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CAREAGE 401(K) PLAN 401k Plan overview

Plan NameCAREAGE 401(K) PLAN
Plan identification number 002

CAREAGE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAREAGE, INC has sponsored the creation of one or more 401k plans.

Company Name:CAREAGE, INC
Employer identification number (EIN):911219767
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CAREAGE, INC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1983-07-26
Company Identification Number: 600517119
Legal Registered Office Address: 710 MARKET ST

TACOMA
United States of America (USA)
984023712

More information about CAREAGE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAREAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01DAVID FEENEY
0022016-01-01DAVID FEENEY
0022015-01-01DAVID FEENEY
0022014-01-01DAVID FEENEY DAVID FEENEY2015-10-09
0022013-01-01DAVID FEENEY
0022012-01-01DAVID FEENEY
0022011-01-01CAROL PECKINPAUGH
0022010-01-01CAROL PECKINPAUGH
0022009-01-01CAROL PECKINPAUGH

Plan Statistics for CAREAGE 401(K) PLAN

401k plan membership statisitcs for CAREAGE 401(K) PLAN

Measure Date Value
2018: CAREAGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01602
Total number of active participants reported on line 7a of the Form 55002018-01-01393
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01483
Number of participants with account balances2018-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0172
2017: CAREAGE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01861
Total number of active participants reported on line 7a of the Form 55002017-01-01392
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01179
Total of all active and inactive participants2017-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01571
Number of participants with account balances2017-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0168
2016: CAREAGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01827
Total number of active participants reported on line 7a of the Form 55002016-01-01391
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01443
Total of all active and inactive participants2016-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01834
Number of participants with account balances2016-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0161
2015: CAREAGE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01849
Total number of active participants reported on line 7a of the Form 55002015-01-01389
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01410
Total of all active and inactive participants2015-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01799
Number of participants with account balances2015-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0176
2014: CAREAGE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01855
Total number of active participants reported on line 7a of the Form 55002014-01-01420
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01400
Total of all active and inactive participants2014-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01820
Number of participants with account balances2014-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0161
2013: CAREAGE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01783
Total number of active participants reported on line 7a of the Form 55002013-01-01489
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01320
Total of all active and inactive participants2013-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01809
Number of participants with account balances2013-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0153
2012: CAREAGE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01775
Total number of active participants reported on line 7a of the Form 55002012-01-01453
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01296
Total of all active and inactive participants2012-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01749
Number of participants with account balances2012-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0145
2011: CAREAGE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01718
Total number of active participants reported on line 7a of the Form 55002011-01-01478
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01255
Total of all active and inactive participants2011-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01733
Number of participants with account balances2011-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2010: CAREAGE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01689
Total number of active participants reported on line 7a of the Form 55002010-01-01471
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01220
Total of all active and inactive participants2010-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01691
Number of participants with account balances2010-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0140
2009: CAREAGE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01613
Total number of active participants reported on line 7a of the Form 55002009-01-01418
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01238
Total of all active and inactive participants2009-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01656
Number of participants with account balances2009-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0152

