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COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameCOLUMBIACARE SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

COLUMBIACARE SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

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

Company Name:COLUMBIACARE SERVICES, INC.
Employer identification number (EIN):810609831
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COLUMBIACARE SERVICES, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2003-04-17
Company Identification Number: 14397590
Legal Registered Office Address: 3587 HEATHROW WAY

MEDFORD
United States of America (USA)
97504

More information about COLUMBIACARE SERVICES, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STACY FERRELL2023-07-26
0012021-01-01STACY FERRELL2022-07-25
0012020-01-01STACY FERRELL2021-10-06
0012019-01-01STACY FERRELL2020-08-17
0012018-01-01STACY BEAUMONT2019-08-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT C. BECKETT
0012013-01-01ROBERT C. BECKETT
0012012-01-01ROBERT C. BECKETT
0012011-01-01ROBERT C. BECKETT
0012010-01-01ROBERT C. BECKETT
0012009-01-01ROBERT C. BECKETT
0012008-01-01ROBERT C. BECKETT
0012007-01-01ROBERT C. BECKETT
0012006-01-01ROBERT C. BECKETT
0012005-01-01ROBERT C. BECKETT
0012004-01-01ROBERT C. BECKETT

Plan Statistics for COLUMBIACARE SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for COLUMBIACARE SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01721
Total number of active participants reported on line 7a of the Form 55002022-01-01553
Number of retired or separated participants receiving benefits2022-01-0198
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01782
Number of participants with account balances2022-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01687
Total number of active participants reported on line 7a of the Form 55002021-01-01545
Number of retired or separated participants receiving benefits2021-01-0168
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01721
Number of participants with account balances2021-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01652
Total number of active participants reported on line 7a of the Form 55002020-01-01525
Number of retired or separated participants receiving benefits2020-01-0161
Number of other retired or separated participants entitled to future benefits2020-01-01101
Total of all active and inactive participants2020-01-01687
Total participants2020-01-01687
Number of participants with account balances2020-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01623
Total number of active participants reported on line 7a of the Form 55002019-01-01512
Number of retired or separated participants receiving benefits2019-01-0144
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01652
Number of participants with account balances2019-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01604
Total number of active participants reported on line 7a of the Form 55002018-01-01515
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01623
Number of participants with account balances2018-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01377
Total number of active participants reported on line 7a of the Form 55002017-01-01523
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01604
Number of participants with account balances2017-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01478
Total number of active participants reported on line 7a of the Form 55002016-01-01325
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01377
Number of participants with account balances2016-01-01201
2015: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01379
Total number of active participants reported on line 7a of the Form 55002015-01-01436
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01478
Total participants2015-01-01478
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01309
Total number of active participants reported on line 7a of the Form 55002014-01-01337
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01379
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01277
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01309
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01263
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01277
Total participants2012-01-01277
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01201
Total number of active participants reported on line 7a of the Form 55002011-01-01216
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01227
Number of participants with account balances2011-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01174
Total number of active participants reported on line 7a of the Form 55002010-01-01194
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01201
Number of participants with account balances2010-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01136
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01174
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2004 401k membership
Total of all active and inactive participants2004-01-010
Total participants2004-01-010

