?>
Logo

TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

COMMUNITY HEALTH ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY HEALTH ALLIANCE
Employer identification number (EIN):880293149
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COMMUNITY HEALTH ALLIANCE

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1992-03-31
Company Identification Number: 19921028701
Legal Registered Office Address: 5421 KIETZKE LANE SUITE 100

RENO
United States of America (USA)
89511

More information about COMMUNITY HEALTH ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LAURA E HOWE2023-10-03
0022021-01-01PHILLIP D. NOWAK2022-09-23 PHILLIP D. NOWAK2022-09-23
0022020-01-01PHILLIP D. NOWAK2021-09-21 PHILLIP D. NOWAK2021-09-21
0022019-01-01PHILLIP K. NOWAK2020-10-06 PHILLIP K. NOWAK2020-10-06
0022019-01-01PHILLIP D. NOWAK2020-10-21 PHILLIP D. NOWAK2020-10-21
0022018-01-01CASSIE MOIR2019-10-12 CASSIE MOIR2019-10-12
0022017-01-01
0022016-01-01DIAHANN BARRERA DIAHANN BARRERA2017-10-03
0022015-01-01DIAHANN BARRERA DIAHANN BARRERA2016-09-13
0022014-01-01DIAHANN BARRERA DIAHANN BARRERA2015-10-13
0022013-01-01DIAHANN BARRERA DIAHANN BARRERA2014-10-10
0022012-01-01LIZA FOMOUS LIZA FOMOUS2013-07-10
0022011-01-01LIZA FOMOUS LIZA FOMOUS2012-08-09
0022010-01-01LIZA FOMOUS
0022009-01-01LIZA FOMOUS LIZA FOMOUS2010-09-27

