401k Plan data: HEALTHGRAM, INC. 401(K) PLAN plan

HEALTHGRAM, INC. 401(K) PLAN 401k Plan overview

Plan Name	HEALTHGRAM, INC. 401(K) PLAN
Plan identification number	001

HEALTHGRAM, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HEALTHGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name: HEALTHGRAM, INC.

Employer identification number (EIN): 561449504

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHGRAM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LEE ANN BROWN 2023-09-19 LEE ANN BROWN 2023-09-19
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LEE ANN BROWN
001 2016-01-01 LEE ANN BROWN LEE ANN BROWN 2017-10-10
001 2015-01-01 LEE ANN BROWN 2016-03-14
001 2014-01-01 LEE ANN BROWN 2015-04-13
001 2013-01-01 LEE ANN GUICE 2014-02-28
001 2012-01-01 LEE ANN GUICE 2013-02-19
001 2011-01-01 LEE ANN GUICE 2012-03-29
001 2010-01-01 LEE ANN GUICE 2011-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LEE ANN BROWN	2023-09-19	LEE ANN BROWN	2023-09-19
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LEE ANN BROWN
001	2016-01-01	LEE ANN BROWN		LEE ANN BROWN	2017-10-10
001	2015-01-01	LEE ANN BROWN	2016-03-14
001	2014-01-01	LEE ANN BROWN	2015-04-13
001	2013-01-01	LEE ANN GUICE	2014-02-28
001	2012-01-01	LEE ANN GUICE	2013-02-19
001	2011-01-01	LEE ANN GUICE	2012-03-29
001	2010-01-01	LEE ANN GUICE	2011-06-03

Plan Statistics for HEALTHGRAM, INC. 401(K) PLAN

401k plan membership statisitcs for HEALTHGRAM, INC. 401(K) PLAN

Measure Date Value
2022: HEALTHGRAM, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 106
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 26
Total of all active and inactive participants 2022-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 132
Number of participants with account balances 2022-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: HEALTHGRAM, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 111
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: HEALTHGRAM, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 102
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 127
Number of participants with account balances 2020-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: HEALTHGRAM, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 95
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 122
Number of participants with account balances 2019-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: HEALTHGRAM, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 113
Number of participants with account balances 2018-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: HEALTHGRAM, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 86
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 106
Number of participants with account balances 2017-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: HEALTHGRAM, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 93
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 116
Number of participants with account balances 2016-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6

Measure	Date	Value
2022: HEALTHGRAM, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	106
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	132
Number of participants with account balances	2022-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: HEALTHGRAM, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	111
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: HEALTHGRAM, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	102
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	127
Number of participants with account balances	2020-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: HEALTHGRAM, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	95
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	122
Number of participants with account balances	2019-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: HEALTHGRAM, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	113
Number of participants with account balances	2018-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: HEALTHGRAM, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	86
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	106
Number of participants with account balances	2017-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: HEALTHGRAM, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	93
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	116
Number of participants with account balances	2016-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6

