?>
Logo

ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 401k Plan overview

Plan NameALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN
Plan identification number 001

ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ALTAMED HEALTH SERVICES CORP. has sponsored the creation of one or more 401k plans.

Company Name:ALTAMED HEALTH SERVICES CORP.
Employer identification number (EIN):952810095
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about ALTAMED HEALTH SERVICES CORP.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1970-04-21
Company Identification Number: C0596703
Legal Registered Office Address: 2040 Camfield Avenue

Commerce
United States of America (USA)
90040

More information about ALTAMED HEALTH SERVICES CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MALAK KAZAN MALAK KAZAN2018-10-10
0012016-01-01BEVERLY TODD BEVERLY TODD2017-07-28
0012015-01-01BEVERLY TODD BEVERLY TODD2016-10-17
0012014-01-01BEVERLY TODD BEVERLY TODD2017-01-25
0012014-01-01BEVERLY TODD BEVERLY TODD2015-10-14
0012013-01-01BEVERLY TODD BEVERLY TODD2014-10-10
0012012-01-01ANDREW GARCIA
0012011-01-01SHARRI WILLIAMS
0012009-01-01ROBERT J TURNER ROBERT J TURNER2010-10-14
0012007-01-01 ROBERT TURNER2010-05-17

Plan Statistics for ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN

401k plan membership statisitcs for ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN

Measure Date Value
2022: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,157
Total number of active participants reported on line 7a of the Form 55002022-01-012,433
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,024
Total of all active and inactive participants2022-01-013,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-013,466
Number of participants with account balances2022-01-013,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,871
Total number of active participants reported on line 7a of the Form 55002021-01-012,180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01967
Total of all active and inactive participants2021-01-013,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-013,155
Number of participants with account balances2021-01-013,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,159
Total number of active participants reported on line 7a of the Form 55002020-01-013,183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01732
Total of all active and inactive participants2020-01-013,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-013,921
Number of participants with account balances2020-01-012,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,791
Total number of active participants reported on line 7a of the Form 55002019-01-012,119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01942
Total of all active and inactive participants2019-01-013,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-013,066
Number of participants with account balances2019-01-013,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,428
Total number of active participants reported on line 7a of the Form 55002018-01-012,068
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01720
Total of all active and inactive participants2018-01-012,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-012,793
Number of participants with account balances2018-01-012,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,081
Total number of active participants reported on line 7a of the Form 55002017-01-011,922
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01503
Total of all active and inactive participants2017-01-012,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,428
Number of participants with account balances2017-01-012,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,757
Total number of active participants reported on line 7a of the Form 55002016-01-011,736
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01344
Total of all active and inactive participants2016-01-012,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,081
Number of participants with account balances2016-01-012,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,401
Total number of active participants reported on line 7a of the Form 55002015-01-011,594
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01163
Total of all active and inactive participants2015-01-011,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,759
Number of participants with account balances2015-01-011,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,401
Total number of active participants reported on line 7a of the Form 55002014-01-012,226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01159
Total of all active and inactive participants2014-01-012,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,385
Number of participants with account balances2014-01-011,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,104
Total number of active participants reported on line 7a of the Form 55002013-01-012,280
Number of other retired or separated participants entitled to future benefits2013-01-01121
Total of all active and inactive participants2013-01-012,401
Total participants2013-01-012,401
Number of participants with account balances2013-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,212
Total number of active participants reported on line 7a of the Form 55002012-01-011,644
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01183
Total of all active and inactive participants2012-01-011,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,827
Number of participants with account balances2012-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,526
Total number of active participants reported on line 7a of the Form 55002011-01-011,570
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01160
Total of all active and inactive participants2011-01-011,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,730
Number of participants with account balances2011-01-01999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,668
Total number of active participants reported on line 7a of the Form 55002009-01-011,304
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01573
Total of all active and inactive participants2009-01-011,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,877
Number of participants with account balances2009-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

Financial Data on ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN

Measure Date Value
2022 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-7,724,167
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,743,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,115,224
Expenses. Certain deemed distributions of participant loans2022-12-31$106,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,576,885
Value of total assets at end of year2022-12-31$165,941,429
Value of total assets at beginning of year2022-12-31$184,408,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$521,027
Total interest from all sources2022-12-31$399,394
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,467,565
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$4,467,565
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$13,935,755
Participant contributions at end of year2022-12-31$3,500,217
Participant contributions at beginning of year2022-12-31$3,317,783
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,935,436
Other income not declared elsewhere2022-12-31$107
Administrative expenses (other) incurred2022-12-31$264,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,467,211
Value of net assets at end of year (total assets less liabilities)2022-12-31$165,941,429
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$184,408,640
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$256,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$149,554,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$169,203,709
Interest on participant loans2022-12-31$166,858
Interest earned on other investments2022-12-31$232,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,886,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,887,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,168,118
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$6,705,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,115,224
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 name2022-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2022-12-31330700332
2021 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$43,355,633
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,206,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,530,723
Expenses. Certain deemed distributions of participant loans2021-12-31$140,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,505,886
Value of total assets at end of year2021-12-31$184,408,640
Value of total assets at beginning of year2021-12-31$150,259,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$535,729
Total interest from all sources2021-12-31$407,721
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,155,731
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$6,155,731
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$12,471,814
Participant contributions at end of year2021-12-31$3,317,783
Participant contributions at beginning of year2021-12-31$3,161,042
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,943,915
Other income not declared elsewhere2021-12-31$7,691
Administrative expenses (other) incurred2021-12-31$271,968
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$34,148,728
Value of net assets at end of year (total assets less liabilities)2021-12-31$184,408,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$150,259,912
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
Investment advisory and management fees2021-12-31$263,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$169,203,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$135,761,897
Interest on participant loans2021-12-31$171,629
Interest earned on other investments2021-12-31$236,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,887,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,336,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,278,604
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$6,090,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,530,723
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 name2021-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2021-12-31330700332
2020 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$164
Total income from all sources (including contributions)2020-12-31$36,955,062
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,041,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,506,830
Expenses. Certain deemed distributions of participant loans2020-12-31$119,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,584,907
Value of total assets at end of year2020-12-31$150,259,912
Value of total assets at beginning of year2020-12-31$124,346,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$415,089
Total interest from all sources2020-12-31$390,893
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,403,461
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$3,403,461
Administrative expenses professional fees incurred2020-12-31$5,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$11,292,199
Participant contributions at end of year2020-12-31$3,161,042
Participant contributions at beginning of year2020-12-31$3,306,910
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,633,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$164
Other income not declared elsewhere2020-12-31$16,809
Administrative expenses (other) incurred2020-12-31$211,802
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$25,913,655
Value of net assets at end of year (total assets less liabilities)2020-12-31$150,259,912
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$124,346,257
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
Investment advisory and management fees2020-12-31$197,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$135,761,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$114,626,489
Interest on participant loans2020-12-31$174,599
Interest earned on other investments2020-12-31$216,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,336,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,046,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,558,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,659,519
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$366,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,506,830
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 name2020-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2020-12-31330700332
2019 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$164
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$40,011,628
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,235,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,725,723
Expenses. Certain deemed distributions of participant loans2019-12-31$171,978
Value of total corrective distributions2019-12-31$164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,225,507
Value of total assets at end of year2019-12-31$124,346,421
Value of total assets at beginning of year2019-12-31$90,569,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$337,312
Total interest from all sources2019-12-31$278,370
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,943,623
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$3,943,623
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$9,858,261
Participant contributions at end of year2019-12-31$3,306,910
Participant contributions at beginning of year2019-12-31$2,943,576
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$82,407
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,672,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$17,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$164
Other income not declared elsewhere2019-12-31$1,459
Administrative expenses (other) incurred2019-12-31$164,679
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$33,776,451
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,346,257
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$90,569,806
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
Investment advisory and management fees2019-12-31$172,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$114,626,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,140,116
Interest on participant loans2019-12-31$164,726
Interest earned on other investments2019-12-31$113,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,046,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,064,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,562,669
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$5,694,911
Employer contributions (assets) at end of year2019-12-31$366,291
Employer contributions (assets) at beginning of year2019-12-31$321,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,725,723
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 name2019-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2019-12-31330700332
2018 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$9,215,100
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,600,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,353,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,901,412
Value of total assets at end of year2018-12-31$90,569,806
Value of total assets at beginning of year2018-12-31$86,955,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$247,152
Total interest from all sources2018-12-31$218,343
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,598,824
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$3,598,824
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$8,541,518
Participant contributions at end of year2018-12-31$2,943,576
Participant contributions at beginning of year2018-12-31$2,591,699
Participant contributions at end of year2018-12-31$82,407
Participant contributions at beginning of year2018-12-31$1,278
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,297,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$17,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$105,941
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$3,614,646
Value of net assets at end of year (total assets less liabilities)2018-12-31$90,569,806
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$86,955,160
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
Investment advisory and management fees2018-12-31$141,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,140,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$80,834,566
Interest on participant loans2018-12-31$138,318
Interest earned on other investments2018-12-31$80,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,064,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,254,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,503,479
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$5,062,601
Employer contributions (assets) at end of year2018-12-31$321,858
Employer contributions (assets) at beginning of year2018-12-31$273,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,353,302
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 name2018-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2018-12-31330700332
2017 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$25,594,294
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,714,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,293,313
Expenses. Certain deemed distributions of participant loans2017-12-31$191,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,930,416
Value of total assets at end of year2017-12-31$86,955,160
Value of total assets at beginning of year2017-12-31$66,075,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$229,689
Total interest from all sources2017-12-31$176,491
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,541,875
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$2,541,875
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$7,637,729
Participant contributions at end of year2017-12-31$2,591,699
Participant contributions at beginning of year2017-12-31$2,210,202
Participant contributions at end of year2017-12-31$1,278
Participant contributions at beginning of year2017-12-31$507
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,006,604
Administrative expenses (other) incurred2017-12-31$107,597
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$20,880,158
Value of net assets at end of year (total assets less liabilities)2017-12-31$86,955,160
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$66,075,002
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
Investment advisory and management fees2017-12-31$122,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$80,834,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,227,780
Interest on participant loans2017-12-31$109,681
Interest earned on other investments2017-12-31$66,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,254,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,347,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,945,512
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$4,286,083
Employer contributions (assets) at end of year2017-12-31$273,226
Employer contributions (assets) at beginning of year2017-12-31$288,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,293,313
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 name2017-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2017-12-31330700332
2016 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$16,121,223
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,687,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,336,097
Expenses. Certain deemed distributions of participant loans2016-12-31$181,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,881,446
Value of total assets at end of year2016-12-31$66,075,002
Value of total assets at beginning of year2016-12-31$53,641,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$170,555
Total interest from all sources2016-12-31$142,958
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,489,148
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$1,489,148
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$6,793,022
Participant contributions at end of year2016-12-31$2,210,202
Participant contributions at beginning of year2016-12-31$1,678,471
Participant contributions at end of year2016-12-31$507
Participant contributions at beginning of year2016-12-31$502
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,285,560
Other income not declared elsewhere2016-12-31$280
Administrative expenses (other) incurred2016-12-31$85,876
Total non interest bearing cash at end of year2016-12-31$0
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$12,433,360
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,075,002
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,641,642
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$60,227,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,218,136
Interest on participant loans2016-12-31$87,158
Interest earned on other investments2016-12-31$55,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,347,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,550,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,607,391
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$3,802,864
Employer contributions (assets) at end of year2016-12-31$288,561
Employer contributions (assets) at beginning of year2016-12-31$193,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,336,097
Contract administrator fees2016-12-31$84,679
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 name2016-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2016-12-31330700332
2015 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$9,100,205
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,005,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,703,384
Value of total corrective distributions2015-12-31$133,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,530,366
Value of total assets at end of year2015-12-31$53,641,642
Value of total assets at beginning of year2015-12-31$48,547,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$168,584
Total interest from all sources2015-12-31$115,126
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,793,639
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$1,793,639
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$5,469,574
Participant contributions at end of year2015-12-31$1,678,471
Participant contributions at beginning of year2015-12-31$1,622,960
Participant contributions at end of year2015-12-31$502
Participant contributions at beginning of year2015-12-31$159
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,115,201
Other income not declared elsewhere2015-12-31$1,991
Administrative expenses (other) incurred2015-12-31$29,596
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$5,094,549
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,641,642
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,547,093
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
Investment advisory and management fees2015-12-31$121,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,218,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,693,870
Interest on participant loans2015-12-31$85,347
Interest earned on other investments2015-12-31$29,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,550,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,085,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,340,917
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$2,945,591
Employer contributions (assets) at end of year2015-12-31$193,731
Employer contributions (assets) at beginning of year2015-12-31$144,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,703,384
Contract administrator fees2015-12-31$17,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2015-12-31330700332
2014 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$10,150,659
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,003,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,867,244
Value of total corrective distributions2014-12-31$2,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,445,329
Value of total assets at end of year2014-12-31$48,547,093
Value of total assets at beginning of year2014-12-31$41,399,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$133,072
Total interest from all sources2014-12-31$25,100
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$880,080
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$880,080
Administrative expenses professional fees incurred2014-12-31$126,994
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,413,606
Participant contributions at end of year2014-12-31$1,622,960
Participant contributions at beginning of year2014-12-31$1,556,035
Participant contributions at end of year2014-12-31$159
Participant contributions at beginning of year2014-12-31$340
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$600,471
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$7,147,427
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,547,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,399,666
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$44,693,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,411,805
Interest on participant loans2014-12-31$25,100
Interest earned on other investments2014-12-31$29,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,085,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,354,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,791,152
Net investment gain/loss from pooled separate accounts2014-12-31$1,800,150
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,431,252
Employer contributions (assets) at end of year2014-12-31$144,300
Employer contributions (assets) at beginning of year2014-12-31$77,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,867,244
Contract administrator fees2014-12-31$6,078
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 name2014-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2014-12-31330700332
2013 : ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$12,422,852
Total of all expenses incurred2013-12-31$1,608,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,509,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,799,452
Value of total assets at end of year2013-12-31$41,399,666
Value of total assets at beginning of year2013-12-31$30,585,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$98,376
