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TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN
Plan identification number 002

TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

TENNESSEE WOMENS CARE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:TENNESSEE WOMENS CARE, P.C.
Employer identification number (EIN):621011323
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROY P. BURCH JR.
0022016-01-01KATHERINE HANEY
0022015-01-01KATHERINE HANEY
0022014-01-01KATHERINE HANEY
0022013-01-01KATHERINE HANEY
0022012-01-01PHILLIP BRESSMAN, M,D,
0022011-01-01PHILLIP BRESSMAN, M.D.
0022010-01-01PHILLIP BRESSMAN, M.D.
0022009-01-01PHILLIP BRESSMAN, M.D.

Plan Statistics for TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01167
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01129
Number of participants with account balances2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-0139
Number of retired or separated participants receiving benefits2019-01-0153
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01167
Number of participants with account balances2019-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01192
Total number of active participants reported on line 7a of the Form 55002018-01-0145
Number of retired or separated participants receiving benefits2018-01-0137
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01162
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-0184
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01179
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01186
Number of participants with account balances2016-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01185
Number of participants with account balances2015-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-0127
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01228
Number of participants with account balances2013-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01264
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-0127
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01243
Number of participants with account balances2012-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01268
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of retired or separated participants receiving benefits2011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01259
Number of participants with account balances2011-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01283
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-0122
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01261
Number of participants with account balances2010-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01327
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01270
Number of participants with account balances2009-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 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$52,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$39,438
Total income from all sources (including contributions)2020-12-31$1,648,226
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,184,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,015,698
Expenses. Certain deemed distributions of participant loans2020-12-31$154,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$85,283
Value of total assets at end of year2020-12-31$12,073,772
Value of total assets at beginning of year2020-12-31$13,597,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,676
Total interest from all sources2020-12-31$10,407
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$72,594
Participant contributions at end of year2020-12-31$83,881
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$52,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$39,438
Other income not declared elsewhere2020-12-31$883,311
Administrative expenses (other) incurred2020-12-31$1,110
Total non interest bearing cash at end of year2020-12-31$3,324
Total non interest bearing cash at beginning of year2020-12-31$4,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,536,456
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,021,641
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,558,097
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$6,374,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,561,578
Value of interest in pooled separate accounts at end of year2020-12-31$5,516,714
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,943,007
Interest on participant loans2020-12-31$10,407
Net investment gain/loss from pooled separate accounts2020-12-31$669,225
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,689
Employer contributions (assets) at end of year2020-12-31$95,482
Employer contributions (assets) at beginning of year2020-12-31$82,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,015,698
Contract administrator fees2020-12-31$13,566
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLANKENSHIP CPA GROUP
Accountancy firm EIN2020-12-31450491842
2019 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 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$39,438
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$2,906,678
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,053,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,038,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$302,300
Value of total assets at end of year2019-12-31$13,597,535
Value of total assets at beginning of year2019-12-31$13,705,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,420
Total interest from all sources2019-12-31$0
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$219,149
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$20
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,378
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$926,759
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$60
Total non interest bearing cash at end of year2019-12-31$4,779
Total non interest bearing cash at beginning of year2019-12-31$2,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-147,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,558,097
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,705,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,561,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,429,413
Value of interest in pooled separate accounts at end of year2019-12-31$7,943,007
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,173,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,916
Net investment gain/loss from pooled separate accounts2019-12-31$2,604,378
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$82,793
Employer contributions (assets) at end of year2019-12-31$82,793
Employer contributions (assets) at beginning of year2019-12-31$164,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,038,408
Contract administrator fees2019-12-31$15,360
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLANKENSHIP CPA GROUP
Accountancy firm EIN2019-12-31450491842
2018 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 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$0
Total income from all sources (including contributions)2018-12-31$-189,582
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,140,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,103,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$656,645
Value of total assets at end of year2018-12-31$13,705,247
Value of total assets at beginning of year2018-12-31$22,034,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,376
Total interest from all sources2018-12-31$234
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$59,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$59,733
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$440,431
Participant contributions at end of year2018-12-31$20
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$926,759
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$641,221
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,062
Other income not declared elsewhere2018-12-31$42,710
Administrative expenses (other) incurred2018-12-31$8,320
Total non interest bearing cash at end of year2018-12-31$2,749
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,329,682
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,705,247
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,034,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,429,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,674,071
Value of interest in pooled separate accounts at end of year2018-12-31$8,173,785
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,494,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$234
Net investment gain/loss from pooled separate accounts2018-12-31$-948,904
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$162,152
Employer contributions (assets) at end of year2018-12-31$164,605
Employer contributions (assets) at beginning of year2018-12-31$213,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,103,724
Contract administrator fees2018-12-31$28,056
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$919,514
Total unrealized appreciation/depreciation of assets2017-12-31$919,514
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$4,652,450
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,698,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,654,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$783,207
Value of total assets at end of year2017-12-31$22,034,929
Value of total assets at beginning of year2017-12-31$23,081,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,862
Total interest from all sources2017-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$62,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$62,004
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$532,565
Assets. Other investments not covered elsewhere at end of year2017-12-31$641,221
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$703,812
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,750
Other income not declared elsewhere2017-12-31$57,742
Administrative expenses (other) incurred2017-12-31$6,617
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$4,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,046,399
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,034,929
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,081,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,674,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,649,884
Value of interest in pooled separate accounts at end of year2017-12-31$15,494,210
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,469,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$48
Net investment gain/loss from pooled separate accounts2017-12-31$2,829,935
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$210,892
Employer contributions (assets) at end of year2017-12-31$213,346
Employer contributions (assets) at beginning of year2017-12-31$234,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,654,987
Contract administrator fees2017-12-31$37,245
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$291,575
Total unrealized appreciation/depreciation of assets2016-12-31$291,575
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$2,548,115
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,451,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,408,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$844,717
Value of total assets at end of year2016-12-31$23,081,328
Value of total assets at beginning of year2016-12-31$23,984,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,364
Total interest from all sources2016-12-31$7,877
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$60,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$60,912
Administrative expenses professional fees incurred2016-12-31$60
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$610,622
Assets. Other investments not covered elsewhere at end of year2016-12-31$703,812
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$593,847
Other income not declared elsewhere2016-12-31$55,742
Administrative expenses (other) incurred2016-12-31$6,973
Total non interest bearing cash at end of year2016-12-31$4,243
Total non interest bearing cash at beginning of year2016-12-31$8,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-903,432
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,081,328
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,984,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,647,150
Value of interest in pooled separate accounts at end of year2016-12-31$22,119,325
Value of interest in pooled separate accounts at beginning of year2016-12-31$19,457,886
