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BEACON HEALTH OPTIONS 401(K) PLAN 401k Plan overview

Plan NameBEACON HEALTH OPTIONS 401(K) PLAN
Plan identification number 001

BEACON HEALTH OPTIONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FHC HEALTH SYSTEMS - DBA BEACON HEALTH OPTIONS has sponsored the creation of one or more 401k plans.

Company Name:FHC HEALTH SYSTEMS - DBA BEACON HEALTH OPTIONS
Employer identification number (EIN):541230110
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON HEALTH OPTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01REBECCA MARSHALL REBECCA MARSHALL2018-10-14
0012016-01-01REBECCA L MARSHALL
0012015-01-01REBECCA MARSHALL
0012015-01-01REBECCA MARSHALL
0012014-01-01DOUGLAS THOMPSON
0012013-01-01DOUGLAS THOMPSON
0012012-01-01SCOTT TABAKIN
0012011-01-01SCOTT TABAKIN
0012009-01-01LAWRENCE D. ANDERSON LAWRENCE D. ANDERSON2010-07-26

Plan Statistics for BEACON HEALTH OPTIONS 401(K) PLAN

401k plan membership statisitcs for BEACON HEALTH OPTIONS 401(K) PLAN

Measure Date Value
2020: BEACON HEALTH OPTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,680
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BEACON HEALTH OPTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,189
Total number of active participants reported on line 7a of the Form 55002019-01-013,218
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-011,454
Total of all active and inactive participants2019-01-014,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,680
Number of participants with account balances2019-01-014,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0191
2018: BEACON HEALTH OPTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,482
Total number of active participants reported on line 7a of the Form 55002018-01-014,785
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-011,397
Total of all active and inactive participants2018-01-016,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016,189
Number of participants with account balances2018-01-014,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0189
2017: BEACON HEALTH OPTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,523
Total number of active participants reported on line 7a of the Form 55002017-01-014,685
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-011,789
Total of all active and inactive participants2017-01-016,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,482
Number of participants with account balances2017-01-015,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01114
2016: BEACON HEALTH OPTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-015,023
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011,492
Total of all active and inactive participants2016-01-016,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,519
Number of participants with account balances2016-01-015,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01449
2015: BEACON HEALTH OPTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,120
Total number of active participants reported on line 7a of the Form 55002015-01-013,113
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-011,217
Total of all active and inactive participants2015-01-014,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0117
Total participants2015-01-014,357
Number of participants with account balances2015-01-013,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0139
2014: BEACON HEALTH OPTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,064
Total number of active participants reported on line 7a of the Form 55002014-01-013,003
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-011,015
Total of all active and inactive participants2014-01-014,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-014,053
Number of participants with account balances2014-01-013,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01129
2013: BEACON HEALTH OPTIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,455
Total number of active participants reported on line 7a of the Form 55002013-01-012,827
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-011,143
Total of all active and inactive participants2013-01-013,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-013,999
Number of participants with account balances2013-01-013,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01161
2012: BEACON HEALTH OPTIONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,329
Total number of active participants reported on line 7a of the Form 55002012-01-012,953
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-011,438
Total of all active and inactive participants2012-01-014,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-014,417
Number of participants with account balances2012-01-014,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: BEACON HEALTH OPTIONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,951
Total number of active participants reported on line 7a of the Form 55002011-01-012,873
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-011,368
Total of all active and inactive participants2011-01-014,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-014,261
Number of participants with account balances2011-01-013,964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2009: BEACON HEALTH OPTIONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,141
Total number of active participants reported on line 7a of the Form 55002009-01-012,429
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011,439
Total of all active and inactive participants2009-01-013,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-013,881
Number of participants with account balances2009-01-013,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01171