Financial Data on HEALTHGRAM, INC. 401(K) PLAN

Measure	Date	Value
2022 : HEALTHGRAM, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-751,609
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$152,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$100,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$490,126
Value of total assets at end of year	2022-12-31	$5,927,675
Value of total assets at beginning of year	2022-12-31	$6,831,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$51,518
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$441,957
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$2,177
Administrative expenses (other) incurred	2022-12-31	$1,100
Total non interest bearing cash at end of year	2022-12-31	$2,741
Total non interest bearing cash at beginning of year	2022-12-31	$2,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-904,000
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,927,675
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,831,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,808,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,540,380
Value of interest in common/collective trusts at end of year	2022-12-31	$68,172
Value of interest in common/collective trusts at beginning of year	2022-12-31	$241,282
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,241,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$48,169
Employer contributions (assets) at end of year	2022-12-31	$48,169
Employer contributions (assets) at beginning of year	2022-12-31	$47,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$98,696
Contract administrator fees	2022-12-31	$50,418
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	POTTER & COMPANY
Accountancy firm EIN	2022-12-31	561220683
2021 : HEALTHGRAM, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,314,200
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$231,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$177,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$512,608
Value of total assets at end of year	2021-12-31	$6,831,675
Value of total assets at beginning of year	2021-12-31	$5,748,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$53,992
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$448,638
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$16,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$2,087
Administrative expenses (other) incurred	2021-12-31	$525
Total non interest bearing cash at end of year	2021-12-31	$2,177
Total non interest bearing cash at beginning of year	2021-12-31	$1,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,082,815
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,831,675
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,748,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,540,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,673,392
Value of interest in common/collective trusts at end of year	2021-12-31	$241,282
Value of interest in common/collective trusts at beginning of year	2021-12-31	$30,539
Net investment gain/loss from pooled separate accounts	2021-12-31	$801,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$47,836
Employer contributions (assets) at end of year	2021-12-31	$47,836
Employer contributions (assets) at beginning of year	2021-12-31	$43,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$175,306
Contract administrator fees	2021-12-31	$53,467
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	POTTER & COMPANY
Accountancy firm EIN	2021-12-31	561220683
2020 : HEALTHGRAM, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,373,020
Total of all expenses incurred	2020-12-31	$137,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$94,375
Value of total corrective distributions	2020-12-31	$1,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$432,382
Value of total assets at end of year	2020-12-31	$5,748,860
Value of total assets at beginning of year	2020-12-31	$4,513,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,177
Total interest from all sources	2020-12-31	$25
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$371,629
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$2,068
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,291
Administrative expenses (other) incurred	2020-12-31	$1,200
Total non interest bearing cash at end of year	2020-12-31	$1,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,235,781
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,748,860
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,513,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,673,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,364,404
Interest on participant loans	2020-12-31	$25
Value of interest in common/collective trusts at end of year	2020-12-31	$30,539
Value of interest in common/collective trusts at beginning of year	2020-12-31	$107,068
Net investment gain/loss from pooled separate accounts	2020-12-31	$940,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$43,462
Employer contributions (assets) at end of year	2020-12-31	$43,462
Employer contributions (assets) at beginning of year	2020-12-31	$39,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$94,375
Contract administrator fees	2020-12-31	$39,977
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	POTTER & COMPANY
Accountancy firm EIN	2020-12-31	561220683
2019 : HEALTHGRAM, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,246,829
Total of all expenses incurred	2019-12-31	$567,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$537,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$387,192
Value of total assets at end of year	2019-12-31	$4,513,079
Value of total assets at beginning of year	2019-12-31	$3,833,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,123
Total interest from all sources	2019-12-31	$138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$347,653
Participant contributions at end of year	2019-12-31	$2,068
Participant contributions at beginning of year	2019-12-31	$6,991
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$651
Administrative expenses (other) incurred	2019-12-31	$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$679,239
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,513,079
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,833,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,364,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,794,126
Interest on participant loans	2019-12-31	$138
Value of interest in common/collective trusts at end of year	2019-12-31	$107,068
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,165
Net investment gain/loss from pooled separate accounts	2019-12-31	$859,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$39,539
Employer contributions (assets) at end of year	2019-12-31	$39,539
Employer contributions (assets) at beginning of year	2019-12-31	$25,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$536,816
Contract administrator fees	2019-12-31	$29,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	POTTER & COMPANY
Accountancy firm EIN	2019-12-31	561220683
2018 : HEALTHGRAM, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-30,637
Total of all expenses incurred	2018-12-31	$124,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$121,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$324,522
