?>
Logo

401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 401k Plan overview

Plan Name401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC.
Plan identification number 001

401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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.
  • 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

SUNCOAST COMMUNITY HEALTH CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNCOAST COMMUNITY HEALTH CENTERS, INC.
Employer identification number (EIN):591741303
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about SUNCOAST COMMUNITY HEALTH CENTERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-05-13
Company Identification Number: 739019
Legal Registered Office Address: 313 S. LAKEWOOD DR.

RIVERVIEW

33511

More information about SUNCOAST COMMUNITY HEALTH CENTERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT RODRIGUEZ
0012016-01-01ROBERT RODRIGUEZ
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT RODRIGUEZ
0012011-01-01ROBERT RODRIGUEZ
0012009-01-01ROBERT RODRIGUEZ

Plan Statistics for 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC.

401k plan membership statisitcs for 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC.

Measure Date Value
2022: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01474
Total number of active participants reported on line 7a of the Form 55002022-01-01459
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01543
Number of participants with account balances2022-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01541
Total number of active participants reported on line 7a of the Form 55002021-01-01409
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01474
Number of participants with account balances2021-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0165
2020: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01704
Total number of active participants reported on line 7a of the Form 55002020-01-01375
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01166
Total of all active and inactive participants2020-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01541
Number of participants with account balances2020-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0159
2019: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01391
Total number of active participants reported on line 7a of the Form 55002019-01-01630
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01704
Number of participants with account balances2019-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01349
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01391
Number of participants with account balances2018-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0139
2017: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01397
Total number of active participants reported on line 7a of the Form 55002017-01-01369
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01426
Number of participants with account balances2017-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0147
2016: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01335
Total number of active participants reported on line 7a of the Form 55002016-01-01357
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01415
Number of participants with account balances2016-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01480
Total number of active participants reported on line 7a of the Form 55002015-01-01408
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01439
Total participants2015-01-01439
Number of participants with account balances2015-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01345
Total number of active participants reported on line 7a of the Form 55002014-01-01319
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01159
Total of all active and inactive participants2014-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01480
Number of participants with account balances2014-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0150
2013: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01345
Number of participants with account balances2013-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
2012: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01290
Total number of active participants reported on line 7a of the Form 55002012-01-01227
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01301
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01269
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01290
Number of participants with account balances2011-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01239
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01253
Number of participants with account balances2009-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC.