Financial Data on BEACON HEALTH OPTIONS 401(K) PLAN

Measure Date Value
2020 : BEACON HEALTH OPTIONS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$266,499,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$55,942,925
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$32,760,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,201,691
Expenses. Certain deemed distributions of participant loans2020-12-31$-12,913
Value of total corrective distributions2020-12-31$8,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,884,244
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$243,317,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$563,529
Total interest from all sources2020-12-31$403,891
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,795,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,795,049
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$17,432,832
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$3,360,372
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$154,620
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,027,336
Other income not declared elsewhere2020-12-31$-993,319
Administrative expenses (other) incurred2020-12-31$563,529
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$23,182,034
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$243,317,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$229,401,130
Interest on participant loans2020-12-31$146,130
Interest earned on other investments2020-12-31$257,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,401,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$28,853,060
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$5,424,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,201,691
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 PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : BEACON HEALTH OPTIONS 401(K) 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$69,806,689
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$31,488,284
Total of all expenses incurred2019-12-31$31,488,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,927,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,927,172
Expenses. Certain deemed distributions of participant loans2019-12-31$13,026
Expenses. Certain deemed distributions of participant loans2019-12-31$13,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,868,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,868,492
Value of total assets at end of year2019-12-31$243,317,629
Value of total assets at end of year2019-12-31$243,317,629
Value of total assets at beginning of year2019-12-31$204,999,224
Value of total assets at beginning of year2019-12-31$204,999,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$548,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$548,086
Total interest from all sources2019-12-31$360,957
Total interest from all sources2019-12-31$360,957
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,937,329
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,937,329
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,937,329
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,937,329
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$18,633,735
Contributions received from participants2019-12-31$18,633,735
Participant contributions at end of year2019-12-31$3,360,372
Participant contributions at end of year2019-12-31$3,360,372
Participant contributions at beginning of year2019-12-31$3,468,976
Participant contributions at beginning of year2019-12-31$3,468,976
Assets. Other investments not covered elsewhere at end of year2019-12-31$154,620
Assets. Other investments not covered elsewhere at end of year2019-12-31$154,620
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,205,704
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,205,704
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,348,583
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,348,583
Other income not declared elsewhere2019-12-31$-241,678
Other income not declared elsewhere2019-12-31$-241,678
Administrative expenses (other) incurred2019-12-31$548,086
Administrative expenses (other) incurred2019-12-31$548,086
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$38,318,405
Value of net income/loss2019-12-31$38,318,405
Value of net assets at end of year (total assets less liabilities)2019-12-31$243,317,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$243,317,629
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$204,999,224
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$204,999,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$229,401,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$229,401,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$192,031,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$192,031,540
Interest on participant loans2019-12-31$154,148
Interest on participant loans2019-12-31$154,148
Interest earned on other investments2019-12-31$206,809
Interest earned on other investments2019-12-31$206,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,401,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,401,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,293,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,293,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,881,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,886,174
Contributions received in cash from employer2019-12-31$5,886,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,927,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,927,172
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLC
Accountancy firm name2019-12-31CHERRY BEKAERT LLC
Accountancy firm EIN2019-12-31560574444
Accountancy firm EIN2019-12-31560574444
2018 : BEACON HEALTH OPTIONS 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,522,199
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,649,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,045,841
Value of total corrective distributions2018-12-31$8,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,906,437
Value of total assets at end of year2018-12-31$204,999,224
Value of total assets at beginning of year2018-12-31$216,126,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$594,990
Total interest from all sources2018-12-31$271,989
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,355,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,355,808
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$18,322,031
Participant contributions at end of year2018-12-31$3,468,976
Participant contributions at beginning of year2018-12-31$3,257,404
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,205,704
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,105,861
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,709,720
Other income not declared elsewhere2018-12-31$-580,619
Administrative expenses (other) incurred2018-12-31$594,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,127,420
Value of net assets at end of year (total assets less liabilities)2018-12-31$204,999,224
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$216,126,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$192,031,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$205,714,623
Interest on participant loans2018-12-31$135,813
Interest earned on other investments2018-12-31$136,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,293,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,048,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,431,416
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$5,874,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,045,841
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHERRY BEKAERT LLC
Accountancy firm EIN2018-12-31560574444
2017 : BEACON HEALTH OPTIONS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$55,015,159
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,228,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,625,746
Expenses. Certain deemed distributions of participant loans2017-12-31$5,787
Value of total corrective distributions2017-12-31$87,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,950,226
Value of total assets at end of year2017-12-31$216,126,644
Value of total assets at beginning of year2017-12-31$178,338,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$508,948
Total interest from all sources2017-12-31$228,034
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,755,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,755,998
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,720,062
Participant contributions at end of year2017-12-31$3,257,404
Participant contributions at beginning of year2017-12-31$2,904,515
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,105,861
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$176,584
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,624,645
Other income not declared elsewhere2017-12-31$28,430
Administrative expenses (other) incurred2017-12-31$508,948
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$5,666
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$37,787,080
Value of net assets at end of year (total assets less liabilities)2017-12-31$216,126,644
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$178,338,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$205,714,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$169,435,001
Interest on participant loans2017-12-31$114,019
Interest earned on other investments2017-12-31$114,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,048,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,816,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,052,471
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$5,605,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,625,746
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT LLC
Accountancy firm EIN2017-12-31560574444
2016 : BEACON HEALTH OPTIONS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$43,931,269
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,066,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,633,814
Expenses. Certain deemed distributions of participant loans2016-12-31$24,192
Value of total corrective distributions2016-12-31$9,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,008,973
Value of total assets at end of year2016-12-31$178,338,670
Value of total assets at beginning of year2016-12-31$151,474,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$399,098
Total interest from all sources2016-12-31$210,820
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,104,311
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$3,104,311
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,858,402
Participant contributions at end of year2016-12-31$2,904,515
Participant contributions at beginning of year2016-12-31$2,768,343
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$829,478
Assets. Other investments not covered elsewhere at end of year2016-12-31$176,584
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,230,399
Other income not declared elsewhere2016-12-31$-209,404
Administrative expenses (other) incurred2016-12-31$399,098
Total non interest bearing cash at end of year2016-12-31$5,666
Total non interest bearing cash at beginning of year2016-12-31$147,611,249
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$26,864,506
Value of net assets at end of year (total assets less liabilities)2016-12-31$178,338,670
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$151,474,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$169,435,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$117,866
Interest earned on other investments2016-12-31$92,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,816,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,816,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,920,172
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$265,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,633,814
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHERRY BEKAERT LLC
Accountancy firm EIN2016-12-31560574444
2015 : BEACON HEALTH OPTIONS 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$40,178,871
Total income from all sources (including contributions)2015-12-31$9,185,650
Total of all expenses incurred2015-12-31$16,839,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,287,338
Expenses. Certain deemed distributions of participant loans2015-12-31$2,051
Value of total corrective distributions2015-12-31$76,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,693,148
Value of total assets at end of year2015-12-31$151,462,418
Value of total assets at beginning of year2015-12-31$118,937,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$473,779
Total interest from all sources2015-12-31$82,522
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$218,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,214,259
Participant contributions at end of year2015-12-31$2,768,343
Participant contributions at beginning of year2015-12-31$1,803,196
Participant contributions at end of year2015-12-31$829,478
Participant contributions at beginning of year2015-12-31$1,536
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,821,178
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$475,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,750
Other income not declared elsewhere2015-12-31$-49,771
Administrative expenses (other) incurred2015-12-31$464,415
Total non interest bearing cash at end of year2015-12-31$147,611,249
Total non interest bearing cash at beginning of year2015-12-31$55,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,653,545
Value of net assets at end of year (total assets less liabilities)2015-12-31$151,462,418
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$118,937,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,675,732
Interest on participant loans2015-12-31$82,503
Value of interest in common/collective trusts at beginning of year2015-12-31$83,395,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$181,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$181,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-309,985
Net investment gain or loss from common/collective trusts2015-12-31$-1,448,435
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,049
Employer contributions (assets) at end of year2015-12-31$253,348
Income. Dividends from common stock2015-12-31$218,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,287,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHARLES W SNADER, PC
