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PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NamePRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 001

PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:PRIMARY CARE HEALTH SERVICES, INC.
Employer identification number (EIN):251300356
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01DONMINIKA BROWN JOHN HOLLINS2018-07-27
0012015-11-01CHELSEY SIRMONS III
0012014-11-01CHELSEY SIRMONS III
0012013-11-01CHELSEY SIRMONS III
0012012-11-01CHELSEY SIRMONS III
0012011-11-01CHELSEY SIRMONS, III
0012009-11-01CHELSEY SIRMONS III
0012009-11-01CHELSEY SIRMONS III

Plan Statistics for PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-01181
Total number of active participants reported on line 7a of the Form 55002022-11-01115
Number of retired or separated participants receiving benefits2022-11-016
Number of other retired or separated participants entitled to future benefits2022-11-0143
Total of all active and inactive participants2022-11-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-010
Total participants2022-11-01164
Number of participants with account balances2022-11-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-11-011
2021: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01207
Total number of active participants reported on line 7a of the Form 55002021-11-01120
Number of retired or separated participants receiving benefits2021-11-017
Number of other retired or separated participants entitled to future benefits2021-11-0152
Total of all active and inactive participants2021-11-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-010
Total participants2021-11-01179
Number of participants with account balances2021-11-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-011
2020: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01201
Total number of active participants reported on line 7a of the Form 55002020-11-01121
Number of retired or separated participants receiving benefits2020-11-015
Number of other retired or separated participants entitled to future benefits2020-11-0158
Total of all active and inactive participants2020-11-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-010
Total participants2020-11-01184
Number of participants with account balances2020-11-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
2019: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01211
Total number of active participants reported on line 7a of the Form 55002019-11-01125
Number of retired or separated participants receiving benefits2019-11-013
Number of other retired or separated participants entitled to future benefits2019-11-0171
Total of all active and inactive participants2019-11-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-01199
Number of participants with account balances2019-11-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
2018: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01188
Total number of active participants reported on line 7a of the Form 55002018-11-01143
Number of retired or separated participants receiving benefits2018-11-017
Number of other retired or separated participants entitled to future benefits2018-11-0161
Total of all active and inactive participants2018-11-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01211
Number of participants with account balances2018-11-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01199
Total number of active participants reported on line 7a of the Form 55002017-11-01126
Number of retired or separated participants receiving benefits2017-11-0113
Number of other retired or separated participants entitled to future benefits2017-11-0148
Total of all active and inactive participants2017-11-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-011
Total participants2017-11-01188
Number of participants with account balances2017-11-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-013
2016: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01209
Total number of active participants reported on line 7a of the Form 55002016-11-01124
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-0171
Total of all active and inactive participants2016-11-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-014
Total participants2016-11-01199
Number of participants with account balances2016-11-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01276
Total number of active participants reported on line 7a of the Form 55002015-11-01125
Number of retired or separated participants receiving benefits2015-11-013
Number of other retired or separated participants entitled to future benefits2015-11-0180
Total of all active and inactive participants2015-11-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-011
Total participants2015-11-01209
Number of participants with account balances2015-11-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01278
Total number of active participants reported on line 7a of the Form 55002014-11-01212
Number of retired or separated participants receiving benefits2014-11-013
Number of other retired or separated participants entitled to future benefits2014-11-0161
Total of all active and inactive participants2014-11-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01276
Number of participants with account balances2014-11-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01281
Total number of active participants reported on line 7a of the Form 55002013-11-01206
Number of retired or separated participants receiving benefits2013-11-011
Number of other retired or separated participants entitled to future benefits2013-11-0171
Total of all active and inactive participants2013-11-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01278
Number of participants with account balances2013-11-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01294
Total number of active participants reported on line 7a of the Form 55002012-11-01199
Number of retired or separated participants receiving benefits2012-11-012
Number of other retired or separated participants entitled to future benefits2012-11-0180
Total of all active and inactive participants2012-11-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01281
Number of participants with account balances2012-11-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01188
Total number of active participants reported on line 7a of the Form 55002011-11-01208
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-0186
Total of all active and inactive participants2011-11-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01294
Number of participants with account balances2011-11-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01168
Total number of active participants reported on line 7a of the Form 55002009-11-01149
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0113
Total of all active and inactive participants2009-11-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01162
Number of participants with account balances2009-11-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-0111

Financial Data on PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$4,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$4,072
Total income from all sources (including contributions)2023-10-31$541,551
Total loss/gain on sale of assets2023-10-31$0
Total of all expenses incurred2023-10-31$306,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-31$254,426
Expenses. Certain deemed distributions of participant loans2023-10-31$3,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-31$258,402
