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HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 401k Plan overview

Plan NameHEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN
Plan identification number 003

HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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.
  • 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.

401k Sponsoring company profile

CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS
Employer identification number (EIN):941205908
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0164036

More information about CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JULIE REPPAS JULIE REPPAS2018-10-09
0032016-01-01JULIE REPPAS JULIE REPPAS2017-09-18
0032015-01-01JULIE REPPAS JULIE REPPAS2016-09-28
0032014-01-01JULIE REPPAS JULIE REPPAS2015-10-06
0032013-01-01JULIE REPPAS JULIE REPPAS2014-09-24
0032012-01-01JULIE REPPAS JULIE REPPAS2013-10-04
0032011-01-01JULIE REPPAS JULIE REPPAS2012-10-09
0032009-01-01JULIE REPPAS JULIE REPPAS2010-10-07

Plan Statistics for HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN

401k plan membership statisitcs for HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN

Measure Date Value
2022: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01279
Total number of active participants reported on line 7a of the Form 55002022-01-01164
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01111
Total of all active and inactive participants2022-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01279
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01170
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0198
Total of all active and inactive participants2021-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01273
Number of participants with account balances2021-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01291
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0198
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01275
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01303
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01289
Number of participants with account balances2019-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01294
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01296
Number of participants with account balances2018-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01294
Total number of active participants reported on line 7a of the Form 55002017-01-01197
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01289
Number of participants with account balances2017-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01287
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01288
Number of participants with account balances2016-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01294
Total number of active participants reported on line 7a of the Form 55002015-01-01184
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01276
Number of participants with account balances2015-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01287
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01114
Total of all active and inactive participants2014-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01294
Number of participants with account balances2014-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01296
Total number of active participants reported on line 7a of the Form 55002013-01-01183
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01287
Number of participants with account balances2013-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01286
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01100
Total of all active and inactive participants2012-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01296
Number of participants with account balances2012-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01293
Total number of active participants reported on line 7a of the Form 55002011-01-01187
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0199
Total of all active and inactive participants2011-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01286
Number of participants with account balances2011-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01281
Number of participants with account balances2009-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN

Measure Date Value
2022 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,566,907
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,018,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,851,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,942,350
Value of total assets at end of year2022-12-31$49,432,737
Value of total assets at beginning of year2022-12-31$62,018,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$167,556
Total interest from all sources2022-12-31$209,497
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$590,864
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$590,864
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,023,442
Participant contributions at end of year2022-12-31$659,403
Participant contributions at beginning of year2022-12-31$674,888
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$266,998
Other income not declared elsewhere2022-12-31$61,536
Administrative expenses (other) incurred2022-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,585,771
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,432,737
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,018,508
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
Investment advisory and management fees2022-12-31$56,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,362,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,989,567
Value of interest in pooled separate accounts at end of year2022-12-31$6,265,193
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,485,302
Interest on participant loans2022-12-31$34,689
Interest earned on other investments2022-12-31$174,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,145,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,868,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,592,150
Net investment gain/loss from pooled separate accounts2022-12-31$-1,779,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,651,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,851,308
Contract administrator fees2022-12-31$111,281
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BFBA, LLP
Accountancy firm EIN2022-12-31680000424
2021 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,753,679
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,832,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,645,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,863,474
Value of total assets at end of year2021-12-31$62,018,508
Value of total assets at beginning of year2021-12-31$58,097,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$187,836
Total interest from all sources2021-12-31$244,220
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$744,571
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$744,571
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,023,715
Participant contributions at end of year2021-12-31$674,888
Participant contributions at beginning of year2021-12-31$581,304
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$214,208
Other income not declared elsewhere2021-12-31$56,323
Administrative expenses (other) incurred2021-12-31$187,836
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$3,920,705
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,018,508
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$58,097,803
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$41,989,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,459,412
Value of interest in pooled separate accounts at end of year2021-12-31$8,485,302
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,697,775
Interest on participant loans2021-12-31$35,763
Interest earned on other investments2021-12-31$208,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,868,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,359,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,843,584
Net investment gain/loss from pooled separate accounts2021-12-31$1,001,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,625,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,645,138
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BFBA, LLP
Accountancy firm EIN2021-12-31680000424
2020 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,637,880
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,117,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,952,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,598,886
Value of total assets at end of year2020-12-31$58,097,803
Value of total assets at beginning of year2020-12-31$51,577,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,338
Total interest from all sources2020-12-31$282,665
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$517,110
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$517,110
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,910,827
Participant contributions at end of year2020-12-31$581,304
Participant contributions at beginning of year2020-12-31$699,929
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,292
Other income not declared elsewhere2020-12-31$21,491
Administrative expenses (other) incurred2020-12-31$165,338
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$6,519,959
Value of net assets at end of year (total assets less liabilities)2020-12-31$58,097,803
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,577,844
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$37,459,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,155,441
Value of interest in pooled separate accounts at end of year2020-12-31$7,697,775
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,957,139
Interest on participant loans2020-12-31$38,332
Interest earned on other investments2020-12-31$244,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,359,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,765,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,822,733
Net investment gain/loss from pooled separate accounts2020-12-31$1,394,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,595,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,952,583
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BFBA, LLP
Accountancy firm EIN2020-12-31680000424
2019 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,546,887
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,292,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,130,979
Value of total corrective distributions2019-12-31$118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,015,831
Value of total assets at end of year2019-12-31$51,577,844
Value of total assets at beginning of year2019-12-31$46,323,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$161,378
Total interest from all sources2019-12-31$292,979
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$708,001
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$708,001
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$2,050,437
Participant contributions at end of year2019-12-31$699,929
Participant contributions at beginning of year2019-12-31$674,422
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$238,641
Other income not declared elsewhere2019-12-31$56,359
Administrative expenses (other) incurred2019-12-31$161,378
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$5,254,412
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,577,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,323,432
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 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$30,155,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,934,927
Value of interest in pooled separate accounts at end of year2019-12-31$8,957,139
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,644,278
Interest on participant loans2019-12-31$38,938
Interest earned on other investments2019-12-31$254,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,765,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,069,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,723,139
Net investment gain/loss from pooled separate accounts2019-12-31$1,750,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,726,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,130,979
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BFBA, LLP
Accountancy firm EIN2019-12-31680000424
2018 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$3,569,833
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,050,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,892,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,518,388
Value of total assets at end of year2018-12-31$46,323,432
Value of total assets at beginning of year2018-12-31$45,804,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$158,225
Total interest from all sources2018-12-31$270,281
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$458,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$458,140
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,011,120
Participant contributions at end of year2018-12-31$674,422
Participant contributions at beginning of year2018-12-31$709,664
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,836,471
Other income not declared elsewhere2018-12-31$89,526
Administrative expenses (other) incurred2018-12-31$158,225
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$519,130
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,323,432
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,804,302
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$25,934,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,128,146
Value of interest in pooled separate accounts at end of year2018-12-31$7,644,278
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,657,181
Interest on participant loans2018-12-31$33,625
Interest earned on other investments2018-12-31$236,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,069,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,309,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,218,958
Net investment gain/loss from pooled separate accounts2018-12-31$-547,544
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$1,670,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,892,478
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 name2018-12-31BFBA, LLP
Accountancy firm EIN2018-12-31680000424
2017 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$10,535,613
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,508,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,453,133
Value of total corrective distributions2017-12-31$902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,624,116
Value of total assets at end of year2017-12-31$45,804,302
Value of total assets at beginning of year2017-12-31$39,777,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,682
Total interest from all sources2017-12-31$216,487
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$293,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$293,356
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,862,772
Participant contributions at end of year2017-12-31$709,664
Participant contributions at beginning of year2017-12-31$627,598
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,118,367
Other income not declared elsewhere2017-12-31$51,137
Administrative expenses (other) incurred2017-12-31$54,682
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$6,026,896
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,804,302
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,777,406
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$26,128,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,976,939
Value of interest in pooled separate accounts at end of year2017-12-31$7,657,181
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,245,414
Interest on participant loans2017-12-31$29,166
Interest earned on other investments2017-12-31$187,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,309,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,927,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,666,352
Net investment gain/loss from pooled separate accounts2017-12-31$1,684,165
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$1,642,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,453,133
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 name2017-12-31BFBA, LLP
Accountancy firm EIN2017-12-31680000424
2016 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$5,315,648
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,799,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,737,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,302,615
Value of total assets at end of year2016-12-31$39,777,406
Value of total assets at beginning of year2016-12-31$37,261,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,876
Total interest from all sources2016-12-31$203,155
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$235,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$235,380
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,696,855
Participant contributions at end of year2016-12-31$627,598
Participant contributions at beginning of year2016-12-31$670,314
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,911
Other income not declared elsewhere2016-12-31$56,483
Administrative expenses (other) incurred2016-12-31$61,876
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$2,516,099
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,777,406
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,261,307
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$17,976,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,389,759
Value of interest in pooled separate accounts at end of year2016-12-31$11,245,414
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,727,227
Interest on participant loans2016-12-31$27,828
Interest earned on other investments2016-12-31$175,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,927,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,474,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$801,072
Net investment gain/loss from pooled separate accounts2016-12-31$716,943
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$1,560,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,737,673
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 name2016-12-31BFBA, LLP
Accountancy firm EIN2016-12-31680000424
2015 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$3,068,932
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,176,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,073,042
Expenses. Certain deemed distributions of participant loans2015-12-31$37,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,920,396
Value of total assets at end of year2015-12-31$37,261,307
Value of total assets at beginning of year2015-12-31$37,368,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,112
Total interest from all sources2015-12-31$188,510
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$224,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$224,782
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$1,497,122
Participant contributions at end of year2015-12-31$670,314
Participant contributions at beginning of year2015-12-31$721,976
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,629
Other income not declared elsewhere2015-12-31$63,760
Administrative expenses (other) incurred2015-12-31$66,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-107,421
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,261,307
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,368,728
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$16,389,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,757,777
Value of interest in pooled separate accounts at end of year2015-12-31$10,727,227
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,293,295
Interest on participant loans2015-12-31$28,177
Interest earned on other investments2015-12-31$160,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,474,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,595,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-285,248
Net investment gain/loss from pooled separate accounts2015-12-31$-43,268
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$1,421,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,073,042
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 name2015-12-31BFBA, LLP
Accountancy firm EIN2015-12-31680000424
2014 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$5,411,722
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,645,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,575,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,464,771
Value of total assets at end of year2014-12-31$37,368,728
Value of total assets at beginning of year2014-12-31$34,602,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,545
Total interest from all sources2014-12-31$159,553
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$191,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$191,794
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$1,644,035
Participant contributions at end of year2014-12-31$721,976
Participant contributions at beginning of year2014-12-31$681,220
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$339,881
Other income not declared elsewhere2014-12-31$65,160
Administrative expenses (other) incurred2014-12-31$69,545
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$2,766,575
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,368,728
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,602,153
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$16,757,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,311,046
Value of interest in pooled separate accounts at end of year2014-12-31$12,293,295
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,571,931
Interest on participant loans2014-12-31$131,040
Income. Interest from loans (other than to participants)2014-12-31$28,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,595,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,037,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$621,379
Net investment gain/loss from pooled separate accounts2014-12-31$909,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,480,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,575,602
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 name2014-12-31BROWN FINK BOYCE & ASTLE LLP
Accountancy firm EIN2014-12-31680000424
2013 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$8,843,106
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,229,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,224,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,523,143
Value of total assets at end of year2013-12-31$34,602,153
Value of total assets at beginning of year2013-12-31$28,988,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,461
Total interest from all sources2013-12-31$165,984
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$164,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$164,929
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$1,608,338
Participant contributions at end of year2013-12-31$681,220
Participant contributions at beginning of year2013-12-31$521,432
