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KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameKEY REHABILITATION, INC 401(K) RETIREMENT PLAN
Plan identification number 001

KEY REHABILITATION, INC 401(K) RETIREMENT PLAN Benefits

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

KEY REHABILITATION INC has sponsored the creation of one or more 401k plans.

Company Name:KEY REHABILITATION INC
Employer identification number (EIN):621794171
NAIC Classification:561210
NAIC Description:Facilities Support Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEY REHABILITATION, INC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANET S. IRWIN
0012016-01-01JANET S. IRWIN
0012015-01-01JANET S. IRWIN
0012014-01-01JANET S. IRWIN
0012013-01-01JANET IRWIN JANET IRWIN2014-10-14
0012012-01-01RANDY SCHERTZ
0012011-01-01AMBER LANGFORD RANDY SCHERTZ, CFO2012-10-15

Plan Statistics for KEY REHABILITATION, INC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KEY REHABILITATION, INC 401(K) RETIREMENT PLAN

Measure Date Value
2022: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01335
Total number of active participants reported on line 7a of the Form 55002022-01-01296
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01336
Number of participants with account balances2022-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01379
Total number of active participants reported on line 7a of the Form 55002021-01-01338
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01368
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01353
Total number of active participants reported on line 7a of the Form 55002020-01-01317
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01356
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01365
Total number of active participants reported on line 7a of the Form 55002019-01-01317
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01350
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01382
Total number of active participants reported on line 7a of the Form 55002018-01-01329
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01379
Number of participants with account balances2018-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01415
Total number of active participants reported on line 7a of the Form 55002017-01-01332
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01391
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01467
Total number of active participants reported on line 7a of the Form 55002016-01-01362
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01415
Number of participants with account balances2016-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01622
Total number of active participants reported on line 7a of the Form 55002015-01-01428
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01467
Number of participants with account balances2015-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01604
Total number of active participants reported on line 7a of the Form 55002014-01-01491
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01129
Total of all active and inactive participants2014-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01620
Number of participants with account balances2014-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01265
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of other retired or separated participants entitled to future benefits2013-01-0194
Total of all active and inactive participants2013-01-01328
Total participants2013-01-01328
Number of participants with account balances2013-01-01328
2012: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01470
Total number of active participants reported on line 7a of the Form 55002012-01-01235
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01265
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01350
Total number of active participants reported on line 7a of the Form 55002011-01-01453
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01470
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on KEY REHABILITATION, INC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-877,860
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$129,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$108,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$500,038
Value of total assets at end of year2022-12-31$6,627,198
Value of total assets at beginning of year2022-12-31$7,634,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,458
Total interest from all sources2022-12-31$5,036
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$446,591
Participant contributions at end of year2022-12-31$33,596
Participant contributions at beginning of year2022-12-31$51,067
Participant contributions at end of year2022-12-31$7,241
Participant contributions at beginning of year2022-12-31$4,236
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,007,354
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,627,198
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,634,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$6,354,927
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,382,787
Interest on participant loans2022-12-31$2,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$182,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$140,771
Net investment gain/loss from pooled separate accounts2022-12-31$-1,382,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$49,139
Employer contributions (assets) at end of year2022-12-31$49,139
Employer contributions (assets) at beginning of year2022-12-31$55,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$108,036
Contract administrator fees2022-12-31$21,458
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2022-12-31621736974
2021 : KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$235
Total income from all sources (including contributions)2021-12-31$1,485,263
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$716,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$688,528
Value of total corrective distributions2021-12-31$20,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$550,313
Value of total assets at end of year2021-12-31$7,634,552
Value of total assets at beginning of year2021-12-31$6,866,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,896
Total interest from all sources2021-12-31$3,795
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,896
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$425,622
Participant contributions at end of year2021-12-31$51,067
Participant contributions at beginning of year2021-12-31$59,203
Participant contributions at end of year2021-12-31$4,236
Participant contributions at beginning of year2021-12-31$10,732
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$768,787
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,634,552
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,865,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$7,382,787
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,564,220
Interest on participant loans2021-12-31$3,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$140,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$231,845
Net investment gain/loss from pooled separate accounts2021-12-31$931,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$55,691
Employer contributions (assets) at end of year2021-12-31$55,691
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$688,528
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2021-12-31621736974
2020 : KEY REHABILITATION, INC 401(K) RETIREMENT 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$235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,333,319
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$530,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$511,645
Expenses. Certain deemed distributions of participant loans2020-12-31$977
Value of total corrective distributions2020-12-31$9,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$471,928
Value of total assets at end of year2020-12-31$6,866,000
Value of total assets at beginning of year2020-12-31$6,062,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,764
Total interest from all sources2020-12-31$3,536
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$456,215
Participant contributions at end of year2020-12-31$59,203
Participant contributions at beginning of year2020-12-31$60,738
Participant contributions at end of year2020-12-31$10,732
Participant contributions at beginning of year2020-12-31$10,245
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$803,308
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,865,765
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,062,457
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 pooled separate accounts at end of year2020-12-31$6,564,220
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,875,425
Income. Interest from loans (other than to participants)2020-12-31$3,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$231,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$116,049
Net investment gain/loss from pooled separate accounts2020-12-31$857,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$511,645
