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THE URBAN INSTITUTE HEALTH PLAN 401k Plan overview

Plan NameTHE URBAN INSTITUTE HEALTH PLAN
Plan identification number 506

THE URBAN INSTITUTE HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

THE URBAN INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE URBAN INSTITUTE
Employer identification number (EIN):520880375
NAIC Classification:541700

Additional information about THE URBAN INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-01-03
Company Identification Number: 0800161273
Legal Registered Office Address: 500 LENFANT PLZ SW FL 2

WASHINGTON
United States of America (USA)
20024

More information about THE URBAN INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE URBAN INSTITUTE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-01-01
5062021-01-01
5062020-01-01
5062019-01-01
5062018-01-01
5062018-01-01
5062017-01-01ROBERT M BUCHANAN
5062016-01-01ROBERT M BUCHANAN
5062015-01-01ROBERT M BUCHANAN
5062015-01-01ROBERT M BUCHANAN
5062015-01-01
5062014-01-01DEBORAH K. HOOVER
5062013-01-01DEBORAH K. HOOVER
5062012-01-01DEBORAH K. HOOVER
5062011-07-01JOHN ROGERS
5062009-07-01DEBORAH K. HOOVER DEBORAH K. HOOVER2011-04-15

Plan Statistics for THE URBAN INSTITUTE HEALTH PLAN

401k plan membership statisitcs for THE URBAN INSTITUTE HEALTH PLAN

Measure Date Value
2022: THE URBAN INSTITUTE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01393
Total number of active participants reported on line 7a of the Form 55002022-01-01421
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01423
2021: THE URBAN INSTITUTE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01391
Total number of active participants reported on line 7a of the Form 55002021-01-01395
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01397
2020: THE URBAN INSTITUTE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01357
Total number of active participants reported on line 7a of the Form 55002020-01-01383
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01386
2019: THE URBAN INSTITUTE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01329
Total number of active participants reported on line 7a of the Form 55002019-01-01360
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01363
2018: THE URBAN INSTITUTE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01325
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01329
2017: THE URBAN INSTITUTE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01319
Total number of active participants reported on line 7a of the Form 55002017-01-01320
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01323
2016: THE URBAN INSTITUTE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01299
Total number of active participants reported on line 7a of the Form 55002016-01-01308
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01310
2015: THE URBAN INSTITUTE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01289
Total number of active participants reported on line 7a of the Form 55002015-01-01297
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01299
2014: THE URBAN INSTITUTE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01283
Total number of active participants reported on line 7a of the Form 55002014-01-01293
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01295
2013: THE URBAN INSTITUTE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01250
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01283
2012: THE URBAN INSTITUTE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01246
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01246
2011: THE URBAN INSTITUTE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01251
Total number of active participants reported on line 7a of the Form 55002011-07-01248
Total of all active and inactive participants2011-07-01248
2009: THE URBAN INSTITUTE HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01235
Total number of active participants reported on line 7a of the Form 55002009-07-01241
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01241

