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ANTHELIO HEALTHCARE 401(K) PLAN 401k Plan overview

Plan NameANTHELIO HEALTHCARE 401(K) PLAN
Plan identification number 001

ANTHELIO HEALTHCARE 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ANTHELIO HEALTHCARE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ANTHELIO HEALTHCARE SOLUTIONS, INC.
Employer identification number (EIN):752847104
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about ANTHELIO HEALTHCARE SOLUTIONS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3109748

More information about ANTHELIO HEALTHCARE SOLUTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHELIO HEALTHCARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ERNIE FLORKOWSKI
0012016-01-01ERNIE FLORKOWSKI
0012015-01-01DEVI MENON
0012014-01-01KIMER MOORE
0012013-01-01KIMER MOORE
0012012-10-01MISTY LEWIS
0012011-10-01MISTY LEWIS
0012009-10-01CATHERINE GROEN
0012008-10-01 CHRISTY OBRIEN2010-11-09
0012008-10-01

Plan Statistics for ANTHELIO HEALTHCARE 401(K) PLAN

401k plan membership statisitcs for ANTHELIO HEALTHCARE 401(K) PLAN

Measure Date Value
2017: ANTHELIO HEALTHCARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,641
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANTHELIO HEALTHCARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,433
Total number of active participants reported on line 7a of the Form 55002016-01-011,173
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01445
Total of all active and inactive participants2016-01-011,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,623
Number of participants with account balances2016-01-011,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01276
2015: ANTHELIO HEALTHCARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,261
Total number of active participants reported on line 7a of the Form 55002015-01-011,039
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01364
Total of all active and inactive participants2015-01-011,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,407
Number of participants with account balances2015-01-011,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01160
2014: ANTHELIO HEALTHCARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,333
Total number of active participants reported on line 7a of the Form 55002014-01-01910
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01329
Total of all active and inactive participants2014-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,245
Number of participants with account balances2014-01-011,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01160
2013: ANTHELIO HEALTHCARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,360
Total number of active participants reported on line 7a of the Form 55002013-01-01994
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01336
Total of all active and inactive participants2013-01-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,333
Number of participants with account balances2013-01-011,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01252
2012: ANTHELIO HEALTHCARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,357
Total number of active participants reported on line 7a of the Form 55002012-10-011,000
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-01329
Total of all active and inactive participants2012-10-011,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-012
Total participants2012-10-011,331
Number of participants with account balances2012-10-011,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0141
2011: ANTHELIO HEALTHCARE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,692
Total number of active participants reported on line 7a of the Form 55002011-10-011,006
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01336
Total of all active and inactive participants2011-10-011,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-011,344
Number of participants with account balances2011-10-011,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-01411
2009: ANTHELIO HEALTHCARE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-011,964
Total number of active participants reported on line 7a of the Form 55002009-10-011,476
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-01288
Total of all active and inactive participants2009-10-011,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-011,765
Number of participants with account balances2009-10-011,559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-01233
2008: ANTHELIO HEALTHCARE 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-011,883
Total number of active participants reported on line 7a of the Form 55002008-10-011,728
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-01236
Total of all active and inactive participants2008-10-011,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-010
Total participants2008-10-011,964
Number of participants with account balances2008-10-011,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-01187

Financial Data on ANTHELIO HEALTHCARE 401(K) PLAN

Measure Date Value
2017 : ANTHELIO HEALTHCARE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$44,106,642
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$1,681,796
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,363,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,298,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,948
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$45,788,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,079
Total interest from all sources2017-12-31$418
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$18,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$18,595
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$2,362
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,215,333
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$335,009
Other income not declared elsewhere2017-12-31$35,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,682,158
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,788,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,047,324
Interest on participant loans2017-12-31$418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,191,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,624,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,298,875
Contract administrator fees2017-12-31$65,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31No
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 PBGC2017-12-31Yes
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 name2017-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2017-12-31752919818
2016 : ANTHELIO HEALTHCARE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$3,831,378
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$9,809,689
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,142,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,903,215
Value of total corrective distributions2016-12-31$2,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,935,268
Value of total assets at end of year2016-12-31$45,788,800
Value of total assets at beginning of year2016-12-31$38,289,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$236,079
Total interest from all sources2016-12-31$51,255
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$624,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$624,455
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$5,090,670
Participant contributions at end of year2016-12-31$1,215,333
Participant contributions at beginning of year2016-12-31$1,037,973
Assets. Other investments not covered elsewhere at end of year2016-12-31$335,009
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$555,261
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$958,871
Other income not declared elsewhere2016-12-31$-106,153
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$3,667,520
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,788,800
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,289,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,047,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,828,297
Interest on participant loans2016-12-31$51,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,191,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,868,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,304,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$885,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,903,215
Contract administrator fees2016-12-31$236,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2016-12-31752919818
2015 : ANTHELIO HEALTHCARE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$17,811
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$6,976,558
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,712,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,556,792
Value of total corrective distributions2015-12-31$868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,056,587
Value of total assets at end of year2015-12-31$38,289,902
Value of total assets at beginning of year2015-12-31$36,007,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$154,565
Total interest from all sources2015-12-31$40,409
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$558,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$558,484
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$4,311,051
Participant contributions at end of year2015-12-31$1,037,973
Participant contributions at beginning of year2015-12-31$874,180
Assets. Other investments not covered elsewhere at end of year2015-12-31$555,261
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$548,302
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,381,340
Other income not declared elsewhere2015-12-31$90,620
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$2,264,333
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,289,902
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,007,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,828,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,949,457
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,635,819
Interest on participant loans2015-12-31$40,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,868,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-770,155
Net investment gain/loss from pooled separate accounts2015-12-31$613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,364,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,556,792
Contract administrator fees2015-12-31$154,565
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 name2015-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2015-12-31752919818
2014 : ANTHELIO HEALTHCARE 401(K) 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$7,087,525
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,672,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,661,817
Value of total corrective distributions2014-12-31$1,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,944,003
Value of total assets at end of year2014-12-31$36,007,758
Value of total assets at beginning of year2014-12-31$32,592,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,750
Total interest from all sources2014-12-31$38,323
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$479,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$479,508
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$4,060,793
Participant contributions at end of year2014-12-31$874,180
Participant contributions at beginning of year2014-12-31$820,699
Assets. Other investments not covered elsewhere at end of year2014-12-31$548,302
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$326,640
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$264,365
Other income not declared elsewhere2014-12-31$221,662
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$3,415,155
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,007,758
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,592,603
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$30,949,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,330,926
Value of interest in pooled separate accounts at end of year2014-12-31$3,635,819
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,114,338
Interest on participant loans2014-12-31$38,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,359,933
Net investment gain/loss from pooled separate accounts2014-12-31$44,096
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
Contributions received in cash from employer2014-12-31$618,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,661,817
Contract administrator fees2014-12-31$8,750
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 name2014-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2014-12-31752919818
2013 : ANTHELIO HEALTHCARE 401(K) 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$8,959,586
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,995,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,986,756
Value of total corrective distributions2013-12-31$358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,978,306
Value of total assets at end of year2013-12-31$32,592,603
Value of total assets at beginning of year2013-12-31$27,628,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,125
Total interest from all sources2013-12-31$31,954
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$41,861
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$41,861
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$3,766,765
Participant contributions at end of year2013-12-31$820,699
Participant contributions at beginning of year2013-12-31$712,262
Assets. Other investments not covered elsewhere at end of year2013-12-31$326,640
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$70,342
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,479
Other income not declared elsewhere2013-12-31$256,299
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$4,964,347
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,592,603
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,628,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,330,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,977,057
Value of interest in pooled separate accounts at end of year2013-12-31$3,114,338
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,868,595
Interest on participant loans2013-12-31$31,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,649,981
Net investment gain/loss from pooled separate accounts2013-12-31$1,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$109,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,986,756
Contract administrator fees2013-12-31$8,125
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : ANTHELIO HEALTHCARE 401(K) 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$1,729,994
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,586,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,548,595
Value of total corrective distributions2012-12-31$35,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,410,846
Value of total assets at end of year2012-12-31$27,628,256
Value of total assets at beginning of year2012-12-31$27,485,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,125
Total interest from all sources2012-12-31$6,790
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$259,637
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$259,637
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$913,747
Participant contributions at end of year2012-12-31$712,262
Participant contributions at beginning of year2012-12-31$667,260
Assets. Other investments not covered elsewhere at end of year2012-12-31$70,342
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$90,672
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,311
Other income not declared elsewhere2012-12-31$20,330
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$143,155
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,628,256
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,485,101
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$23,977,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,855,040
Value of interest in pooled separate accounts at end of year2012-12-31$2,868,595
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,872,129
Interest on participant loans2012-12-31$6,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,442
Net investment gain/loss from pooled separate accounts2012-12-31$11,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$463,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,548,595
Contract administrator fees2012-12-31$3,125
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$34,241
Total income from all sources (including contributions)2012-09-30$8,961,675
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$5,022,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$4,964,499
Expenses. Certain deemed distributions of participant loans2012-09-30$3,681
Value of total corrective distributions2012-09-30$19,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$4,658,088
Value of total assets at end of year2012-09-30$27,485,101
Value of total assets at beginning of year2012-09-30$23,580,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$34,693
Total interest from all sources2012-09-30$27,447
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$370,685
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$370,685
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$3,902,711
Participant contributions at end of year2012-09-30$667,260
Participant contributions at beginning of year2012-09-30$692,179
Assets. Other investments not covered elsewhere at end of year2012-09-30$90,672
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$41,404
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$204,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$34,241
Other income not declared elsewhere2012-09-30$49,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$3,938,867
Value of net assets at end of year (total assets less liabilities)2012-09-30$27,485,101
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$23,546,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$928
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$23,855,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$19,707,032
Value of interest in pooled separate accounts at end of year2012-09-30$2,872,129
Value of interest in pooled separate accounts at beginning of year2012-09-30$3,139,860
Interest on participant loans2012-09-30$27,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$3,789,115
Net investment gain/loss from pooled separate accounts2012-09-30$67,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$550,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$4,964,499
Contract administrator fees2012-09-30$33,765
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BKD, LLP
Accountancy firm EIN2012-09-30440160260
2011 : ANTHELIO HEALTHCARE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$34,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$34,241
Total income from all sources (including contributions)2011-09-30$4,080,726
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$3,496,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$3,471,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$4,556,666
Value of total assets at end of year2011-09-30$23,580,475
Value of total assets at beginning of year2011-09-30$22,995,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$24,323
Total interest from all sources2011-09-30$23,783
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$375,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$375,859
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$4,002,345
Participant contributions at end of year2011-09-30$692,179
Participant contributions at beginning of year2011-09-30$562,391
Assets. Other investments not covered elsewhere at end of year2011-09-30$41,404
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$154,113
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$441,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$34,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$34,241
Other income not declared elsewhere2011-09-30$-6,401
Total non interest bearing cash at beginning of year2011-09-30$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$584,520
Value of net assets at end of year (total assets less liabilities)2011-09-30$23,546,234
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$22,961,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$19,707,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$17,956,318
Value of interest in pooled separate accounts at end of year2011-09-30$3,139,860
Value of interest in pooled separate accounts at beginning of year2011-09-30$0
Interest on participant loans2011-09-30$23,783
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$3,728,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$77
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$77
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-927,365
Net investment gain/loss from pooled separate accounts2011-09-30$16,719
Net investment gain or loss from common/collective trusts2011-09-30$41,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$112,953
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$594,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$3,471,883
Contract administrator fees2011-09-30$24,323
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BKD, LLP
Accountancy firm EIN2011-09-30440160260
2010 : ANTHELIO HEALTHCARE 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for ANTHELIO HEALTHCARE 401(K) PLAN

2017: ANTHELIO HEALTHCARE 401(K) 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 filingYes
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: ANTHELIO HEALTHCARE 401(K) 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: ANTHELIO HEALTHCARE 401(K) 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: ANTHELIO HEALTHCARE 401(K) 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 - TrustYes
2013: ANTHELIO HEALTHCARE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANTHELIO HEALTHCARE 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ANTHELIO HEALTHCARE 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ANTHELIO HEALTHCARE 401(K) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: ANTHELIO HEALTHCARE 401(K) PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedYes
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28227
Policy instance 1
Insurance contract or identification numberGA28227
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-01-05
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28227
Policy instance 2
Insurance contract or identification numberGA28227
Number of Individuals Covered1261
Insurance policy start date2015-01-05
Insurance policy end date2015-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1196
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1263
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1252
Insurance policy start date2012-10-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered1285
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30501
Policy instance 1
Insurance contract or identification number30501
Number of Individuals Covered1519
Insurance policy start date2011-07-01
Insurance policy end date2011-09-30
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?No

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