Logo

LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 401k Plan overview

Plan NameLAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN
Plan identification number 507

LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

LAKEVIEW CENTER INC has sponsored the creation of one or more 401k plans.

Company Name:LAKEVIEW CENTER INC
Employer identification number (EIN):590737872
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072023-01-01ERIC KLEINERT2024-05-13
5072022-01-01ERIC KLEINERT2023-07-24
5072021-01-01ERIC KLEINERT2022-08-15
5072020-01-01ERIC KLEINERT2021-05-20
5072019-01-01ERIC KLEINERT2020-05-28
5072019-01-01ERIC KLEINERT2021-05-20
5072018-01-01ERIC KLEINERT2019-10-11
5072018-01-01ERIC KLEINERT2019-10-21
5072017-01-01BENNY GAINES BENNY GAINES2018-10-12
5072016-01-01BENNY GAINES BENNY GAINES2017-10-16
5072015-01-01DERRICK QUAN DERRICK QUAN2016-10-17
5072014-01-01SANDY WHITAKER SANDY WHITAKER2015-10-16
5072013-01-01SANDY WHITAKER SANDY WHITAKER2014-10-15
5072012-01-01SANDY WHITAKER SANDY WHITAKER2013-09-27
5072011-01-01SANDY WHITAKER SANDY WHITAKER2012-10-10
5072010-01-01SANDY WHITAKER SANDY WHITAKER2011-10-10
5072009-01-01SANDY WHITAKER

Financial Data on LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN

Measure Date Value
2015 : LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,795,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,267,940
Total income from all sources (including contributions)2015-12-31$24,720
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$708,707
Value of total assets at beginning of year2015-12-31$1,162,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,184
Total interest from all sources2015-12-31$124
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,600
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$210,579
Other income not declared elsewhere2015-12-31$24,596
Administrative expenses (other) incurred2015-12-31$2,584
Liabilities. Value of operating payables at end of year2015-12-31$151,862
Liabilities. Value of operating payables at beginning of year2015-12-31$295,317
Total non interest bearing cash at end of year2015-12-31$310,807
Total non interest bearing cash at beginning of year2015-12-31$554,291
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$18,536
Value of net assets at end of year (total assets less liabilities)2015-12-31$-1,086,779
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-1,105,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$31,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$124
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
Employer contributions (assets) at end of year2015-12-31$366,362
Employer contributions (assets) at beginning of year2015-12-31$366,362
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,643,624
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,972,623
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2015-12-31562552172
2014 : LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,267,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,652,516
Total income from all sources (including contributions)2014-12-31$6,672,789
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,541,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,714,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,014,446
Value of total assets at end of year2014-12-31$1,162,625
Value of total assets at beginning of year2014-12-31$2,415,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$827,316
Total interest from all sources2014-12-31$144
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$134,527
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$210,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$323,750
Other income not declared elsewhere2014-12-31$658,199
Administrative expenses (other) incurred2014-12-31$486,919
Liabilities. Value of operating payables at end of year2014-12-31$295,317
Liabilities. Value of operating payables at beginning of year2014-12-31$139,386
Total non interest bearing cash at end of year2014-12-31$554,291
Total non interest bearing cash at beginning of year2014-12-31$1,163,303
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$131,467
Value of net assets at end of year (total assets less liabilities)2014-12-31$-1,105,315
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-1,236,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$31,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$31,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$144
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,431,731
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$6,008,160
Employer contributions (assets) at end of year2014-12-31$366,362
Employer contributions (assets) at beginning of year2014-12-31$897,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,282,275
Contract administrator fees2014-12-31$205,870
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,972,623
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,513,130
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2014-12-31562552172
2013 : LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,652,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,928,302
Total income from all sources (including contributions)2013-12-31$9,740,730
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,537,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,490,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,392,066
Value of total assets at end of year2013-12-31$2,415,734
Value of total assets at beginning of year2013-12-31$4,488,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,046,872
Total interest from all sources2013-12-31$1,578
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$47,201
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$13,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$323,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$719,333
Other income not declared elsewhere2013-12-31$1,347,086
Administrative expenses (other) incurred2013-12-31$764,622
Liabilities. Value of operating payables at end of year2013-12-31$139,386
Liabilities. Value of operating payables at beginning of year2013-12-31$29,809
Total non interest bearing cash at end of year2013-12-31$1,163,303
Total non interest bearing cash at beginning of year2013-12-31$1,631,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-796,566
Value of net assets at end of year (total assets less liabilities)2013-12-31$-1,236,782
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-440,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$31,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,280,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,280,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,578
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,718,856
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$8,378,121
Employer contributions (assets) at end of year2013-12-31$897,431
Employer contributions (assets) at beginning of year2013-12-31$856,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,771,568
Contract administrator fees2013-12-31$235,049
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,513,130
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,898,493
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2013-12-31562552172
2012 : LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,928,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,132,460
Total income from all sources (including contributions)2012-12-31$9,116,051
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,083,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,022,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,024,218
Value of total assets at end of year2012-12-31$4,488,086
Value of total assets at beginning of year2012-12-31$4,659,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,060,805
Total interest from all sources2012-12-31$10,373
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$22,406
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$17,784
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$719,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$645,738
Other income not declared elsewhere2012-12-31$1,081,460
Administrative expenses (other) incurred2012-12-31$761,138
Liabilities. Value of operating payables at end of year2012-12-31$29,809
Liabilities. Value of operating payables at beginning of year2012-12-31$142,519
Total non interest bearing cash at end of year2012-12-31$1,631,673
Total non interest bearing cash at beginning of year2012-12-31$964,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-967,714
Value of net assets at end of year (total assets less liabilities)2012-12-31$-440,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$527,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,280,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,066,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,066,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,323,150
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$8,006,434
Employer contributions (assets) at end of year2012-12-31$856,411
Employer contributions (assets) at beginning of year2012-12-31$983,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,699,810
Contract administrator fees2012-12-31$277,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,898,493
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,989,941
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2012-12-31562552172
2011 : LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,132,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,758,416
Total income from all sources (including contributions)2011-12-31$7,844,663
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,686,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,677,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,111,277
Value of total assets at end of year2011-12-31$4,659,958
Value of total assets at beginning of year2011-12-31$4,127,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,008,815
Total interest from all sources2011-12-31$23,635
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$22,204
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$15,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$645,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$709,751
Administrative expenses (other) incurred2011-12-31$733,475
Liabilities. Value of operating payables at end of year2011-12-31$142,519
Liabilities. Value of operating payables at beginning of year2011-12-31$148,985
Total non interest bearing cash at end of year2011-12-31$964,307
Total non interest bearing cash at beginning of year2011-12-31$65,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-841,710
Value of net assets at end of year (total assets less liabilities)2011-12-31$527,498
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,369,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,066,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,214,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,214,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23,635
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,093,516
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$7,095,416
Employer contributions (assets) at end of year2011-12-31$983,120
Employer contributions (assets) at beginning of year2011-12-31$847,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,584,042
Contract administrator fees2011-12-31$253,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,989,941
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,609,431
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2011-12-31562552172
2010 : LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,758,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,772,542
Total income from all sources (including contributions)2010-12-31$6,318,043
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,079,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,215,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,056,047
Value of total assets at end of year2010-12-31$4,127,624
Value of total assets at beginning of year2010-12-31$4,903,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$864,381
Total interest from all sources2010-12-31$50,267
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$23,025
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$115,059
Other income not declared elsewhere2010-12-31$211,729
Administrative expenses (other) incurred2010-12-31$612,557
Liabilities. Value of operating payables at end of year2010-12-31$148,985
Liabilities. Value of operating payables at beginning of year2010-12-31$104,907
Total non interest bearing cash at end of year2010-12-31$65,709
Total non interest bearing cash at beginning of year2010-12-31$63,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-761,656
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,369,208
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,130,864
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,214,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,961,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,961,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$50,267
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$946,726
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$6,051,262
Employer contributions (assets) at end of year2010-12-31$847,644
Employer contributions (assets) at beginning of year2010-12-31$763,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,268,592
Contract administrator fees2010-12-31$228,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,609,431
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,667,635
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2010-12-31562552172

