401k Plan data: POINTE GROUP CARE 401(K) PLAN plan

POINTE GROUP CARE 401(K) PLAN 401k Plan overview

Plan Name	POINTE GROUP CARE 401(K) PLAN
Plan identification number	002

POINTE GROUP CARE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POINTE GROUP CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name: POINTE GROUP CARE, LLC

Employer identification number (EIN): 811715745

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POINTE GROUP CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 BENJAMIN BERKOWITZ 2023-10-13
002 2021-01-01 BENJAMIN BERKOWITZ 2022-10-11
002 2020-01-01 BENJAMIN BERKOWITZ 2021-10-13
002 2020-01-01 BENJAMIN BERKOWITZ 2021-12-30
002 2019-01-01 BENJAMIN BERKOWITZ 2020-10-13
002 2018-01-01 BENJAMIN BERKOWITZ 2019-09-30
002 2017-01-01
002 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	BENJAMIN BERKOWITZ	2023-10-13
002	2021-01-01	BENJAMIN BERKOWITZ	2022-10-11
002	2020-01-01	BENJAMIN BERKOWITZ	2021-10-13
002	2020-01-01	BENJAMIN BERKOWITZ	2021-12-30
002	2019-01-01	BENJAMIN BERKOWITZ	2020-10-13
002	2018-01-01	BENJAMIN BERKOWITZ	2019-09-30
002	2017-01-01
002	2016-01-01

Plan Statistics for POINTE GROUP CARE 401(K) PLAN

401k plan membership statisitcs for POINTE GROUP CARE 401(K) PLAN

Measure Date Value
2022: POINTE GROUP CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,752
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 831
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 705
Total of all active and inactive participants 2022-01-01 1,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,536
Number of participants with account balances 2022-01-01 1,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 122
2021: POINTE GROUP CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,426
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 864
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 642
Total of all active and inactive participants 2021-01-01 1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,508
Number of participants with account balances 2021-01-01 1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 58
2020: POINTE GROUP CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,255
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 844
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 537
Total of all active and inactive participants 2020-01-01 1,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,381
Number of participants with account balances 2020-01-01 912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 39
2019: POINTE GROUP CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,002
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 767
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 446
Total of all active and inactive participants 2019-01-01 1,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,216
Number of participants with account balances 2019-01-01 804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 50
2018: POINTE GROUP CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,112
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 573
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 396
Total of all active and inactive participants 2018-01-01 971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 971
Number of participants with account balances 2018-01-01 705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 42
2017: POINTE GROUP CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,087
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 589
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 384
Total of all active and inactive participants 2017-01-01 975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 975
Number of participants with account balances 2017-01-01 678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 42
2016: POINTE GROUP CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,042
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 699
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 323
Total of all active and inactive participants 2016-01-01 1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,026
Number of participants with account balances 2016-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 53

Measure	Date	Value
2022: POINTE GROUP CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,752
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	831
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	705
Total of all active and inactive participants	2022-01-01	1,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,536
Number of participants with account balances	2022-01-01	1,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	122
2021: POINTE GROUP CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,426
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	864
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	642
Total of all active and inactive participants	2021-01-01	1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,508
Number of participants with account balances	2021-01-01	1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	58
2020: POINTE GROUP CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,255
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	844
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	537
Total of all active and inactive participants	2020-01-01	1,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,381
Number of participants with account balances	2020-01-01	912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	39
2019: POINTE GROUP CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,002
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	767
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	446
Total of all active and inactive participants	2019-01-01	1,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,216
Number of participants with account balances	2019-01-01	804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	50
2018: POINTE GROUP CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,112
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	573
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	396
Total of all active and inactive participants	2018-01-01	971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	971
Number of participants with account balances	2018-01-01	705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	42
2017: POINTE GROUP CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,087
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	589
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	384
Total of all active and inactive participants	2017-01-01	975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	975
Number of participants with account balances	2017-01-01	678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	42
2016: POINTE GROUP CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,042
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	699
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	323
Total of all active and inactive participants	2016-01-01	1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,026
Number of participants with account balances	2016-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	53