Total interest from all sources2013-12-31$84,953
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$585,376
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$585,376
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,721,363
Participant contributions at end of year2013-12-31$1,556,035
Participant contributions at beginning of year2013-12-31$1,351,653
Participant contributions at end of year2013-12-31$340
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$295,376
Other income not declared elsewhere2013-12-31$0
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$10,814,591
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,399,666
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,585,075
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
Investment advisory and management fees2013-12-31$81,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,411,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,761,360
Interest on participant loans2013-12-31$51,176
Interest earned on other investments2013-12-31$33,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,354,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,472,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,953,071
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$1,782,713
Employer contributions (assets) at end of year2013-12-31$77,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,509,885
Contract administrator fees2013-12-31$17,096
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 name2013-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2013-12-31330700332
2012 : ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8,527,897
Total of all expenses incurred2012-12-31$2,630,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,547,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,025,669
Value of total assets at end of year2012-12-31$30,585,075
Value of total assets at beginning of year2012-12-31$24,687,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$82,885
Total interest from all sources2012-12-31$625,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$3,616,556
Participant contributions at end of year2012-12-31$1,351,653
Participant contributions at beginning of year2012-12-31$1,093,284
Participant contributions at beginning of year2012-12-31$0
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$5,897,878
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,585,075
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,687,197
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$26,761,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,953,613
Interest on participant loans2012-12-31$46,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$578,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,472,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,640,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,876,883
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,409,113
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,547,134
Contract administrator fees2012-12-31$82,885
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 name2012-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2012-12-31330700332
2011 : ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,836
Total income from all sources (including contributions)2011-12-31$4,324,139
Total of all expenses incurred2011-12-31$1,751,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,590,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,763,233
Value of total assets at end of year2011-12-31$24,687,197
Value of total assets at beginning of year2011-12-31$22,121,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$161,401
Total interest from all sources2011-12-31$40,950
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$400,939
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$400,939
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$3,108,917
Participant contributions at end of year2011-12-31$1,093,284
Participant contributions at beginning of year2011-12-31$1,117,865
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$137,299
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,212
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$7,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,836
Other income not declared elsewhere2011-12-31$0
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$2,572,149
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,687,197
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,115,048
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
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,953,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,610,396
Interest on participant loans2011-12-31$40,950
Interest earned on other investments2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,233,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,233,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,640,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-880,983
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,584,104
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$22,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,583,134
Contract administrator fees2011-12-31$161,401
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
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2011-12-31330700332
2010 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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$6,836
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$6,212,604
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,130,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,067,334
Expenses. Certain deemed distributions of participant loans2010-12-31$47,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,001,843
Value of total assets at end of year2010-12-31$22,121,884
Value of total assets at beginning of year2010-12-31$17,032,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,955
Total interest from all sources2010-12-31$44,784
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$2,629,515
Participant contributions at end of year2010-12-31$1,117,865
Participant contributions at beginning of year2010-12-31$791,943
Participant contributions at end of year2010-12-31$137,299
Participant contributions at beginning of year2010-12-31$323,258
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$68,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$33,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,836
Administrative expenses (other) incurred2010-12-31$15,955
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$5,082,092
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,115,048
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,032,956
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$18,610,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,665,388
Interest on participant loans2010-12-31$44,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,233,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,035,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,035,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,165,977
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,303,701
Employer contributions (assets) at end of year2010-12-31$22,639
Employer contributions (assets) at beginning of year2010-12-31$182,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,067,334
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 name2010-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2010-12-31330700332
2009 : ALTAMED HEALTH SERVICES CORPORATION 403(B) 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 ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN

2022: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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: ALTAMED HEALTH SERVICES CORPORATION 403(B) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406676
Policy instance 1
Insurance contract or identification number406676
Number of Individuals Covered576
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406676
Policy instance 1
Insurance contract or identification number406676
Number of Individuals Covered548
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406676
Policy instance 1
Insurance contract or identification number406676
Number of Individuals Covered540
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406676
Policy instance 1
Insurance contract or identification number406676
Number of Individuals Covered514
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406676
Policy instance 1
Insurance contract or identification number406676
Number of Individuals Covered462
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406676
Policy instance 1
Insurance contract or identification number406676
Number of Individuals Covered375
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406676
Policy instance 2
Insurance contract or identification number406676
Number of Individuals Covered236
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
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 $1,384
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1384
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameQBI LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2802
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 $1,640
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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
Amount paid for insurance broker fees1346
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?5
Insurance broker nameAMERIPRISE FINANCIAL SERVICES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2401
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 $41,371
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees25000
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2562
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 $37,361
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees24237
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2322
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

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

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