?>
Logo

MANAGEMENT HEALTH SYSTEMS, INC. 401k Plan overview

Plan NameMANAGEMENT HEALTH SYSTEMS, INC.
Plan identification number 001

MANAGEMENT HEALTH SYSTEMS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MANAGEMENT HEALTH SYSTEMS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MANAGEMENT HEALTH SYSTEMS, LLC
Employer identification number (EIN):582297524
NAIC Classification:561300

Additional information about MANAGEMENT HEALTH SYSTEMS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5726177

More information about MANAGEMENT HEALTH SYSTEMS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANAGEMENT HEALTH SYSTEMS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01FRANK FORBES2023-09-27
0012021-01-01FRANK FORBES2023-03-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LYLE LUEDEMAN
0012016-01-01FRANK FORBES FRANK FORBES2017-10-15
0012015-01-01FRANK FORBES
0012014-01-01FRANK FORBES FRANK FORBES2015-10-05
0012013-01-01J H PARKER
0012012-01-01JH PARKER
0012011-01-01JAMES PARKER

Plan Statistics for MANAGEMENT HEALTH SYSTEMS, INC.

401k plan membership statisitcs for MANAGEMENT HEALTH SYSTEMS, INC.

Measure Date Value
2022: MANAGEMENT HEALTH SYSTEMS, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-013,096
Total number of active participants reported on line 7a of the Form 55002022-01-013,239
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01392
Total of all active and inactive participants2022-01-013,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,631
Number of participants with account balances2022-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01126
2021: MANAGEMENT HEALTH SYSTEMS, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-011,944
Total number of active participants reported on line 7a of the Form 55002021-01-012,578
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01342
Total of all active and inactive participants2021-01-012,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,920
Number of participants with account balances2021-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0167
2020: MANAGEMENT HEALTH SYSTEMS, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-011,949
Total number of active participants reported on line 7a of the Form 55002020-01-011,597
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01276
Total of all active and inactive participants2020-01-011,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,873
Number of participants with account balances2020-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01234
2019: MANAGEMENT HEALTH SYSTEMS, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-011,568
Total number of active participants reported on line 7a of the Form 55002019-01-011,818
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01134
Total of all active and inactive participants2019-01-011,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,952
Number of participants with account balances2019-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01131
2018: MANAGEMENT HEALTH SYSTEMS, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-011,239
Total number of active participants reported on line 7a of the Form 55002018-01-011,368
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01191
Total of all active and inactive participants2018-01-011,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,559
Number of participants with account balances2018-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0170
2017: MANAGEMENT HEALTH SYSTEMS, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-011,095
Total number of active participants reported on line 7a of the Form 55002017-01-011,080
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01153
Total of all active and inactive participants2017-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,233
Number of participants with account balances2017-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0181
2016: MANAGEMENT HEALTH SYSTEMS, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01824
Total number of active participants reported on line 7a of the Form 55002016-01-01802
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01913
Number of participants with account balances2016-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: MANAGEMENT HEALTH SYSTEMS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01704
Total number of active participants reported on line 7a of the Form 55002015-01-01644
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0192
Total of all active and inactive participants2015-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01736
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: MANAGEMENT HEALTH SYSTEMS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01568
Total number of active participants reported on line 7a of the Form 55002014-01-01541
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01619
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: MANAGEMENT HEALTH SYSTEMS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01496
Total number of active participants reported on line 7a of the Form 55002013-01-01445
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01519
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: MANAGEMENT HEALTH SYSTEMS, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01405
Total number of active participants reported on line 7a of the Form 55002012-01-01423
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01496
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: MANAGEMENT HEALTH SYSTEMS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01358
Total number of active participants reported on line 7a of the Form 55002011-01-01337
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01405
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124

Financial Data on MANAGEMENT HEALTH SYSTEMS, INC.

Measure Date Value
2022 : MANAGEMENT HEALTH SYSTEMS, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,676
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$2,821,230
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,152,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,029,779
Value of total corrective distributions2022-12-31$27,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,609,632
Value of total assets at end of year2022-12-31$11,396,693
Value of total assets at beginning of year2022-12-31$10,705,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,732
Total interest from all sources2022-12-31$16,071
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,628,099
Participant contributions at end of year2022-12-31$132,486
Participant contributions at beginning of year2022-12-31$67,627
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$244,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$21,676
Total non interest bearing cash at end of year2022-12-31$21
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$669,196
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,375,017
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,705,821
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$10,157,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,038,778
Interest on participant loans2022-12-31$3,820
Interest earned on other investments2022-12-31$12,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,106,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$599,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,804,473
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$737,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,029,779
Contract administrator fees2022-12-31$94,732
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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : MANAGEMENT HEALTH SYSTEMS, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$4,515,855
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,705,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,669,204
Value of total corrective distributions2021-12-31$19,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,420,953
Value of total assets at end of year2021-12-31$10,705,821
Value of total assets at beginning of year2021-12-31$8,895,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,684
Total interest from all sources2021-12-31$6,437
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$475,503
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$475,503
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,884,788
Participant contributions at end of year2021-12-31$67,627
Participant contributions at beginning of year2021-12-31$106,269
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$268,533
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$1,809,911
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,705,821
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,895,910
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$10,038,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,155,212
Interest on participant loans2021-12-31$5,946
Interest earned on other investments2021-12-31$491
Value of interest in common/collective trusts at beginning of year2021-12-31$1,634,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$599,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$412,443
Net investment gain or loss from common/collective trusts2021-12-31$200,519
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$267,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,669,204
Contract administrator fees2021-12-31$17,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : MANAGEMENT HEALTH SYSTEMS, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,910,960
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,011,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,986,824
Expenses. Certain deemed distributions of participant loans2020-12-31$10,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,637,185
Value of total assets at end of year2020-12-31$8,895,910
Value of total assets at beginning of year2020-12-31$6,996,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,903
Total interest from all sources2020-12-31$9,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$322,675
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$322,675
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$2,265,322
Participant contributions at end of year2020-12-31$106,269
Participant contributions at beginning of year2020-12-31$110,079
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$116,294
Other income not declared elsewhere2020-12-31$741
Administrative expenses (other) incurred2020-12-31$13,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,899,516
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,895,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,996,394
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$7,155,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,545,161
Interest on participant loans2020-12-31$9,141
Value of interest in common/collective trusts at end of year2020-12-31$1,634,429
Value of interest in common/collective trusts at beginning of year2020-12-31$1,341,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$779,639
Net investment gain or loss from common/collective trusts2020-12-31$160,977
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$255,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,986,824
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 name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : MANAGEMENT HEALTH SYSTEMS, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,836,937
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,299,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,274,567
Expenses. Certain deemed distributions of participant loans2019-12-31$8,005
Value of total corrective distributions2019-12-31$6,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,695,761
Value of total assets at end of year2019-12-31$6,996,394
Value of total assets at beginning of year2019-12-31$4,459,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,366
Total interest from all sources2019-12-31$11,079
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$285,396
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$285,396
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$446,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,371,668
Participant contributions at end of year2019-12-31$110,079
Participant contributions at beginning of year2019-12-31$89,749
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,730
Other income not declared elsewhere2019-12-31$318
Administrative expenses (other) incurred2019-12-31$11,366
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$2,536,982
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,996,394
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,459,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,545,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,225,679
Interest on participant loans2019-12-31$5,887
Value of interest in common/collective trusts at end of year2019-12-31$1,012,005
Value of interest in common/collective trusts at beginning of year2019-12-31$817,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$329,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$326,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$326,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$650,190
Net investment gain or loss from common/collective trusts2019-12-31$194,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$280,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,274,567
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31MORRISON BROWN ARGIZ AND FARRA L
Accountancy firm EIN2019-12-31010720052
2018 : MANAGEMENT HEALTH SYSTEMS, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,770,386
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$527,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$487,474
Expenses. Certain deemed distributions of participant loans2018-12-31$608
Value of total corrective distributions2018-12-31$39,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,065,028
Value of total assets at end of year2018-12-31$4,459,412
Value of total assets at beginning of year2018-12-31$3,216,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$8,398
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$226,789
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$226,789
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$322,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,828,936
Participant contributions at end of year2018-12-31$89,749
Participant contributions at beginning of year2018-12-31$94,464
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,449
Other income not declared elsewhere2018-12-31$319
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$1,242,904
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,459,412
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,216,508
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$3,225,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,150,876
Interest on participant loans2018-12-31$5,118
Value of interest in common/collective trusts at end of year2018-12-31$817,308