Financial Data on POINTE GROUP CARE 401(K) PLAN

Measure	Date	Value
2022 : POINTE GROUP CARE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-408,525
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,104,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,994,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,474,572
Value of total assets at end of year	2022-12-31	$16,173,858
Value of total assets at beginning of year	2022-12-31	$18,686,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$109,945
Total interest from all sources	2022-12-31	$10,505
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,734,441
Participant contributions at end of year	2022-12-31	$278,680
Participant contributions at beginning of year	2022-12-31	$302,678
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$557,233
Administrative expenses (other) incurred	2022-12-31	$109,945
Total non interest bearing cash at end of year	2022-12-31	$15,625
Total non interest bearing cash at beginning of year	2022-12-31	$17,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,512,993
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,173,858
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,686,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$15,879,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,366,753
Interest on participant loans	2022-12-31	$10,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,893,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$182,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,994,523
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ROTH & COMPANY
Accountancy firm EIN	2022-12-31	113360065
2021 : POINTE GROUP CARE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,118,003
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$806,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$685,786
Value of total corrective distributions	2021-12-31	$7,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,930,259
Value of total assets at end of year	2021-12-31	$18,686,851
Value of total assets at beginning of year	2021-12-31	$15,375,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$113,409
Total interest from all sources	2021-12-31	$12,393
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,368,935
Participant contributions at end of year	2021-12-31	$302,678
Participant contributions at beginning of year	2021-12-31	$309,193
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$403,756
Total non interest bearing cash at end of year	2021-12-31	$17,420
Total non interest bearing cash at beginning of year	2021-12-31	$17,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,311,308
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,686,851
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,375,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$113,409
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,366,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,049,019
Interest on participant loans	2021-12-31	$12,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,175,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$157,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$685,786
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ROTH & COMPANY
Accountancy firm EIN	2021-12-31	113360065
2020 : POINTE GROUP CARE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,715,352
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,152,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$980,174
Expenses. Certain deemed distributions of participant loans	2020-12-31	$71,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,581,355
Value of total assets at end of year	2020-12-31	$15,375,543
Value of total assets at beginning of year	2020-12-31	$12,812,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$100,498
Total interest from all sources	2020-12-31	$15,399
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,225,864
Participant contributions at end of year	2020-12-31	$309,193
Participant contributions at beginning of year	2020-12-31	$310,935
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$234,853
Administrative expenses (other) incurred	2020-12-31	$100,498
Total non interest bearing cash at end of year	2020-12-31	$17,331
Total non interest bearing cash at beginning of year	2020-12-31	$15,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,562,824
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,375,543
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,812,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,049,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,486,644
Interest on participant loans	2020-12-31	$15,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,118,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$120,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$980,174
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ROTH & COMPANY
Accountancy firm EIN	2020-12-31	113360065
2019 : POINTE GROUP CARE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,303,960
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,496,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,395,509
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,071,727
Value of total assets at end of year	2019-12-31	$12,812,719
Value of total assets at beginning of year	2019-12-31	$11,005,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$96,092
Total interest from all sources	2019-12-31	$13,333
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$912,499
Participant contributions at end of year	2019-12-31	$310,935
Participant contributions at beginning of year	2019-12-31	$276,588
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$53,554
Administrative expenses (other) incurred	2019-12-31	$96,092
Total non interest bearing cash at end of year	2019-12-31	$15,140
Total non interest bearing cash at beginning of year	2019-12-31	$14,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,807,122
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,812,719
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,005,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,486,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,714,932
Interest on participant loans	2019-12-31	$13,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,218,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$105,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,395,509
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP.
Accountancy firm EIN	2019-12-31	135381590
2018 : POINTE GROUP CARE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$459,400
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,300,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,143,058
Expenses. Certain deemed distributions of participant loans	2018-12-31	$72,114
Value of total corrective distributions	2018-12-31	$6,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$938,039
Value of total assets at end of year	2018-12-31	$11,005,597
Value of total assets at beginning of year	2018-12-31	$12,846,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$78,538
Total interest from all sources	2018-12-31	$11,251
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$822,477
Participant contributions at end of year	2018-12-31	$276,588
Participant contributions at beginning of year	2018-12-31	$306,070
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,456
Administrative expenses (other) incurred	2018-12-31	$78,538
Total non interest bearing cash at end of year	2018-12-31	$14,077
Total non interest bearing cash at beginning of year	2018-12-31	$14,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,840,818
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,005,597
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,846,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,714,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,525,737
Interest on participant loans	2018-12-31	$11,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-489,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$112,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,143,058
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP.
Accountancy firm EIN	2018-12-31	135381590
2017 : POINTE GROUP CARE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,787,362
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,924,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,814,419
Expenses. Certain deemed distributions of participant loans	2017-12-31	$53,396
Value of total corrective distributions	2017-12-31	$20,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$964,126
Value of total assets at end of year	2017-12-31	$12,846,415
Value of total assets at beginning of year	2017-12-31	$11,983,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$36,168
Total interest from all sources	2017-12-31	$10,536
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$822,462
Participant contributions at end of year	2017-12-31	$306,070
Participant contributions at beginning of year	2017-12-31	$320,580
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,325
Administrative expenses (other) incurred	2017-12-31	$35,708
Total non interest bearing cash at end of year	2017-12-31	$14,608
Total non interest bearing cash at beginning of year	2017-12-31	$10,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$862,902
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,846,415
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,983,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,525,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,652,869
Interest on participant loans	2017-12-31	$10,536
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,812,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$120,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,814,419
Contract administrator fees	2017-12-31	$460
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP.
Accountancy firm EIN	2017-12-31	135381590
2016 : POINTE GROUP CARE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,787,823
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,057,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$986,240
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,377
Value of total corrective distributions	2016-12-31	$24,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,056,658
Value of total assets at end of year	2016-12-31	$11,983,513
Value of total assets at beginning of year	2016-12-31	$11,253,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$38,010
Total interest from all sources	2016-12-31	$10,842
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$909,535
Participant contributions at end of year	2016-12-31	$320,580
Participant contributions at beginning of year	2016-12-31	$346,756
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$8,589
Administrative expenses (other) incurred	2016-12-31	$2,601
Total non interest bearing cash at end of year	2016-12-31	$10,064
Total non interest bearing cash at beginning of year	2016-12-31	$7,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$730,220
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,983,513
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,253,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$34,804
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,652,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,873,044
Interest on participant loans	2016-12-31	$10,819
Interest earned on other investments	2016-12-31	$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$26,160
Net investment gain/loss from pooled separate accounts	2016-12-31	$720,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$138,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$986,240
Contract administrator fees	2016-12-31	$605
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP.
Accountancy firm EIN	2016-12-31	135381590