Financial Data on COLUMBIACARE SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022 : COLUMBIACARE SERVICES, INC. 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$59,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$56,925
Total income from all sources (including contributions)2022-12-31$-151,800
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$758,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$689,494
Expenses. Certain deemed distributions of participant loans2022-12-31$5,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,327,011
Value of total assets at end of year2022-12-31$8,319,177
Value of total assets at beginning of year2022-12-31$9,226,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,029
Total interest from all sources2022-12-31$19,595
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$728,682
Participant contributions at end of year2022-12-31$180,504
Participant contributions at beginning of year2022-12-31$213,443
Participant contributions at end of year2022-12-31$33,116
Participant contributions at beginning of year2022-12-31$582
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$15,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$58,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$55,958
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-910,176
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,259,275
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,169,451
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
Investment advisory and management fees2022-12-31$63,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,800,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,679,012
Interest on participant loans2022-12-31$12,143
Interest earned on other investments2022-12-31$7,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$259,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$332,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,498,406
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$569,492
Employer contributions (assets) at end of year2022-12-31$30,213
Employer contributions (assets) at beginning of year2022-12-31$1,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$689,494
Liabilities. Value of benefit claims payable at end of year2022-12-31$972
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$967
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2022-12-31204749363
2021 : COLUMBIACARE SERVICES, INC. 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$56,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$53,532
Total income from all sources (including contributions)2021-12-31$2,276,655
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$422,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$356,840
Expenses. Certain deemed distributions of participant loans2021-12-31$3,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,233,780
Value of total assets at end of year2021-12-31$9,226,376
Value of total assets at beginning of year2021-12-31$7,368,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,718
Total interest from all sources2021-12-31$20,900
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
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$633,558
Participant contributions at end of year2021-12-31$213,443
Participant contributions at beginning of year2021-12-31$151,884
Participant contributions at end of year2021-12-31$582
Participant contributions at beginning of year2021-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$81,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$55,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$53,532
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,854,482
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,169,451
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,314,969
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
Investment advisory and management fees2021-12-31$61,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,679,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,876,566
Interest on participant loans2021-12-31$10,450
Interest earned on other investments2021-12-31$10,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$332,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$337,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,021,975
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$518,519
Employer contributions (assets) at end of year2021-12-31$1,276
Employer contributions (assets) at beginning of year2021-12-31$2,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$356,840
Liabilities. Value of benefit claims payable at end of year2021-12-31$967
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2021-12-31204749363
2020 : COLUMBIACARE SERVICES, INC. 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$53,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$48,405
Total income from all sources (including contributions)2020-12-31$2,092,339
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$827,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$776,072
Expenses. Certain deemed distributions of participant loans2020-12-31$5,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,175,761
Value of total assets at end of year2020-12-31$7,368,501
Value of total assets at beginning of year2020-12-31$6,098,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,157
Total interest from all sources2020-12-31$16,999
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$586,493
Participant contributions at end of year2020-12-31$151,884
Participant contributions at beginning of year2020-12-31$145,663
Participant contributions at end of year2020-12-31$30
Participant contributions at beginning of year2020-12-31$95
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$53,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$48,405
Other income not declared elsewhere2020-12-31$611
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,264,673
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,314,969
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,050,296
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
Investment advisory and management fees2020-12-31$46,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,876,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,624,202
Interest on participant loans2020-12-31$6,544
Interest earned on other investments2020-12-31$10,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$337,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$327,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$898,968
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$489,268
Employer contributions (assets) at end of year2020-12-31$2,044
Employer contributions (assets) at beginning of year2020-12-31$1,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$776,072
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 name2020-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2020-12-31204749363
2019 : COLUMBIACARE SERVICES, INC. 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$48,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53,382
Total income from all sources (including contributions)2019-12-31$2,031,574
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$511,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$468,972
Expenses. Certain deemed distributions of participant loans2019-12-31$4,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,084,192
Value of total assets at end of year2019-12-31$6,098,701
Value of total assets at beginning of year2019-12-31$4,583,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,028
Total interest from all sources2019-12-31$16,565
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$608,806
Participant contributions at end of year2019-12-31$145,663
Participant contributions at beginning of year2019-12-31$99,935
Participant contributions at end of year2019-12-31$95
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$48,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$53,382
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,520,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,050,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,529,772
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
Investment advisory and management fees2019-12-31$38,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,624,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,075,600
Interest on participant loans2019-12-31$5,304
Interest earned on other investments2019-12-31$11,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$327,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$406,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$930,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$462,257
Employer contributions (assets) at end of year2019-12-31$1,264
Employer contributions (assets) at beginning of year2019-12-31$895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$468,972
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 name2019-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2019-12-31204749363
2018 : COLUMBIACARE SERVICES, INC. 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$53,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,738
Total income from all sources (including contributions)2018-12-31$873,582
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$796,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$766,821
Expenses. Certain deemed distributions of participant loans2018-12-31$3,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,125,245
Value of total assets at end of year2018-12-31$4,583,154
Value of total assets at beginning of year2018-12-31$4,493,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,569
Total interest from all sources2018-12-31$13,557
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$617,948
Participant contributions at end of year2018-12-31$99,935
