401k Plan data: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN plan

THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 401k Plan overview

Plan Name	THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN
Plan identification number	001

THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

THERAPY PARTNER SOLUTIONS HOLDING, LLC has sponsored the creation of one or more 401k plans.

Company Name: THERAPY PARTNER SOLUTIONS HOLDING, LLC

Employer identification number (EIN): 813422998

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KRISTY KRUEGER
001 2016-01-01 JAMES WHITEFIELD

Plan Statistics for THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN

401k plan membership statisitcs for THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN

Measure Date Value
2022: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 717
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 584
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 77
Total of all active and inactive participants 2022-01-01 661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 661
Number of participants with account balances 2022-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 26
2021: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 616
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 676
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 717
Number of participants with account balances 2021-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 595
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 561
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 55
Total of all active and inactive participants 2020-01-01 616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 616
Number of participants with account balances 2020-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 22
2019: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 554
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 595
Number of participants with account balances 2019-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 328
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 370
Number of participants with account balances 2018-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 232
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 41
Total of all active and inactive participants 2017-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 273
Number of participants with account balances 2017-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 256
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 30
Total of all active and inactive participants 2016-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 286
Number of participants with account balances 2016-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4

Measure	Date	Value
2022: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	717
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	584
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	77
Total of all active and inactive participants	2022-01-01	661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	661
Number of participants with account balances	2022-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	26
2021: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	616
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	676
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	717
Number of participants with account balances	2021-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	595
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	561
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	55
Total of all active and inactive participants	2020-01-01	616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	616
Number of participants with account balances	2020-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	22
2019: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	554
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	595
Number of participants with account balances	2019-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	328
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	370
Number of participants with account balances	2018-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	232
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	41
Total of all active and inactive participants	2017-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	273
Number of participants with account balances	2017-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	256
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	30
Total of all active and inactive participants	2016-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	286
Number of participants with account balances	2016-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4

Financial Data on THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN

Measure	Date	Value
2022 : THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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	$183,168
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$620,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$571,197
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,262
Value of total corrective distributions	2022-12-31	$33,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,478,539
Value of total assets at end of year	2022-12-31	$12,161,494
Value of total assets at beginning of year	2022-12-31	$12,598,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,150
Total interest from all sources	2022-12-31	$7,087
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	$1,613,107
Participant contributions at end of year	2022-12-31	$73,874
Participant contributions at beginning of year	2022-12-31	$136,674
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$419,487
Other income not declared elsewhere	2022-12-31	$326
Administrative expenses (other) incurred	2022-12-31	$14,150
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	$-437,415
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,161,494
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,598,909
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	$11,925,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,323,419
Interest on participant loans	2022-12-31	$4,852
Interest earned on other investments	2022-12-31	$2,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$162,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$138,816
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,302,784
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	$445,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$571,197
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	REHMANN ROBSON LLC
Accountancy firm EIN	2022-12-31	383635706
2021 : THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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	$3,929,141
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$698,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$659,427
Value of total corrective distributions	2021-12-31	$25,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,389,622
Value of total assets at end of year	2021-12-31	$12,598,909
Value of total assets at beginning of year	2021-12-31	$9,367,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,250
Total interest from all sources	2021-12-31	$9,922
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	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,275,665
Participant contributions at end of year	2021-12-31	$136,674
Participant contributions at beginning of year	2021-12-31	$52,876
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$814,937
Other income not declared elsewhere	2021-12-31	$16
Administrative expenses (other) incurred	2021-12-31	$13,250
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	$3,230,916
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,598,909
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,367,993
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,323,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,074,450
Interest on participant loans	2021-12-31	$5,455
Interest earned on other investments	2021-12-31	$4,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$138,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$240,667
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,529,581
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	$299,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$659,427
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	Disclaimer
Accountancy firm name	2021-12-31	VESTAL & WILER CPAS
Accountancy firm EIN	2021-12-31	593198031
2020 : THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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	$2,417,161
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$290,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$242,000
Value of total corrective distributions	2020-12-31	$37,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,247,387
Value of total assets at end of year	2020-12-31	$9,367,993
Value of total assets at beginning of year	2020-12-31	$7,240,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,707
Total interest from all sources	2020-12-31	$5,567
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	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$929,760
Participant contributions at end of year	2020-12-31	$52,876
Participant contributions at beginning of year	2020-12-31	$57,328
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$63,131
Other income not declared elsewhere	2020-12-31	$288
Administrative expenses (other) incurred	2020-12-31	$10,707
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	$2,127,058
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,367,993
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,240,935
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	$9,074,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,044,975
Interest on participant loans	2020-12-31	$4,132
Interest earned on other investments	2020-12-31	$1,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$240,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$138,632
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,163,919
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	$254,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$242,000
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	VESTAL & WILER CPAS
Accountancy firm EIN	2020-12-31	593198031
2019 : THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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	$2,700,089
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$212,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$180,801
Value of total corrective distributions	2019-12-31	$22,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,531,729
Value of total assets at end of year	2019-12-31	$7,240,935
Value of total assets at beginning of year	2019-12-31	$4,753,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,150
Total interest from all sources	2019-12-31	$3,990
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	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$801,313
Participant contributions at end of year	2019-12-31	$57,328
Participant contributions at beginning of year	2019-12-31	$44,524
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$504,513
Administrative expenses (other) incurred	2019-12-31	$9,150
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	$2,487,499
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,240,935
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,753,436
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	$7,044,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,591,112
Interest on participant loans	2019-12-31	$2,662
Interest earned on other investments	2019-12-31	$1,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$138,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$117,800
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,164,370
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	$225,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$180,801
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	VESTAL & WILER CPAS
Accountancy firm EIN	2019-12-31	593198031
2018 : THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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	$395,065
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$359,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$295,224
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,737
Value of total corrective distributions	2018-12-31	$28,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$739,048
Value of total assets at end of year	2018-12-31	$4,753,436
Value of total assets at beginning of year	2018-12-31	$4,718,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,661
Total interest from all sources	2018-12-31	$3,013
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	$150,000
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	$445,032
Participant contributions at end of year	2018-12-31	$44,524
Participant contributions at beginning of year	2018-12-31	$38,650
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$194,816
Other income not declared elsewhere	2018-12-31	$87
Administrative expenses (other) incurred	2018-12-31	$7,900
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	$35,147
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,753,436
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,718,289
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
Investment advisory and management fees	2018-12-31	$23,761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,591,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,590,688
Interest on participant loans	2018-12-31	$2,080
Interest earned on other investments	2018-12-31	$933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$117,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$88,951
Net investment gain/loss from pooled separate accounts	2018-12-31	$-347,083
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	$99,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$295,224
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	NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN	2018-12-31	582475857
2017 : THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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	$1,242,165
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$201,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$182,328
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,114
Value of total corrective distributions	2017-12-31	$13,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$572,819
Value of total assets at end of year	2017-12-31	$4,718,289
Value of total assets at beginning of year	2017-12-31	$3,677,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$800
Total interest from all sources	2017-12-31	$3,217
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	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$436,058
Participant contributions at end of year	2017-12-31	$38,650
Participant contributions at beginning of year	2017-12-31	$67,788
Other income not declared elsewhere	2017-12-31	$232
Administrative expenses (other) incurred	2017-12-31	$800
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	$1,040,985
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,718,289
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,677,304
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	$4,590,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,532,679
Interest on participant loans	2017-12-31	$2,386
Interest earned on other investments	2017-12-31	$831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$88,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$76,837
Net investment gain/loss from pooled separate accounts	2017-12-31	$665,897
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	$136,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$182,328
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	WHITTINGTON, JONES & RUDERT, LLC
Accountancy firm EIN	2017-12-31	461381910
2016 : THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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	$865,799
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$602,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$584,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$613,112
Value of total assets at end of year	2016-12-31	$3,677,304
Value of total assets at beginning of year	2016-12-31	$3,413,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,928
Total interest from all sources	2016-12-31	$11,668
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	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$453,878
Participant contributions at end of year	2016-12-31	$67,788
Participant contributions at beginning of year	2016-12-31	$63,899
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$21,974
Other income not declared elsewhere	2016-12-31	$25,374
Administrative expenses (other) incurred	2016-12-31	$250
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	$263,587
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,677,304
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,413,717
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,532,679
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,959,385
Interest on participant loans	2016-12-31	$2,792
Interest earned on other investments	2016-12-31	$8,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$76,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$390,433
Net investment gain/loss from pooled separate accounts	2016-12-31	$215,645
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	$137,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$584,284
Contract administrator fees	2016-12-31	$17,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
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	WHITTINGTON, JONES & RUDERT, LLC
Accountancy firm EIN	2016-12-31	461381910

Form 5500 Responses for THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K PLAN

2022: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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: THERAPY PARTNER SOLUTIONS HOLDING, LLC 401K 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9965

Policy instance

Insurance contract or identification number	ZH9965
Number of Individuals Covered	662
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $46,715
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $46,715
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9965

Policy instance

Insurance contract or identification number	ZH9965
Number of Individuals Covered	717
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $46,779
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $46,779
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9965

Policy instance

Insurance contract or identification number	ZH9965
Number of Individuals Covered	616
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $36,861
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $36,861
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9965

Policy instance

Insurance contract or identification number	ZH9965
Number of Individuals Covered	595
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $29,639
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $29,639
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9965

Policy instance

Insurance contract or identification number	ZH9965
Number of Individuals Covered	147
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $23,761
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $23,761
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9965

Policy instance

Insurance contract or identification number	ZH9965
Number of Individuals Covered	273
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $20,448
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $20,448
Insurance broker organization code?	3
Insurance broker name	BENJAMIN F EDWARDS & COMPANY INC

Potentially related plans

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Company Name:	THERAPY PARTNER SOLUTIONS HOLDING, LLC
Employer identification number (EIN):	813422998
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists