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AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 001

AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AUTHORACARE COLLECTIVE has sponsored the creation of one or more 401k plans.

Company Name:AUTHORACARE COLLECTIVE
Employer identification number (EIN):561249146
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAULA WALKER JAMES T HAIGLER2018-09-12
0012016-01-01PAULA WALKER
0012015-01-01PAUL MACKSOOD
0012014-01-01PAUL MACKSOOD
0012013-01-01PAUL MACKSOOD
0012012-01-01ELIZABETH SMITH
0012011-01-01CLAY SMITH
0012010-01-01ELIZABETH SMITH
0012009-01-01CLAY SMITH

Plan Statistics for AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01612
Total number of active participants reported on line 7a of the Form 55002022-01-01439
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01228
Total of all active and inactive participants2022-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01675
Number of participants with account balances2022-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01631
Total number of active participants reported on line 7a of the Form 55002021-01-01431
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01171
Total of all active and inactive participants2021-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01612
Number of participants with account balances2021-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01627
Total number of active participants reported on line 7a of the Form 55002020-01-01450
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01163
Total of all active and inactive participants2020-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01631
Number of participants with account balances2020-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01393
Total number of active participants reported on line 7a of the Form 55002019-01-01449
Number of other retired or separated participants entitled to future benefits2019-01-01178
Total of all active and inactive participants2019-01-01627
Total participants2019-01-01627
Number of participants with account balances2019-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01371
Total number of active participants reported on line 7a of the Form 55002018-01-01229
Number of other retired or separated participants entitled to future benefits2018-01-01169
Total of all active and inactive participants2018-01-01398
Total participants2018-01-01398
Number of participants with account balances2018-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01365
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01162
Total of all active and inactive participants2017-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01375
Number of participants with account balances2017-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01337
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01154
Total of all active and inactive participants2016-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01345
Number of participants with account balances2016-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01343
Total number of active participants reported on line 7a of the Form 55002015-01-01223
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01357
Number of participants with account balances2015-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01352
Total number of active participants reported on line 7a of the Form 55002014-01-01216
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01345
Number of participants with account balances2014-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01336
Total number of active participants reported on line 7a of the Form 55002013-01-01229
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01350
Number of participants with account balances2013-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01334
Total number of active participants reported on line 7a of the Form 55002012-01-01234
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01108
Total of all active and inactive participants2012-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01349
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01324
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01337
Number of participants with account balances2011-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01313
Total number of active participants reported on line 7a of the Form 55002010-01-01221
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-0192
Total of all active and inactive participants2010-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01318
Number of participants with account balances2010-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01295
Total number of active participants reported on line 7a of the Form 55002009-01-01317
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01411
Number of participants with account balances2009-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,801,909
Total of all expenses incurred2022-12-31$3,662,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,496,710
Expenses. Certain deemed distributions of participant loans2022-12-31$4,854
Value of total corrective distributions2022-12-31$80
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,802,584
Value of total assets at end of year2022-12-31$28,412,741
Value of total assets at beginning of year2022-12-31$33,877,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,018
Total interest from all sources2022-12-31$81,585
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,176,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,176,419
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$1,561,853
Participant contributions at end of year2022-12-31$279,999
Participant contributions at beginning of year2022-12-31$297,110
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,464,571
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,412,741
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,877,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,644,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,116,140
Interest on participant loans2022-12-31$14,077
Interest earned on other investments2022-12-31$67,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,488,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,464,062
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$411,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,862,497
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$1,177,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,085,688
Contract administrator fees2022-12-31$161,018
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH LEONARD PLLC
Accountancy firm EIN2022-12-31205907591
2021 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,469,921
Total of all expenses incurred2021-12-31$2,778,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,585,514
Expenses. Certain deemed distributions of participant loans2021-12-31$25,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,758,567
Value of total assets at end of year2021-12-31$33,877,312
Value of total assets at beginning of year2021-12-31$30,185,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$167,086
Total interest from all sources2021-12-31$87,130
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,783,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,783,440
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,514,460
Participant contributions at end of year2021-12-31$297,110
Participant contributions at beginning of year2021-12-31$379,062
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$19,175
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$73,351
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$3,691,722
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,877,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,185,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,116,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,448,231
Interest on participant loans2021-12-31$18,875
Interest earned on other investments2021-12-31$68,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,464,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,339,122
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$298,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,840,784
