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CARE ONE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameCARE ONE MANAGEMENT 401(K) PLAN
Plan identification number 001

CARE ONE MANAGEMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARE ONE MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARE ONE MANAGEMENT, LLC
Employer identification number (EIN):223563457
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CARE ONE MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2982211

More information about CARE ONE MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE ONE MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HARRIET SARNA HARRIET SARNA2018-09-26
0012016-01-01HARRIET SARNA HARRIET SARNA2017-10-12
0012015-01-01MICHAEL MENDELSOHN MICHAEL MENDELSOHN2016-10-17
0012014-01-01MICHAEL SHEA MICHAEL SHEA2015-10-15
0012013-01-01MICHAEL SHEA MICHAEL SHEA2014-10-15
0012012-01-01STEPHEN RYAN STEPHEN RYAN2013-10-15
0012011-01-01TOM MCKINNEY TOM MCKINNEY2012-10-16
0012009-01-01ANNE STUART ANNE STUART2010-09-12
0012009-01-01ANNE STUART ANNE STUART2010-10-14

Plan Statistics for CARE ONE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for CARE ONE MANAGEMENT 401(K) PLAN

Measure Date Value
2023: CARE ONE MANAGEMENT 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0136
Total number of active participants reported on line 7a of the Form 55002023-01-013,398
Number of retired or separated participants receiving benefits2023-01-0137
Number of other retired or separated participants entitled to future benefits2023-01-01978
Total of all active and inactive participants2023-01-014,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0119
Total participants2023-01-014,432
Number of participants with account balances2023-01-014,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0165
2022: CARE ONE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,161
Total number of active participants reported on line 7a of the Form 55002022-01-013,443
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-011,141
Total of all active and inactive participants2022-01-014,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-014,633
Number of participants with account balances2022-01-014,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: CARE ONE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,067
Total number of active participants reported on line 7a of the Form 55002021-01-014,440
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01709
Total of all active and inactive participants2021-01-015,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,161
Number of participants with account balances2021-01-013,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01192
2020: CARE ONE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,052
Total number of active participants reported on line 7a of the Form 55002020-01-014,366
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01645
Total of all active and inactive participants2020-01-015,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,019
Number of participants with account balances2020-01-013,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01228
2019: CARE ONE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,291
Total number of active participants reported on line 7a of the Form 55002019-01-015,453
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01522
Total of all active and inactive participants2019-01-015,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,983
Number of participants with account balances2019-01-014,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01221
2018: CARE ONE MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,064
Total number of active participants reported on line 7a of the Form 55002018-01-015,756
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01445
Total of all active and inactive participants2018-01-016,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016,204
Number of participants with account balances2018-01-014,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01215
2017: CARE ONE MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,845
Total number of active participants reported on line 7a of the Form 55002017-01-015,582
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01383
Total of all active and inactive participants2017-01-015,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,970
Number of participants with account balances2017-01-014,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01173
2016: CARE ONE MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,151
Total number of active participants reported on line 7a of the Form 55002016-01-015,449
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01324
Total of all active and inactive participants2016-01-015,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-015,782
Number of participants with account balances2016-01-013,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01225
2015: CARE ONE MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,383
Total number of active participants reported on line 7a of the Form 55002015-01-015,790
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01265
Total of all active and inactive participants2015-01-016,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016,059
Number of participants with account balances2015-01-013,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01396
2014: CARE ONE MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,934
Total number of active participants reported on line 7a of the Form 55002014-01-015,082
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01224
Total of all active and inactive participants2014-01-015,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,309
Number of participants with account balances2014-01-013,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01249
2013: CARE ONE MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,588
Total number of active participants reported on line 7a of the Form 55002013-01-015,732
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01200
Total of all active and inactive participants2013-01-015,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-015,934
Number of participants with account balances2013-01-012,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01259
2012: CARE ONE MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,352
Total number of active participants reported on line 7a of the Form 55002012-01-016,403
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01184
Total of all active and inactive participants2012-01-016,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016,588
Number of participants with account balances2012-01-012,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,513
2011: CARE ONE MANAGEMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,125
Total number of active participants reported on line 7a of the Form 55002011-01-015,284
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-015,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,352
Number of participants with account balances2011-01-011,941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,077
2009: CARE ONE MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,473
Total number of active participants reported on line 7a of the Form 55002009-01-013,737
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01401
Total of all active and inactive participants2009-01-014,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,138
Number of participants with account balances2009-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on CARE ONE MANAGEMENT 401(K) PLAN

Measure Date Value
2023 : CARE ONE MANAGEMENT 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$114,699
Total transfer of assets from this plan2023-12-31$32,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$34,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$95,032
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$26,379,864
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,269,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,832,786
Expenses. Certain deemed distributions of participant loans2023-12-31$112,028
Value of total corrective distributions2023-12-31$-14,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$12,048,665
Value of total assets at end of year2023-12-31$101,699,082
Value of total assets at beginning of year2023-12-31$85,567,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$338,731
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$492,244
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,607,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,607,410
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$10,057,862
Participant contributions at end of year2023-12-31$2,094,973