Value of total assets at end of year	2018-12-31	$3,833,840
Value of total assets at beginning of year	2018-12-31	$3,989,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,540
Total interest from all sources	2018-12-31	$256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$289,678
Participant contributions at end of year	2018-12-31	$6,991
Participant contributions at beginning of year	2018-12-31	$8,915
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,974
Administrative expenses (other) incurred	2018-12-31	$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-155,322
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,833,840
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,989,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,794,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,520,794
Interest on participant loans	2018-12-31	$256
Value of interest in common/collective trusts at end of year	2018-12-31	$2,688
Value of interest in common/collective trusts at beginning of year	2018-12-31	$432,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,752
Net investment gain/loss from pooled separate accounts	2018-12-31	$-355,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$25,870
Employer contributions (assets) at end of year	2018-12-31	$25,870
Employer contributions (assets) at beginning of year	2018-12-31	$23,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$121,145
Contract administrator fees	2018-12-31	$3,315
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	POTTER & COMPANY
Accountancy firm EIN	2018-12-31	561220683
2017 : HEALTHGRAM, INC. 401(K) PLAN 2017 401k financial data
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	$916,863
Total of all expenses incurred	2017-12-31	$224,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$215,640
Value of total corrective distributions	2017-12-31	$4,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$311,482
Value of total assets at end of year	2017-12-31	$3,989,162
Value of total assets at beginning of year	2017-12-31	$3,296,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,902
Total interest from all sources	2017-12-31	$341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$285,712
Participant contributions at end of year	2017-12-31	$8,915
Participant contributions at beginning of year	2017-12-31	$13,395
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$692,400
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,989,162
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,296,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,520,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,259,423
Interest on participant loans	2017-12-31	$341
Value of interest in common/collective trusts at end of year	2017-12-31	$432,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,752
Net investment gain/loss from pooled separate accounts	2017-12-31	$605,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$23,697
Employer contributions (assets) at end of year	2017-12-31	$23,697
Employer contributions (assets) at beginning of year	2017-12-31	$23,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$215,640
Contract administrator fees	2017-12-31	$3,052
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	POTTER & COMPANY
Accountancy firm EIN	2017-12-31	561220683
2016 : HEALTHGRAM, INC. 401(K) PLAN 2016 401k financial data
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	$454,485
Total of all expenses incurred	2016-12-31	$146,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$131,478
Value of total corrective distributions	2016-12-31	$2,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$293,101
Value of total assets at end of year	2016-12-31	$3,296,762
Value of total assets at beginning of year	2016-12-31	$2,988,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,106
Total interest from all sources	2016-12-31	$505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$269,157
Participant contributions at end of year	2016-12-31	$13,395
Participant contributions at beginning of year	2016-12-31	$18,080
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$-625
Administrative expenses (other) incurred	2016-12-31	$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$308,074
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,296,762
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,988,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,259,423
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,948,436
Interest on participant loans	2016-12-31	$505
Interest earned on other investments	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$161,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$23,944
Employer contributions (assets) at end of year	2016-12-31	$23,944
Employer contributions (assets) at beginning of year	2016-12-31	$22,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$131,478
Contract administrator fees	2016-12-31	$11,731
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	POTTER & COMPANY
Accountancy firm EIN	2016-12-31	561220683

Form 5500 Responses for HEALTHGRAM, INC. 401(K) PLAN

2022: HEALTHGRAM, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEALTHGRAM, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEALTHGRAM, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEALTHGRAM, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEALTHGRAM, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTHGRAM, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEALTHGRAM, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

58924

Policy instance

Insurance contract or identification number	58924
Number of Individuals Covered	106
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,389
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21289
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

58924

Policy instance

Insurance contract or identification number	58924
Number of Individuals Covered	109
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,508
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21983
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

58924

Policy instance

Insurance contract or identification number	58924
Number of Individuals Covered	100
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $17,503
Amount paid for insurance broker fees	16303
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

58924

Policy instance

Insurance contract or identification number	58924
Number of Individuals Covered	97
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,286
Amount paid for insurance broker fees	15637
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

58924

Policy instance

Insurance contract or identification number	58924
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $18,707
Total amount of fees paid to insurance company	USD $2,522
Commission paid to Insurance Broker	USD $18,707
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7
Amount paid for insurance broker fees	2522
Insurance broker name	CORPORATE PLANS & SERVICES

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Company Name:	HEALTHGRAM, INC.
Employer identification number (EIN):	561449504
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)