Measure Date Value
2022 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$529,233
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$868,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$866,326
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,362,813
Value of total assets at end of year2022-12-31$13,599,794
Value of total assets at beginning of year2022-12-31$13,939,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,479
Total interest from all sources2022-12-31$4,664
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
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$2,479
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-339,572
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,599,794
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,939,366
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,432,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,242,531
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$4,664
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,804,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,736,832
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,838,244
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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$2,362,813
Employer contributions (assets) at end of year2022-12-31$2,362,867
Employer contributions (assets) at beginning of year2022-12-31$1,960,003
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$866,326
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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$3,539,119
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$944,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$940,849
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,960,003
Value of total assets at end of year2021-12-31$13,939,366
Value of total assets at beginning of year2021-12-31$11,344,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,669
Total interest from all sources2021-12-31$15,812
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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 period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,669
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$2,594,601
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,939,366
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,344,765
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 pooled separate accounts at end of year2021-12-31$10,242,531
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,785,288
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$15,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,736,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,492,814
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,563,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,960,003
Employer contributions (assets) at end of year2021-12-31$1,960,003
Employer contributions (assets) at beginning of year2021-12-31$1,066,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$940,849
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,154,029
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,101,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,098,985
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,066,663
Value of total assets at end of year2020-12-31$11,344,765
Value of total assets at beginning of year2020-12-31$10,291,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,195
Total interest from all sources2020-12-31$14,809
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,195
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$1,052,849
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,344,765
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,291,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$8,785,288
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,924,700
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$14,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,492,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,296,657
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,072,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,066,663
Employer contributions (assets) at end of year2020-12-31$1,066,663
Employer contributions (assets) at beginning of year2020-12-31$1,070,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,098,985
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 name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$2,592,320
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,008,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,001,298
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,070,559
Value of total assets at end of year2019-12-31$10,291,916
Value of total assets at beginning of year2019-12-31$8,708,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,330
Total interest from all sources2019-12-31$28,644
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$7,330
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,583,692
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,291,916
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,708,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$7,924,700
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,175,462
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$28,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,296,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,447,745
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,493,117
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$1,070,559
Employer contributions (assets) at end of year2019-12-31$1,070,559
Employer contributions (assets) at beginning of year2019-12-31$1,085,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,001,298
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 name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$615,744
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$600,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$593,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,088,993
Value of total assets at end of year2018-12-31$8,708,224
Value of total assets at beginning of year2018-12-31$8,693,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,015
Total interest from all sources2018-12-31$24,314
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$7,015
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
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$15,147
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,708,224
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,693,077
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 pooled separate accounts at end of year2018-12-31$6,175,462
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,496,676
Interest earned on other investments2018-12-31$24,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,447,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,102,497
Net investment gain/loss from pooled separate accounts2018-12-31$-497,563
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$1,088,993
Employer contributions (assets) at end of year2018-12-31$1,085,017
Employer contributions (assets) at beginning of year2018-12-31$1,093,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$593,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,023,696
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$343,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$337,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,093,904
Value of total assets at end of year2017-12-31$8,693,077
Value of total assets at beginning of year2017-12-31$7,013,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,842
Total interest from all sources2017-12-31$21,874
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
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$1,679,785
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,693,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,013,292
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 pooled separate accounts at end of year2017-12-31$6,496,676
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,938,767
Interest earned on other investments2017-12-31$21,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,102,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,062,734
Net investment gain/loss from pooled separate accounts2017-12-31$907,918
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$1,093,904
Employer contributions (assets) at end of year2017-12-31$1,093,904
Employer contributions (assets) at beginning of year2017-12-31$1,011,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$337,069
Contract administrator fees2017-12-31$6,842
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,310,405
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$515,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$501,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,011,791
Value of total assets at end of year2016-12-31$7,013,292
Value of total assets at beginning of year2016-12-31$6,217,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,070
Total interest from all sources2016-12-31$19,089
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,011,791
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$795,388
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,013,292
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,217,904
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 pooled separate accounts at end of year2016-12-31$4,938,767
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,799,210
Interest earned on other investments2016-12-31$19,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,062,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$515,531
Net investment gain/loss from pooled separate accounts2016-12-31$279,525
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
Employer contributions (assets) at end of year2016-12-31$1,011,791
Employer contributions (assets) at beginning of year2016-12-31$903,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$501,947
Contract administrator fees2016-12-31$13,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$649,874
Total of all expenses incurred2015-12-31$655,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$638,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$904,960
Value of total assets at end of year2015-12-31$6,217,904
Value of total assets at beginning of year2015-12-31$6,223,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,451
Total interest from all sources2015-12-31$9,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,208
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,217,904
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,223,112
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 pooled separate accounts at end of year2015-12-31$4,799,210
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,518,032
Interest earned on other investments2015-12-31$9,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$515,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,960,514
Net investment gain/loss from pooled separate accounts2015-12-31$-264,542
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$904,960
Employer contributions (assets) at end of year2015-12-31$903,163
Employer contributions (assets) at beginning of year2015-12-31$744,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$638,631
Contract administrator fees2015-12-31$16,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$929,487
Total of all expenses incurred2014-12-31$301,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$298,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$744,966
Value of total assets at end of year2014-12-31$6,223,112
Value of total assets at beginning of year2014-12-31$5,594,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,273
Total interest from all sources2014-12-31$27,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$400
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$628,229
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,223,112
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,594,883
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 pooled separate accounts at end of year2014-12-31$2,518,032
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,202,875
Interest earned on other investments2014-12-31$27,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,960,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,681,046
Net investment gain/loss from pooled separate accounts2014-12-31$157,266
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$744,566
Employer contributions (assets) at end of year2014-12-31$744,566
Employer contributions (assets) at beginning of year2014-12-31$710,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$298,985
Contract administrator fees2014-12-31$2,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,143,513
Total of all expenses incurred2013-12-31$173,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$172,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$710,962
Value of total assets at end of year2013-12-31$5,594,883
Value of total assets at beginning of year2013-12-31$4,624,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,050
Total interest from all sources2013-12-31$29,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$970,321
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,594,883
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,624,562
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 pooled separate accounts at end of year2013-12-31$2,202,875
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,545,352
Interest earned on other investments2013-12-31$29,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,681,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,517,767
Net investment gain/loss from pooled separate accounts2013-12-31$403,079
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$710,962
Employer contributions (assets) at end of year2013-12-31$710,962
Employer contributions (assets) at beginning of year2013-12-31$561,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$172,142
Contract administrator fees2013-12-31$1,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2013-12-31431947695
2012 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$773,850
Total of all expenses incurred2012-12-31$412,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$411,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$570,330
Value of total assets at end of year2012-12-31$4,624,562
Value of total assets at beginning of year2012-12-31$4,263,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,350
Total interest from all sources2012-12-31$40,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,887
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$361,230
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,624,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,263,332
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 pooled separate accounts at end of year2012-12-31$1,545,352
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,391,619
Interest earned on other investments2012-12-31$40,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,517,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,400,941
Net investment gain/loss from pooled separate accounts2012-12-31$163,309
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$561,443
Employer contributions (assets) at end of year2012-12-31$561,443
Employer contributions (assets) at beginning of year2012-12-31$470,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$411,270
Contract administrator fees2012-12-31$1,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2012-12-31320000304
2011 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$591,040
Total of all expenses incurred2011-12-31$349,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$278,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$600,569
Value of total assets at end of year2011-12-31$4,263,332
Value of total assets at beginning of year2011-12-31$4,021,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$70,155
Total interest from all sources2011-12-31$46,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,642
Administrative expenses (other) incurred2011-12-31$69,155
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$242,028
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,263,332
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,021,304
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 pooled separate accounts at end of year2011-12-31$1,391,619
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,282,159
Interest earned on other investments2011-12-31$46,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,400,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,251,087
Net investment gain/loss from pooled separate accounts2011-12-31$-56,522
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$539,927
Employer contributions (assets) at end of year2011-12-31$470,772
Employer contributions (assets) at beginning of year2011-12-31$488,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$278,857
Contract administrator fees2011-12-31$1,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2011-12-31320000304
2010 : 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$747,067
Total of all expenses incurred2010-12-31$92,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$47,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$531,429
Value of total assets at end of year2010-12-31$4,021,304
Value of total assets at beginning of year2010-12-31$3,366,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,051
Total interest from all sources2010-12-31$59,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,077
Administrative expenses (other) incurred2010-12-31$43,772
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$654,363
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,021,304
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,366,941
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 pooled separate accounts at end of year2010-12-31$1,282,159
Value of interest in pooled separate accounts at beginning of year2010-12-31$942,236
Interest earned on other investments2010-12-31$59,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,251,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,955,705
Net investment gain/loss from pooled separate accounts2010-12-31$156,306
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$530,352
Employer contributions (assets) at end of year2010-12-31$488,058
Employer contributions (assets) at beginning of year2010-12-31$469,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$47,653
Contract administrator fees2010-12-31$1,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2010-12-31320000304

