?>
Logo

ZIRMED, INC. RETIREMENT PLAN 401k Plan overview

Plan NameZIRMED, INC. RETIREMENT PLAN
Plan identification number 001

ZIRMED, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:WAYSTAR, INC.
Employer identification number (EIN):611358935
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about WAYSTAR, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-04-20
Company Identification Number: 0013211506
Legal Registered Office Address: 888 W MARKET ST ATTN ACCTG DEPT

LOUISVILLE
United States of America (USA)
40202

More information about WAYSTAR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIRMED, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01MARK QUINNAN
0012016-01-01DAVE HENKE
0012015-01-01DAVE HENKE
0012014-01-01DAVE HENKE
0012013-01-01DAVE HENKE
0012012-01-01DAVE HENKE
0012011-01-01DAVE HENKE
0012010-01-01DAVE HENKE
0012009-01-01DAVID HENKE

Plan Statistics for ZIRMED, INC. RETIREMENT PLAN

401k plan membership statisitcs for ZIRMED, INC. RETIREMENT PLAN

Measure Date Value
2018: ZIRMED, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01864
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ZIRMED, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01976
Total number of active participants reported on line 7a of the Form 55002017-01-01576
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01287
Total of all active and inactive participants2017-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01864
Number of participants with account balances2017-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0194
2016: ZIRMED, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01850
Total number of active participants reported on line 7a of the Form 55002016-01-01733
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01191
Total of all active and inactive participants2016-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01924
Number of participants with account balances2016-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: ZIRMED, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01637
Total number of active participants reported on line 7a of the Form 55002015-01-01671
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01812
Number of participants with account balances2015-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: ZIRMED, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01501
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01538
Number of participants with account balances2014-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: ZIRMED, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01408
Total number of active participants reported on line 7a of the Form 55002013-01-01390
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0181
Total of all active and inactive participants2013-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01471
Number of participants with account balances2013-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0167
2012: ZIRMED, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01356
Total number of active participants reported on line 7a of the Form 55002012-01-01317
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01388
Number of participants with account balances2012-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: ZIRMED, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01313
Total number of active participants reported on line 7a of the Form 55002011-01-01278
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01344
Number of participants with account balances2011-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: ZIRMED, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01283
Total number of active participants reported on line 7a of the Form 55002010-01-01254
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01304
Number of participants with account balances2010-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0136
2009: ZIRMED, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01235
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01252
Number of participants with account balances2009-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on ZIRMED, INC. RETIREMENT PLAN

Measure Date Value
2018 : ZIRMED, INC. RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-13$25,731,651
Total income from all sources (including contributions)2018-12-13$-1,023,136
Total of all expenses incurred2018-12-13$4,960,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-13$4,953,720
Expenses. Certain deemed distributions of participant loans2018-12-13$944
Value of total assets at end of year2018-12-13$0
Value of total assets at beginning of year2018-12-13$31,715,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-13$5,960
Total interest from all sources2018-12-13$14,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-13$0
Was this plan covered by a fidelity bond2018-12-13Yes
Value of fidelity bond cover2018-12-13$500,000
If this is an individual account plan, was there a blackout period2018-12-13Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-13$0
Were there any nonexempt tranactions with any party-in-interest2018-12-13No
Participant contributions at end of year2018-12-13$0
Participant contributions at beginning of year2018-12-13$347,937
Participant contributions at end of year2018-12-13$0
Participant contributions at beginning of year2018-12-13$101,475
Administrative expenses (other) incurred2018-12-13$5,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-13No
Value of net income/loss2018-12-13$-5,983,760
Value of net assets at end of year (total assets less liabilities)2018-12-13$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-13$31,715,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-13No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-13No
Were any leases to which the plan was party in default or uncollectible2018-12-13No
Value of interest in pooled separate accounts at end of year2018-12-13$0
Value of interest in pooled separate accounts at beginning of year2018-12-13$31,225,064
Interest on participant loans2018-12-13$14,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-13$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-13$3,050
Net investment gain/loss from pooled separate accounts2018-12-13$-1,037,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-13No
Was there a failure to transmit to the plan any participant contributions2018-12-13No
Has the plan failed to provide any benefit when due under the plan2018-12-13No
Employer contributions (assets) at end of year2018-12-13$0
Employer contributions (assets) at beginning of year2018-12-13$37,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-13$4,953,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-13Yes
Did the plan have assets held for investment2018-12-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-13Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-13Yes
Opinion of an independent qualified public accountant for this plan2018-12-13Disclaimer
Accountancy firm name2018-12-13MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-13271235638
2017 : ZIRMED, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,537,445
Total of all expenses incurred2017-12-31$4,164,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,149,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,963,881
Value of total assets at end of year2017-12-31$31,715,411
Value of total assets at beginning of year2017-12-31$26,342,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,794
Total interest from all sources2017-12-31$17,695
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
Contributions received from participants2017-12-31$3,513,824
Participant contributions at end of year2017-12-31$347,937
Participant contributions at beginning of year2017-12-31$446,785
Participant contributions at end of year2017-12-31$101,475
Participant contributions at beginning of year2017-12-31$126,708
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$362,883
Administrative expenses (other) incurred2017-12-31$14,794
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$5,373,003
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,715,411
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,342,408
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$31,225,064
Value of interest in pooled separate accounts at beginning of year2017-12-31$25,722,212
Income. Interest from loans (other than to participants)2017-12-31$17,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,050
Net investment gain/loss from pooled separate accounts2017-12-31$4,555,869
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,087,174
Employer contributions (assets) at end of year2017-12-31$37,885
Employer contributions (assets) at beginning of year2017-12-31$46,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,149,648
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : ZIRMED, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,647,785
Total of all expenses incurred2016-12-31$2,002,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,982,003
Value of total corrective distributions2016-12-31$1,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,771,837
Value of total assets at end of year2016-12-31$26,342,408
Value of total assets at beginning of year2016-12-31$20,696,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,096
Total interest from all sources2016-12-31$15,931
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,479,917
Participant contributions at end of year2016-12-31$446,785
Participant contributions at beginning of year2016-12-31$349,799
Participant contributions at end of year2016-12-31$126,708
Participant contributions at beginning of year2016-12-31$102,255
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,099,659
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$5,645,685
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,342,408
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,696,723
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$25,722,212
Value of interest in pooled separate accounts at beginning of year2016-12-31$20,204,383
Interest on participant loans2016-12-31$15,931
Net investment gain/loss from pooled separate accounts2016-12-31$1,860,017
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,192,261
Employer contributions (assets) at end of year2016-12-31$46,703
Employer contributions (assets) at beginning of year2016-12-31$40,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,982,003
Contract administrator fees2016-12-31$19,096
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 name2016-12-31MOUNT JOY CHILTON MEDLEY LLP
Accountancy firm EIN2016-12-31271235638
2015 : ZIRMED, INC. RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$4,540,981
Total income from all sources (including contributions)2015-12-31$3,862,008
Total of all expenses incurred2015-12-31$3,013,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,997,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,323,755
Value of total assets at end of year2015-12-31$20,696,723
Value of total assets at beginning of year2015-12-31$15,306,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,620
Total interest from all sources2015-12-31$12,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,104
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,848,149
Participant contributions at end of year2015-12-31$349,799
Participant contributions at beginning of year2015-12-31$239,952
Participant contributions at end of year2015-12-31$102,255
Participant contributions at beginning of year2015-12-31$68,431
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$416,102
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$848,919
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,696,723
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,306,823
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
Investment advisory and management fees2015-12-31$9,516
Value of interest in pooled separate accounts at end of year2015-12-31$20,204,383
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,971,885
Interest on participant loans2015-12-31$12,442
Net investment gain/loss from pooled separate accounts2015-12-31$-474,189
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$1,059,504
Employer contributions (assets) at end of year2015-12-31$40,286
Employer contributions (assets) at beginning of year2015-12-31$26,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,997,469
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 name2015-12-31MOUNT JOY CHILTON MEDLEY LLP
Accountancy firm EIN2015-12-31271235638
2014 : ZIRMED, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,819,780
Total of all expenses incurred2014-12-31$1,191,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,156,800
Value of total corrective distributions2014-12-31$22,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,051,545
Value of total assets at end of year2014-12-31$15,306,823
Value of total assets at beginning of year2014-12-31$12,678,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,334
Total interest from all sources2014-12-31$7,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,362
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,011,814
Participant contributions at end of year2014-12-31$239,952
Participant contributions at beginning of year2014-12-31$162,320
Participant contributions at end of year2014-12-31$68,431
Participant contributions at beginning of year2014-12-31$66,629
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$303,025
Other income not declared elsewhere2014-12-31$-241
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$2,628,641
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,306,823
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,678,182
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
Investment advisory and management fees2014-12-31$6,972
Value of interest in pooled separate accounts at end of year2014-12-31$14,971,885
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,424,582
Interest on participant loans2014-12-31$7,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$760,751
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$736,706
Employer contributions (assets) at end of year2014-12-31$26,555
Employer contributions (assets) at beginning of year2014-12-31$24,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,156,800
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 name2014-12-31MOUNT JOY CHILTON MEDLEY LLP
Accountancy firm EIN2014-12-31271235638
2013 : ZIRMED, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,306,997
Total of all expenses incurred2013-12-31$480,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$461,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,296,440
Value of total assets at end of year2013-12-31$12,678,182
Value of total assets at beginning of year2013-12-31$8,851,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,855
Total interest from all sources2013-12-31$4,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,969
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,657,899
Participant contributions at end of year2013-12-31$162,320
Participant contributions at beginning of year2013-12-31$122,892
Participant contributions at end of year2013-12-31$66,629
Participant contributions at beginning of year2013-12-31$49,081
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$151,842
Other income not declared elsewhere2013-12-31$2,241
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$3,826,317
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,678,182
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,851,865
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
Investment advisory and management fees2013-12-31$14,886
Value of interest in pooled separate accounts at end of year2013-12-31$12,424,582
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,660,456
Interest on participant loans2013-12-31$4,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$2,003,474
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$486,699
Employer contributions (assets) at end of year2013-12-31$24,651
Employer contributions (assets) at beginning of year2013-12-31$19,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$461,825
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 name2013-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : ZIRMED, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,516,580
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$865,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$838,528
Expenses. Certain deemed distributions of participant loans2012-12-31$5,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,641,143
Value of total assets at end of year2012-12-31$8,851,865
Value of total assets at beginning of year2012-12-31$6,200,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,310
Total interest from all sources2012-12-31$3,633
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,650
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,218,943
Participant contributions at end of year2012-12-31$122,892
Participant contributions at beginning of year2012-12-31$66,211
Participant contributions at end of year2012-12-31$49,081
Participant contributions at beginning of year2012-12-31$47,930
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,004,442
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$2,650,883
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,851,865
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,200,982
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
Investment advisory and management fees2012-12-31$16,660
Value of interest in pooled separate accounts at end of year2012-12-31$8,660,456
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,069,115
Interest on participant loans2012-12-31$3,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$871,804
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$417,758
Employer contributions (assets) at end of year2012-12-31$19,436
Employer contributions (assets) at beginning of year2012-12-31$17,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$838,528
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 name2012-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2012-12-31271235638
2011 : ZIRMED, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,222,815
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$355,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$330,576
Expenses. Certain deemed distributions of participant loans2011-12-31$1,593
Value of total corrective distributions2011-12-31$2,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,503,603
Value of total assets at end of year2011-12-31$6,200,982
Value of total assets at beginning of year2011-12-31$5,333,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,419
Total interest from all sources2011-12-31$2,741
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,844
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,035,430
Participant contributions at end of year2011-12-31$66,211
Participant contributions at beginning of year2011-12-31$64,466
Participant contributions at end of year2011-12-31$47,930
Participant contributions at beginning of year2011-12-31$40,429
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$88,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$171
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$867,285
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,200,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,333,697
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
Investment advisory and management fees2011-12-31$16,575
Value of interest in pooled separate accounts at end of year2011-12-31$6,069,115
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,217,600
Interest on participant loans2011-12-31$2,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-283,700
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$379,310
Employer contributions (assets) at end of year2011-12-31$17,726
Employer contributions (assets) at beginning of year2011-12-31$11,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$330,576
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 name2011-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2011-12-31271235638
2010 : ZIRMED, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32,376
Total income from all sources (including contributions)2010-12-31$1,904,238
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$262,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$243,762
Expenses. Certain deemed distributions of participant loans2010-12-31$2,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,300,004
Value of total assets at end of year2010-12-31$5,333,697
Value of total assets at beginning of year2010-12-31$3,724,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,398
Total interest from all sources2010-12-31$2,739
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,692
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$945,996
Participant contributions at end of year2010-12-31$64,466
Participant contributions at beginning of year2010-12-31$52,404
Participant contributions at end of year2010-12-31$40,429
Participant contributions at beginning of year2010-12-31$76,528
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$32,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,641,412
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,333,697
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,692,285
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
Investment advisory and management fees2010-12-31$12,706
Value of interest in pooled separate accounts at end of year2010-12-31$5,217,600
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,565,198
Interest on participant loans2010-12-31$2,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$601,495
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$338,133
Employer contributions (assets) at end of year2010-12-31$11,202
Employer contributions (assets) at beginning of year2010-12-31$30,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$243,762
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 name2010-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2010-12-31271235638
2009 : ZIRMED, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ZIRMED, INC. RETIREMENT PLAN

2018: ZIRMED, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: ZIRMED, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ZIRMED, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ZIRMED, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZIRMED, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZIRMED, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZIRMED, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ZIRMED, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ZIRMED, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ZIRMED, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635
Policy instance 1
Insurance contract or identification number600635
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-13
Total amount of commissions paid to insurance brokerUSD $72,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,701
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635-000
Policy instance 1
Insurance contract or identification number600635-000
Number of Individuals Covered742
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $93,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93,369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635-000
Policy instance 1
Insurance contract or identification number600635-000
Number of Individuals Covered656
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $90,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,897
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635-000
Policy instance 1
Insurance contract or identification number600635-000
Number of Individuals Covered456
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $49,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,891
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635-000
Policy instance 1
Insurance contract or identification number600635-000
Number of Individuals Covered410
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $37,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,657
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635-000
Policy instance 1
Insurance contract or identification number600635-000
Number of Individuals Covered333
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $30,529
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $30,529
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635-000
Policy instance 1
Insurance contract or identification number600635-000
Number of Individuals Covered304
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21,760
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600635-000
Policy instance 1
Insurance contract or identification number600635-000
Number of Individuals Covered267
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,820
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $7,820
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC

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