Financial Data on CAREAGE 401(K) PLAN

Measure Date Value
2018 : CAREAGE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$516,164
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$438,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$413,850
Value of total corrective distributions2018-12-31$1,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$832,867
Value of total assets at end of year2018-12-31$5,127,211
Value of total assets at beginning of year2018-12-31$5,049,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,112
Total interest from all sources2018-12-31$10,291
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$725,898
Participant contributions at end of year2018-12-31$96,994
Participant contributions at beginning of year2018-12-31$90,004
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,091
Total non interest bearing cash at end of year2018-12-31$15,719
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$77,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,127,211
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,049,962
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 pooled separate accounts at end of year2018-12-31$4,246,510
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,622,739
Interest on participant loans2018-12-31$2,797
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$7,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$767,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$337,219
Net investment gain/loss from pooled separate accounts2018-12-31$-326,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$86,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$413,850
Contract administrator fees2018-12-31$23,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : CAREAGE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,495,069
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$856,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$823,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$865,069
Value of total assets at end of year2017-12-31$5,049,962
Value of total assets at beginning of year2017-12-31$4,411,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,944
Total interest from all sources2017-12-31$8,707
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$633,199
Participant contributions at end of year2017-12-31$90,004
Participant contributions at beginning of year2017-12-31$96,135
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$75
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$152,736
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$638,123
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,049,962
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,411,839
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 pooled separate accounts at end of year2017-12-31$4,622,739
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,854,605
Interest on participant loans2017-12-31$4,575
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$4,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$337,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$461,011
Net investment gain/loss from pooled separate accounts2017-12-31$621,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,134
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$823,002
Contract administrator fees2017-12-31$33,944
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 name2017-12-31CLARK NUBER
Accountancy firm EIN2017-12-31911194016
2016 : CAREAGE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$967,433
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$418,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$398,107
Value of total corrective distributions2016-12-31$230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$673,767
Value of total assets at end of year2016-12-31$4,411,839
Value of total assets at beginning of year2016-12-31$3,862,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,776
Total interest from all sources2016-12-31$10,064
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$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$594,088
Participant contributions at end of year2016-12-31$96,135
Participant contributions at beginning of year2016-12-31$135,809
Participant contributions at end of year2016-12-31$75
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,635
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$549,320
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,411,839
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,862,519
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 pooled separate accounts at end of year2016-12-31$3,854,605
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,302,075
Interest on participant loans2016-12-31$5,179
Interest earned on other investments2016-12-31$4,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$461,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$424,635
Net investment gain/loss from pooled separate accounts2016-12-31$283,602
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$73,044
Employer contributions (assets) at end of year2016-12-31$13
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$398,107
Contract administrator fees2016-12-31$19,776
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 name2016-12-31CLARK NUBER
Accountancy firm EIN2016-12-31911194016
2015 : CAREAGE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$584,545
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$581,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$559,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$630,005
Value of total assets at end of year2015-12-31$3,862,519
Value of total assets at beginning of year2015-12-31$3,859,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,669
Total interest from all sources2015-12-31$10,399
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$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$563,028
Participant contributions at end of year2015-12-31$135,809
Participant contributions at beginning of year2015-12-31$118,338
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$13
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$3,233
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,862,519
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,859,286
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 pooled separate accounts at end of year2015-12-31$3,302,075
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,254,394
Interest on participant loans2015-12-31$5,419
Interest earned on other investments2015-12-31$4,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$424,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$486,538
Net investment gain/loss from pooled separate accounts2015-12-31$-55,859
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$66,977
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$559,643
Contract administrator fees2015-12-31$21,669
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 name2015-12-31CLARK NUBER
Accountancy firm EIN2015-12-31911194016
2014 : CAREAGE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$738,117
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$370,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$348,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$567,020
Value of total assets at end of year2014-12-31$3,859,286
Value of total assets at beginning of year2014-12-31$3,491,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,634
Total interest from all sources2014-12-31$11,896
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$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$509,614
Participant contributions at end of year2014-12-31$118,338
Participant contributions at beginning of year2014-12-31$145,216
Participant contributions at end of year2014-12-31$13
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$367,621
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,859,286
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,491,665
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 pooled separate accounts at end of year2014-12-31$3,254,394
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,875,888
Interest on participant loans2014-12-31$5,522
Interest earned on other investments2014-12-31$6,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$486,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$470,561
Net investment gain/loss from pooled separate accounts2014-12-31$159,201
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$57,406
Employer contributions (assets) at end of year2014-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$348,862
Contract administrator fees2014-12-31$21,634
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 name2014-12-31CLARK NUBER
Accountancy firm EIN2014-12-31911194016
2013 : CAREAGE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,123,589
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$425,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$403,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$661,050
Value of total assets at end of year2013-12-31$3,491,665