Form 5500 Responses for 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC.

2022: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2021: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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 benefit arrangement – InsuranceYes
2020: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 401(A) PROFIT-SHARING PLAN FOR THE EMPLOYEES OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062003
Policy instance 1
Insurance contract or identification number062003
Number of Individuals Covered0
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 $7,979
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
Amount paid for insurance broker fees7979
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062003H
Policy instance 1
Insurance contract or identification number062003H
Number of Individuals Covered474
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,444
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees23444
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062003H
Policy instance 1
Insurance contract or identification number062003H
Number of Individuals Covered541
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,444
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees23444
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062003H
Policy instance 1
Insurance contract or identification number062003H
Number of Individuals Covered630
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61672-2
Policy instance 1
Insurance contract or identification numberMR 61672-2
Number of Individuals Covered625
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,177
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,177
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberE012345678
Policy instance 2
Insurance contract or identification numberE012345678
Number of Individuals Covered534
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61672-2
Policy instance 1
Insurance contract or identification numberMR 61672-2
Number of Individuals Covered534
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,747
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $2,747
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY I
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61672-2
Policy instance 2
Insurance contract or identification numberMR 61672-2
Number of Individuals Covered264
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $803
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $803
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012646-I
Policy instance 1
Insurance contract or identification number012646-I
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,279
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2279
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012646-I
Policy instance 1
Insurance contract or identification number012646-I
Number of Individuals Covered480
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $582
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees582
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012646-I
Policy instance 1
Insurance contract or identification number012646-I
Number of Individuals Covered345
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,732
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1732
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012646-I
Policy instance 1
Insurance contract or identification number012646-I
Number of Individuals Covered301
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $341
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameTED JOHNSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012646-I
Policy instance 1
Insurance contract or identification number012646-I
Number of Individuals Covered290
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $527
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012646-I
Policy instance 1
Insurance contract or identification number012646-I
Number of Individuals Covered269
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $698
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees225
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker namePAUL E. SCHOBERT

Potentially related plans

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