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PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 401k Plan overview

Plan NamePARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY
Plan identification number 002

PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY Benefits

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

401k Sponsoring company profile

PARTNERS IN HEALTH, A NONPROFIT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PARTNERS IN HEALTH, A NONPROFIT CORPORATION
Employer identification number (EIN):043567502
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01ANN QUANDT ANN QUANDT2013-09-24
0022011-01-01ANN QUANDT ANN QUANDT2016-02-11
0022010-01-01ANN QUANDT2012-10-25 ANN QUANDT2012-10-25
0022008-01-01DONELLA RAPIER

Plan Statistics for PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY

401k plan membership statisitcs for PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY

Measure Date Value
2012: PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year2012-01-01179
Total number of active participants reported on line 7a of the Form 55002012-01-0193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01126
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY

Measure Date Value
2012 : PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$87,518
Total income from all sources (including contributions)2012-12-31$147,549
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$769,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$769,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$1,297,165
Value of total assets at beginning of year2012-12-31$2,006,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3,689
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$265,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,161,183
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,809,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$87,518
Other income not declared elsewhere2012-12-31$136,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-621,800
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,297,165
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,918,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$67,531
Value of interest in pooled separate accounts at beginning of year2012-12-31$79,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$68,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$118,034
Net investment gain/loss from pooled separate accounts2012-12-31$7,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$769,349
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 name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$87,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$86,708
Total income from all sources (including contributions)2011-12-31$436,226
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$64,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$64,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$436,788
Value of total assets at end of year2011-12-31$2,006,483
Value of total assets at beginning of year2011-12-31$1,634,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$3,665
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$265,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$304,354
Participant contributions at beginning of year2011-12-31$12,208
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,809,147
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,486,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$87,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$86,708
Other income not declared elsewhere2011-12-31$-11,989
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$371,382
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,918,965
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,547,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$79,302
Value of interest in pooled separate accounts at beginning of year2011-12-31$48,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$118,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$80,897
Net investment gain/loss from pooled separate accounts2011-12-31$7,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$132,434
Employer contributions (assets) at beginning of year2011-12-31$5,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$64,844
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
Total unrealized appreciation/depreciation of assets2011-10-22$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-22$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-22$86,708
Total income from all sources (including contributions)2011-10-22$431,337
Total loss/gain on sale of assets2011-10-22$0
Total of all expenses incurred2011-10-22$1,978,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-22$1,978,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-22$436,788
Value of total assets at end of year2011-10-22$0
Value of total assets at beginning of year2011-10-22$1,634,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-22$0
Total interest from all sources2011-10-22$3,507
Total dividends received (eg from common stock, registered investment company shares)2011-10-22$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-22Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-10-22$0
Was this plan covered by a fidelity bond2011-10-22Yes
Value of fidelity bond cover2011-10-22$265,000
If this is an individual account plan, was there a blackout period2011-10-22No
Were there any nonexempt tranactions with any party-in-interest2011-10-22No
Contributions received from participants2011-10-22$304,354
Participant contributions at end of year2011-10-22$0
Participant contributions at beginning of year2011-10-22$12,208
Assets. Other investments not covered elsewhere at end of year2011-10-22$0
Assets. Other investments not covered elsewhere at beginning of year2011-10-22$1,486,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-10-22$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-10-22$86,708
Other income not declared elsewhere2011-10-22$-16,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-22No
Value of net income/loss2011-10-22$-1,547,583
Value of net assets at end of year (total assets less liabilities)2011-10-22$0
Value of net assets at beginning of year (total assets less liabilities)2011-10-22$1,547,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-22No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-22No
Were any leases to which the plan was party in default or uncollectible2011-10-22No
Value of interest in pooled separate accounts at end of year2011-10-22$0
Value of interest in pooled separate accounts at beginning of year2011-10-22$48,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-22$3,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-22$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-22$80,897
Net investment gain/loss from pooled separate accounts2011-10-22$7,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-22No
Was there a failure to transmit to the plan any participant contributions2011-10-22No
Has the plan failed to provide any benefit when due under the plan2011-10-22No
Contributions received in cash from employer2011-10-22$132,434
Employer contributions (assets) at end of year2011-10-22$0
Employer contributions (assets) at beginning of year2011-10-22$5,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-22$1,978,920
Did the plan have assets held for investment2011-10-22No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-22Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-22Yes
Opinion of an independent qualified public accountant for this plan2011-10-22Disclaimer
Accountancy firm name2011-10-22MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-10-22431947695

Form 5500 Responses for PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY

2012: PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 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: PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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
2008: PARTNERS IN HEALTH, A NONPROFIT CORPORATION DEFINED CONTRIBUTION PLAN AND TAX DEFERRED ANNUITY 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number403120
Policy instance 1
Insurance contract or identification number403120
Number of Individuals Covered112
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number403120
Policy instance 1
Insurance contract or identification number403120
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-10-22
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

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