Value of total assets at beginning of year2013-12-31$2,793,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,857
Total interest from all sources2013-12-31$13,215
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$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$441,215
Participant contributions at end of year2013-12-31$145,216
Participant contributions at beginning of year2013-12-31$117,757
Participant contributions at beginning of year2013-12-31$17,350
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$161,557
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$698,496
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,491,665
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,793,169
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 pooled separate accounts at end of year2013-12-31$2,875,888
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,279,423
Interest on participant loans2013-12-31$6,078
Interest earned on other investments2013-12-31$7,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$470,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$376,392
Net investment gain/loss from pooled separate accounts2013-12-31$449,324
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$58,278
Employer contributions (assets) at beginning of year2013-12-31$2,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$403,236
Contract administrator fees2013-12-31$21,857
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 name2013-12-31CLARK NUBER
Accountancy firm EIN2013-12-31911194016
2012 : CAREAGE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$884,990
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$760,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$739,097
Expenses. Certain deemed distributions of participant loans2012-12-31$9,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$568,499
Value of total assets at end of year2012-12-31$2,792,283
Value of total assets at beginning of year2012-12-31$2,668,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,002
Total interest from all sources2012-12-31$3,234
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$482,935
Participant contributions at end of year2012-12-31$116,871
Participant contributions at beginning of year2012-12-31$80,899
Participant contributions at end of year2012-12-31$17,350
Participant contributions at beginning of year2012-12-31$4,926
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,831
Other income not declared elsewhere2012-12-31$8,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$124,253
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,792,283
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,668,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,279,423
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,176,111
Interest on participant loans2012-12-31$3,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$376,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$405,558
Net investment gain/loss from pooled separate accounts2012-12-31$304,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$62,733
Employer contributions (assets) at end of year2012-12-31$2,247
Employer contributions (assets) at beginning of year2012-12-31$536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$739,097
Contract administrator fees2012-12-31$12,002
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK NUBER P.S.
Accountancy firm EIN2012-12-31911194016
2011 : CAREAGE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$602,272
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$236,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$209,665
Expenses. Certain deemed distributions of participant loans2011-12-31$10,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$671,213
Value of total assets at end of year2011-12-31$2,668,030
Value of total assets at beginning of year2011-12-31$2,301,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,006
Total interest from all sources2011-12-31$2,361
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$488,056
Participant contributions at end of year2011-12-31$80,899
Participant contributions at beginning of year2011-12-31$43,208
Participant contributions at end of year2011-12-31$4,926
Participant contributions at beginning of year2011-12-31$17,506
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$122,130
Other income not declared elsewhere2011-12-31$10,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$366,198
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,668,030
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,301,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,176,111
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,868,154
Interest on participant loans2011-12-31$2,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$405,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$370,576
Net investment gain/loss from pooled separate accounts2011-12-31$-81,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$61,027
Employer contributions (assets) at end of year2011-12-31$536
Employer contributions (assets) at beginning of year2011-12-31$2,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$209,665
Contract administrator fees2011-12-31$16,006
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK NUBER
Accountancy firm EIN2011-12-31911194016
2010 : CAREAGE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$691,814
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$245,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$231,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$455,749
Value of total assets at end of year2010-12-31$2,301,832
Value of total assets at beginning of year2010-12-31$1,855,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,567
Total interest from all sources2010-12-31$1,822
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$398,089
Participant contributions at end of year2010-12-31$43,208
Participant contributions at beginning of year2010-12-31$31,066
Participant contributions at end of year2010-12-31$17,506
Participant contributions at beginning of year2010-12-31$4,759
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,951
Other income not declared elsewhere2010-12-31$10,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$446,078
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,301,832
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,855,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,868,154
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,512,052
Interest on participant loans2010-12-31$1,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$370,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$306,101
Net investment gain/loss from pooled separate accounts2010-12-31$223,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$52,709
Employer contributions (assets) at end of year2010-12-31$2,388
Employer contributions (assets) at beginning of year2010-12-31$1,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$231,169
Contract administrator fees2010-12-31$14,567
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK NUBER
Accountancy firm EIN2010-12-31911194016
2009 : CAREAGE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAREAGE 401(K) PLAN

2018: CAREAGE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAREAGE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAREAGE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAREAGE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAREAGE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAREAGE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAREAGE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAREAGE 401(K) PLAN 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CAREAGE 401(K) PLAN 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAREAGE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered380
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,448
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $9,448
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered460
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,487
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $8,487
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered684
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $7,466
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered690
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,978
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $6,978
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered630
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $6,168
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered590
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $2,622
Insurance broker organization code?3
Insurance broker nameBERG ANDONIAN INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered572
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,430
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12426
Policy instance 1
Insurance contract or identification number12426
Number of Individuals Covered519
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,690
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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