Contract administrator fees2020-12-31$7,764
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 name2020-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2020-12-31621736974
2019 : KEY REHABILITATION, INC 401(K) RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,660,108
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$516,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$505,374
Expenses. Certain deemed distributions of participant loans2019-12-31$2,670
Value of total corrective distributions2019-12-31$464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$552,428
Value of total assets at end of year2019-12-31$6,062,457
Value of total assets at beginning of year2019-12-31$4,919,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,405
Total interest from all sources2019-12-31$3,097
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$513,780
Participant contributions at end of year2019-12-31$60,738
Participant contributions at beginning of year2019-12-31$65,068
Participant contributions at end of year2019-12-31$10,245
Participant contributions at beginning of year2019-12-31$14,176
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,143,195
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,062,457
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,919,262
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 pooled separate accounts at end of year2019-12-31$5,875,425
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,736,182
Interest on participant loans2019-12-31$3,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$116,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$103,836
Net investment gain/loss from pooled separate accounts2019-12-31$1,104,583
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$505,374
Contract administrator fees2019-12-31$8,405
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2019-12-31621736974
2018 : KEY REHABILITATION, INC 401(K) RETIREMENT 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$142,849
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$201,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$187,140
Expenses. Certain deemed distributions of participant loans2018-12-31$6,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$485,182
Value of total assets at end of year2018-12-31$4,919,262
Value of total assets at beginning of year2018-12-31$4,978,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,597
Total interest from all sources2018-12-31$1,955
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$470,296
Participant contributions at end of year2018-12-31$65,068
Participant contributions at beginning of year2018-12-31$42,943
Participant contributions at end of year2018-12-31$14,176
Participant contributions at beginning of year2018-12-31$4,068
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-58,820
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,919,262
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,978,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,736,182
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,824,850
Interest on participant loans2018-12-31$1,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$103,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$106,221
Net investment gain/loss from pooled separate accounts2018-12-31$-344,288
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$187,140
Contract administrator fees2018-12-31$7,597
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 name2018-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2018-12-31621736974
2017 : KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,153,348
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$653,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$647,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$452,534
Value of total assets at end of year2017-12-31$4,978,082
Value of total assets at beginning of year2017-12-31$4,478,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,626
Total interest from all sources2017-12-31$2,534
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
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$372,101
Participant contributions at end of year2017-12-31$42,943
Participant contributions at beginning of year2017-12-31$57,932
Participant contributions at end of year2017-12-31$4,068
Participant contributions at beginning of year2017-12-31$4,624
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$80,118
Other income not declared elsewhere2017-12-31$22
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$499,402
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,978,082
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,478,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,824,850
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,291,125
Interest on participant loans2017-12-31$2,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$106,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$124,999
Net investment gain/loss from pooled separate accounts2017-12-31$698,258
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$315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$647,320
Contract administrator fees2017-12-31$6,626
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 name2017-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2017-12-31621736974
2016 : KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$730,487
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$238,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$217,474
Expenses. Certain deemed distributions of participant loans2016-12-31$7,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$398,370
Value of total assets at end of year2016-12-31$4,478,680
Value of total assets at beginning of year2016-12-31$3,987,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,466
Total interest from all sources2016-12-31$3,644
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$13,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
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$374,685
Participant contributions at end of year2016-12-31$57,932
Participant contributions at beginning of year2016-12-31$86,751
Participant contributions at end of year2016-12-31$4,624
Participant contributions at beginning of year2016-12-31$5,389
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,618
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$491,547
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,478,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,987,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,291,125
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,768,075
Interest on participant loans2016-12-31$3,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$124,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$126,918
Net investment gain/loss from pooled separate accounts2016-12-31$328,473
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$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$217,474
Contract administrator fees2016-12-31$966
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 name2016-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2016-12-31621736974
2015 : KEY REHABILITATION, INC 401(K) RETIREMENT 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$326,408
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$194,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$184,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$382,845
Value of total assets at end of year2015-12-31$3,987,133
Value of total assets at beginning of year2015-12-31$3,854,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,737
Total interest from all sources2015-12-31$5,343
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$361,874
Participant contributions at end of year2015-12-31$86,751
Participant contributions at beginning of year2015-12-31$108,231
Participant contributions at end of year2015-12-31$5,389
Participant contributions at beginning of year2015-12-31$4,476
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,971
Other income not declared elsewhere2015-12-31$-996
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$132,381
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,987,133
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,854,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,768,075
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,523,031
Interest on participant loans2015-12-31$5,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$126,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$219,014
Net investment gain/loss from pooled separate accounts2015-12-31$-60,784
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$184,290
Contract administrator fees2015-12-31$9,737
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 name2015-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2015-12-31621736974
2014 : KEY REHABILITATION, INC 401(K) RETIREMENT 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$667,665
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$171,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$170,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$383,888
Value of total assets at end of year2014-12-31$3,854,752
Value of total assets at beginning of year2014-12-31$3,358,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$707
Total interest from all sources2014-12-31$5,043
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$707
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$383,888
Participant contributions at end of year2014-12-31$108,231
Participant contributions at beginning of year2014-12-31$98,868
Participant contributions at end of year2014-12-31$4,476
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$4,701
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$3,259,860
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$496,024
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,854,752
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,358,728
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$3,523,031
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$5,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$219,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$274,033
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$170,934
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 name2014-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2014-12-31621736974
2013 : KEY REHABILITATION, INC 401(K) RETIREMENT 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$1,008,741
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$79,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,049
Expenses. Certain deemed distributions of participant loans2013-12-31$3,701
Value of total corrective distributions2013-12-31$5,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$474,726
Value of total assets at end of year2013-12-31$3,358,728
Value of total assets at beginning of year2013-12-31$2,429,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,604
Total interest from all sources2013-12-31$5,316
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$192,113
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$192,113
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$243,000
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$456,231
Participant contributions at end of year2013-12-31$98,868
Participant contributions at beginning of year2013-12-31$88,371
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,116
Administrative expenses (other) incurred2013-12-31$18,604
Total non interest bearing cash at end of year2013-12-31$3,259,860
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$929,678
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,358,728
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,429,050
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,977,546
Interest on participant loans2013-12-31$5,304
Value of interest in common/collective trusts at beginning of year2013-12-31$230,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$132,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$132,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$256,122
Net investment gain or loss from common/collective trusts2013-12-31$80,464
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,049
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 name2013-12-31DEMPSE VANTREASE & FOLLIS PLLC
Accountancy firm EIN2013-12-31621736974
2012 : KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$570,476
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$167,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$150,152
Value of total corrective distributions2012-12-31$6,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$288,390
Value of total assets at end of year2012-12-31$2,429,050
Value of total assets at beginning of year2012-12-31$2,025,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,266
Total interest from all sources2012-12-31$1,478
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$48,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$48,129
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$203,000
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$288,390
Participant contributions at end of year2012-12-31$88,371
Participant contributions at beginning of year2012-12-31$15,346
Administrative expenses (other) incurred2012-12-31$10,266
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$403,171
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,429,050
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,025,879
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$1,977,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,680,829
Interest on participant loans2012-12-31$1,478
Value of interest in common/collective trusts at end of year2012-12-31$230,333
Value of interest in common/collective trusts at beginning of year2012-12-31$202,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$132,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$127,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$127,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$202,025
Net investment gain or loss from common/collective trusts2012-12-31$30,454
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$150,152
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 name2012-12-31DEMPSE VANTREASE & FOLLIS PLLC
Accountancy firm EIN2012-12-31621736974
2011 : KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$226,379
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$139,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$127,276
Expenses. Certain deemed distributions of participant loans2011-12-31$2,396
Value of total corrective distributions2011-12-31$2,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$355,423
Value of total assets at end of year2011-12-31$2,025,879
Value of total assets at beginning of year2011-12-31$1,938,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,540
Total interest from all sources2011-12-31$1,341
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$46,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$46,242
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$194,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$355,423
Participant contributions at end of year2011-12-31$15,346
Participant contributions at beginning of year2011-12-31$14,976
Administrative expenses (other) incurred2011-12-31$7,540
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$87,033
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,025,879
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,938,846
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$1,680,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,632,173
Interest on participant loans2011-12-31$1,341
Value of interest in common/collective trusts at end of year2011-12-31$202,632
Value of interest in common/collective trusts at beginning of year2011-12-31$164,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$127,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$127,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$127,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-174,305
Net investment gain or loss from common/collective trusts2011-12-31$-2,322
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$127,276
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 name2011-12-31DEMPSE VANTREASE & FOLLIS PLLC
Accountancy firm EIN2011-12-31621736974
2010 : KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$593,813
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$106,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$101,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$358,281
Value of total assets at end of year2010-12-31$1,938,846
Value of total assets at beginning of year2010-12-31$1,451,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,371
Total interest from all sources2010-12-31$1,101
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36,392
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$146,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$355,875
Participant contributions at end of year2010-12-31$14,976
Participant contributions at beginning of year2010-12-31$27,872
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,406
Administrative expenses (other) incurred2010-12-31$5,371
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$487,439
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,938,846
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,451,407
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$1,632,173
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,315,877
Interest on participant loans2010-12-31$1,101
Value of interest in common/collective trusts at end of year2010-12-31$164,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$127,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$107,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$180,454
Net investment gain or loss from common/collective trusts2010-12-31$17,585
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$101,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN2010-12-31621736974

Form 5500 Responses for KEY REHABILITATION, INC 401(K) RETIREMENT PLAN

2022: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KEY REHABILITATION, INC 401(K) RETIREMENT 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: KEY REHABILITATION, INC 401(K) RETIREMENT 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: KEY REHABILITATION, INC 401(K) RETIREMENT 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: KEY REHABILITATION, INC 401(K) RETIREMENT 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: KEY REHABILITATION, INC 401(K) RETIREMENT 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: KEY REHABILITATION, INC 401(K) RETIREMENT 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: KEY REHABILITATION, INC 401(K) RETIREMENT 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: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KEY REHABILITATION, INC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37275
Policy instance 1
Insurance contract or identification numberG37275
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-18
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81J356
Policy instance 2
Insurance contract or identification number81J356
Number of Individuals Covered161
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,442
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37275
Policy instance 1
Insurance contract or identification numberG37275
Number of Individuals Covered166
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $25,348
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,348
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37275
Policy instance 1
Insurance contract or identification numberG37275
Number of Individuals Covered168
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,743
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,743
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37275
Policy instance 1
Insurance contract or identification numberG37275
Number of Individuals Covered159
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,718
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37275
Policy instance 1
Insurance contract or identification numberG37275
Number of Individuals Covered180
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,948
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,948
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37275
Policy instance 1
Insurance contract or identification numberG37275
Number of Individuals Covered187
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,293
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $11,293
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37275
Policy instance 1
Insurance contract or identification numberG37275
Number of Individuals Covered336
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,044
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $36,044
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
Insurance broker nameWS INS SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443351
Policy instance 1
Insurance contract or identification number443351
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2011-03-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes

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