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$1,170,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,287,395
Contract administrator fees2021-12-31$167,086
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH LEONARD PLLC
Accountancy firm EIN2021-12-31205907591
2020 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$9,463,103
Total income from all sources (including contributions)2020-12-31$7,004,253
Total of all expenses incurred2020-12-31$2,094,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,958,806
Expenses. Certain deemed distributions of participant loans2020-12-31$1,226
Value of total corrective distributions2020-12-31$6,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,438,636
Value of total assets at end of year2020-12-31$30,185,590
Value of total assets at beginning of year2020-12-31$15,812,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$127,915
Total interest from all sources2020-12-31$85,520
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$937,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$937,056
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
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$1,413,727
Participant contributions at end of year2020-12-31$379,062
Participant contributions at beginning of year2020-12-31$169,209
Participant contributions at end of year2020-12-31$19,175
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$765,158
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$4,909,589
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,185,590
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,812,898
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$26,448,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,854,466
Interest on participant loans2020-12-31$19,078
Interest earned on other investments2020-12-31$66,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,339,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,789,223
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$495,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,543,041
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$1,259,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,463,114
Contract administrator fees2020-12-31$127,915
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH LEONARD PLLC
Accountancy firm EIN2020-12-31205907591
2019 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,013,098
Total income from all sources (including contributions)2019-12-31$4,013,098
Total of all expenses incurred2019-12-31$1,721,414
Total of all expenses incurred2019-12-31$1,721,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,621,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,621,356
Expenses. Certain deemed distributions of participant loans2019-12-31$1,784
Expenses. Certain deemed distributions of participant loans2019-12-31$1,784
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,499,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,499,562
Value of total assets at end of year2019-12-31$15,812,898
Value of total assets at end of year2019-12-31$15,812,898
Value of total assets at beginning of year2019-12-31$13,521,214
Value of total assets at beginning of year2019-12-31$13,521,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,274
Total interest from all sources2019-12-31$73,448
Total interest from all sources2019-12-31$73,448
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$467,878
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$467,878
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$467,878
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$467,878
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$808,111
Contributions received from participants2019-12-31$808,111
Participant contributions at end of year2019-12-31$169,209
Participant contributions at end of year2019-12-31$169,209
Participant contributions at beginning of year2019-12-31$197,694
Participant contributions at beginning of year2019-12-31$197,694
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,852
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,852
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$2,291,684
Value of net income/loss2019-12-31$2,291,684
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,812,898
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,812,898
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,521,214
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,521,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,854,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,854,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,722,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,722,436
Interest on participant loans2019-12-31$9,455
Interest on participant loans2019-12-31$9,455
Interest earned on other investments2019-12-31$63,993
Interest earned on other investments2019-12-31$63,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,789,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,789,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,601,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,601,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,972,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,972,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$684,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,621,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,621,356
Contract administrator fees2019-12-31$98,274
Contract administrator fees2019-12-31$98,274
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH LEONARD PLLC
Accountancy firm name2019-12-31SMITH LEONARD PLLC
Accountancy firm EIN2019-12-31205907591
Accountancy firm EIN2019-12-31205907591
2018 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$812,420
Total of all expenses incurred2018-12-31$1,028,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$941,257
Expenses. Certain deemed distributions of participant loans2018-12-31$11,095
Value of total corrective distributions2018-12-31$2,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,514,672
Value of total assets at end of year2018-12-31$13,521,214
Value of total assets at beginning of year2018-12-31$13,737,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,432
Total interest from all sources2018-12-31$69,761
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$529,526
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$529,526
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$695,995
Participant contributions at end of year2018-12-31$197,694
Participant contributions at beginning of year2018-12-31$210,149
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$315,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-216,407
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,521,214
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,737,621
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$10,722,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,846,576
Interest on participant loans2018-12-31$9,156
Interest earned on other investments2018-12-31$60,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,601,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,680,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,301,539
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$503,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$941,257
Contract administrator fees2018-12-31$74,432
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 name2018-12-31SMITH LEONARD PLLC
Accountancy firm EIN2018-12-31205907591
2017 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,790,079
Total of all expenses incurred2017-12-31$1,366,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,308,578
Expenses. Certain deemed distributions of participant loans2017-12-31$2,114
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,146,121
Value of total assets at end of year2017-12-31$13,737,621
Value of total assets at beginning of year2017-12-31$12,314,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,202
Total interest from all sources2017-12-31$66,187
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$412,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$638,153
Participant contributions at end of year2017-12-31$210,149