Value of interest in common/collective trusts at beginning of year2018-12-31$706,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$326,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$265,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$265,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-462,932
Net investment gain or loss from common/collective trusts2018-12-31$-67,216
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$229,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$487,474
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 name2018-12-31MORRISON BROWN ARGIZ AND FARRA L
Accountancy firm EIN2018-12-31010720052
2017 : MANAGEMENT HEALTH SYSTEMS, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,519,438
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$412,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$400,332
Expenses. Certain deemed distributions of participant loans2017-12-31$634
Value of total corrective distributions2017-12-31$8,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,162,959
Value of total assets at end of year2017-12-31$3,216,508
Value of total assets at beginning of year2017-12-31$2,109,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,888
Total interest from all sources2017-12-31$4,911
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$120,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$120,771
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$211,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,024,164
Participant contributions at end of year2017-12-31$94,464
Participant contributions at beginning of year2017-12-31$69,141
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,054
Other income not declared elsewhere2017-12-31$10
Administrative expenses (other) incurred2017-12-31$2,888
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$1,107,083
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,216,508
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,109,425
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$2,150,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,321,441
Interest on participant loans2017-12-31$4,422
Value of interest in common/collective trusts at end of year2017-12-31$706,136
Value of interest in common/collective trusts at beginning of year2017-12-31$487,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$265,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$231,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$231,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$144,899
Net investment gain or loss from common/collective trusts2017-12-31$85,888
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$123,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$400,332
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 name2017-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2017-12-31582211147
2016 : MANAGEMENT HEALTH SYSTEMS, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$875,961
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$472,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$457,379
Expenses. Certain deemed distributions of participant loans2016-12-31$4,342
Value of total corrective distributions2016-12-31$9,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$738,637
Value of total assets at end of year2016-12-31$2,109,425
Value of total assets at beginning of year2016-12-31$1,705,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,250
Total interest from all sources2016-12-31$2,766
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$48,095
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$48,095
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$171,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$633,244
Participant contributions at end of year2016-12-31$69,141
Participant contributions at beginning of year2016-12-31$66,135
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,394
Administrative expenses (other) incurred2016-12-31$1,250
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$403,877
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,109,425
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,705,548
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$1,321,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$941,673
Interest on participant loans2016-12-31$2,766
Value of interest in common/collective trusts at end of year2016-12-31$487,468
Value of interest in common/collective trusts at beginning of year2016-12-31$511,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$231,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$186,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$186,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$33,980
Net investment gain or loss from common/collective trusts2016-12-31$52,483
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$77,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$457,379
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 name2016-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2016-12-31582211147
2015 : MANAGEMENT HEALTH SYSTEMS, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$498,073
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$164,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$146,966
Expenses. Certain deemed distributions of participant loans2015-12-31$6,375
Value of total corrective distributions2015-12-31$10,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$523,926
Value of total assets at end of year2015-12-31$1,705,548
Value of total assets at beginning of year2015-12-31$1,371,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$3,428
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$75,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$75,613
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$138,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$427,049
Participant contributions at end of year2015-12-31$66,135
Participant contributions at beginning of year2015-12-31$73,811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$42,191
Other income not declared elsewhere2015-12-31$10
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$333,926
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,705,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,371,622
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$941,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$745,635
Interest on participant loans2015-12-31$3,428
Value of interest in common/collective trusts at end of year2015-12-31$511,146
Value of interest in common/collective trusts at beginning of year2015-12-31$417,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$186,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$134,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$134,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-100,297
Net investment gain or loss from common/collective trusts2015-12-31$-4,607
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$54,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$146,966
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 name2015-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2015-12-31582211147
2014 : MANAGEMENT HEALTH SYSTEMS, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$374,562
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$589,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$553,457
Expenses. Certain deemed distributions of participant loans2014-12-31$2,140
Value of total corrective distributions2014-12-31$34,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$306,121
Value of total assets at end of year2014-12-31$1,371,622
Value of total assets at beginning of year2014-12-31$1,586,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$2,679
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$64,389
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$64,389
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$159,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$273,093
Participant contributions at end of year2014-12-31$73,811
Participant contributions at beginning of year2014-12-31$43,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-215,311
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,371,622
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,586,933
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$745,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$900,296
Interest on participant loans2014-12-31$2,679
Value of interest in common/collective trusts at end of year2014-12-31$417,817
Value of interest in common/collective trusts at beginning of year2014-12-31$535,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$134,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$107,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$107,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-27,953
Net investment gain or loss from common/collective trusts2014-12-31$29,326
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$33,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$553,457
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 name2014-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2014-12-31582211147
2013 : MANAGEMENT HEALTH SYSTEMS, INC. 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$548,489
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$216,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$203,014
Value of total corrective distributions2013-12-31$13,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$329,145
Value of total assets at end of year2013-12-31$1,586,933
Value of total assets at beginning of year2013-12-31$1,254,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$2,049
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$47,175
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$47,175
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$126,000
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$277,572
Participant contributions at end of year2013-12-31$43,368
Participant contributions at beginning of year2013-12-31$44,518
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,965
Other income not declared elsewhere2013-12-31$28
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$332,436
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,586,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,254,497
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$900,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$672,406
Interest on participant loans2013-12-31$2,049
Value of interest in common/collective trusts at end of year2013-12-31$535,997
Value of interest in common/collective trusts at beginning of year2013-12-31$452,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$107,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$85,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$85,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$79,992
Net investment gain or loss from common/collective trusts2013-12-31$90,100
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$31,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$203,014
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 name2013-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2013-12-31582211147
2012 : MANAGEMENT HEALTH SYSTEMS, INC. 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$492,658
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$165,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$159,578
Value of total corrective distributions2012-12-31$6,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$381,018
Value of total assets at end of year2012-12-31$1,254,497
Value of total assets at beginning of year2012-12-31$927,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,852
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$24,519
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$93,000
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$295,592
Participant contributions at end of year2012-12-31$44,518
Participant contributions at beginning of year2012-12-31$14,631
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$51,341
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$327,054
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,254,497
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$927,443
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$672,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$451,062
Interest on participant loans2012-12-31$1,852
Value of interest in common/collective trusts at end of year2012-12-31$452,571
Value of interest in common/collective trusts at beginning of year2012-12-31$380,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$85,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$80,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$80,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$40,886
Net investment gain or loss from common/collective trusts2012-12-31$44,383
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$34,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$159,578
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 name2012-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2012-12-31582211147
2011 : MANAGEMENT HEALTH SYSTEMS, INC. 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$259,778
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$169,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$165,947
Expenses. Certain deemed distributions of participant loans2011-12-31$3,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$271,456
Value of total assets at end of year2011-12-31$927,443
Value of total assets at beginning of year2011-12-31$837,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$575
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$12,585
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$84,000
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$241,894
Participant contributions at end of year2011-12-31$14,631
Participant contributions at beginning of year2011-12-31$11,430
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$412
Other income not declared elsewhere2011-12-31$10
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$90,432
Value of net assets at end of year (total assets less liabilities)2011-12-31$927,443
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$837,011
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$451,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$423,950
Interest on participant loans2011-12-31$575
Value of interest in common/collective trusts at end of year2011-12-31$380,995
Value of interest in common/collective trusts at beginning of year2011-12-31$318,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$80,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$82,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$82,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-28,210
Net investment gain or loss from common/collective trusts2011-12-31$3,362
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$29,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$165,947
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 name2011-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2011-12-31582211147
2010 : MANAGEMENT HEALTH SYSTEMS, INC. 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$368,216
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$130,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$130,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$285,755
Value of total assets at end of year2010-12-31$837,011
Value of total assets at beginning of year2010-12-31$599,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$644
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,241
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$60,000
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$252,386
Participant contributions at end of year2010-12-31$11,430
Participant contributions at beginning of year2010-12-31$15,787
Other income not declared elsewhere2010-12-31$94
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$237,234
Value of net assets at end of year (total assets less liabilities)2010-12-31$837,011
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$599,777
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$423,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$271,852
Interest on participant loans2010-12-31$644
Value of interest in common/collective trusts at end of year2010-12-31$318,934
Value of interest in common/collective trusts at beginning of year2010-12-31$193,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$82,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$118,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$118,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$34,530
Net investment gain or loss from common/collective trusts2010-12-31$35,952
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$33,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$130,982
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 name2010-12-31ABBOTT, JORDAN & KOON, LLC
Accountancy firm EIN2010-12-31582211147

Form 5500 Responses for MANAGEMENT HEALTH SYSTEMS, INC.

2022: MANAGEMENT HEALTH SYSTEMS, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MANAGEMENT HEALTH SYSTEMS, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MANAGEMENT HEALTH SYSTEMS, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MANAGEMENT HEALTH SYSTEMS, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MANAGEMENT HEALTH SYSTEMS, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MANAGEMENT HEALTH SYSTEMS, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MANAGEMENT HEALTH SYSTEMS, INC. 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MANAGEMENT HEALTH SYSTEMS, INC. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MANAGEMENT HEALTH SYSTEMS, INC. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MANAGEMENT HEALTH SYSTEMS, INC. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MANAGEMENT HEALTH SYSTEMS, INC. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MANAGEMENT HEALTH SYSTEMS, INC. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number815460
Policy instance 1
Insurance contract or identification number815460
Number of Individuals Covered3631
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number815460
Policy instance 1
Insurance contract or identification number815460
Number of Individuals Covered2920
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3