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2022 401k membership
Total participants, beginning-of-year2022-01-01350
Total number of active participants reported on line 7a of the Form 55002022-01-01247
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01352
Number of participants with account balances2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2021 401k membership
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01350
Number of participants with account balances2021-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2020 401k membership
Total participants, beginning-of-year2020-01-01308
Total number of active participants reported on line 7a of the Form 55002020-01-01254
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01348
Number of participants with account balances2020-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2019 401k membership
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-01245
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01309
Number of participants with account balances2019-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2018 401k membership
Total participants, beginning-of-year2018-01-01285
Total number of active participants reported on line 7a of the Form 55002018-01-01288
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01312
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-01251
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01277
Number of participants with account balances2017-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2016 401k membership
Total participants, beginning-of-year2016-01-0173
Total number of active participants reported on line 7a of the Form 55002016-01-0144
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0175
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-01187
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01215
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2014 401k membership
Total participants, beginning-of-year2014-01-01181
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01157
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2012 401k membership
Total participants, beginning-of-year2012-01-01113
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01200
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2011 401k membership
Total participants, beginning-of-year2011-01-01110
Total number of active participants reported on line 7a of the Form 55002011-01-0196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01113
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2010 401k membership
Total participants, beginning-of-year2010-01-01113
Total number of active participants reported on line 7a of the Form 55002010-01-0191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01110
Number of participants with account balances2010-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01113
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$676
Total income from all sources (including contributions)2022-12-31$261,449
Total loss/gain on sale of assets2022-12-31$-161,664
Total of all expenses incurred2022-12-31$551,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$503,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$941,446
Value of total assets at end of year2022-12-31$3,777,337
Value of total assets at beginning of year2022-12-31$4,066,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,733
Total interest from all sources2022-12-31$1,448
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$100,856
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$100,856
Administrative expenses professional fees incurred2022-12-31$11,725
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$410,000
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$693,331
Participant contributions at end of year2022-12-31$16,098
Participant contributions at beginning of year2022-12-31$64,810
Participant contributions at end of year2022-12-31$1,557
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$248,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$676
Other income not declared elsewhere2022-12-31$793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-289,668
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,776,661
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,066,329
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$3,461,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,951,554
Interest on participant loans2022-12-31$1,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$298,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$49,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-621,430
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$503,384
Contract administrator fees2022-12-31$36,008
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
Aggregate proceeds on sale of assets2022-12-31$1,046,211
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,207,875
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JWT & ASSOCIATES
Accountancy firm EIN2022-12-31472718509
2021 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,285,247
Total loss/gain on sale of assets2021-12-31$60,181
Total of all expenses incurred2021-12-31$520,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$483,690
Expenses. Certain deemed distributions of participant loans2021-12-31$71
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$826,339
Value of total assets at end of year2021-12-31$4,066,329
Value of total assets at beginning of year2021-12-31$3,301,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,725
Total interest from all sources2021-12-31$1,604
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,586
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$133,586
Administrative expenses professional fees incurred2021-12-31$7,075
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$335,000
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$716,220
Participant contributions at end of year2021-12-31$64,810
Participant contributions at beginning of year2021-12-31$16,103
Participant contributions at beginning of year2021-12-31$12
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$110,119
Other income not declared elsewhere2021-12-31$793
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$764,761
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,066,329
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,301,568
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$3,951,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,232,284
Interest on participant loans2021-12-31$1,604
Interest earned on other investments2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$49,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$53,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$262,744
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$483,690
Contract administrator fees2021-12-31$29,650
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
Aggregate proceeds on sale of assets2021-12-31$1,723,906
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,663,725
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JWT & ASSOCIATES
Accountancy firm EIN2021-12-31472718509
2020 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,096,980
Total loss/gain on sale of assets2020-12-31$47,652
Total of all expenses incurred2020-12-31$735,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$701,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$600,567
Value of total assets at end of year2020-12-31$3,301,568
Value of total assets at beginning of year2020-12-31$2,940,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,447
Total interest from all sources2020-12-31$1,179
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$80,017
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$80,017
Administrative expenses professional fees incurred2020-12-31$2,100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$330,000
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$554,616
Participant contributions at end of year2020-12-31$16,103
Participant contributions at beginning of year2020-12-31$17,001
Participant contributions at end of year2020-12-31$12
Participant contributions at beginning of year2020-12-31$1,210
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,951
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$361,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,301,568
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,940,148
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$3,232,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,867,801
Interest on participant loans2020-12-31$1,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$53,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$367,565
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$701,113
Contract administrator fees2020-12-31$32,347
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
Aggregate proceeds on sale of assets2020-12-31$1,246,841
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,199,189
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JWT & ASSOCIATES
Accountancy firm EIN2020-12-31472718509
2019 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,004,694
Total income from all sources (including contributions)2019-12-31$1,004,694
Total loss/gain on sale of assets2019-12-31$48,544
Total loss/gain on sale of assets2019-12-31$48,544
Total of all expenses incurred2019-12-31$118,702
Total of all expenses incurred2019-12-31$118,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$92,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$92,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$525,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$525,082
Value of total assets at end of year2019-12-31$2,940,148
Value of total assets at end of year2019-12-31$2,940,148
Value of total assets at beginning of year2019-12-31$2,054,156
Value of total assets at beginning of year2019-12-31$2,054,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,436
Total interest from all sources2019-12-31$611
Total interest from all sources2019-12-31$611
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,273
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,273
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$84,273
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$84,273
Administrative expenses professional fees incurred2019-12-31$1,275
Administrative expenses professional fees incurred2019-12-31$1,275
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$330,000
Value of fidelity bond cover2019-12-31$330,000
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$497,559
Contributions received from participants2019-12-31$497,559
Participant contributions at end of year2019-12-31$17,001
Participant contributions at end of year2019-12-31$17,001
Participant contributions at beginning of year2019-12-31$8,364
Participant contributions at beginning of year2019-12-31$8,364
Participant contributions at end of year2019-12-31$1,210
Participant contributions at end of year2019-12-31$1,210
Participant contributions at beginning of year2019-12-31$1,159
Participant contributions at beginning of year2019-12-31$1,159
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,523
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,523
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$885,992
Value of net income/loss2019-12-31$885,992
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,940,148
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,940,148
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,054,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,054,156
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$2,867,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,867,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,968,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,968,121
Interest on participant loans2019-12-31$611
Interest on participant loans2019-12-31$611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$346,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$346,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$92,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$92,266
Contract administrator fees2019-12-31$25,161
Contract administrator fees2019-12-31$25,161
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
Aggregate proceeds on sale of assets2019-12-31$563,852
Aggregate proceeds on sale of assets2019-12-31$563,852
Aggregate carrying amount (costs) on sale of assets2019-12-31$515,308
Aggregate carrying amount (costs) on sale of assets2019-12-31$515,308