Financial Data on THE URBAN INSTITUTE HEALTH PLAN

Measure Date Value
2022 : THE URBAN INSTITUTE HEALTH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$567,277
Total income from all sources (including contributions)2022-12-31$4,760,010
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,187,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,675,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,760,010
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$994,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$511,961
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$31,624
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$1,971,101
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$42,968
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$119,252
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$257,766
Administrative expenses (other) incurred2022-12-31$85,560
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$73,277
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$492,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-427,365
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$427,365
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
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$467,634
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,669,657
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$201,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,207,780
Contract administrator fees2022-12-31$394,777
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$494,000
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : THE URBAN INSTITUTE HEALTH PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$567,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$316,414
Total income from all sources (including contributions)2021-12-31$4,231,919
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,030,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,613,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,989,645
Value of total assets at end of year2021-12-31$994,642
Value of total assets at beginning of year2021-12-31$1,542,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$417,111
Total interest from all sources2021-12-31$0
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
Administrative expenses professional fees incurred2021-12-31$24,293
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,162,644
Participant contributions at end of year2021-12-31$42,968
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$257,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$22,208
Other income not declared elsewhere2021-12-31$242,274
Administrative expenses (other) incurred2021-12-31$1,038
Liabilities. Value of operating payables at end of year2021-12-31$73,277
Liabilities. Value of operating payables at beginning of year2021-12-31$79,414
Total non interest bearing cash at end of year2021-12-31$492,106
Total non interest bearing cash at beginning of year2021-12-31$1,519,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-798,309
Value of net assets at end of year (total assets less liabilities)2021-12-31$427,365
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,225,674
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
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$526,558
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,827,001
Employer contributions (assets) at end of year2021-12-31$201,802
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,086,559
Contract administrator fees2021-12-31$391,780
Liabilities. Value of benefit claims payable at end of year2021-12-31$494,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$237,000
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE URBAN INSTITUTE HEALTH 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$316,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$358,822
Total income from all sources (including contributions)2020-12-31$3,299,020
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,199,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,884,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,200,369
Value of total assets at end of year2020-12-31$1,542,088
Value of total assets at beginning of year2020-12-31$1,485,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$315,778
Total interest from all sources2020-12-31$1,152
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
Administrative expenses professional fees incurred2020-12-31$24,521
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$918,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$22,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$329,071
Other income not declared elsewhere2020-12-31$97,499
Administrative expenses (other) incurred2020-12-31$227
Liabilities. Value of operating payables at end of year2020-12-31$79,414
Liabilities. Value of operating payables at beginning of year2020-12-31$107,822
Total non interest bearing cash at end of year2020-12-31$1,519,880
Total non interest bearing cash at beginning of year2020-12-31$1,048,268
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$99,160
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,225,674
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,126,514
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,152
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$423,221
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,281,824
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$107,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,460,861
Contract administrator fees2020-12-31$291,030
Liabilities. Value of benefit claims payable at end of year2020-12-31$237,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$251,000
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE URBAN INSTITUTE HEALTH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$358,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$358,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$241,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$241,924
Total income from all sources (including contributions)2019-12-31$3,206,055
Total income from all sources (including contributions)2019-12-31$3,206,055
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,437,615
Total of all expenses incurred2019-12-31$3,437,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,123,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,123,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,086,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,086,759
Value of total assets at end of year2019-12-31$1,485,336
Value of total assets at end of year2019-12-31$1,485,336
Value of total assets at beginning of year2019-12-31$1,599,998
Value of total assets at beginning of year2019-12-31$1,599,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$313,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$313,803
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$21,722
Administrative expenses professional fees incurred2019-12-31$21,722
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
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$892,408
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,948
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$329,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$329,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$204,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$204,503
Other income not declared elsewhere2019-12-31$119,296
Other income not declared elsewhere2019-12-31$119,296
Administrative expenses (other) incurred2019-12-31$366
Administrative expenses (other) incurred2019-12-31$366
Liabilities. Value of operating payables at end of year2019-12-31$107,822
Liabilities. Value of operating payables at end of year2019-12-31$107,822
Liabilities. Value of operating payables at beginning of year2019-12-31$47,924
Liabilities. Value of operating payables at beginning of year2019-12-31$47,924
Total non interest bearing cash at end of year2019-12-31$1,048,268
Total non interest bearing cash at end of year2019-12-31$1,048,268
Total non interest bearing cash at beginning of year2019-12-31$1,172,413
Total non interest bearing cash at beginning of year2019-12-31$1,172,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-231,560
Value of net income/loss2019-12-31$-231,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,126,514
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,126,514
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,358,074
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,358,074
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
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$356,501
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$356,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,158,403
Contributions received in cash from employer2019-12-31$2,158,403
Employer contributions (assets) at end of year2019-12-31$107,997
Employer contributions (assets) at end of year2019-12-31$107,997
Employer contributions (assets) at beginning of year2019-12-31$223,082
Employer contributions (assets) at beginning of year2019-12-31$223,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,767,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,767,311
Contract administrator fees2019-12-31$291,715
Contract administrator fees2019-12-31$291,715