Value of total assets at end of year2023-10-31$5,458,548
Value of total assets at beginning of year2023-10-31$5,223,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-31$47,825
Total interest from all sources2023-10-31$294
Total dividends received (eg from common stock, registered investment company shares)2023-10-31$282,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-10-31$282,855
Was this plan covered by a fidelity bond2023-10-31Yes
Value of fidelity bond cover2023-10-31$500,000
If this is an individual account plan, was there a blackout period2023-10-31No
Were there any nonexempt tranactions with any party-in-interest2023-10-31No
Contributions received from participants2023-10-31$258,051
Participant contributions at end of year2023-10-31$8,679
Participant contributions at beginning of year2023-10-31$5,091
Participant contributions at end of year2023-10-31$620
Participant contributions at beginning of year2023-10-31$7,302
Income. Received or receivable in cash from other sources (including rollovers)2023-10-31$351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Income. Non cash contributions2023-10-31$0
Value of net income/loss2023-10-31$235,492
Value of net assets at end of year (total assets less liabilities)2023-10-31$5,454,476
Value of net assets at beginning of year (total assets less liabilities)2023-10-31$5,218,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-31No
Were any leases to which the plan was party in default or uncollectible2023-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-31$4,854,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-31$4,499,298
Interest on participant loans2023-10-31$294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-10-31$594,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-10-31$711,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-31No
Was there a failure to transmit to the plan any participant contributions2023-10-31No
Has the plan failed to provide any benefit when due under the plan2023-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-31$254,426
Contract administrator fees2023-10-31$47,825
Liabilities. Value of benefit claims payable at end of year2023-10-31$4,072
Liabilities. Value of benefit claims payable at beginning of year2023-10-31$4,072
Did the plan have assets held for investment2023-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-31No
Opinion of an independent qualified public accountant for this plan2023-10-31Unqualified
Accountancy firm name2023-10-31BAKER TILLY US, LLP
Accountancy firm EIN2023-10-31301413443
2022 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$4,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-733,528
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$1,649,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,602,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$259,814
Value of total assets at end of year2022-10-31$5,223,056
Value of total assets at beginning of year2022-10-31$7,602,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$46,943
Total interest from all sources2022-10-31$192
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$-993,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$-993,534
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$259,814
Participant contributions at end of year2022-10-31$5,091
Participant contributions at beginning of year2022-10-31$2,826
Participant contributions at end of year2022-10-31$7,302
Participant contributions at beginning of year2022-10-31$164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-2,383,259
Value of net assets at end of year (total assets less liabilities)2022-10-31$5,218,984
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$7,602,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$4,499,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$6,503,718
Interest on participant loans2022-10-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$711,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$1,095,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$1,602,788
Contract administrator fees2022-10-31$46,943
Liabilities. Value of benefit claims payable at end of year2022-10-31$4,072
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$0
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31BAKER TILLY US, LLP
Accountancy firm EIN2022-10-31390859910
2021 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$2,124,270
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$1,463,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$1,399,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$259,307
Value of total assets at end of year2021-10-31$7,602,243
Value of total assets at beginning of year2021-10-31$6,940,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$63,936
Total interest from all sources2021-10-31$297
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$1,864,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$1,864,666
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$259,307
Participant contributions at end of year2021-10-31$2,826
Participant contributions at beginning of year2021-10-31$6,183
Participant contributions at end of year2021-10-31$164
Participant contributions at beginning of year2021-10-31$164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$661,263
Value of net assets at end of year (total assets less liabilities)2021-10-31$7,602,243
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$6,940,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$6,503,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$5,432,453
Interest on participant loans2021-10-31$297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-31$1,095,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-31$1,502,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31Yes
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$1,399,071
Contract administrator fees2021-10-31$63,936
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31BAKER TILLY US, LLP
Accountancy firm EIN2021-10-31390859910
2020 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$558,141
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$851,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$813,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$239,990
Value of total assets at end of year2020-10-31$6,940,980
Value of total assets at beginning of year2020-10-31$7,234,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$37,553
Total interest from all sources2020-10-31$678
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$44,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$44,207
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$239,990
Participant contributions at end of year2020-10-31$6,183
Participant contributions at beginning of year2020-10-31$11,063
Participant contributions at end of year2020-10-31$164
Participant contributions at beginning of year2020-10-31$14,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$-293,220
Value of net assets at end of year (total assets less liabilities)2020-10-31$6,940,980
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$7,234,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$5,432,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$5,672,328
Income. Interest from loans (other than to participants)2020-10-31$678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-31$1,502,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$1,535,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$273,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31Yes
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$813,808
Contract administrator fees2020-10-31$37,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31Yes
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31BAKER TILLY US, LLP
Accountancy firm EIN2020-10-31390859910
2019 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$1,005,594
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$253,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$197,289
Expenses. Certain deemed distributions of participant loans2019-10-31$853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$304,549
Value of total assets at end of year2019-10-31$7,234,200
Value of total assets at beginning of year2019-10-31$6,481,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$55,083
Total interest from all sources2019-10-31$896
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$46,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$46,711
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$240,020
Participant contributions at end of year2019-10-31$11,063
Participant contributions at beginning of year2019-10-31$15,175
Participant contributions at end of year2019-10-31$14,825
Participant contributions at beginning of year2019-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$64,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$752,369
Value of net assets at end of year (total assets less liabilities)2019-10-31$7,234,200
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$6,481,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$5,672,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$4,934,086
Interest on participant loans2019-10-31$896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$1,535,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$1,532,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$653,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$0
Employer contributions (assets) at end of year2019-10-31$0
Employer contributions (assets) at beginning of year2019-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$197,289
Contract administrator fees2019-10-31$55,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-10-31390859910
2018 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$372,186
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$1,189,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$1,148,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$248,652
Value of total assets at end of year2018-10-31$6,481,831
Value of total assets at beginning of year2018-10-31$7,299,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$41,036
Total interest from all sources2018-10-31$739
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$139,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$139,188
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$226,541
Participant contributions at end of year2018-10-31$15,175
Participant contributions at beginning of year2018-10-31$118,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-817,578
Value of net assets at end of year (total assets less liabilities)2018-10-31$6,481,831
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$7,299,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$4,934,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$5,036,245
Interest on participant loans2018-10-31$739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$1,532,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-10-31$2,034,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-16,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$22,111
Employer contributions (assets) at end of year2018-10-31$0
Employer contributions (assets) at beginning of year2018-10-31$110,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$1,148,728
Contract administrator fees2018-10-31$41,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31Yes
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-10-31390859910
2017 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$1,168,340
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$871,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$834,355
Expenses. Certain deemed distributions of participant loans2017-10-31$2,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$333,718
Value of total assets at end of year2017-10-31$7,299,409
Value of total assets at beginning of year2017-10-31$7,002,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$34,365
Total interest from all sources2017-10-31$71,979
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$110,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$110,131
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$135,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$221,193
Participant contributions at end of year2017-10-31$118,146
Participant contributions at beginning of year2017-10-31$177,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$297,142
Value of net assets at end of year (total assets less liabilities)2017-10-31$7,299,409
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$7,002,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$5,036,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$4,597,853
Interest on participant loans2017-10-31$811
Interest earned on other investments2017-10-31$71,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-31$2,034,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-31$2,226,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$652,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$112,525
Employer contributions (assets) at end of year2017-10-31$110,555
Employer contributions (assets) at beginning of year2017-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$834,355
Contract administrator fees2017-10-31$34,365
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-10-31390859910
2016 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$688,963
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$552,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$519,580
Expenses. Certain deemed distributions of participant loans2016-10-31$1,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$476,288
Value of total assets at end of year2016-10-31$7,002,267
Value of total assets at beginning of year2016-10-31$6,866,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$31,926
Total interest from all sources2016-10-31$73,516
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$108,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$108,718
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$135,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$270,273
Participant contributions at end of year2016-10-31$177,867
Participant contributions at beginning of year2016-10-31$14,462
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$205,702
Other income not declared elsewhere2016-10-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$136,224
Value of net assets at end of year (total assets less liabilities)2016-10-31$7,002,267
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$6,866,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$4,597,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$4,569,071
Interest on participant loans2016-10-31$685
Interest earned on other investments2016-10-31$72,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-31$2,226,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-31$2,282,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$29,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$519,580
Contract administrator fees2016-10-31$31,926
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-10-31390859910