Participant contributions at beginning of year2017-12-31$179,850
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,423,185
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,737,621
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,314,436
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$10,846,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,566,452
Interest on participant loans2017-12-31$7,552
Interest earned on other investments2017-12-31$58,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,680,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,568,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,165,231
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$493,936
Income. Dividends from common stock2017-12-31$412,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,308,578
Contract administrator fees2017-12-31$56,202
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 name2017-12-31SMITH LEONARD PLLC
Accountancy firm EIN2017-12-31205907591
2016 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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$2,063,177
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,202,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,153,339
Expenses. Certain deemed distributions of participant loans2016-12-31$-1,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,173,254
Value of total assets at end of year2016-12-31$12,314,436
Value of total assets at beginning of year2016-12-31$11,454,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,531
Total interest from all sources2016-12-31$66,171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$304,434
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$304,434
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$609,734
Participant contributions at end of year2016-12-31$179,850
Participant contributions at beginning of year2016-12-31$204,498
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,088
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$860,252
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,314,436
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,454,184
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$9,566,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,005,199
Interest on participant loans2016-12-31$7,950
Interest earned on other investments2016-12-31$58,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,568,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,244,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$519,318
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$495,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,153,339
Contract administrator fees2016-12-31$51,531
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 name2016-12-31SMITH LEONARD PLLC
Accountancy firm EIN2016-12-31205907591
2015 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,253,267
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,317,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,262,759
Expenses. Certain deemed distributions of participant loans2015-12-31$4,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,279,779
Value of total assets at end of year2015-12-31$11,454,184
Value of total assets at beginning of year2015-12-31$11,518,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,120
Total interest from all sources2015-12-31$60,747
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$337,231
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$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$645,856
Participant contributions at end of year2015-12-31$204,498
Participant contributions at beginning of year2015-12-31$104,354
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$137,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-64,426
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,454,184
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,518,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,005,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,200,748
Interest on participant loans2015-12-31$5,071
Interest earned on other investments2015-12-31$55,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,244,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,213,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-424,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$496,279
Income. Dividends from common stock2015-12-31$337,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,262,759
Contract administrator fees2015-12-31$50,120
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 name2015-12-31SMITH LEONARD PLLC
Accountancy firm EIN2015-12-31205907591
2014 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,954,556
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,907,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,860,002
Expenses. Certain deemed distributions of participant loans2014-12-31$1,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,351,697
Value of total assets at end of year2014-12-31$11,518,610
Value of total assets at beginning of year2014-12-31$11,471,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,065
Total interest from all sources2014-12-31$64,405
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$275,503
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$275,503
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$662,022
Participant contributions at end of year2014-12-31$104,354
Participant contributions at beginning of year2014-12-31$90,840
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$157,389
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$47,290
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,518,610
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,471,320
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$9,200,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,896,869
Interest on participant loans2014-12-31$3,606
Interest earned on other investments2014-12-31$60,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,213,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,483,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$262,951
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$532,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,860,002
Contract administrator fees2014-12-31$46,065
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 name2014-12-31SMITH LEONARD PLLC
Accountancy firm EIN2014-12-31205907591
2013 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,882,815
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$613,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$549,071
Expenses. Certain deemed distributions of participant loans2013-12-31$29,743
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,242,173
Value of total assets at end of year2013-12-31$11,471,320
Value of total assets at beginning of year2013-12-31$9,201,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,262
Total interest from all sources2013-12-31$59,004
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$128,852
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$128,852
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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-interest2013-12-31No
Contributions received from participants2013-12-31$701,293
Participant contributions at end of year2013-12-31$90,840
Participant contributions at beginning of year2013-12-31$99,436
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,269,739
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,471,320
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,201,581
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$8,896,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,104,827
Interest on participant loans2013-12-31$3,550
Interest earned on other investments2013-12-31$55,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,483,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,997,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,452,786
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$540,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$549,071
Contract administrator fees2013-12-31$34,262
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 name2013-12-31SMITH LEONARD PLLC.
