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HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 401k Plan overview

Plan NameHEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN
Plan identification number 501

HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

HEALTH CARE RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH CARE RESOURCES, INC.
Employer identification number (EIN):043219227
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-02-01DANIEL GUTSCHENRITTER
5012017-04-01DANIEL GUTSCHENRITTER
5012016-04-01
5012015-04-01
5012014-04-01
5012013-04-01
5012012-04-01MATTHEW DAVIS
5012011-04-01MATTHEW DAVIS
5012010-04-01ALAN DAYNO
5012009-04-01ALAN DAYNO

Plan Statistics for HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN

401k plan membership statisitcs for HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN

Measure Date Value
2018: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01264
Total number of active participants reported on line 7a of the Form 55002018-02-010
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-010
Total of all active and inactive participants2018-02-010
2017: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01234
Total number of active participants reported on line 7a of the Form 55002017-04-01264
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01264
2016: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01199
Total number of active participants reported on line 7a of the Form 55002016-04-01234
Total of all active and inactive participants2016-04-01234
2015: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01238
Total number of active participants reported on line 7a of the Form 55002015-04-01199
Total of all active and inactive participants2015-04-01199
2014: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01181
Total number of active participants reported on line 7a of the Form 55002014-04-01238
Total of all active and inactive participants2014-04-01238
2013: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01183
Total number of active participants reported on line 7a of the Form 55002013-04-01181
Total of all active and inactive participants2013-04-01181
2012: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01158
Total number of active participants reported on line 7a of the Form 55002012-04-01183
Total of all active and inactive participants2012-04-01183
2011: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01176
Total number of active participants reported on line 7a of the Form 55002011-04-01158
Total of all active and inactive participants2011-04-01158
2010: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01184
Total number of active participants reported on line 7a of the Form 55002010-04-01176
Total of all active and inactive participants2010-04-01176
2009: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01175
Total number of active participants reported on line 7a of the Form 55002009-04-01184
Total of all active and inactive participants2009-04-01184

Form 5500 Responses for HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN

2018: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingYes
2018-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulitple employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulitple employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulitple employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-04-01Type of plan entityMulitple employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: HEALTH CARE RESOURCES, INC. WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulitple employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AP66
Policy instance 1
Insurance contract or identification numberG000AP66
Number of Individuals Covered264
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $15,275
Total amount of fees paid to insurance companyUSD $3,836
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $162,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,418
Amount paid for insurance broker fees3836
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AP66
Policy instance 2
Insurance contract or identification numberG000AP66
Number of Individuals Covered228
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,996
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, CRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $92,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,996
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AP66
Policy instance 1
Insurance contract or identification numberG000AP66
Number of Individuals Covered199
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $11,709
Total amount of fees paid to insurance companyUSD $5,903
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,709
Amount paid for insurance broker fees5903
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameFIELD EDDY INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AP66
Policy instance 1
Insurance contract or identification numberG000AP66
Number of Individuals Covered238
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $12,090
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,090
Insurance broker organization code?3
Insurance broker nameFIELD EDDY INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AP66
Policy instance 1
Insurance contract or identification numberG000AP66
Number of Individuals Covered181
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $11,207
Total amount of fees paid to insurance companyUSD $2,505
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,207
Amount paid for insurance broker fees2505
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD - OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameFIELD EDDY INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number000010090520
Policy instance 1
Insurance contract or identification number000010090520
Number of Individuals Covered183
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $8,587
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,587
Insurance broker organization code?3
Insurance broker nameFIELD EDDY INSURANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number000010090520
Policy instance 1
Insurance contract or identification number000010090520
Number of Individuals Covered158
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $11,393
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number000010090520
Policy instance 1
Insurance contract or identification number000010090520
Number of Individuals Covered176
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $7,825
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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