Form 5500 Responses for POINTE GROUP CARE 401(K) PLAN

2022: POINTE GROUP CARE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: POINTE GROUP CARE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: POINTE GROUP CARE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POINTE GROUP CARE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: POINTE GROUP CARE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: POINTE GROUP CARE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POINTE GROUP CARE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79797

Policy instance

Insurance contract or identification number	79797
Number of Individuals Covered	1282
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,350
Total amount of fees paid to insurance company	USD $8,680
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $8,350
Amount paid for insurance broker fees	8680
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79797

Policy instance

Insurance contract or identification number	79797
Number of Individuals Covered	1077
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,340
Total amount of fees paid to insurance company	USD $8,387
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $4,340
Amount paid for insurance broker fees	8387
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79797

Policy instance

Insurance contract or identification number	79797
Number of Individuals Covered	1076
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,620
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	10620
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79797

Policy instance

Insurance contract or identification number	79797
Number of Individuals Covered	807
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,047
Total amount of fees paid to insurance company	USD $4,430
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,047
Amount paid for insurance broker fees	4430
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79797

Policy instance

Insurance contract or identification number	79797
Number of Individuals Covered	708
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,422
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	12422
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79797

Policy instance

Insurance contract or identification number	79797
Number of Individuals Covered	678
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,027
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	6027
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5
Insurance broker name	THE ANGELL PENSION GROUP, INC.

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Company Name:	POINTE GROUP CARE, LLC
Employer identification number (EIN):	811715745
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities