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EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 401k Plan overview

Plan NameEL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN
Plan identification number 002

EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC.
Employer identification number (EIN):860285857
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CLINTON KUNTZ2023-10-14
0022021-01-01SYLVIA LEYBA2022-10-18
0022020-01-01GEORGE TOY2021-10-11
0022019-01-01GEORGE TOY2020-10-12
0022018-01-01GEORGE TOY2019-10-06
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022011-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022009-01-01ALAN GOLD, CPA
0022008-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022007-01-01ALAN GOLD, CPA

Plan Statistics for EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN

401k plan membership statisitcs for EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN

Measure Date Value
2022: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,087
Total number of active participants reported on line 7a of the Form 55002022-01-011,887
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01465
Total of all active and inactive participants2022-01-012,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,353
Number of participants with account balances2022-01-012,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01100
2021: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,041
Total number of active participants reported on line 7a of the Form 55002021-01-011,633
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01451
Total of all active and inactive participants2021-01-012,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-012,087
Number of participants with account balances2021-01-012,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01102
2020: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,029
Total number of active participants reported on line 7a of the Form 55002020-01-011,523
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01514
Total of all active and inactive participants2020-01-012,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,041
Number of participants with account balances2020-01-011,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01114
2019: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,682
Total number of active participants reported on line 7a of the Form 55002019-01-011,531
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01495
Total of all active and inactive participants2019-01-012,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,029
Number of participants with account balances2019-01-011,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0167
2018: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,625
Total number of active participants reported on line 7a of the Form 55002018-01-011,358
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01322
Total of all active and inactive participants2018-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,682
Number of participants with account balances2018-01-011,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0174
2017: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,829
Total number of active participants reported on line 7a of the Form 55002017-01-011,308
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01310
Total of all active and inactive participants2017-01-011,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,625
Number of participants with account balances2017-01-011,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0167
2016: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,609
Total number of active participants reported on line 7a of the Form 55002016-01-011,247
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01581
Total of all active and inactive participants2016-01-011,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,829
Number of participants with account balances2016-01-011,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,439
Total number of active participants reported on line 7a of the Form 55002015-01-011,149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01460
Total of all active and inactive participants2015-01-011,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,609
Number of participants with account balances2015-01-011,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0183
2014: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,391
Total number of active participants reported on line 7a of the Form 55002014-01-011,061
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01378
Total of all active and inactive participants2014-01-011,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,439
Number of participants with account balances2014-01-011,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0184
2013: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,233
Total number of active participants reported on line 7a of the Form 55002013-01-01990
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01401
Total of all active and inactive participants2013-01-011,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,391
Number of participants with account balances2013-01-011,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0187
2012: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01945
Total number of active participants reported on line 7a of the Form 55002012-01-01875
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01358
Total of all active and inactive participants2012-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,233
Number of participants with account balances2012-01-011,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0178
2011: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01907
Total number of active participants reported on line 7a of the Form 55002011-01-01864
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0181
Total of all active and inactive participants2011-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01945
Number of participants with account balances2011-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01106
2009: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01769
Total number of active participants reported on line 7a of the Form 55002009-01-01824
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01873
Number of participants with account balances2009-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0164
2008: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN

Measure Date Value
2022 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,443,092
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,151,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,873,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,726,545
Value of total assets at end of year2022-12-31$120,093,399
Value of total assets at beginning of year2022-12-31$129,672,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$277,837
Total interest from all sources2022-12-31$407,561
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,751,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,751,221
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,030,434
Participant contributions at end of year2022-12-31$4,284,148
Participant contributions at beginning of year2022-12-31$3,640,797
Assets. Other investments not covered elsewhere at end of year2022-12-31$31,876
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$30,853
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,120,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,502
Total non interest bearing cash at end of year2022-12-31$9,913
Total non interest bearing cash at beginning of year2022-12-31$170,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,594,501
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,077,897
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$129,672,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$102,698,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$112,552,315
Interest on participant loans2022-12-31$139,278
Interest earned on other investments2022-12-31$268,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,068,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,278,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,328,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,575,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,873,572
Contract administrator fees2022-12-31$277,837
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FESTER & CHAPMAN, LLC
Accountancy firm EIN2022-12-31821455657
2021 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$29,398,789
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,594,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,238,449
Value of total corrective distributions2021-12-31$4,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,854,846
Value of total assets at end of year2021-12-31$129,672,398
Value of total assets at beginning of year2021-12-31$106,868,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$351,716
Total interest from all sources2021-12-31$395,671
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,998,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,998,513
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,349,633
Participant contributions at end of year2021-12-31$3,640,797
Participant contributions at beginning of year2021-12-31$3,571,829
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$30,853
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$761,447
Total non interest bearing cash at end of year2021-12-31$170,384
Total non interest bearing cash at beginning of year2021-12-31$709,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,804,290
Value of net assets at end of year (total assets less liabilities)2021-12-31$129,672,398
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$106,868,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$112,552,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$91,570,457
Interest on participant loans2021-12-31$129,858
Interest earned on other investments2021-12-31$265,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,278,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,016,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,149,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,743,766
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,238,449
Contract administrator fees2021-12-31$351,716
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FESTER & CHAPMAN, LLC
Accountancy firm EIN2021-12-31821455657
2020 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$25,056,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,147,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,854,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,779,353
Value of total assets at end of year2020-12-31$106,868,108
Value of total assets at beginning of year2020-12-31$87,959,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$293,264
Total interest from all sources2020-12-31$383,165
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,357,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,357,403
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,709,518
Participant contributions at end of year2020-12-31$3,571,829
Participant contributions at beginning of year2020-12-31$3,351,248
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$217,543
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$623,952
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$709,632
Total non interest bearing cash at beginning of year2020-12-31$122,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,909,057
Value of net assets at end of year (total assets less liabilities)2020-12-31$106,868,108
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$87,959,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$91,570,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$74,937,118
Interest on participant loans2020-12-31$157,129
Interest earned on other investments2020-12-31$226,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,016,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,989,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,536,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,445,883
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$341,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,854,429
Contract administrator fees2020-12-31$293,264
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2020-12-31821455657
2019 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$1,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,100
Total income from all sources (including contributions)2019-12-31$25,609,721
Total income from all sources (including contributions)2019-12-31$25,609,721
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,513,767
Total of all expenses incurred2019-12-31$5,513,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,251,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,251,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,454,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,454,185
Value of total assets at end of year2019-12-31$87,959,051
Value of total assets at end of year2019-12-31$87,959,051
Value of total assets at beginning of year2019-12-31$67,864,197
Value of total assets at beginning of year2019-12-31$67,864,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$262,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$262,059
Total interest from all sources2019-12-31$319,356
Total interest from all sources2019-12-31$319,356
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,785,545
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,785,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,785,545
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,785,545
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,532,117
Contributions received from participants2019-12-31$6,532,117
Participant contributions at end of year2019-12-31$3,351,248
Participant contributions at end of year2019-12-31$3,351,248
Participant contributions at beginning of year2019-12-31$2,419,077
Participant contributions at beginning of year2019-12-31$2,419,077
Participant contributions at end of year2019-12-31$217,543
Participant contributions at end of year2019-12-31$217,543
Participant contributions at beginning of year2019-12-31$176,831
Participant contributions at beginning of year2019-12-31$176,831
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$474,920
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$474,920
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$1,100
Liabilities. Value of operating payables at beginning of year2019-12-31$1,100
Total non interest bearing cash at end of year2019-12-31$122,943
Total non interest bearing cash at end of year2019-12-31$122,943
Total non interest bearing cash at beginning of year2019-12-31$19
Total non interest bearing cash at beginning of year2019-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,095,954
Value of net income/loss2019-12-31$20,095,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,959,051
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,959,051
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,863,097
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,863,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,937,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,937,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,780,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,780,073
Interest on participant loans2019-12-31$147,543
Interest on participant loans2019-12-31$147,543
Interest earned on other investments2019-12-31$171,813
Interest earned on other investments2019-12-31$171,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,989,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,989,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,281,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,281,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,050,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,050,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,447,148
Contributions received in cash from employer2019-12-31$3,447,148
Employer contributions (assets) at end of year2019-12-31$341,044
Employer contributions (assets) at end of year2019-12-31$341,044
Employer contributions (assets) at beginning of year2019-12-31$206,566
Employer contributions (assets) at beginning of year2019-12-31$206,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,251,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,251,708
Contract administrator fees2019-12-31$262,059
Contract administrator fees2019-12-31$262,059
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FESTER & CHAPMAN, PLLC
Accountancy firm name2019-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2019-12-31821455657
Accountancy firm EIN2019-12-31821455657
2018 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,364
Total income from all sources (including contributions)2018-12-31$6,637,385
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,476,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,249,289
Value of total corrective distributions2018-12-31$130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,560,726
Value of total assets at end of year2018-12-31$67,864,197
Value of total assets at beginning of year2018-12-31$64,704,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$226,821
Total interest from all sources2018-12-31$217,536
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,522,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,522,751
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,324,053
Participant contributions at end of year2018-12-31$2,419,077
Participant contributions at beginning of year2018-12-31$1,658,154
Participant contributions at end of year2018-12-31$176,831
Participant contributions at beginning of year2018-12-31$217,512
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$287,050
Other income not declared elsewhere2018-12-31$349
Liabilities. Value of operating payables at end of year2018-12-31$1,100
Liabilities. Value of operating payables at beginning of year2018-12-31$1,655
Total non interest bearing cash at end of year2018-12-31$19
Total non interest bearing cash at beginning of year2018-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,161,145
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,863,097
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,701,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$59,780,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,649,658
Interest on participant loans2018-12-31$87,639
Interest earned on other investments2018-12-31$129,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,281,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,925,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,663,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,949,623
Employer contributions (assets) at end of year2018-12-31$206,566
Employer contributions (assets) at beginning of year2018-12-31$253,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,249,289
Contract administrator fees2018-12-31$226,821
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$709
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2018-12-31821455657
2017 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,364
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$16,185,287
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,913,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,728,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,370,834
Value of total assets at end of year2017-12-31$64,704,316