Participant contributions at beginning of year2023-12-31$1,645,867
Participant contributions at end of year2023-12-31$359,451
Participant contributions at beginning of year2023-12-31$309,145
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$872,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$34,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$95,032
Other income not declared elsewhere2023-12-31$191,173
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$16,110,368
Value of net assets at end of year (total assets less liabilities)2023-12-31$101,664,468
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$85,472,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$60,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$87,235,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$71,755,591
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$99,342
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$392,902
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$10,892,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$10,794,058
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,040,372
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$1,118,620
Employer contributions (assets) at end of year2023-12-31$1,116,647
Employer contributions (assets) at beginning of year2023-12-31$1,062,579
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,832,786
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SAX LLP
Accountancy firm EIN2023-12-31812950760
2022 : CARE ONE MANAGEMENT 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,304,416
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,472,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,943,943
Expenses. Certain deemed distributions of participant loans2022-12-31$76,963
Value of total corrective distributions2022-12-31$43,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,203,619
Value of total assets at end of year2022-12-31$85,567,240
Value of total assets at beginning of year2022-12-31$97,249,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$407,648
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$404,842
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,303,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,303,760
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,253,569
Participant contributions at end of year2022-12-31$1,645,867
Participant contributions at beginning of year2022-12-31$1,771,765
Participant contributions at end of year2022-12-31$309,145
Participant contributions at beginning of year2022-12-31$315,749
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,887,471
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$95,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$79,923
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-11,776,800
Value of net assets at end of year (total assets less liabilities)2022-12-31$85,472,208
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,249,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$77,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,755,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,099,984
Interest on participant loans2022-12-31$68,497
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$336,345
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,794,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,097,562
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,296,560
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,062,579
Employer contributions (assets) at end of year2022-12-31$1,062,579
Employer contributions (assets) at beginning of year2022-12-31$953,412
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,943,943
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$329,669
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SAX LLP
Accountancy firm EIN2022-12-31812950760
2021 : CARE ONE MANAGEMENT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$364,790
Total transfer of assets from this plan2021-12-31$959,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$187,973
Total income from all sources (including contributions)2021-12-31$21,840,170
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,424,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,911,686
Expenses. Certain deemed distributions of participant loans2021-12-31$15,135
Value of total corrective distributions2021-12-31$100,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,436,798
Value of total assets at end of year2021-12-31$97,249,008
Value of total assets at beginning of year2021-12-31$84,615,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$396,920
Total interest from all sources2021-12-31$308,368
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,875,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,875,592
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,694,111
Participant contributions at end of year2021-12-31$1,771,765
Participant contributions at beginning of year2021-12-31$1,756,468
Participant contributions at end of year2021-12-31$315,749
Participant contributions at beginning of year2021-12-31$286,978
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$789,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$187,973
Other income not declared elsewhere2021-12-31$198,226
Administrative expenses (other) incurred2021-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,416,014
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,249,008
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,427,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$150,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,099,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,671,485
Interest on participant loans2021-12-31$68,154
Interest earned on other investments2021-12-31$240,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,097,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,990,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,021,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$953,412
Employer contributions (assets) at end of year2021-12-31$953,412
Employer contributions (assets) at beginning of year2021-12-31$905,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,911,686
Contract administrator fees2021-12-31$246,533
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES
Accountancy firm EIN2021-12-31271728945
2020 : CARE ONE MANAGEMENT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$246,152
Total transfer of assets from this plan2020-12-31$248,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$187,973
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$22,029,233
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,107,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,604,718
Expenses. Certain deemed distributions of participant loans2020-12-31$53,020
Value of total corrective distributions2020-12-31$98,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,481,985
Value of total assets at end of year2020-12-31$84,615,362
Value of total assets at beginning of year2020-12-31$73,507,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$351,738
Total interest from all sources2020-12-31$363,126
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,815,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,815,379
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,336,390
Participant contributions at end of year2020-12-31$1,756,468
Participant contributions at beginning of year2020-12-31$2,153,217
Participant contributions at end of year2020-12-31$286,978
Participant contributions at beginning of year2020-12-31$38,834
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,239,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$187,973
Administrative expenses (other) incurred2020-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,921,712
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,427,389
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,507,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$109,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$72,671,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,854,821
Interest on participant loans2020-12-31$85,868
Interest earned on other investments2020-12-31$277,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,990,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,461,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,368,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$906,417
Employer contributions (assets) at end of year2020-12-31$905,168
Employer contributions (assets) at beginning of year2020-12-31$999,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,604,718
Contract administrator fees2020-12-31$241,822
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES
Accountancy firm EIN2020-12-31271728945
2019 : CARE ONE MANAGEMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$259,900
Total transfer of assets from this plan2019-12-31$466,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,454,038
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,571,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,290,147
Expenses. Certain deemed distributions of participant loans2019-12-31$9,136
Value of total corrective distributions2019-12-31$89,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,300,508
Value of total assets at end of year2019-12-31$73,507,861
Value of total assets at beginning of year2019-12-31$57,831,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$181,862
Total interest from all sources2019-12-31$353,031
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,555,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,555,998
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,951,492
Participant contributions at end of year2019-12-31$2,153,217
Participant contributions at beginning of year2019-12-31$1,554,425
Participant contributions at end of year2019-12-31$38,834
Participant contributions at beginning of year2019-12-31$90
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,349,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$298,476
Other income not declared elsewhere2019-12-31$19,598
Administrative expenses (other) incurred2019-12-31$421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,883,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,507,861
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,831,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$59,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,854,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,548,314
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$84,652
Interest earned on other investments2019-12-31$268,379
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,461,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,782,140
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,224,903
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$999,955
Employer contributions (assets) at end of year2019-12-31$999,947
Employer contributions (assets) at beginning of year2019-12-31$945,726
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,991,671
Contract administrator fees2019-12-31$121,664
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES
Accountancy firm EIN2019-12-31271728945
2018 : CARE ONE MANAGEMENT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,855,300
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,353,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,042,287
Expenses. Certain deemed distributions of participant loans2018-12-31$13,211
Value of total corrective distributions2018-12-31$135,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,092,977
Value of total assets at end of year2018-12-31$57,831,808
Value of total assets at beginning of year2018-12-31$55,330,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$162,844
Total interest from all sources2018-12-31$323,944
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,010,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,010,120
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,350,767
Participant contributions at end of year2018-12-31$1,554,425
Participant contributions at beginning of year2018-12-31$1,429,476
Participant contributions at end of year2018-12-31$90
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,924,138
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$14,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,501,589
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,831,808
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,330,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$55,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$47,548,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,776,810
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$61,746
Interest earned on other investments2018-12-31$262,198
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,782,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,123,933
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,571,741
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,818,072
Employer contributions (assets) at end of year2018-12-31$945,726
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,042,287
Contract administrator fees2018-12-31$93,802
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : CARE ONE MANAGEMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$416,450
Total transfer of assets from this plan2017-12-31$126,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,668,034
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,880,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,698,792
Expenses. Certain deemed distributions of participant loans2017-12-31$30,154
Value of total corrective distributions2017-12-31$24,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,876,777
Value of total assets at end of year2017-12-31$55,330,219
Value of total assets at beginning of year2017-12-31$45,252,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$127,178
Total interest from all sources2017-12-31$268,430
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,756,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,756,563
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,243,053
Participant contributions at end of year2017-12-31$1,429,476
Participant contributions at beginning of year2017-12-31$1,136,060
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$950,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,787,395
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,330,219
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,252,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$47,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$46,776,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,964,154
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$46,429
Interest earned on other investments2017-12-31$222,001
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,123,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,152,703
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,766,264
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$682,738
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,698,792
Contract administrator fees2017-12-31$79,553
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : CARE ONE MANAGEMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$126,647
Total transfer of assets from this plan2016-12-31$78,004
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$11,240,966
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,571,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,265,127
Expenses. Certain deemed distributions of participant loans2016-12-31$86,417
Value of total corrective distributions2016-12-31$69,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,476,901
Value of total assets at end of year2016-12-31$45,252,917
Value of total assets at beginning of year2016-12-31$39,534,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$149,826
Total interest from all sources2016-12-31$253,299
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,303,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,303,478
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,798,854
Participant contributions at end of year2016-12-31$1,136,060
Participant contributions at beginning of year2016-12-31$948,430
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$852,815
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$14,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,669,813
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,252,917
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,534,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$40,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,964,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,916,786
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$35,168
Interest earned on other investments2016-12-31$218,131
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,152,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,669,245
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,207,288
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$825,232
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,265,127
Contract administrator fees2016-12-31$94,753
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES
Accountancy firm EIN2016-12-31271728945
2015 : CARE ONE MANAGEMENT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$9,790,890
Total transfer of assets from this plan2015-12-31$192,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$84,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$156,630
Total income from all sources (including contributions)2015-12-31$8,307,981
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,095,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,832,659
Expenses. Certain deemed distributions of participant loans2015-12-31$24,959
Value of total corrective distributions2015-12-31$91,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,311,070
Value of total assets at end of year2015-12-31$40,340,326
Value of total assets at beginning of year2015-12-31$28,602,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$145,618
Total interest from all sources2015-12-31$241,840
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,726,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,726,093
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,640,944
Participant contributions at end of year2015-12-31$948,430
Participant contributions at beginning of year2015-12-31$748,290
Participant contributions at end of year2015-12-31$65,460
Participant contributions at beginning of year2015-12-31$130,082
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$897,289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$84,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$156,630
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$625
Total non interest bearing cash at end of year2015-12-31$26
Total non interest bearing cash at beginning of year2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,212,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,256,165
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,445,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$51,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,916,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,745,294
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$26,553
Interest earned on other investments2015-12-31$215,287
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,669,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,427,649
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,971,022
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$772,837
Employer contributions (assets) at end of year2015-12-31$740,405
Employer contributions (assets) at beginning of year2015-12-31$550,765
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,832,659
Contract administrator fees2015-12-31$93,676
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : CARE ONE MANAGEMENT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$157,779
Total transfer of assets from this plan2014-12-31$578,531
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$156,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,470,937
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,562,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,293,793
Value of total corrective distributions2014-12-31$156,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,159,936
Value of total assets at end of year2014-12-31$28,602,082
Value of total assets at beginning of year2014-12-31$25,957,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$111,700
Total interest from all sources2014-12-31$49,809
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,366,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,366,500
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,325,133
Participant contributions at end of year2014-12-31$748,290
Participant contributions at beginning of year2014-12-31$650,547
Participant contributions at end of year2014-12-31$130,082
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,284,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$156,630
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$6,282
Total non interest bearing cash at end of year2014-12-31$2
Total non interest bearing cash at beginning of year2014-12-31$527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,908,814
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,445,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,957,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$26,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,745,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,524,336
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$23,485
Interest earned on other investments2014-12-31$26,324
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,427,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,260,319
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-105,308
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$550,765
Employer contributions (assets) at end of year2014-12-31$550,765
Employer contributions (assets) at beginning of year2014-12-31$521,661
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,293,793
Contract administrator fees2014-12-31$79,403
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARCUM LLP
Accountancy firm EIN2014-12-31111986323
2013 : CARE ONE MANAGEMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$155,231
Total transfer of assets from this plan2013-12-31$7,029,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,589,518
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,449,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,226,975
Expenses. Certain deemed distributions of participant loans2013-12-31$32,671
Value of total corrective distributions2013-12-31$99,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,253,079
Value of total assets at end of year2013-12-31$25,957,390
Value of total assets at beginning of year2013-12-31$25,691,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$89,827
Total interest from all sources2013-12-31$191,323
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$995,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$995,847
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,287,722
Participant contributions at end of year2013-12-31$650,547
Participant contributions at beginning of year2013-12-31$639,510
Participant contributions at beginning of year2013-12-31$169,566
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$443,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$13,117
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$312
Total non interest bearing cash at end of year2013-12-31$527
Total non interest bearing cash at beginning of year2013-12-31$17,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,140,098
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,957,390
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,691,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,524,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,283,318
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$19,901
Interest earned on other investments2013-12-31$171,422
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,260,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,076,696
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,149,269
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$521,661
Employer contributions (assets) at end of year2013-12-31$521,661
Employer contributions (assets) at beginning of year2013-12-31$492,528
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,226,975
Contract administrator fees2013-12-31$62,633
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : CARE ONE MANAGEMENT 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-23,710
Total unrealized appreciation/depreciation of assets2012-12-31$-23,710
Total transfer of assets to this plan2012-12-31$749,145
Total transfer of assets from this plan2012-12-31$19,635
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,893,806
Total loss/gain on sale of assets2012-12-31$40,957
Total of all expenses incurred2012-12-31$2,848,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,699,196
Expenses. Certain deemed distributions of participant loans2012-12-31$7,671
Value of total corrective distributions2012-12-31$65,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,436,305
Value of total assets at end of year2012-12-31$25,691,831
Value of total assets at beginning of year2012-12-31$19,917,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,195
Total interest from all sources2012-12-31$169,469
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$485,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$485,900
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,393,087
Participant contributions at end of year2012-12-31$639,510
Participant contributions at beginning of year2012-12-31$480,195
Participant contributions at end of year2012-12-31$169,566
Participant contributions at beginning of year2012-12-31$130,425
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$550,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$13,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,117