Form 5500 Responses for LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN

2023: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAKEVIEW CENTER, INC. HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number71702-9
Policy instance 2
Insurance contract or identification number71702-9
Number of Individuals Covered1842
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $115,536
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $699,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number955953
Policy instance 1
Insurance contract or identification number955953
Number of Individuals Covered698
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $17,838
Total amount of fees paid to insurance companyUSD $11,271
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $356,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71702-9
Policy instance 3
Insurance contract or identification number71702-9
Number of Individuals Covered867
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $5,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number758661
Policy instance 2
Insurance contract or identification number758661
Number of Individuals Covered753
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $23,363
Total amount of fees paid to insurance companyUSD $20,572
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number71702
Policy instance 1
Insurance contract or identification number71702
Number of Individuals Covered2088
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $115,613
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM, ACCIDENT, CRITICAL ILLNESS
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 number758661
Policy instance 2
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number71702
Policy instance 1
FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 )
Policy contract numberY0060-246L16
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number53484
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number758661
Policy instance 3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number53484
Policy instance 4
FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 )
Policy contract number246L16
Policy instance 1
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70779-1
Policy instance 2
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number90791-1014
Policy instance 3
FLORIDA COMBINED LIFE (National Association of Insurance Commissioners NAIC id number: 20603 )
Policy contract number246L16
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number884969
Policy instance 2
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number90791-1014
Policy instance 3
FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 )
Policy contract number246L16
Policy instance 1
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL LMB GCE 1
Policy instance 4
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR645794
Policy instance 2
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-P13-687N
Policy instance 3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberDP-337, DP-347
Policy instance 5
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract number306
Policy instance 6
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL645597
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVCI800070
Policy instance 6
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG183433
Policy instance 7
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR645794
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR205596
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPL301129
Policy instance 9
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS326067
Policy instance 8
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-P06-135R
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL645597
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAI825085
Policy instance 4
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR645794
Policy instance 3
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-P06-135R
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL645597
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL645597
Policy instance 1
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-P06-135R
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR645794
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL645597/VAR645
Policy instance 1
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-P06-135R
Policy instance 2

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 S1