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UNITY CARE GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameUNITY CARE GROUP, INC. 401(K) PLAN
Plan identification number 001

UNITY CARE GROUP, INC. 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

UNITY CARE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITY CARE GROUP, INC.
Employer identification number (EIN):770323115
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITY CARE GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MACY POWELL2013-10-15
0012011-01-01TERRY BOYLE TERRY BOYLE2012-06-12
0012009-01-01
0012009-01-01
0012009-01-01TERRY BOYLE
0012009-01-01TERRY BOYLE
0012009-01-01TERRY BOYLE TERRY BOYLE2010-10-14

Plan Statistics for UNITY CARE GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for UNITY CARE GROUP, INC. 401(K) PLAN

Measure Date Value
2016: UNITY CARE GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01185
Total participants2016-01-01185
Number of participants with account balances2016-01-0140
2011: UNITY CARE GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0143
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0139
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNITY CARE GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01143
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on UNITY CARE GROUP, INC. 401(K) PLAN

Measure Date Value
2016 : UNITY CARE GROUP, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$329,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$320,097
Value of total assets at end of year2016-12-31$329,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$105,612
Participant contributions at end of year2016-12-31$7,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$183,773
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$329,226
Value of net assets at end of year (total assets less liabilities)2016-12-31$329,226
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$323,343
Value of interest in pooled separate accounts at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,129
Net investment gain/loss from pooled separate accounts2016-12-31$0
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$30,712
Employer contributions (assets) at end of year2016-12-31$-1,117
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 name2016-12-31ROBERT LEE & ASSOCIATES, LLP.
Accountancy firm EIN2016-12-31271155496
2011 : UNITY CARE GROUP, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,083
Expenses. Total of all expenses incurred2011-12-31$23,767
Benefits paid (including direct rollovers)2011-12-31$14,325
Total plan assets at end of year2011-12-31$322,489
Total plan assets at beginning of year2011-12-31$312,173
Value of fidelity bond covering the plan2011-12-31$5,000
Total contributions received or receivable from participants2011-12-31$20,557
Contributions received from other sources (not participants or employers)2011-12-31$158
Other income received2011-12-31$6,634
Net income (gross income less expenses)2011-12-31$10,316
Net plan assets at end of year (total assets less liabilities)2011-12-31$322,489
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$312,173
Assets. Value of participant loans2011-12-31$6,566
Total contributions received or receivable from employer(s)2011-12-31$6,734
Value of corrective distributions2011-12-31$8,842
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$600
2010 : UNITY CARE GROUP, INC. 401(K) 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$8,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,108
Total income from all sources (including contributions)2010-12-31$42,222
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$126,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$117,499
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$8,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,840
Value of total assets at end of year2010-12-31$321,016
Value of total assets at beginning of year2010-12-31$417,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$500
Total interest from all sources2010-12-31$771
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,973
Participant contributions at end of year2010-12-31$6,813
Participant contributions at beginning of year2010-12-31$2,456
Participant contributions at beginning of year2010-12-31$688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21,108
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-84,620
Value of net assets at end of year (total assets less liabilities)2010-12-31$312,173
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$396,793
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$292,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$391,332
Interest on participant loans2010-12-31$113
Interest earned on other investments2010-12-31$658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$27,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$117,499
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 name2010-12-31SILICON VALLEY ACCOUNTANCY
Accountancy firm EIN2010-12-31770573994
2009 : UNITY CARE GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : UNITY CARE GROUP, INC. 401(K) PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$13,832
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$101,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$92,203
Expenses. Certain deemed distributions of participant loans2008-12-31$4,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$86,978
Value of total assets at end of year2008-12-31$465,403
Value of total assets at beginning of year2008-12-31$553,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$5,405
Total interest from all sources2008-12-31$3,346
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31No
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$51,712
Participant contributions at end of year2008-12-31$20,829
Participant contributions at beginning of year2008-12-31$12,534
Participant contributions at beginning of year2008-12-31$5,203
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$17,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-88,120
Value of net assets at end of year (total assets less liabilities)2008-12-31$465,403
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$553,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Investment advisory and management fees2008-12-31$5,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$385,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$487,371
Interest on participant loans2008-12-31$1,770
Interest earned on other investments2008-12-31$1,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$58,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$47,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-76,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$17,889
Employer contributions (assets) at beginning of year2008-12-31$626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$92,203
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31SILICON VALLEY ACCONTANCY
Accountancy firm EIN2008-12-31770573994

Form 5500 Responses for UNITY CARE GROUP, INC. 401(K) PLAN

2016: UNITY CARE GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2011: UNITY CARE GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: UNITY CARE GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number935869
Policy instance 1
Insurance contract or identification number935869
Number of Individuals Covered28
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $940
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?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number935869
Policy instance 1
Insurance contract or identification number935869
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,012
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?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

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