Participant contributions at beginning of year2018-12-31$133,289
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5,735
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$53,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$40,738
Other income not declared elsewhere2018-12-31$3,548
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$701,988
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$76,893
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,529,772
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,452,879
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
Investment advisory and management fees2018-12-31$26,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,075,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,966,714
Interest on participant loans2018-12-31$3,263
Interest earned on other investments2018-12-31$10,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$406,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$680,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-268,768
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$474,999
Employer contributions (assets) at end of year2018-12-31$895
Employer contributions (assets) at beginning of year2018-12-31$5,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$766,821
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2018-12-31204749363
2017 : COLUMBIACARE SERVICES, INC. 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$40,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$36,695
Total income from all sources (including contributions)2017-12-31$1,520,254
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$332,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$323,761
Expenses. Certain deemed distributions of participant loans2017-12-31$2,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$997,441
Value of total assets at end of year2017-12-31$4,493,617
Value of total assets at beginning of year2017-12-31$3,302,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,764
Total interest from all sources2017-12-31$19,962
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$40,000
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$557,775
Participant contributions at end of year2017-12-31$133,289
Participant contributions at beginning of year2017-12-31$58,727
Participant contributions at end of year2017-12-31$5,735
Participant contributions at beginning of year2017-12-31$678
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$63,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$40,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$36,695
Total non interest bearing cash at end of year2017-12-31$701,988
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,187,418
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,452,879
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,265,461
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
Investment advisory and management fees2017-12-31$6,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,966,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,506,130
Interest on participant loans2017-12-31$887
Interest earned on other investments2017-12-31$19,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$680,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$736,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$502,851
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$375,962
Employer contributions (assets) at end of year2017-12-31$5,344
Employer contributions (assets) at beginning of year2017-12-31$490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$323,761
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 name2017-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2017-12-31204749363
2016 : COLUMBIACARE SERVICES, INC. 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$36,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$39,861
Total income from all sources (including contributions)2016-12-31$961,781
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$183,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$178,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$745,159
Value of total assets at end of year2016-12-31$3,302,156
Value of total assets at beginning of year2016-12-31$2,527,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,316
Total interest from all sources2016-12-31$19,584
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$248,725
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$407,215
Participant contributions at end of year2016-12-31$58,727
Participant contributions at beginning of year2016-12-31$18,294
Participant contributions at end of year2016-12-31$678
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$53,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$36,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$39,861
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$778,212
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,265,461
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,487,249
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
Investment advisory and management fees2016-12-31$5,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,506,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,915,429
Interest on participant loans2016-12-31$518
Interest earned on other investments2016-12-31$19,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$736,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$592,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$197,038
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$284,851
Employer contributions (assets) at end of year2016-12-31$490
Employer contributions (assets) at beginning of year2016-12-31$969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$178,253
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 name2016-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2016-12-31204749363
2015 : COLUMBIACARE SERVICES, INC. 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$39,861
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$537,989
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$333,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$321,812
Expenses. Certain deemed distributions of participant loans2015-12-31$7,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$567,126
Value of total assets at end of year2015-12-31$2,527,110
Value of total assets at beginning of year2015-12-31$2,283,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,076
Total interest from all sources2015-12-31$19,168
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$40,000
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$291,646
Participant contributions at end of year2015-12-31$18,294
Participant contributions at beginning of year2015-12-31$31,072
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$39,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$204,030
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,487,249
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,283,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,915,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,507,466
Interest on participant loans2015-12-31$871
Interest earned on other investments2015-12-31$18,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$592,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$742,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,305
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$240,012
Employer contributions (assets) at end of year2015-12-31$969
Employer contributions (assets) at beginning of year2015-12-31$1,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$321,812
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 name2015-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2015-12-31204749363
2014 : COLUMBIACARE SERVICES, INC. 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$30
Total income from all sources (including contributions)2014-12-31$621,151
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$83,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$78,071
Expenses. Certain deemed distributions of participant loans2014-12-31$1,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$523,998
Value of total assets at end of year2014-12-31$2,283,219
Value of total assets at beginning of year2014-12-31$1,745,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,086
Total interest from all sources2014-12-31$18,509
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000
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$276,929
Participant contributions at end of year2014-12-31$31,072
Participant contributions at beginning of year2014-12-31$29,793
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$30
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$537,966
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,283,219
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,745,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,507,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,165,973
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,164
Interest earned on other investments2014-12-31$17,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$742,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$549,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$78,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$207,203
Employer contributions (assets) at end of year2014-12-31$1,727
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$78,071
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 name2014-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2014-12-31204749363
2013 : COLUMBIACARE SERVICES, INC. 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$30
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$360
Total income from all sources (including contributions)2013-12-31$632,207
Total loss/gain on sale of assets2013-12-31$-2
Total of all expenses incurred2013-12-31$90,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$57,657
Expenses. Certain deemed distributions of participant loans2013-12-31$30,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$421,680
Value of total assets at end of year2013-12-31$1,745,283
Value of total assets at beginning of year2013-12-31$1,204,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,881
Total interest from all sources2013-12-31$15,914
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000
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$249,760
Participant contributions at end of year2013-12-31$29,793
Participant contributions at beginning of year2013-12-31$52,916
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$30
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$360
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$541,364
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,745,253
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,203,889
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$1,165,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$799,258
Interest on participant loans2013-12-31$709
Interest earned on other investments2013-12-31$15,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$549,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$352,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$194,615
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$169,821
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$57,657
Contract administrator fees2013-12-31$2,881
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
Aggregate proceeds on sale of assets2013-12-31$75,026
Aggregate carrying amount (costs) on sale of assets2013-12-31$75,028
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 name2013-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2013-12-31204749363
2012 : COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,672
Total income from all sources (including contributions)2012-12-31$414,971
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$46,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$44,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$301,536
Value of total assets at end of year2012-12-31$1,204,249
Value of total assets at beginning of year2012-12-31$837,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,987
Total interest from all sources2012-12-31$8,362
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000
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$168,460
Participant contributions at end of year2012-12-31$52,916
Participant contributions at beginning of year2012-12-31$42,527
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,672
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$368,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,203,889
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$835,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,987
Value of interest in pooled separate accounts at end of year2012-12-31$799,258
Value of interest in pooled separate accounts at beginning of year2012-12-31$677,803
Interest on participant loans2012-12-31$2,167
Interest earned on other investments2012-12-31$6,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$352,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$116,776
Net investment gain/loss from pooled separate accounts2012-12-31$105,073
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$133,076
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$44,529
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 name2012-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2012-12-31204749363
2011 : COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,672
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$257,737
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$20,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$270,577
Value of total assets at end of year2011-12-31$837,106
Value of total assets at beginning of year2011-12-31$597,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,055
Total interest from all sources2011-12-31$7,906
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000
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$146,167
Participant contributions at end of year2011-12-31$42,527
Participant contributions at beginning of year2011-12-31$42,941
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$80
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,672
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$237,527
Value of net assets at end of year (total assets less liabilities)2011-12-31$835,434
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$597,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,055
Value of interest in pooled separate accounts at end of year2011-12-31$677,803
Value of interest in pooled separate accounts at beginning of year2011-12-31$489,350
Interest on participant loans2011-12-31$2,416
Interest earned on other investments2011-12-31$5,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$116,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$65,456
Net investment gain/loss from pooled separate accounts2011-12-31$-20,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$116,848
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,155
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 name2011-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2011-12-31204749363
2010 : COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$274,204
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,975
Value of total corrective distributions2010-12-31$9,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$218,855
Value of total assets at end of year2010-12-31$597,907
Value of total assets at beginning of year2010-12-31$340,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$659
Total interest from all sources2010-12-31$3,428
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$95,532
Participant contributions at end of year2010-12-31$80
Participant contributions at beginning of year2010-12-31$175
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$43,161
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$257,305
Value of net assets at end of year (total assets less liabilities)2010-12-31$597,907
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$340,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$659
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$340,252
Value of interest in pooled separate accounts at end of year2010-12-31$489,350
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$784
Interest earned on other investments2010-12-31$2,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$108,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$51,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$80,162
Employer contributions (assets) at end of year2010-12-31$80
Employer contributions (assets) at beginning of year2010-12-31$175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,975
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 name2010-12-31ISLER MEDFORD, LLC
Accountancy firm EIN2010-12-31204749363
2009 : COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COLUMBIACARE SERVICES, INC. RETIREMENT PLAN

2022: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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: COLUMBIACARE SERVICES, INC. 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: COLUMBIACARE SERVICES, INC. RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01First time form 5500 has been submittedYes
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $297
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $121
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $404
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $132
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $305
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered129
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $328
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered140
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $108
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $53
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered204
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,882
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $14,131
Insurance broker organization code?3
Insurance broker nameSHAUN M DALTON
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,795
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Other information about contractDEPOSIT ADMINISTRATION
Commission paid to Insurance BrokerUSD $3,912
Insurance broker organization code?3
Insurance broker nameRICHARD GROSS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,833
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,452
Insurance broker organization code?3
Insurance broker nameADMIN251003, REC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered105
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,987
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,669
Insurance broker organization code?3
Insurance broker nameRODNEY B. MALONE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,316
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,091
Insurance broker organization code?3
Insurance broker nameWILLIAM B. COOK
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,126
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 Administration1
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number66108
Policy instance 1
Insurance contract or identification number66108
Number of Individuals Covered42
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,796
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,090
Insurance broker organization code?3
Insurance broker nameLAURA M GORTON

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