Accountancy firm EIN2013-12-31205907591
2012 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,336,165
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$348,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$322,010
Expenses. Certain deemed distributions of participant loans2012-12-31$1,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,456,050
Value of total assets at end of year2012-12-31$9,201,581
Value of total assets at beginning of year2012-12-31$7,213,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,663
Total interest from all sources2012-12-31$51,924
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
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$655,771
Participant contributions at end of year2012-12-31$99,436
Participant contributions at beginning of year2012-12-31$107,130
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$274,133
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$1,987,666
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,201,581
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,213,915
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 in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,104,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,548,267
Interest on participant loans2012-12-31$3,187
Interest earned on other investments2012-12-31$48,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,997,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,558,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$828,191
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$526,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$322,010
Contract administrator fees2012-12-31$24,663
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 name2012-12-31SMITH LEONARD PLLC
Accountancy firm EIN2012-12-31205907591
2011 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$991,844
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$400,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$365,146
Expenses. Certain deemed distributions of participant loans2011-12-31$14,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,166,738
Value of total assets at end of year2011-12-31$7,213,915
Value of total assets at beginning of year2011-12-31$6,623,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,475
Total interest from all sources2011-12-31$49,276
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$500,000
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$592,392
Participant contributions at end of year2011-12-31$107,130
Participant contributions at beginning of year2011-12-31$69,010
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,503
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$590,864
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,213,915
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,623,051
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$5,548,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,290,875
Interest on participant loans2011-12-31$3,156
Interest earned on other investments2011-12-31$46,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,558,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,263,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-224,170
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
Contributions received in cash from employer2011-12-31$473,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$365,146
Contract administrator fees2011-12-31$21,475
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 name2011-12-31SMITH LEONARD PLLC
Accountancy firm EIN2011-12-31205907591
2010 : AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,789,823
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$507,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$475,846
Expenses. Certain deemed distributions of participant loans2010-12-31$14,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,106,563
Value of total assets at end of year2010-12-31$6,623,051
Value of total assets at beginning of year2010-12-31$5,340,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,717
Total interest from all sources2010-12-31$43,656
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$519,735
Participant contributions at end of year2010-12-31$69,010
Participant contributions at beginning of year2010-12-31$39,797
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$164,486
Administrative expenses (other) incurred2010-12-31$14
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$1,282,174
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,623,051
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,340,877
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$5,290,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,130,909
Interest on participant loans2010-12-31$2,241
Interest earned on other investments2010-12-31$41,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,263,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,170,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$639,604
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$422,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$475,846
Contract administrator fees2010-12-31$17,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31GILLIAM, COBLE & MOSER, L.L.P.
Accountancy firm EIN2010-12-31560587953

Form 5500 Responses for AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN

2022: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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 benefit arrangement – InsuranceYes
2015: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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 benefit arrangement – InsuranceYes
2013: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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 benefit arrangement – InsuranceYes
2012: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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 benefit arrangement – InsuranceYes
2011: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AUTHORACARE COLLECTIVE 403(B) RETIREMENT SAVINGS 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 2
Insurance contract or identification number47009
Number of Individuals Covered627
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 1
Insurance contract or identification number47009
Number of Individuals Covered70
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $328
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $228
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 2
Insurance contract or identification number47009
Number of Individuals Covered576
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 1
Insurance contract or identification number47009
Number of Individuals Covered74
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $414
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $268
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 2
Insurance contract or identification number47009
Number of Individuals Covered557
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 1
Insurance contract or identification number47009
Number of Individuals Covered115
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $336
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $221
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 2
Insurance contract or identification number47009
Number of Individuals Covered508
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 1
Insurance contract or identification number47009
Number of Individuals Covered127
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $326
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $208
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 2
Insurance contract or identification number47009
Number of Individuals Covered299
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 1
Insurance contract or identification number47009
Number of Individuals Covered141
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $313
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $201
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 2
Insurance contract or identification number47009
Number of Individuals Covered275
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47009
Policy instance 1
Insurance contract or identification number47009
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $292
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $186
Insurance broker organization code?3
Insurance broker nameSCHULTZ, MICHAEL

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