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$17,096
Total non interest bearing cash at beginning of year2012-12-31$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,045,320
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,691,831
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,917,002
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
Investment advisory and management fees2012-12-31$21,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,283,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,982,722
Interest on participant loans2012-12-31$20,524
Interest earned on other investments2012-12-31$148,945
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$1,686,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,076,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,355,093
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,784,885
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$492,528
Employer contributions (assets) at end of year2012-12-31$492,528
Employer contributions (assets) at beginning of year2012-12-31$268,515
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,699,196
Contract administrator fees2012-12-31$54,449
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
Aggregate proceeds on sale of assets2012-12-31$1,915,044
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,874,087
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 name2012-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : CARE ONE MANAGEMENT 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,682,913
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,589,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,398,702
Expenses. Certain deemed distributions of participant loans2011-12-31$35,519
Value of total corrective distributions2011-12-31$115,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,994,120
Value of total assets at end of year2011-12-31$19,917,002
Value of total assets at beginning of year2011-12-31$18,823,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,807
Total interest from all sources2011-12-31$100,012
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$290,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$290,091
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,111,564
Participant contributions at end of year2011-12-31$480,195
Participant contributions at beginning of year2011-12-31$473,319
Participant contributions at end of year2011-12-31$130,425
Participant contributions at beginning of year2011-12-31$112,741
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$614,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,473,267
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$125
Total non interest bearing cash at end of year2011-12-31$41
Total non interest bearing cash at beginning of year2011-12-31$15,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,093,728
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,917,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,823,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,982,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,184
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$20,673
Interest earned on other investments2011-12-31$79,339
Value of interest in common/collective trusts at end of year2011-12-31$1,686,894
Value of interest in common/collective trusts at beginning of year2011-12-31$3,473,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$33,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$33,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,355,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-746,973
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$45,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$268,515
Employer contributions (assets) at end of year2011-12-31$268,515
Employer contributions (assets) at beginning of year2011-12-31$230,802
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,398,702
Contract administrator fees2011-12-31$21,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : CARE ONE MANAGEMENT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$56,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,605
Total income from all sources (including contributions)2010-12-31$5,051,295
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,946,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,851,823
Value of total corrective distributions2010-12-31$61,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,235,843
Value of total assets at end of year2010-12-31$18,823,979
Value of total assets at beginning of year2010-12-31$15,777,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,071
Total interest from all sources2010-12-31$26,090
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$307,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$307,316
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,661,965
Participant contributions at end of year2010-12-31$473,319
Participant contributions at beginning of year2010-12-31$353,082
Participant contributions at end of year2010-12-31$112,741
Participant contributions at beginning of year2010-12-31$105,069
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$343,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,473,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$-6,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,605
Other income not declared elsewhere2010-12-31$1,953
Total non interest bearing cash at end of year2010-12-31$15,737
Total non interest bearing cash at beginning of year2010-12-31$16,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,104,947
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,823,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,775,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,802,777
Interest on participant loans2010-12-31$18,232
Interest earned on other investments2010-12-31$7,858
Value of interest in common/collective trusts at end of year2010-12-31$3,473,167
Value of interest in common/collective trusts at beginning of year2010-12-31$3,266,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$33,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,392,732
Net investment gain or loss from common/collective trusts2010-12-31$87,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$230,802
Employer contributions (assets) at end of year2010-12-31$230,802
Employer contributions (assets) at beginning of year2010-12-31$234,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,851,823
Contract administrator fees2010-12-31$33,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for CARE ONE MANAGEMENT 401(K) PLAN

2023: CARE ONE MANAGEMENT 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARE ONE MANAGEMENT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARE ONE MANAGEMENT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARE ONE MANAGEMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARE ONE MANAGEMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARE ONE MANAGEMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARE ONE MANAGEMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARE ONE MANAGEMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARE ONE MANAGEMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARE ONE MANAGEMENT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARE ONE MANAGEMENT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARE ONE MANAGEMENT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARE ONE MANAGEMENT 401(K) PLAN 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 filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARE ONE MANAGEMENT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780566-01
Policy instance 1
Insurance contract or identification number780566-01
Number of Individuals Covered3328
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780566-01
Policy instance 1
Insurance contract or identification number780566-01
Number of Individuals Covered4633
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered5161
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered5019
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered5985
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered6204
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered5970
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered6059
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered5309
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered5934
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered6588
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60644
Policy instance 1
Insurance contract or identification numberMR 60644
Number of Individuals Covered5352
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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