Liabilities. Value of benefit claims payable at end of year2019-12-31$251,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$251,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$194,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$194,000
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : THE URBAN INSTITUTE HEALTH PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$241,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$232,126
Total income from all sources (including contributions)2018-12-31$3,271,654
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,104,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,815,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,165,265
Value of total assets at end of year2018-12-31$1,599,998
Value of total assets at beginning of year2018-12-31$1,423,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$289,232
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$24,025
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$862,482
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,104
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$-17,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$204,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$144,012
Other income not declared elsewhere2018-12-31$106,389
Administrative expenses (other) incurred2018-12-31$2,149
Liabilities. Value of operating payables at end of year2018-12-31$47,924
Liabilities. Value of operating payables at beginning of year2018-12-31$21,126
Total non interest bearing cash at end of year2018-12-31$1,172,413
Total non interest bearing cash at beginning of year2018-12-31$1,097,958
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$166,793
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,358,074
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,191,281
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
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$359,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,277,679
Employer contributions (assets) at end of year2018-12-31$223,082
Employer contributions (assets) at beginning of year2018-12-31$181,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,472,644
Contract administrator fees2018-12-31$263,058
Liabilities. Value of benefit claims payable at end of year2018-12-31$194,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$211,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE URBAN INSTITUTE HEALTH 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$232,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$478,582
Total income from all sources (including contributions)2017-12-31$2,905,392
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,536,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,246,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,905,392
Value of total assets at end of year2017-12-31$1,423,407
Value of total assets at beginning of year2017-12-31$1,300,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$289,452
Total interest from all sources2017-12-31$0
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
Administrative expenses professional fees incurred2017-12-31$26,310
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$799,616
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,270
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$-162,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$144,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$78,129
Administrative expenses (other) incurred2017-12-31$2,681
Liabilities. Value of operating payables at end of year2017-12-31$21,126
Liabilities. Value of operating payables at beginning of year2017-12-31$105,582
Total non interest bearing cash at end of year2017-12-31$1,097,958
Total non interest bearing cash at beginning of year2017-12-31$1,030,660
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$369,106
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,191,281
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$822,175
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
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$317,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,048,506
Employer contributions (assets) at end of year2017-12-31$181,437
Employer contributions (assets) at beginning of year2017-12-31$191,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,090,897
Contract administrator fees2017-12-31$260,461
Liabilities. Value of benefit claims payable at end of year2017-12-31$211,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$373,000
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : THE URBAN INSTITUTE HEALTH 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$478,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$376,554
Total income from all sources (including contributions)2016-12-31$2,974,207
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,787,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,548,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,972,683
Value of total assets at end of year2016-12-31$1,300,757
Value of total assets at beginning of year2016-12-31$1,012,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$238,953
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,524
Administrative expenses professional fees incurred2016-12-31$20,679
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$765,644
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$78,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$21,023
Administrative expenses (other) incurred2016-12-31$33,594
Liabilities. Value of operating payables at end of year2016-12-31$105,582
Liabilities. Value of operating payables at beginning of year2016-12-31$43,554
Total non interest bearing cash at end of year2016-12-31$1,030,660
Total non interest bearing cash at beginning of year2016-12-31$87,000
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$186,389
Value of net assets at end of year (total assets less liabilities)2016-12-31$822,175
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$635,786
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$904,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$904,317
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$294,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,148,326
Employer contributions (assets) at end of year2016-12-31$191,968
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,253,975
Contract administrator fees2016-12-31$184,680
Liabilities. Value of benefit claims payable at end of year2016-12-31$373,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$333,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : THE URBAN INSTITUTE HEALTH PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$376,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$266,949
Total income from all sources (including contributions)2015-12-31$2,374,920
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,434,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,203,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,374,299
Value of total assets at end of year2015-12-31$1,012,340
Value of total assets at beginning of year2015-12-31$962,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$231,001
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$621
Administrative expenses professional fees incurred2015-12-31$26,700
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$775,665
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$21,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,634
Liabilities. Value of operating payables at end of year2015-12-31$43,554
Liabilities. Value of operating payables at beginning of year2015-12-31$19,949
Total non interest bearing cash at end of year2015-12-31$87,000
Total non interest bearing cash at beginning of year2015-12-31$87,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-59,527
Value of net assets at end of year (total assets less liabilities)2015-12-31$635,786
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$695,313
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$904,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$761,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$761,871
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$273,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,553,435
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$111,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,929,721
Contract administrator fees2015-12-31$204,301
Liabilities. Value of benefit claims payable at end of year2015-12-31$333,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$247,000
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : THE URBAN INSTITUTE HEALTH PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$266,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$398,440
Total income from all sources (including contributions)2014-12-31$2,628,298
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,743,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,527,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,628,130
Value of total assets at end of year2014-12-31$962,262
Value of total assets at beginning of year2014-12-31$1,209,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$216,077
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$168
Administrative expenses professional fees incurred2014-12-31$14,327