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 name2019-12-31JWT & ASSOCIATES
Accountancy firm name2019-12-31JWT & ASSOCIATES
Accountancy firm EIN2019-12-31472718509
Accountancy firm EIN2019-12-31472718509
2018 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$591,181
Total loss/gain on sale of assets2018-12-31$-132,952
Total of all expenses incurred2018-12-31$140,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$122,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$723,436
Value of total assets at end of year2018-12-31$2,054,156
Value of total assets at beginning of year2018-12-31$1,603,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,740
Total interest from all sources2018-12-31$697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$825
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$330,000
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$460,397
Participant contributions at end of year2018-12-31$8,364
Participant contributions at beginning of year2018-12-31$18,853
Participant contributions at end of year2018-12-31$1,159
Participant contributions at beginning of year2018-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$263,039
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$450,664
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,054,156
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,603,492
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$1,968,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,502,812
Interest on participant loans2018-12-31$697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$76,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$81,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$122,777
Contract administrator fees2018-12-31$16,915
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-132,952
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 name2018-12-31JWT & ASSOCIATES
Accountancy firm EIN2018-12-31472718509
2017 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$505,710
Total of all expenses incurred2017-12-31$212,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$204,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$313,803
Value of total assets at end of year2017-12-31$1,603,492
Value of total assets at beginning of year2017-12-31$1,310,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,381
Total interest from all sources2017-12-31$677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$975
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$330,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$312,008
Participant contributions at end of year2017-12-31$18,853
Participant contributions at beginning of year2017-12-31$14,951
Participant contributions at end of year2017-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,795
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$293,433
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,603,492
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,310,059
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$1,502,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,160,203
Interest on participant loans2017-12-31$677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$81,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$134,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$191,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$204,896
Contract administrator fees2017-12-31$6,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31JWT & ASSOCIATES
Accountancy firm EIN2017-12-31472718509
2016 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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$393,426
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$441,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$440,799
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$292,701
Value of total assets at end of year2016-12-31$1,310,059
Value of total assets at beginning of year2016-12-31$1,358,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$755
Total interest from all sources2016-12-31$3,718
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$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$219,584
Participant contributions at end of year2016-12-31$14,951
Participant contributions at beginning of year2016-12-31$21,607
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$73,117
Other income not declared elsewhere2016-12-31$2,044
Administrative expenses (other) incurred2016-12-31$755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-48,128
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,310,059
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,358,187
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$1,160,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,207,835
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$3,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$134,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$128,745
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$94,963
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$440,799
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 name2016-12-31JWT & ASSOCIATES
Accountancy firm EIN2016-12-31472718509
2015 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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$187,767
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$171,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$168,458
Expenses. Certain deemed distributions of participant loans2015-12-31$2,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$200,892
Value of total assets at end of year2015-12-31$1,358,187
Value of total assets at beginning of year2015-12-31$1,341,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$696
Total interest from all sources2015-12-31$3,873
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$190,298
Participant contributions at end of year2015-12-31$21,607
Participant contributions at beginning of year2015-12-31$30,293
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,594
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$696
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$16,569
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,358,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,341,618
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,207,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,166,800
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$3,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$128,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$144,525
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-16,998
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$168,458
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 name2015-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31472718509
2014 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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$236,691
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$120,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$120,207
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$170,854
Value of total assets at end of year2014-12-31$1,341,618
Value of total assets at beginning of year2014-12-31$1,225,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$504
Total interest from all sources2014-12-31$5,225
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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$156,919
Participant contributions at end of year2014-12-31$30,292
Participant contributions at beginning of year2014-12-31$38,457
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,935
Other income not declared elsewhere2014-12-31$464
Administrative expenses (other) incurred2014-12-31$504
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$115,980
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,341,618
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,225,638
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,166,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$992,346
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$5,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$144,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$194,835
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$60,148
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$120,207
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 name2014-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31472718509
2013 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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$441,802
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$200,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$199,574
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$306,472
Value of total assets at end of year2013-12-31$1,225,638
Value of total assets at beginning of year2013-12-31$983,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$481
Total interest from all sources2013-12-31$8,020
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$138,086
Participant contributions at end of year2013-12-31$38,457
Participant contributions at beginning of year2013-12-31$43,337
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$168,386
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$481
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$241,747
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,225,638
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$983,891
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$992,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$637,068
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$8,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$194,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$303,486
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$127,310
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$199,574
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 name2013-12-31TCA PARTNERS LLC
Accountancy firm EIN2013-12-31202707086
2012 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$570,300
Expenses. Total of all expenses incurred2012-12-31$122,357
Benefits paid (including direct rollovers)2012-12-31$121,981
Total plan assets at end of year2012-12-31$983,891
Total plan assets at beginning of year2012-12-31$535,948
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$82,874
Expenses. Other expenses not covered elsewhere2012-12-31$376
Contributions received from other sources (not participants or employers)2012-12-31$433,311
Other income received2012-12-31$54,115
Net income (gross income less expenses)2012-12-31$447,943
Net plan assets at end of year (total assets less liabilities)2012-12-31$983,891
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$535,948
Assets. Value of participant loans2012-12-31$43,337
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$105,539
Expenses. Total of all expenses incurred2011-12-31$52,250
Benefits paid (including direct rollovers)2011-12-31$51,930
Total plan assets at end of year2011-12-31$535,948
Total plan assets at beginning of year2011-12-31$482,659
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$101,516
Expenses. Other expenses not covered elsewhere2011-12-31$320
Contributions received from other sources (not participants or employers)2011-12-31$6,610
Other income received2011-12-31$-2,587
Net income (gross income less expenses)2011-12-31$53,289
Net plan assets at end of year (total assets less liabilities)2011-12-31$535,948
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$482,659
Assets. Value of participant loans2011-12-31$9,000
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2010 401k financial data
Total income from all sources2010-12-31$162,196
Expenses. Total of all expenses incurred2010-12-31$41,704
Benefits paid (including direct rollovers)2010-12-31$41,313
Total plan assets at end of year2010-12-31$482,659
Total plan assets at beginning of year2010-12-31$362,167
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$108,530
Expenses. Other expenses not covered elsewhere2010-12-31$391
Contributions received from other sources (not participants or employers)2010-12-31$16,293
Other income received2010-12-31$37,373
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$120,492
Net plan assets at end of year (total assets less liabilities)2010-12-31$482,659
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$362,167
Assets. Value of participant loans2010-12-31$9,000
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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 TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE

2022: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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 benefit arrangement – InsuranceYes
2015: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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 benefit arrangement – InsuranceYes
2014: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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 benefit arrangement – InsuranceYes
2013: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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 benefit arrangement – InsuranceYes
2012: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 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 benefit arrangement – InsuranceYes
2011: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2010: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF COMMUNITY HEALTH ALLIANCE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128-F
Policy instance 2
Insurance contract or identification number018128-F
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500987-01
Policy instance 1
Insurance contract or identification number500987-01
Number of Individuals Covered76
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128-F
Policy instance 2
Insurance contract or identification number018128-F
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500987-01
Policy instance 1
Insurance contract or identification number500987-01
Number of Individuals Covered63
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128-F
Policy instance 2
Insurance contract or identification number018128-F
Number of Individuals Covered0
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500987-01
Policy instance 1
Insurance contract or identification number500987-01
Number of Individuals Covered66
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128-F
Policy instance 2
Insurance contract or identification number018128-F
Number of Individuals Covered6
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500987-01
Policy instance 1
Insurance contract or identification number500987-01
Number of Individuals Covered60
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500987-01
Policy instance 1
Insurance contract or identification number500987-01
Number of Individuals Covered49
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128-F
Policy instance 2
Insurance contract or identification number018128-F
Number of Individuals Covered6
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128-F
Policy instance 2
Insurance contract or identification number018128-F
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,060
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,060
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500987-01
Policy instance 1
Insurance contract or identification number500987-01
Number of Individuals Covered17
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?3
Insurance broker nameSTEVEN ROSE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128F
Policy instance 1
Insurance contract or identification number018128F
Number of Individuals Covered73
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $98
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 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees98
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128F
Policy instance 1
Insurance contract or identification number018128F
Number of Individuals Covered66
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $266
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 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees266
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128F
Policy instance 1
Insurance contract or identification number018128F
Number of Individuals Covered54
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,127
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 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2127
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128F
Policy instance 1
Insurance contract or identification number018128F
Number of Individuals Covered50
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $79
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 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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJAYCY PINEDA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128F
Policy instance 1
Insurance contract or identification number018128F
Number of Individuals Covered39
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $209
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 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018128F
Policy instance 1
Insurance contract or identification number018128F
Number of Individuals Covered37
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $347
Contracts With Unallocated Funds Deposit Administration1

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3