401k Plan data: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN plan

PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN
Plan identification number	003

PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PREMIER HEALTH CONSULTANTS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PREMIER HEALTH CONSULTANTS, LLC

Employer identification number (EIN): 205972761

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 LISA MARTIN 2023-10-03
003 2021-01-01 LISA MARTIN 2022-10-06
003 2020-01-01 JANELLE DUFRENE 2021-10-18
003 2019-01-01 MICHAEL WHITTINGTON 2020-10-08
003 2018-01-01 MICHAEL WHITTINGTON 2019-10-11
003 2017-01-01
003 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	LISA MARTIN	2023-10-03
003	2021-01-01	LISA MARTIN	2022-10-06
003	2020-01-01	JANELLE DUFRENE	2021-10-18
003	2019-01-01	MICHAEL WHITTINGTON	2020-10-08
003	2018-01-01	MICHAEL WHITTINGTON	2019-10-11
003	2017-01-01
003	2016-01-01

Plan Statistics for PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,654
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,493
Number of retired or separated participants receiving benefits 2022-01-01 23
Number of other retired or separated participants entitled to future benefits 2022-01-01 215
Total of all active and inactive participants 2022-01-01 1,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,731
Number of participants with account balances 2022-01-01 879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,251
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,290
Number of retired or separated participants receiving benefits 2021-01-01 47
Number of other retired or separated participants entitled to future benefits 2021-01-01 300
Total of all active and inactive participants 2021-01-01 1,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,637
Number of participants with account balances 2021-01-01 1,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,134
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,102
Number of retired or separated participants receiving benefits 2020-01-01 18
Number of other retired or separated participants entitled to future benefits 2020-01-01 121
Total of all active and inactive participants 2020-01-01 1,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,241
Number of participants with account balances 2020-01-01 741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,047
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 850
Number of retired or separated participants receiving benefits 2019-01-01 27
Number of other retired or separated participants entitled to future benefits 2019-01-01 220
Total of all active and inactive participants 2019-01-01 1,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,097
Number of participants with account balances 2019-01-01 743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 864
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 863
Number of retired or separated participants receiving benefits 2018-01-01 18
Number of other retired or separated participants entitled to future benefits 2018-01-01 112
Total of all active and inactive participants 2018-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 993
Number of participants with account balances 2018-01-01 564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 752
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 703
Number of retired or separated participants receiving benefits 2017-01-01 23
Number of other retired or separated participants entitled to future benefits 2017-01-01 125
Total of all active and inactive participants 2017-01-01 851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 851
Number of participants with account balances 2017-01-01 519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 704
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 602
Number of retired or separated participants receiving benefits 2016-01-01 21
Number of other retired or separated participants entitled to future benefits 2016-01-01 108
Total of all active and inactive participants 2016-01-01 731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 731
Number of participants with account balances 2016-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9

Measure	Date	Value
2022: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,654
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,493
Number of retired or separated participants receiving benefits	2022-01-01	23
Number of other retired or separated participants entitled to future benefits	2022-01-01	215
Total of all active and inactive participants	2022-01-01	1,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,731
Number of participants with account balances	2022-01-01	879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,251
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,290
Number of retired or separated participants receiving benefits	2021-01-01	47
Number of other retired or separated participants entitled to future benefits	2021-01-01	300
Total of all active and inactive participants	2021-01-01	1,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,637
Number of participants with account balances	2021-01-01	1,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,134
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,102
Number of retired or separated participants receiving benefits	2020-01-01	18
Number of other retired or separated participants entitled to future benefits	2020-01-01	121
Total of all active and inactive participants	2020-01-01	1,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,241
Number of participants with account balances	2020-01-01	741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,047
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	850
Number of retired or separated participants receiving benefits	2019-01-01	27
Number of other retired or separated participants entitled to future benefits	2019-01-01	220
Total of all active and inactive participants	2019-01-01	1,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,097
Number of participants with account balances	2019-01-01	743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	864
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	863
Number of retired or separated participants receiving benefits	2018-01-01	18
Number of other retired or separated participants entitled to future benefits	2018-01-01	112
Total of all active and inactive participants	2018-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	993
Number of participants with account balances	2018-01-01	564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	752
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	703
Number of retired or separated participants receiving benefits	2017-01-01	23
Number of other retired or separated participants entitled to future benefits	2017-01-01	125
Total of all active and inactive participants	2017-01-01	851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	851
Number of participants with account balances	2017-01-01	519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	704
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	602
Number of retired or separated participants receiving benefits	2016-01-01	21
Number of other retired or separated participants entitled to future benefits	2016-01-01	108
Total of all active and inactive participants	2016-01-01	731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	731
Number of participants with account balances	2016-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9