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$706,029
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$23,174
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$184,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,292
Liabilities. Value of operating payables at end of year2014-12-31$19,949
Liabilities. Value of operating payables at beginning of year2014-12-31$91,440
Total non interest bearing cash at end of year2014-12-31$87,000
Total non interest bearing cash at beginning of year2014-12-31$87,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-115,624
Value of net assets at end of year (total assets less liabilities)2014-12-31$695,313
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$810,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$761,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$975,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$975,275
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$285,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,737,324
Employer contributions (assets) at end of year2014-12-31$111,757
Employer contributions (assets) at beginning of year2014-12-31$112,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,242,797
Contract administrator fees2014-12-31$201,750
Liabilities. Value of benefit claims payable at end of year2014-12-31$247,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$307,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : THE URBAN INSTITUTE HEALTH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$398,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$163,929
Total income from all sources (including contributions)2013-12-31$2,054,588
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,480,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,299,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,053,843
Value of total assets at end of year2013-12-31$1,209,377
Value of total assets at beginning of year2013-12-31$1,401,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$181,479
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$745
Administrative expenses professional fees incurred2013-12-31$14,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$593,799
Participant contributions at end of year2013-12-31$23,174
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$875
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$91,440
Liabilities. Value of operating payables at beginning of year2013-12-31$63,929
Total non interest bearing cash at end of year2013-12-31$87,000
Total non interest bearing cash at beginning of year2013-12-31$87,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-426,378
Value of net assets at end of year (total assets less liabilities)2013-12-31$810,937
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,237,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$975,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,314,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,314,244
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$266,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,459,169
Employer contributions (assets) at end of year2013-12-31$112,636
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,033,458
Contract administrator fees2013-12-31$167,329
Liabilities. Value of benefit claims payable at end of year2013-12-31$307,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$100,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : THE URBAN INSTITUTE HEALTH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$163,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$251,529
Total income from all sources (including contributions)2012-12-31$2,067,391
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,800,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,621,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,065,459
Value of total assets at end of year2012-12-31$1,401,244
Value of total assets at beginning of year2012-12-31$1,221,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$178,732
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,932
Administrative expenses professional fees incurred2012-12-31$29,840
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$576,955
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$30,366
Liabilities. Value of operating payables at end of year2012-12-31$63,929
Liabilities. Value of operating payables at beginning of year2012-12-31$53,529
Total non interest bearing cash at end of year2012-12-31$87,000
Total non interest bearing cash at beginning of year2012-12-31$87,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$267,379
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,237,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$969,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,314,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,088,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,088,931
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$184,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,455,287
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$15,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,436,508
Contract administrator fees2012-12-31$148,892
Liabilities. Value of benefit claims payable at end of year2012-12-31$100,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$198,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : THE URBAN INSTITUTE HEALTH PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$251,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$228,730
Total income from all sources (including contributions)2011-12-31$1,036,242
Total of all expenses incurred2011-12-31$837,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$734,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,035,673
Value of total assets at end of year2011-12-31$1,221,465
Value of total assets at beginning of year2011-12-31$999,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$102,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$279,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$30,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$196
Liabilities. Value of operating payables at end of year2011-12-31$53,529
Liabilities. Value of operating payables at beginning of year2011-12-31$44,730
Total non interest bearing cash at end of year2011-12-31$87,000
Total non interest bearing cash at beginning of year2011-12-31$29,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$199,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$969,936
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$770,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,088,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$952,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$952,742
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$76,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$756,044
Employer contributions (assets) at end of year2011-12-31$15,168
Employer contributions (assets) at beginning of year2011-12-31$16,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$657,608
Contract administrator fees2011-12-31$102,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$198,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$184,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DROLET & ASSOCIATES, PLLC
Accountancy firm EIN2011-12-31522057543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$228,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$227,600
Total income from all sources (including contributions)2011-06-30$1,765,734
Total of all expenses incurred2011-06-30$1,724,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,570,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,764,523
Value of total assets at end of year2011-06-30$999,476
Value of total assets at beginning of year2011-06-30$957,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$154,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$24,197
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$480,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$12,704
Liabilities. Value of operating payables at end of year2011-06-30$44,730
Liabilities. Value of operating payables at beginning of year2011-06-30$24,600
Total non interest bearing cash at end of year2011-06-30$29,693
Total non interest bearing cash at beginning of year2011-06-30$16,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$41,075
Value of net assets at end of year (total assets less liabilities)2011-06-30$770,746
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$729,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$952,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$912,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$912,157
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$153,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,283,709
Employer contributions (assets) at end of year2011-06-30$16,845
Employer contributions (assets) at beginning of year2011-06-30$16,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,417,120
Contract administrator fees2011-06-30$130,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$184,000
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$203,000
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DROLET & ASSOCIATES, PLLC
Accountancy firm EIN2011-06-30522057543

Form 5500 Responses for THE URBAN INSTITUTE HEALTH PLAN

2022: THE URBAN INSTITUTE HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE URBAN INSTITUTE HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: THE URBAN INSTITUTE HEALTH 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: THE URBAN INSTITUTE HEALTH 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: THE URBAN INSTITUTE HEALTH 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: THE URBAN INSTITUTE HEALTH 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: THE URBAN INSTITUTE HEALTH 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: THE URBAN INSTITUTE HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE URBAN INSTITUTE HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE URBAN INSTITUTE HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE URBAN INSTITUTE HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE URBAN INSTITUTE HEALTH PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE URBAN INSTITUTE HEALTH PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-015711-000
Policy instance 1
Insurance contract or identification number16-015711-000
Number of Individuals Covered430
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $46,763
Total amount of fees paid to insurance companyUSD $6,452
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $467,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,763
Insurance broker organization code?4
Amount paid for insurance broker fees6452
Additional information about fees paid to insurance brokerFEE AMOUNT
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL35341
Policy instance 1
Insurance contract or identification numberHCL35341
Number of Individuals Covered414
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $52,636
Total amount of fees paid to insurance companyUSD $9,004
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $526,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,636
Amount paid for insurance broker fees6800
Additional information about fees paid to insurance brokerOTHER OVERRIDE PAYMENTS
Insurance broker organization code?4
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL35341
Policy instance 1
Insurance contract or identification numberHCL35341
Number of Individuals Covered399
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $42,321
Total amount of fees paid to insurance companyUSD $7,237
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $423,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,321
Insurance broker organization code?4
Amount paid for insurance broker fees7237
Additional information about fees paid to insurance brokerOTHER OVERRIDE PAYMENTS
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013960-000
Policy instance 1
Insurance contract or identification number16-013960-000
Number of Individuals Covered359
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $35,650
Total amount of fees paid to insurance companyUSD $3,658
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $356,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,650
Amount paid for insurance broker fees3658
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?4
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered329
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $41,868
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $357,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,754
Insurance broker organization code?4
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered322
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $34,187
Total amount of fees paid to insurance companyUSD $5,846
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $341,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,187
Insurance broker organization code?4
Amount paid for insurance broker fees5846
Additional information about fees paid to insurance brokerCOMMISSION OVERRIDE PAYMENT
Insurance broker nameMERCER NEZ STOP LOSS COALITION
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered297
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,363
Total amount of fees paid to insurance companyUSD $4,679
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $273,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,363
Insurance broker organization code?4
Amount paid for insurance broker fees4679
Additional information about fees paid to insurance brokerCOMMISSION OVERRIDE PAYMENT
Insurance broker nameMERCER HEALTH & BENEFITS, LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered302
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,483
Total amount of fees paid to insurance companyUSD $4,871
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $284,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,483
Insurance broker organization code?4
Amount paid for insurance broker fees4871
Additional information about fees paid to insurance brokerMEDICAL
Insurance broker nameMERCER HEALTH & BENEFITS, LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered292
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $39,940
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $266,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,940
Insurance broker organization code?4
Insurance broker nameMERCER HEALTH & BENEFITS, LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered243
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $27,727
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $184,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,727
Insurance broker organization code?4
Insurance broker nameMERCER HEALTH & BENEFITS, LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered248
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $13,766
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17790
Policy instance 1
Insurance contract or identification numberHCL17790
Number of Individuals Covered251
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $22,986
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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