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CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN 401k Plan overview

Plan NameCAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN
Plan identification number 001

CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CAPSTONE HEALTH PLAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPSTONE HEALTH PLAN, INC.
Employer identification number (EIN):860444142
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-10-01BECKY MYERS2014-12-01 BECKY MYERS2014-12-01
0012012-10-01BECKY MYERS2014-06-26
0012011-10-01BECKY MYERS
0012009-10-01BECKY MYERS
0012007-10-01BECKY MYERS

Financial Data on CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN

Measure Date Value
2012 : CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$87,740
Expenses. Total of all expenses incurred2012-09-30$27,822
Benefits paid (including direct rollovers)2012-09-30$27,822
Total plan assets at end of year2012-09-30$449,785
Total plan assets at beginning of year2012-09-30$389,867
Value of fidelity bond covering the plan2012-09-30$40,000
Total contributions received or receivable from participants2012-09-30$24,300
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$48,470
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$59,918
Net plan assets at end of year (total assets less liabilities)2012-09-30$449,785
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$389,867
Assets. Value of participant loans2012-09-30$67,455
Total contributions received or receivable from employer(s)2012-09-30$14,970
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$53,110
Expenses. Total of all expenses incurred2011-09-30$14,441
Benefits paid (including direct rollovers)2011-09-30$14,441
Total plan assets at end of year2011-09-30$389,867
Total plan assets at beginning of year2011-09-30$351,198
Value of fidelity bond covering the plan2011-09-30$40,000
Total contributions received or receivable from participants2011-09-30$38,304
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-6,222
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$38,669
Net plan assets at end of year (total assets less liabilities)2011-09-30$389,867
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$351,198
Assets. Value of participant loans2011-09-30$37,001
Total contributions received or receivable from employer(s)2011-09-30$21,028
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN

2011: CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2007: CAPSTONE HEALTH PLAN, INC. PENSION BENEFIT PLAN 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6578
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6579
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6579
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE6578
Policy instance 2

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