Financial Data on PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$1,050
Total income from all sources (including contributions)	2022-12-31	$-813,648
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,964,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,844,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,423,780
Value of total assets at end of year	2022-12-31	$26,011,240
Value of total assets at beginning of year	2022-12-31	$28,790,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$119,934
Total interest from all sources	2022-12-31	$11,878
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,121,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,121,243
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,503,039
Participant contributions at end of year	2022-12-31	$238,721
Participant contributions at beginning of year	2022-12-31	$208,699
Participant contributions at end of year	2022-12-31	$82
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$877,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,777,990
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,011,240
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,789,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,898,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,209,580
Interest on participant loans	2022-12-31	$11,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$23,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$23,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$23,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,057,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$709,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,370,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,043,246
Employer contributions (assets) at end of year	2022-12-31	$792,801
Employer contributions (assets) at beginning of year	2022-12-31	$638,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,844,408
Contract administrator fees	2022-12-31	$119,934
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2022-12-31	721202445
2021 : PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,334
Total income from all sources (including contributions)	2021-12-31	$7,100,291
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,154,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,049,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,876,172
Value of total assets at end of year	2021-12-31	$28,790,280
Value of total assets at beginning of year	2021-12-31	$23,844,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$104,962
Total interest from all sources	2021-12-31	$11,447
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,603,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,603,895
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,276,553
Participant contributions at end of year	2021-12-31	$208,699
Participant contributions at beginning of year	2021-12-31	$227,399
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$349,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,946,025
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,789,230
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,843,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,209,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,592,434
Interest on participant loans	2021-12-31	$11,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$23,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$4,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$4,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$709,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,015,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,608,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,249,923
Employer contributions (assets) at end of year	2021-12-31	$638,952
Employer contributions (assets) at beginning of year	2021-12-31	$1,005,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,049,304
Contract administrator fees	2021-12-31	$104,962
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2021-12-31	721202445
2020 : PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,949,510
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$789,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$686,939
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,897,930
Value of total assets at end of year	2020-12-31	$23,844,539
Value of total assets at beginning of year	2020-12-31	$18,682,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$96,247
Total interest from all sources	2020-12-31	$12,648
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$836,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,590,148
Participant contributions at end of year	2020-12-31	$227,399
Participant contributions at beginning of year	2020-12-31	$202,542
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$48,955
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$302,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,160,362
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,843,205
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,682,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$54,107
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,592,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,679,536
Interest on participant loans	2020-12-31	$12,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$4,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$7,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$7,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,015,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$498,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,202,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,005,186
Employer contributions (assets) at end of year	2020-12-31	$1,005,148
Employer contributions (assets) at beginning of year	2020-12-31	$246,430
Income. Dividends from preferred stock	2020-12-31	$836,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$686,939
Contract administrator fees	2020-12-31	$42,140
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2020-12-31	721202445
2019 : PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total 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	$5,854,173
Total income from all sources (including contributions)	2019-12-31	$5,854,173
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,281,837
Total of all expenses incurred	2019-12-31	$1,281,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,186,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,186,055
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,481
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,641,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,641,353
Value of total assets at end of year	2019-12-31	$18,682,843
Value of total assets at end of year	2019-12-31	$18,682,843
Value of total assets at beginning of year	2019-12-31	$14,110,507
Value of total assets at beginning of year	2019-12-31	$14,110,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,301
Total interest from all sources	2019-12-31	$11,583
Total interest from all sources	2019-12-31	$11,583
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$353,913
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$353,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$353,913
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$353,913
Administrative expenses professional fees incurred	2019-12-31	$14,100
Administrative expenses professional fees incurred	2019-12-31	$14,100
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,247,746
Contributions received from participants	2019-12-31	$1,247,746
Participant contributions at end of year	2019-12-31	$202,542
Participant contributions at end of year	2019-12-31	$202,542
Participant contributions at beginning of year	2019-12-31	$184,624
Participant contributions at beginning of year	2019-12-31	$184,624
Participant contributions at end of year	2019-12-31	$48,955
Participant contributions at end of year	2019-12-31	$48,955
Participant contributions at beginning of year	2019-12-31	$65,852
Participant contributions at beginning of year	2019-12-31	$65,852
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$446,312
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$446,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,572,336
Value of net income/loss	2019-12-31	$4,572,336
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,682,843
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,682,843
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,110,507
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,110,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,679,536
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,679,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,368,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,368,661
Interest on participant loans	2019-12-31	$11,037