Interest earned on other investments2016-12-31$7,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$21
Net investment gain/loss from pooled separate accounts2016-12-31$1,287,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$234,095
Employer contributions (assets) at end of year2016-12-31$234,091
Employer contributions (assets) at beginning of year2016-12-31$253,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,408,183
Contract administrator fees2016-12-31$36,331
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 name2016-12-31CROWE HORVATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$714,990
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,008,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,968,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$858,869
Value of total assets at end of year2015-12-31$23,984,760
Value of total assets at beginning of year2015-12-31$28,278,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,541
Total interest from all sources2015-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$48,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$48,553
Administrative expenses professional fees incurred2015-12-31$109
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$606,495
Assets. Other investments not covered elsewhere at end of year2015-12-31$593,847
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$533,438
Other income not declared elsewhere2015-12-31$7,576
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$8,629
Total non interest bearing cash at beginning of year2015-12-31$9,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,293,484
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,984,760
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,278,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,647,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,786,416
Value of interest in pooled separate accounts at end of year2015-12-31$19,457,886
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$22,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$22,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$42
Net investment gain/loss from pooled separate accounts2015-12-31$-200,050
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$252,374
Employer contributions (assets) at end of year2015-12-31$253,371
Employer contributions (assets) at beginning of year2015-12-31$926,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,968,933
Contract administrator fees2015-12-31$39,432
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 name2015-12-31CROWE HORVATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,133,925
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,291,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,272,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,657,135
Value of total assets at end of year2014-12-31$28,278,244
Value of total assets at beginning of year2014-12-31$30,435,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,668
Total interest from all sources2014-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$81,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$81,900
Administrative expenses professional fees incurred2014-12-31$7,500
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$701,493
Assets. Other investments not covered elsewhere at end of year2014-12-31$533,438
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$491,345
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,585
Other income not declared elsewhere2014-12-31$6,458
Administrative expenses (other) incurred2014-12-31$60
Total non interest bearing cash at end of year2014-12-31$9,312
Total non interest bearing cash at beginning of year2014-12-31$11,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,157,172
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,278,244
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,435,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,786,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,844,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$22,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$48,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$48,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,388,333
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$928,057
Employer contributions (assets) at end of year2014-12-31$926,905
Employer contributions (assets) at beginning of year2014-12-31$1,040,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,272,429
Contract administrator fees2014-12-31$11,108
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 name2014-12-31CROWE HORVATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,140,832
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,653,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,644,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,750,941
Value of total assets at end of year2013-12-31$30,435,416
Value of total assets at beginning of year2013-12-31$28,947,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,400
Total interest from all sources2013-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$85,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$85,647
Administrative expenses professional fees incurred2013-12-31$7,500
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$725,190
Assets. Other investments not covered elsewhere at end of year2013-12-31$491,345
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,065,619
Other income not declared elsewhere2013-12-31$17,684
Total non interest bearing cash at end of year2013-12-31$11,016
Total non interest bearing cash at beginning of year2013-12-31$14,474
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$1,487,602
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,435,416
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,947,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,844,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,247,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$48,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$450,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$450,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,286,353
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$1,025,751
Employer contributions (assets) at end of year2013-12-31$1,040,234
Employer contributions (assets) at beginning of year2013-12-31$1,170,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,644,830
Contract administrator fees2013-12-31$900
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 name2013-12-31CROWE HORVATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING 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$5,167,933
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,331,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,320,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,942,678
Value of total assets at end of year2012-12-31$28,947,814
Value of total assets at beginning of year2012-12-31$25,110,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,343
Total interest from all sources2012-12-31$468
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$130,154
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$9,476
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$789,868
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,065,619
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,611,857
Other income not declared elsewhere2012-12-31$31,540
Total non interest bearing cash at end of year2012-12-31$14,474
Total non interest bearing cash at beginning of year2012-12-31$23,023
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$3,836,830
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,947,814
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,110,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,247,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,450,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$450,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$776,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$776,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,063,093
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$1,152,810
Employer contributions (assets) at end of year2012-12-31$1,170,234
Employer contributions (assets) at beginning of year2012-12-31$1,249,352
Income. Dividends from common stock2012-12-31$130,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,320,760
Contract administrator fees2012-12-31$867
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 name2012-12-31CROWE HORVATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING 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$1,579,559
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$456,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$430,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,022,370
Value of total assets at end of year2011-12-31$25,110,984
Value of total assets at beginning of year2011-12-31$23,987,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,400
Total interest from all sources2011-12-31$1,196
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$111,817
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$771,801
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,611,857
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,194,325
Other income not declared elsewhere2011-12-31$28,044
Administrative expenses (other) incurred2011-12-31$8,891
Total non interest bearing cash at end of year2011-12-31$23,023
Total non interest bearing cash at beginning of year2011-12-31$5,613
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$1,123,186
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,110,984
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,987,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,450,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,218,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$776,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,330,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,330,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-583,868
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$1,250,569
Employer contributions (assets) at end of year2011-12-31$1,249,352
Employer contributions (assets) at beginning of year2011-12-31$1,238,826
Income. Dividends from common stock2011-12-31$111,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$430,973
Contract administrator fees2011-12-31$16,509
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 name2011-12-31CROWE HORVATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$429,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,453,008
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$331,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$283,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,136,008
Value of total assets at end of year2010-12-31$23,987,798
Value of total assets at beginning of year2010-12-31$19,436,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,571
Total interest from all sources2010-12-31$1,481
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,699
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$757,627
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,194,325
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,175,488
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$177,826
Other income not declared elsewhere2010-12-31$26,328
Administrative expenses (other) incurred2010-12-31$34,266
Total non interest bearing cash at end of year2010-12-31$5,613
Total non interest bearing cash at beginning of year2010-12-31$36,319
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$4,121,942
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,987,798
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,436,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,218,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,229,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,330,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$795,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$795,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,175,492
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$1,200,555
Employer contributions (assets) at end of year2010-12-31$1,238,826
Employer contributions (assets) at beginning of year2010-12-31$1,200,039
Income. Dividends from common stock2010-12-31$113,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$283,495
Contract administrator fees2010-12-31$13,305
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 name2010-12-31CROWE HORVATH LLP
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN

2020: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 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: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING 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: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING 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: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING 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: TENNESSEE WOMEN'S CARE 401(K) PROFIT SHARING 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered129
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,728
Total amount of fees paid to insurance companyUSD $4,544
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered167
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,377
Total amount of fees paid to insurance companyUSD $3,886
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 $15,377
Insurance broker organization code?3
Amount paid for insurance broker fees3886
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,552
Total amount of fees paid to insurance companyUSD $7,257
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 $28,552
Insurance broker organization code?3
Amount paid for insurance broker fees7257
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $37,039
Total amount of fees paid to insurance companyUSD $9,300
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 $37,039
Insurance broker organization code?3
Amount paid for insurance broker fees9300
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameACUFF & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $38,985
Total amount of fees paid to insurance companyUSD $9,924
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?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 $38,985
Insurance broker organization code?3
Amount paid for insurance broker fees9924
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameACUFF & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered234
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $42,503
Total amount of fees paid to insurance companyUSD $10,740
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?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 $42,503
Insurance broker organization code?3
Amount paid for insurance broker fees10740
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameACUFF & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered213
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $39,371
Total amount of fees paid to insurance companyUSD $9,923
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?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 $39,371
Insurance broker organization code?3
Amount paid for insurance broker fees9923
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameACUFF & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered243
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $32,203
Total amount of fees paid to insurance companyUSD $8,535
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 $32,203
Insurance broker organization code?3
Amount paid for insurance broker fees8535
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameACUFF & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered259
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,266
Total amount of fees paid to insurance companyUSD $7,693
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58685
Policy instance 1
Insurance contract or identification number58685
Number of Individuals Covered261
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,797
Total amount of fees paid to insurance companyUSD $6,038
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 $20,797
Insurance broker organization code?3
Amount paid for insurance broker fees6038
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameACUFF & ASSOCIATES

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