,060
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$77,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$218,770
Assets. Loans (other than to participants) at beginning of year2022-12-31$160,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,089,758
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,137,998
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,227,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$7,904,222
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,046,433
Interest on participant loans2022-12-31$7,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$21,099
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,694,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$350,193
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,437,311
Contract administrator fees2022-12-31$100,609
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RUZOMBERKA HOLLAND SMITH, INC.
Accountancy firm EIN2022-12-31251899140
2021 : QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,399,071
Total of all expenses incurred2021-12-31$1,402,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,288,400
Expenses. Certain deemed distributions of participant loans2021-12-31$21,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,014,250
Value of total assets at end of year2021-12-31$10,227,756
Value of total assets at beginning of year2021-12-31$9,231,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$92,244
Total interest from all sources2021-12-31$5,676
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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$615,042
Participant contributions at end of year2021-12-31$0
Participant contributions at end of year2021-12-31$1
Participant contributions at beginning of year2021-12-31$168
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$160,222
Assets. Loans (other than to participants) at beginning of year2021-12-31$134,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$996,552
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,227,756
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,231,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$10,046,433
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,081,254
Interest on participant loans2021-12-31$5,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$21,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,466
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,379,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$368,542
Employer contributions (assets) at end of year2021-12-31$1
Employer contributions (assets) at beginning of year2021-12-31$147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,288,400
Contract administrator fees2021-12-31$92,244
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RUZOMBERKA HOLLAND SMITH, INC.
Accountancy firm EIN2021-12-31251899140
2020 : QUICK MED CLAIMS, 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$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$2,353,417
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$456,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$397,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,139,179
Value of total assets at end of year2020-12-31$9,231,204
Value of total assets at beginning of year2020-12-31$7,333,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,003
Total interest from all sources2020-12-31$7,685
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$598,557
Participant contributions at end of year2020-12-31$168
Participant contributions at beginning of year2020-12-31$271
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$167,404
Assets. Loans (other than to participants) at end of year2020-12-31$134,169
Assets. Loans (other than to participants) at beginning of year2020-12-31$155,719
Other income not declared elsewhere2020-12-31$7,286
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,897,395
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,231,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,333,809
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
Value of interest in pooled separate accounts at end of year2020-12-31$9,081,254
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,806,015
Interest on participant loans2020-12-31$7,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$210,137
Net investment gain/loss from pooled separate accounts2020-12-31$1,199,267
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$373,218
Employer contributions (assets) at end of year2020-12-31$147
Employer contributions (assets) at beginning of year2020-12-31$161,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$397,019
Contract administrator fees2020-12-31$59,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RUZOMBERKA HOLLAND RENK SMITH
Accountancy firm EIN2020-12-31251899140
2019 : QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,672,267
Total income from all sources (including contributions)2019-12-31$2,672,267
Total of all expenses incurred2019-12-31$775,027
Total of all expenses incurred2019-12-31$775,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$754,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$754,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,348,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,348,608
Value of total assets at end of year2019-12-31$7,333,809
Value of total assets at end of year2019-12-31$7,333,809
Value of total assets at beginning of year2019-12-31$5,436,569
Value of total assets at beginning of year2019-12-31$5,436,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,911
Total interest from all sources2019-12-31$7,239
Total interest from all sources2019-12-31$7,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$508,391
Contributions received from participants2019-12-31$508,391
Participant contributions at end of year2019-12-31$271
Participant contributions at end of year2019-12-31$271
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$370,540
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$370,540
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$102
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$102
Assets. Loans (other than to participants) at end of year2019-12-31$155,719
Assets. Loans (other than to participants) at end of year2019-12-31$155,719
Assets. Loans (other than to participants) at beginning of year2019-12-31$107,887
Assets. Loans (other than to participants) at beginning of year2019-12-31$107,887
Other income not declared elsewhere2019-12-31$2,903
Other income not declared elsewhere2019-12-31$2,903
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
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$1,897,240
Value of net income/loss2019-12-31$1,897,240
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,333,809
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,333,809
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,436,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,436,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,806,015
Value of interest in pooled separate accounts at end of year2019-12-31$6,806,015
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,071,795
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,071,795
Interest on participant loans2019-12-31$7,239
Interest on participant loans2019-12-31$7,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$210,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$210,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$104,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$104,515
Net investment gain/loss from pooled separate accounts2019-12-31$1,313,517
Net investment gain/loss from pooled separate accounts2019-12-31$1,313,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$469,677
Contributions received in cash from employer2019-12-31$469,677
Employer contributions (assets) at end of year2019-12-31$161,667
Employer contributions (assets) at end of year2019-12-31$161,667
Employer contributions (assets) at beginning of year2019-12-31$152,372
Employer contributions (assets) at beginning of year2019-12-31$152,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$754,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$754,014
Contract administrator fees2019-12-31$20,911
Contract administrator fees2019-12-31$20,911
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RUZOMBERKA HOLLAND RENK SMITH
Accountancy firm name2019-12-31RUZOMBERKA HOLLAND RENK SMITH
Accountancy firm EIN2019-12-31251899140
Accountancy firm EIN2019-12-31251899140
2018 : QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
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$589,969
Total of all expenses incurred2018-12-31$50,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$947,109
Value of total assets at end of year2018-12-31$5,436,569
Value of total assets at beginning of year2018-12-31$4,896,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,987
Total interest from all sources2018-12-31$3,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$450,007
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$90,741
Assets. Loans (other than to participants) at end of year2018-12-31$107,887
Assets. Loans (other than to participants) at beginning of year2018-12-31$60,026
Other income not declared elsewhere2018-12-31$889
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$539,648
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,436,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,896,921
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 pooled separate accounts at end of year2018-12-31$5,071,795
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,611,621
Interest on participant loans2018-12-31$3,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$104,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$67,293
Net investment gain/loss from pooled separate accounts2018-12-31$-361,562
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$406,361
Employer contributions (assets) at end of year2018-12-31$152,372
Employer contributions (assets) at beginning of year2018-12-31$157,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,334
Contract administrator fees2018-12-31$8,987
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
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 name2018-12-31RUZOMBERKA HOLLAND RENK SMITH
Accountancy firm EIN2018-12-31251899140
2017 : QUICK MED CLAIMS, 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$1,787,645
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$48,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,098,501
Value of total assets at end of year2017-12-31$4,896,921
Value of total assets at beginning of year2017-12-31$3,158,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,133
Total interest from all sources2017-12-31$2,124
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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 period2017-12-31No
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$330,829
Participant contributions at beginning of year2017-12-31$9,144
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$439,800
Assets. Loans (other than to participants) at end of year2017-12-31$60,026
Assets. Loans (other than to participants) at beginning of year2017-12-31$52,016
Other income not declared elsewhere2017-12-31$1,027
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$1,738,783
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,896,921
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,158,138
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 pooled separate accounts at end of year2017-12-31$4,611,621
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,905,661
Interest on participant loans2017-12-31$2,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$67,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,822
Net investment gain/loss from pooled separate accounts2017-12-31$685,993
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$327,872
Employer contributions (assets) at end of year2017-12-31$157,981
Employer contributions (assets) at beginning of year2017-12-31$171,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$44,729
Contract administrator fees2017-12-31$4,133
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
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 name2017-12-31RUZOMBERKA HOLLAND RENK SMITH
Accountancy firm EIN2017-12-31251899140
2016 : QUICK MED CLAIMS, 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$589,525
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$800,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$792,309
Expenses. Certain deemed distributions of participant loans2016-12-31$867
Value of total corrective distributions2016-12-31$939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$484,917
Value of total assets at end of year2016-12-31$3,158,138
Value of total assets at beginning of year2016-12-31$3,369,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,794
Total interest from all sources2016-12-31$1,322
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$385,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$217,291
Participant contributions at end of year2016-12-31$9,144
Participant contributions at beginning of year2016-12-31$5,347
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,459
Assets. Loans (other than to participants) at end of year2016-12-31$52,016
Assets. Loans (other than to participants) at beginning of year2016-12-31$28,113
Other income not declared elsewhere2016-12-31$685
Administrative expenses (other) incurred2016-12-31$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-211,384
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,158,138
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,369,522
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 pooled separate accounts at end of year2016-12-31$2,905,661
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,111,469
Interest on participant loans2016-12-31$1,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,323
Net investment gain/loss from pooled separate accounts2016-12-31$102,601
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$260,167
Employer contributions (assets) at end of year2016-12-31$171,495
Employer contributions (assets) at beginning of year2016-12-31$213,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$792,309
Contract administrator fees2016-12-31$4,094
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
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 name2016-12-31RUZOMBERKA HOLLAND RENK SMITH
Accountancy firm EIN2016-12-31251899140
2015 : QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$411,129
Total of all expenses incurred2015-12-31$87,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$82,917
Value of total corrective distributions2015-12-31$2,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$362,923
Value of total assets at end of year2015-12-31$3,369,522
Value of total assets at beginning of year2015-12-31$3,045,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,090
Total interest from all sources2015-12-31$735
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$10,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$149,653
Participant contributions at end of year2015-12-31$5,347
Assets. Loans (other than to participants) at end of year2015-12-31$28,113
Assets. Loans (other than to participants) at beginning of year2015-12-31$27,203
Other income not declared elsewhere2015-12-31$681
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$324,027
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,369,522
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,045,495
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
Value of interest in pooled separate accounts at end of year2015-12-31$3,111,469
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,799,497
Interest on participant loans2015-12-31$735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,299
Net investment gain/loss from pooled separate accounts2015-12-31$46,790
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$213,270
Employer contributions (assets) at end of year2015-12-31$213,270
Employer contributions (assets) at beginning of year2015-12-31$207,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$82,917
Contract administrator fees2015-12-31$2,090
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 name2015-12-31RUZOMBERKA HOLLAND RENK SMITH
Accountancy firm EIN2015-12-31251899140

Form 5500 Responses for QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN

2022: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: QUICK MED CLAIMS, 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: QUICK MED CLAIMS, 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: QUICK MED CLAIMS, 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: QUICK MED CLAIMS, 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QUICK MED CLAIMS, 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: QUICK MED CLAIMS, 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507771-01
Policy instance 1
Insurance contract or identification number507771-01
Number of Individuals Covered377
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507771-01
Policy instance 1
Insurance contract or identification number507771-01
Number of Individuals Covered377
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507771-01
Policy instance 1
Insurance contract or identification number507771-01
Number of Individuals Covered358
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number875789
Policy instance 2
Insurance contract or identification number875789
Number of Individuals Covered0
Insurance policy start date2020-12-31
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number875789
Policy instance 1
Insurance contract or identification number875789
Number of Individuals Covered373
Insurance policy start date2019-12-31
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,489
Total amount of fees paid to insurance companyUSD $2,944
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
Commission paid to Insurance BrokerUSD $21,489
Insurance broker organization code?3
Amount paid for insurance broker fees2944
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875789
Policy instance 1
Insurance contract or identification number875789
Number of Individuals Covered374
Insurance policy start date2018-12-31
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,023
Total amount of fees paid to insurance companyUSD $2,498
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
Amount paid for insurance broker fees2498
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $18,023
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875789
Policy instance 1
Insurance contract or identification number875789
Insurance policy start date2017-12-31
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,457
Total amount of fees paid to insurance companyUSD $1,641
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
Commission paid to Insurance BrokerUSD $12,457
Insurance broker organization code?3
Amount paid for insurance broker fees1641
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCAPITAL RETIREMENT PLAN SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875789
Policy instance 1
Insurance contract or identification number875789
Number of Individuals Covered125
Insurance policy start date2015-12-31
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,292
Total amount of fees paid to insurance companyUSD $1,441
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
Commission paid to Insurance BrokerUSD $5,854
Insurance broker organization code?3
Amount paid for insurance broker fees1441
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameCAPITAL RETIREMENT PLAN SERVICES

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