Accountancy firm EIN2015-12-31541873714
2014 : BEACON HEALTH OPTIONS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$17,979,155
Total of all expenses incurred2014-12-31$15,340,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,783,686
Value of total corrective distributions2014-12-31$114,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,483,630
Value of total assets at end of year2014-12-31$118,937,092
Value of total assets at beginning of year2014-12-31$116,298,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$443,054
Total interest from all sources2014-12-31$70,688
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$764,044
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$764,044
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$3,750
Contributions received from participants2014-12-31$9,843,825
Participant contributions at end of year2014-12-31$1,803,196
Participant contributions at beginning of year2014-12-31$1,734,514
Participant contributions at end of year2014-12-31$1,536
Participant contributions at beginning of year2014-12-31$2,253
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,821,178
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,510,969
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,623,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,750
Other income not declared elsewhere2014-12-31$114,245
Administrative expenses (other) incurred2014-12-31$443,054
Total non interest bearing cash at end of year2014-12-31$55,204
Total non interest bearing cash at beginning of year2014-12-31$55,204
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$2,638,177
Value of net assets at end of year (total assets less liabilities)2014-12-31$118,937,092
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$116,298,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,675,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,938,757
Interest on participant loans2014-12-31$70,684
Value of interest in common/collective trusts at end of year2014-12-31$83,395,260
Value of interest in common/collective trusts at beginning of year2014-12-31$82,023,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$181,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$645,382
Net investment gain or loss from common/collective trusts2014-12-31$4,901,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,783,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHARLES W SNADER PC
Accountancy firm EIN2014-12-31541873714
2013 : BEACON HEALTH OPTIONS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$25,795,718
Total of all expenses incurred2013-12-31$12,081,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,550,613
Expenses. Certain deemed distributions of participant loans2013-12-31$11,335
Value of total corrective distributions2013-12-31$100,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,711,197
Value of total assets at end of year2013-12-31$116,298,915
Value of total assets at beginning of year2013-12-31$102,584,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$418,749
Total interest from all sources2013-12-31$73,330
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$467,005
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$467,005
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31Yes
Amount of non-exempt transactions with any party-in-interest2013-12-31$3,750
Contributions received from participants2013-12-31$9,351,636
Participant contributions at end of year2013-12-31$1,734,514
Participant contributions at beginning of year2013-12-31$1,772,457
Participant contributions at end of year2013-12-31$2,253
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,510,969
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,242,211
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,359,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,750
Other income not declared elsewhere2013-12-31$185,274
Administrative expenses (other) incurred2013-12-31$418,749
Total non interest bearing cash at end of year2013-12-31$55,204
Total non interest bearing cash at beginning of year2013-12-31$23,501
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$13,714,432
Value of net assets at end of year (total assets less liabilities)2013-12-31$116,298,915
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$102,584,483
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,938,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,828,600
Interest on participant loans2013-12-31$73,327
Value of interest in common/collective trusts at end of year2013-12-31$82,023,361
Value of interest in common/collective trusts at beginning of year2013-12-31$73,925,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$477,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$477,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,540,786
Net investment gain or loss from common/collective trusts2013-12-31$9,818,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$0
Employer contributions (assets) at beginning of year2013-12-31$311,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,550,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHARLES W SNADER PC
Accountancy firm EIN2013-12-31541873714
2012 : BEACON HEALTH OPTIONS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$21,644,944
Total of all expenses incurred2012-12-31$8,035,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,456,139
Value of total corrective distributions2012-12-31$181,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,747,892
Value of total assets at end of year2012-12-31$102,584,483
Value of total assets at beginning of year2012-12-31$88,974,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$397,441
Total interest from all sources2012-12-31$74,780
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$448,062
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$448,062
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,188,131
Participant contributions at end of year2012-12-31$1,772,457
Participant contributions at beginning of year2012-12-31$1,790,480
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,242,211
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$986,114
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,247,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,750
Other income not declared elsewhere2012-12-31$36,479
Administrative expenses (other) incurred2012-12-31$325,424
Total non interest bearing cash at end of year2012-12-31$23,501
Total non interest bearing cash at beginning of year2012-12-31$23,501
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$13,609,830
Value of net assets at end of year (total assets less liabilities)2012-12-31$102,584,483
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$88,974,653
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
Investment advisory and management fees2012-12-31$72,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,828,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,065,742
Interest on participant loans2012-12-31$74,732
Value of interest in common/collective trusts at end of year2012-12-31$73,925,416