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$436,839
Administrative expenses (other) incurred2013-12-31$4,461
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$5,614,030
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,602,153
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,988,123
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$15,311,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,764,042
Value of interest in pooled separate accounts at end of year2013-12-31$11,571,931
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,155,980
Interest on participant loans2013-12-31$27,164
Interest earned on other investments2013-12-31$138,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,037,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,546,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,856,267
Net investment gain/loss from pooled separate accounts2013-12-31$3,132,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,477,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,224,615
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 name2013-12-31BROWN, FINK, BOYCE & ASTLE LLP
Accountancy firm EIN2013-12-31680000424
2012 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$5,819,461
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,298,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,294,950
Value of total corrective distributions2012-12-31$466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,058,587
Value of total assets at end of year2012-12-31$28,988,123
Value of total assets at beginning of year2012-12-31$26,467,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,349
Total interest from all sources2012-12-31$175,768
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$178,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$178,503
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,474,861
Participant contributions at end of year2012-12-31$521,432
Participant contributions at beginning of year2012-12-31$460,386
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$210,201
Administrative expenses (other) incurred2012-12-31$3,349
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$2,520,696
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,988,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,467,427
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$12,764,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,587,494
Value of interest in pooled separate accounts at end of year2012-12-31$9,155,980
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,745,778
Interest on participant loans2012-12-31$20,950
Interest earned on other investments2012-12-31$154,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,546,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,673,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,354,580
Net investment gain/loss from pooled separate accounts2012-12-31$1,052,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,373,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,294,950
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 name2012-12-31BROWN, FINK, BOYCE & ASTLE LLP
Accountancy firm EIN2012-12-31680000424
2011 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$2,463,138
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,246,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,179,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,700,615
Value of total assets at end of year2011-12-31$26,467,427
Value of total assets at beginning of year2011-12-31$25,251,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,045
Total interest from all sources2011-12-31$193,626
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$141,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$141,631
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,362,342
Participant contributions at end of year2011-12-31$460,386
Participant contributions at beginning of year2011-12-31$535,736
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$68,691
Other income not declared elsewhere2011-12-31$67,778
Administrative expenses (other) incurred2011-12-31$67,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,216,279
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,467,427
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,251,148
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$11,587,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,348,857
Value of interest in pooled separate accounts at end of year2011-12-31$7,745,778
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,801,404
Interest on participant loans2011-12-31$24,351
Interest earned on other investments2011-12-31$169,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,673,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,565,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-629,884
Net investment gain/loss from pooled separate accounts2011-12-31$-10,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,269,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,179,814
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 name2011-12-31BROWN, FINK, BOYCE & ASTLE LLP
Accountancy firm EIN2011-12-31680000424
2010 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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$5,079,219
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,360,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,357,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,665,470
Value of total assets at end of year2010-12-31$25,251,148
Value of total assets at beginning of year2010-12-31$21,532,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,419
Total interest from all sources2010-12-31$202,971
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$100,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$100,822
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,327,148
Participant contributions at end of year2010-12-31$535,736
Participant contributions at beginning of year2010-12-31$489,698
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$56,507
Administrative expenses (other) incurred2010-12-31$3,419
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$3,718,698
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,251,148
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,532,450
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$7,348,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,334,612
Value of interest in pooled separate accounts at end of year2010-12-31$10,801,404
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,765,991
Interest on participant loans2010-12-31$27,583
Interest earned on other investments2010-12-31$175,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,565,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,942,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$829,531
Net investment gain/loss from pooled separate accounts2010-12-31$1,280,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,281,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,357,102
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 name2010-12-31BROWN, FINK, BOYCE & ASTLE LLP
Accountancy firm EIN2010-12-31680000424
2009 : HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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 HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN

2022: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 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: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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
2009: HEALTHCARE ASSOCIATIONS OF CALIFORNIA 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038260
Policy instance 1
Insurance contract or identification number038260
Number of Individuals Covered279
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038260
Policy instance 1
Insurance contract or identification number038260
Number of Individuals Covered273
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038260
Policy instance 1
Insurance contract or identification number038260
Number of Individuals Covered275
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038260
Policy instance 1
Insurance contract or identification number038260
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038260
Policy instance 1
Insurance contract or identification number038260
Number of Individuals Covered289
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38260-001
Policy instance 1
Insurance contract or identification number38260-001
Number of Individuals Covered276
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38260-001
Policy instance 1
Insurance contract or identification number38260-001
Number of Individuals Covered294
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38260-001
Policy instance 1
Insurance contract or identification number38260-001
Number of Individuals Covered287
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38260-001
Policy instance 1
Insurance contract or identification number38260-001
Number of Individuals Covered296
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38260-001
Policy instance 1
Insurance contract or identification number38260-001
Number of Individuals Covered286
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38260-001
Policy instance 1
Insurance contract or identification number38260-001
Number of Individuals Covered280
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 $35,399
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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