Value of total assets at beginning of year2017-12-31$53,430,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$184,980
Total interest from all sources2017-12-31$147,376
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,620,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,620,174
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,243,821
Participant contributions at end of year2017-12-31$1,658,154
Participant contributions at beginning of year2017-12-31$1,039,049
Participant contributions at end of year2017-12-31$217,512
Participant contributions at beginning of year2017-12-31$297,497
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$459,142
Other income not declared elsewhere2017-12-31$-23,352
Liabilities. Value of operating payables at end of year2017-12-31$1,655
Total non interest bearing cash at end of year2017-12-31$27
Total non interest bearing cash at beginning of year2017-12-31$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,271,723
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,701,952
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,430,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,649,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,373,509
Interest on participant loans2017-12-31$54,270
Interest earned on other investments2017-12-31$93,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,925,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,464,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,070,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,667,871
Employer contributions (assets) at end of year2017-12-31$253,022
Employer contributions (assets) at beginning of year2017-12-31$255,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,728,584
Contract administrator fees2017-12-31$184,980
Liabilities. Value of benefit claims payable at end of year2017-12-31$709
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FESTER & CHAPMAN, PLLC
Accountancy firm EIN2017-12-31821455657
2016 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,455,802
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,976,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,976,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,211,786
Value of total assets at end of year2016-12-31$53,430,229
Value of total assets at beginning of year2016-12-31$46,951,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$27,858
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,656,105
Participant contributions at end of year2016-12-31$1,039,049
Participant contributions at beginning of year2016-12-31$677,433
Participant contributions at end of year2016-12-31$297,497
Participant contributions at beginning of year2016-12-31$150,303
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$85,351
Other income not declared elsewhere2016-12-31$24,005
Total non interest bearing cash at end of year2016-12-31$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,479,025
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,430,229
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,951,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,373,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,851,461
Interest on participant loans2016-12-31$23,460
Interest earned on other investments2016-12-31$4,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,464,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,192,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,470,330
Employer contributions (assets) at end of year2016-12-31$255,271
Employer contributions (assets) at beginning of year2016-12-31$248,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,976,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FESTER AND CHAPMAN, PLLC
Accountancy firm EIN2016-12-31860494040
2015 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,480,317
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,140,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,062,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,645,774
Value of total assets at end of year2015-12-31$46,951,204
Value of total assets at beginning of year2015-12-31$46,611,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,705
Total interest from all sources2015-12-31$23,486
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,402,948
Participant contributions at end of year2015-12-31$677,433
Participant contributions at beginning of year2015-12-31$675,065
Participant contributions at end of year2015-12-31$150,303
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$94,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$339,516
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,951,204
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$46,611,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$57,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$45,851,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,914,754
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$22,754
Interest earned on other investments2015-12-31$732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,188,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,148,076
Employer contributions (assets) at end of year2015-12-31$248,378
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,062,096
Contract administrator fees2015-12-31$21,230
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FESTER & CHAPMAN PC
Accountancy firm EIN2015-12-31860494040
2014 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,082,718
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,706,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,625,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,284,447
Value of total assets at end of year2014-12-31$46,611,688
Value of total assets at beginning of year2014-12-31$41,235,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$80,202
Total interest from all sources2014-12-31$32,490
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,013,373
Participant contributions at end of year2014-12-31$675,065
Participant contributions at beginning of year2014-12-31$522,317
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$360,862
Other income not declared elsewhere2014-12-31$1,765,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,376,571
Value of net assets at end of year (total assets less liabilities)2014-12-31$46,611,688
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,235,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$58,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,914,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,691,983
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$17,648
Interest earned on other investments2014-12-31$14,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,910,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,625,945
Contract administrator fees2014-12-31$21,848
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FESTER & CHAPMAN PC
Accountancy firm EIN2014-12-31860494040
2013 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,731,457
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,380,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,312,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,407,299
Value of total assets at end of year2013-12-31$41,235,117
Value of total assets at beginning of year2013-12-31$34,884,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,354
Total interest from all sources2013-12-31$29,999
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,596,016
Participant contributions at end of year2013-12-31$522,317
Participant contributions at beginning of year2013-12-31$469,955
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$154,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,350,764
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,235,117
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,884,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$49,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,691,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,393,893
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$15,688
Interest earned on other investments2013-12-31$14,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,294,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,657,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,312,339
Contract administrator fees2013-12-31$18,648
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FESTER & CHAPMAN PC
Accountancy firm EIN2013-12-31860494040
2012 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,941,991
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,258,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,209,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,258,013
Value of total assets at end of year2012-12-31$34,884,353
Value of total assets at beginning of year2012-12-31$29,200,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,611
Total interest from all sources2012-12-31$27,576
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,446,000
Participant contributions at end of year2012-12-31$469,955
Participant contributions at beginning of year2012-12-31$407,744
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,683,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,884,353
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,200,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$29,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,393,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,545,944
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$229,255
Interest on participant loans2012-12-31$13,657
Interest earned on other investments2012-12-31$13,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,656,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,770,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,209,837
Contract administrator fees2012-12-31$19,300
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FESTER & CHAPMAN PC
Accountancy firm EIN2012-12-31860494040
2011 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,790,824
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,571,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,525,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,008,342
Value of total assets at end of year2011-12-31$29,200,810
Value of total assets at beginning of year2011-12-31$27,981,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,576
Total interest from all sources2011-12-31$25,041
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,293,325
Participant contributions at end of year2011-12-31$407,744
Participant contributions at beginning of year2011-12-31$325,009
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$156,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,219,542
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,200,810
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,981,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$28,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,545,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,410,166
Value of interest in pooled separate accounts at end of year2011-12-31$229,255
Value of interest in pooled separate accounts at beginning of year2011-12-31$243,052
Interest on participant loans2011-12-31$11,361
Interest earned on other investments2011-12-31$13,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,242,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,558,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,525,706
Contract administrator fees2011-12-31$16,767
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FESTER & CHAPMAN PC
Accountancy firm EIN2011-12-31860494040
2010 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,427,111
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,217,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,179,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,225,498
Value of total assets at end of year2010-12-31$27,981,268
Value of total assets at beginning of year2010-12-31$22,772,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,051
Total interest from all sources2010-12-31$36,131
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,876,129
Participant contributions at end of year2010-12-31$325,009
Participant contributions at beginning of year2010-12-31$185,269
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,209,137
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,981,268
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,772,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$24,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,410,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,586,862
Value of interest in pooled separate accounts at end of year2010-12-31$243,052
Interest on participant loans2010-12-31$8,086
Interest earned on other investments2010-12-31$28,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,165,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,315,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,179,923
Contract administrator fees2010-12-31$13,438
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FESTER & CHAPMAN PC
Accountancy firm EIN2010-12-31860494040
2009 : EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN

2022: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 2
Insurance contract or identification number44748
Number of Individuals Covered66
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810832
Policy instance 1
Insurance contract or identification number810832
Number of Individuals Covered2353
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 2
Insurance contract or identification number44748
Number of Individuals Covered67
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810832
Policy instance 1
Insurance contract or identification number810832
Number of Individuals Covered2087
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 2
Insurance contract or identification number44748
Number of Individuals Covered67
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810832
Policy instance 1
Insurance contract or identification number810832
Number of Individuals Covered2041
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 2
Insurance contract or identification number44748
Number of Individuals Covered67
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810832
Policy instance 1
Insurance contract or identification number810832
Number of Individuals Covered2029
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810832
Policy instance 1
Insurance contract or identification number810832
Number of Individuals Covered1682
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 2
Insurance contract or identification number44748
Number of Individuals Covered67
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 2
Insurance contract or identification number44748
Number of Individuals Covered67
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810832
Policy instance 1
Insurance contract or identification number810832
Number of Individuals Covered1625
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 1
Insurance contract or identification number44748
Number of Individuals Covered68
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameROBERT TWESTEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 1
Insurance contract or identification number44748
Number of Individuals Covered68
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGEORGE MAYTORENA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 1
Insurance contract or identification number44748
Number of Individuals Covered68
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGEORGE MAYTORENA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 1
Insurance contract or identification number44748
Number of Individuals Covered69
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGEORGE MAYTORENA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 1
Insurance contract or identification number44748
Number of Individuals Covered69
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44748
Policy instance 1
Insurance contract or identification number44748
Number of Individuals Covered69
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $74
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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