401k Plan data: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST plan

CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CARDIAC CARE CONSULTANTS has sponsored the creation of one or more 401k plans.

Company Name: CARDIAC CARE CONSULTANTS

Employer identification number (EIN): 860816346

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIAC CARE CONSULTANTS

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 0001-01-01

Company Identification Number: 2101143

More information about CARDIAC CARE CONSULTANTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PLAN SPONSOR 2023-07-17
002 2022-01-01 TRACIE COBOS 2023-08-31
002 2021-01-01 TRACIE COBOS 2022-06-14 TRACIE COBOS 2022-06-14
002 2020-01-01 TRACIE COBOS 2021-06-04 VINCENT NICCHI 2021-06-04
002 2019-01-01 TRACIE COBOS 2020-06-19 TRACIE COBOS 2020-06-19
002 2018-01-01 TRACIE COBOS 2019-09-19
002 2017-01-01 TRACIE COBOS 2018-06-15 TRACIE COBOS 2018-06-15
002 2016-01-01 TRACIE COBOS 2017-06-07 TRACIE COBOS 2017-06-07
002 2015-01-01 TRACIE COBOS 2016-06-08 TRACIE COBOS 2016-06-08
002 2014-01-01 TRACIE COBOS
002 2013-01-01 VINCENT NICCHI VINCENT NICCHI 2014-06-17
002 2012-01-01 VINCENT NICCHI VINCENT NICCHI 2013-06-11
002 2011-01-01 VINCENT NICCHI
002 2010-01-01 VINCENT NICCHI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PLAN SPONSOR	2023-07-17
002	2022-01-01	TRACIE COBOS	2023-08-31
002	2021-01-01	TRACIE COBOS	2022-06-14	TRACIE COBOS	2022-06-14
002	2020-01-01	TRACIE COBOS	2021-06-04	VINCENT NICCHI	2021-06-04
002	2019-01-01	TRACIE COBOS	2020-06-19	TRACIE COBOS	2020-06-19
002	2018-01-01	TRACIE COBOS	2019-09-19
002	2017-01-01	TRACIE COBOS	2018-06-15	TRACIE COBOS	2018-06-15
002	2016-01-01	TRACIE COBOS	2017-06-07	TRACIE COBOS	2017-06-07
002	2015-01-01	TRACIE COBOS	2016-06-08	TRACIE COBOS	2016-06-08
002	2014-01-01	TRACIE COBOS
002	2013-01-01	VINCENT NICCHI		VINCENT NICCHI	2014-06-17
002	2012-01-01	VINCENT NICCHI		VINCENT NICCHI	2013-06-11
002	2011-01-01	VINCENT NICCHI
002	2010-01-01	VINCENT NICCHI

Plan Statistics for CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 31
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2014: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	31
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$15
Total income from all sources	2014-12-31	$289,408
Expenses. Total of all expenses incurred	2014-12-31	$142
Benefits paid (including direct rollovers)	2014-12-31	$7
Total plan assets at end of year	2014-12-31	$1,665,694
Total plan assets at beginning of year	2014-12-31	$1,376,413
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$133,905
Expenses. Other expenses not covered elsewhere	2014-12-31	$135
Contributions received from other sources (not participants or employers)	2014-12-31	$129,886
Other income received	2014-12-31	$-41,583
Net income (gross income less expenses)	2014-12-31	$289,266
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,665,694
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,376,413
Assets. Value of participant loans	2014-12-31	$9,607
Total contributions received or receivable from employer(s)	2014-12-31	$67,200
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$334,872
Expenses. Total of all expenses incurred	2013-12-31	$6,511
Benefits paid (including direct rollovers)	2013-12-31	$6,356
Total plan assets at end of year	2013-12-31	$1,376,413
Total plan assets at beginning of year	2013-12-31	$1,048,052
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$104,202
Expenses. Other expenses not covered elsewhere	2013-12-31	$155
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$172,985
Net income (gross income less expenses)	2013-12-31	$328,361
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,376,413
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,048,052
Assets. Value of participant loans	2013-12-31	$11,613
Total contributions received or receivable from employer(s)	2013-12-31	$57,685
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$3
Total income from all sources	2012-12-31	$298,220
Expenses. Total of all expenses incurred	2012-12-31	$329,481
Benefits paid (including direct rollovers)	2012-12-31	$329,029
Total plan assets at end of year	2012-12-31	$1,048,052
Total plan assets at beginning of year	2012-12-31	$1,079,310
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$127,459
Expenses. Other expenses not covered elsewhere	2012-12-31	$452
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$108,692
Net income (gross income less expenses)	2012-12-31	$-31,261
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,048,052
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,079,310
Assets. Value of participant loans	2012-12-31	$10,109
Total contributions received or receivable from employer(s)	2012-12-31	$62,069
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$91,966
Expenses. Total of all expenses incurred	2011-12-31	$102,798
Benefits paid (including direct rollovers)	2011-12-31	$99,374
Total plan assets at end of year	2011-12-31	$1,079,310
Total plan assets at beginning of year	2011-12-31	$1,090,142
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$115,394
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,424
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-78,576
Net income (gross income less expenses)	2011-12-31	$-10,832
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,079,310
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,090,142
Assets. Value of participant loans	2011-12-31	$13,093
Total contributions received or receivable from employer(s)	2011-12-31	$55,148
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$285,547
Expenses. Total of all expenses incurred	2010-12-31	$43,627
Benefits paid (including direct rollovers)	2010-12-31	$42,835
Total plan assets at end of year	2010-12-31	$1,090,142
Total plan assets at beginning of year	2010-12-31	$848,222
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$119,968
Expenses. Other expenses not covered elsewhere	2010-12-31	$792
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$89,434
Net income (gross income less expenses)	2010-12-31	$241,920
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,090,142
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$848,222
Assets. Value of participant loans	2010-12-31	$32,113
Total contributions received or receivable from employer(s)	2010-12-31	$76,145
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST

2014: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: CARDIAC CARE CONSULTANTS PC 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820985

Policy instance

Insurance contract or identification number	GA-820985
Number of Individuals Covered	32
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,515
Total amount of fees paid to insurance company	USD $575
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,515
Insurance broker organization code?	3
Amount paid for insurance broker fees	575
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH, PIERCE, FENNER &

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820985

Policy instance

Insurance contract or identification number	GA-820985
Number of Individuals Covered	28
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,247
Total amount of fees paid to insurance company	USD $444
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,247
Insurance broker organization code?	3
Amount paid for insurance broker fees	444
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820985

Policy instance

Insurance contract or identification number	GA-820985
Number of Individuals Covered	33
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,080
Total amount of fees paid to insurance company	USD $411
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,080
Insurance broker organization code?	3
Amount paid for insurance broker fees	411
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820985

Policy instance

Insurance contract or identification number	GA-820985
Number of Individuals Covered	28
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,531
Total amount of fees paid to insurance company	USD $602
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820985

Policy instance

Insurance contract or identification number	GA-820985
Number of Individuals Covered	35
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,016
Total amount of fees paid to insurance company	USD $229
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,016
Insurance broker organization code?	3
Amount paid for insurance broker fees	229
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CARDIAC CARE CONSULTANTS
Employer identification number (EIN):	860816346
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	0001-01-01
Company Identification Number:	2101143