Interest on participant loans	2019-12-31	$11,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$20,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$20,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$20,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$20,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$498,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$498,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$256,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$256,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,847,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,847,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$947,295
Contributions received in cash from employer	2019-12-31	$947,295
Employer contributions (assets) at end of year	2019-12-31	$246,430
Employer contributions (assets) at end of year	2019-12-31	$246,430
Employer contributions (assets) at beginning of year	2019-12-31	$214,530
Employer contributions (assets) at beginning of year	2019-12-31	$214,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,186,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,186,055
Contract administrator fees	2019-12-31	$75,201
Contract administrator fees	2019-12-31	$75,201
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm name	2019-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2019-12-31	721202445
Accountancy firm EIN	2019-12-31	721202445
2018 : PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$268
Total income from all sources (including contributions)	2018-12-31	$1,144,511
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$971,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$882,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,030,395
Value of total assets at end of year	2018-12-31	$14,110,507
Value of total assets at beginning of year	2018-12-31	$13,937,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$88,671
Total interest from all sources	2018-12-31	$10,037
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$659,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$659,178
Administrative expenses professional fees incurred	2018-12-31	$4,500
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,156,574
Participant contributions at end of year	2018-12-31	$184,624
Participant contributions at beginning of year	2018-12-31	$220,331
Participant contributions at end of year	2018-12-31	$65,852
Participant contributions at beginning of year	2018-12-31	$79,953
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$49,757
Administrative expenses (other) incurred	2018-12-31	$31,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$172,857
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,110,507
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,937,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$52,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,368,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,075,808
Interest on participant loans	2018-12-31	$9,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$20,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$9,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$9,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$256,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$212,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,555,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$824,064
Employer contributions (assets) at end of year	2018-12-31	$214,530
Employer contributions (assets) at beginning of year	2018-12-31	$339,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$882,983
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$268
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2018-12-31	721202445
2017 : PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$268
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	$3,805,148
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$391,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$344,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,960,293
Value of total assets at end of year	2017-12-31	$13,937,918
Value of total assets at beginning of year	2017-12-31	$10,523,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$46,155
Total interest from all sources	2017-12-31	$3,933
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$419,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$419,585
Administrative expenses professional fees incurred	2017-12-31	$21,750
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,168,399
Participant contributions at end of year	2017-12-31	$220,331
Participant contributions at beginning of year	2017-12-31	$78,184
Participant contributions at end of year	2017-12-31	$79,953
Participant contributions at beginning of year	2017-12-31	$29,797
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$54,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,414,065
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,937,650
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,523,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,425
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,075,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,034,199
Interest on participant loans	2017-12-31	$3,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$9,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$31,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$31,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$212,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,421,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$737,671
Employer contributions (assets) at end of year	2017-12-31	$339,577
Employer contributions (assets) at beginning of year	2017-12-31	$349,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$344,928
Contract administrator fees	2017-12-31	$19,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$268
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2017-12-31	721202445
2016 : PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,352,979
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$763,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$735,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,831,311
Value of total assets at end of year	2016-12-31	$10,523,585
Value of total assets at beginning of year	2016-12-31	$8,934,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$28,637
Total interest from all sources	2016-12-31	$3,840
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$222,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,004,560
Participant contributions at end of year	2016-12-31	$78,184
Participant contributions at beginning of year	2016-12-31	$164,010
Participant contributions at end of year	2016-12-31	$29,797
Participant contributions at beginning of year	2016-12-31	$14,893
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$229,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,589,125
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,523,585
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,934,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$22,112
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,034,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,796,771
Interest on participant loans	2016-12-31	$3,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$31,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$21,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$21,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,765,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$295,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$597,635
Employer contributions (assets) at end of year	2016-12-31	$349,807
Employer contributions (assets) at beginning of year	2016-12-31	$171,618
Income. Dividends from common stock	2016-12-31	$222,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$735,217
Contract administrator fees	2016-12-31	$6,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2016-12-31	721202445

Form 5500 Responses for PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN

2022: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

319-80059

Policy instance

Insurance contract or identification number	319-80059
Number of Individuals Covered	31
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

319-80059

Policy instance

Insurance contract or identification number	319-80059
Number of Individuals Covered	25
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

319-80059

Policy instance

Insurance contract or identification number	319-80059
Number of Individuals Covered	14
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

319-80059

Policy instance

Insurance contract or identification number	319-80059
Number of Individuals Covered	3
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

319-80059

Policy instance

Insurance contract or identification number	319-80059
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

319-80059

Policy instance

Insurance contract or identification number	319-80059
Number of Individuals Covered	1
Insurance policy start date	2017-08-06
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $901
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $901
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISORS LLC

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Company Name:	PREMIER HEALTH CONSULTANTS, LLC
Employer identification number (EIN):	205972761
NAIC Classification:	561300