Value of interest in common/collective trusts at beginning of year2012-12-31$65,580,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$477,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$528,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$528,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,292,261
Net investment gain or loss from common/collective trusts2012-12-31$8,045,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$312,569
Employer contributions (assets) at end of year2012-12-31$311,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,456,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHARLES W SNADER PC
Accountancy firm EIN2012-12-31541873714
2011 : BEACON HEALTH OPTIONS 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,319,629
Total of all expenses incurred2011-12-31$8,312,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,800,452
Expenses. Certain deemed distributions of participant loans2011-12-31$8,688
Value of total corrective distributions2011-12-31$127,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,672,059
Value of total assets at end of year2011-12-31$88,974,653
Value of total assets at beginning of year2011-12-31$88,967,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$375,878
Total interest from all sources2011-12-31$82,795
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$277,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$277,873
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,840,393
Participant contributions at end of year2011-12-31$1,790,480
Participant contributions at beginning of year2011-12-31$1,818,096
Assets. Other investments not covered elsewhere at end of year2011-12-31$986,114
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,413,810
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$831,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$480
Other income not declared elsewhere2011-12-31$-115,284
Administrative expenses (other) incurred2011-12-31$375,878
Total non interest bearing cash at end of year2011-12-31$23,501
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$7,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$88,974,653
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$88,967,174
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,065,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,004,047
Interest on participant loans2011-12-31$82,743
Value of interest in common/collective trusts at end of year2011-12-31$65,580,704
Value of interest in common/collective trusts at beginning of year2011-12-31$66,123,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$528,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$606,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$606,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-818,991
Net investment gain or loss from common/collective trusts2011-12-31$221,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,800,452
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
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHARLES W SNADER PC
Accountancy firm EIN2011-12-31541873714
2010 : BEACON HEALTH OPTIONS 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$16,426
Total income from all sources (including contributions)2010-12-31$17,877,164
Total of all expenses incurred2010-12-31$9,019,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,785,874
Expenses. Certain deemed distributions of participant loans2010-12-31$1,120
Value of total corrective distributions2010-12-31$3,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,627,977
Value of total assets at end of year2010-12-31$88,967,174
Value of total assets at beginning of year2010-12-31$80,093,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$229,254
Total interest from all sources2010-12-31$91,866
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$485,719
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$485,719
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,239,457
Participant contributions at end of year2010-12-31$1,818,096
Participant contributions at beginning of year2010-12-31$1,615,291
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,413,810
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$943,567
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$387,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$480
Other income not declared elsewhere2010-12-31$127,282
Administrative expenses (other) incurred2010-12-31$229,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,857,219
Value of net assets at end of year (total assets less liabilities)2010-12-31$88,967,174
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$80,093,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,004,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$77,056,118
Interest on participant loans2010-12-31$91,817
Value of interest in common/collective trusts at end of year2010-12-31$66,123,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$606,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$478,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$478,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,695,852
Net investment gain or loss from common/collective trusts2010-12-31$6,848,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,785,874
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHARLES W SNADER PC
Accountancy firm EIN2010-12-31541873714
2009 : BEACON HEALTH OPTIONS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BEACON HEALTH OPTIONS 401(K) PLAN

2020: BEACON HEALTH OPTIONS 401(K) 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: BEACON HEALTH OPTIONS 401(K) 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 planYes
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: BEACON HEALTH OPTIONS 401(K) 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 planYes
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: BEACON HEALTH OPTIONS 401(K) 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 planYes
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: BEACON HEALTH OPTIONS 401(K) 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 planYes
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: BEACON HEALTH OPTIONS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEACON HEALTH OPTIONS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEACON HEALTH OPTIONS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEACON HEALTH OPTIONS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEACON HEALTH OPTIONS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BEACON HEALTH OPTIONS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074421
Policy instance 1
Insurance contract or identification number074421
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074421
Policy instance 1
Insurance contract or identification number074421
Number of Individuals Covered4680
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074421
Policy instance 1
Insurance contract or identification number074421
Number of Individuals Covered6189
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074421
Policy instance 1
Insurance contract or identification number074421
Number of Individuals Covered6482
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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