2015 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$437,234
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$604,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$575,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$273,141
Value of total assets at end of year2015-10-31$6,866,043
Value of total assets at beginning of year2015-10-31$7,033,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$29,621
Total interest from all sources2015-10-31$71,303
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$113,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$113,307
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$135,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$273,141
Participant contributions at end of year2015-10-31$14,462
Participant contributions at beginning of year2015-10-31$25,362
Participant contributions at end of year2015-10-31$0
Participant contributions at beginning of year2015-10-31$8,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-167,389
Value of net assets at end of year (total assets less liabilities)2015-10-31$6,866,043
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$7,033,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$4,569,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$4,715,808
Interest on participant loans2015-10-31$699
Interest earned on other investments2015-10-31$70,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-31$2,282,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-31$2,283,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-20,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$575,002
Contract administrator fees2015-10-31$29,621
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-10-31390859910
2014 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$834,897
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$259,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$227,344
Expenses. Certain deemed distributions of participant loans2014-10-31$6,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$271,886
Value of total assets at end of year2014-10-31$7,033,432
Value of total assets at beginning of year2014-10-31$6,457,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$25,207
Total interest from all sources2014-10-31$74,255
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$81,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$81,995
Was this plan covered by a fidelity bond2014-10-31No
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$252,247
Participant contributions at end of year2014-10-31$25,362
Participant contributions at beginning of year2014-10-31$26,710
Participant contributions at end of year2014-10-31$8,697
Participant contributions at beginning of year2014-10-31$8,577
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$18,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$575,514
Value of net assets at end of year (total assets less liabilities)2014-10-31$7,033,432
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$6,457,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$4,715,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$3,998,720
Interest on participant loans2014-10-31$920
Interest earned on other investments2014-10-31$73,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$2,283,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$2,423,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$406,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31Yes
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$227,344
Contract administrator fees2014-10-31$25,207
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-10-31390859910
2013 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$1,090,238
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$519,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$493,546
Expenses. Certain deemed distributions of participant loans2013-10-31$6,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$292,770
Value of total assets at end of year2013-10-31$6,457,918
Value of total assets at beginning of year2013-10-31$5,887,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$19,511
Total interest from all sources2013-10-31$77,502
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$31,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$31,275
Was this plan covered by a fidelity bond2013-10-31No
If this is an individual account plan, was there a blackout period2013-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$292,770
Participant contributions at end of year2013-10-31$26,710
Participant contributions at beginning of year2013-10-31$20,888
Participant contributions at end of year2013-10-31$8,577
Participant contributions at beginning of year2013-10-31$11,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$570,717
Value of net assets at end of year (total assets less liabilities)2013-10-31$6,457,918
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$5,887,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$3,998,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$3,476,571
Interest on participant loans2013-10-31$671
Interest earned on other investments2013-10-31$76,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-10-31$2,423,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-10-31$2,378,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$688,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31Yes
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$493,546
Contract administrator fees2013-10-31$19,511
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31PARENTEBEARD LLD
Accountancy firm EIN2013-10-31232932984
2012 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$835,794
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$475,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$463,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$446,790
Value of total assets at end of year2012-10-31$5,887,201
Value of total assets at beginning of year2012-10-31$5,527,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$12,125
Total interest from all sources2012-10-31$73,464
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$15,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$15,505
Was this plan covered by a fidelity bond2012-10-31No
If this is an individual account plan, was there a blackout period2012-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$446,790
Participant contributions at end of year2012-10-31$20,888
Participant contributions at end of year2012-10-31$11,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$360,072
Value of net assets at end of year (total assets less liabilities)2012-10-31$5,887,201
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$5,527,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$3,476,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$3,604,750
Income. Interest from loans (other than to participants)2012-10-31$314
Interest earned on other investments2012-10-31$73,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$2,378,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$1,888,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$300,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31Yes
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Employer contributions (assets) at beginning of year2012-10-31$33,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$463,597
Contract administrator fees2012-10-31$12,125
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31PARENTEBEARD LLD
Accountancy firm EIN2012-10-31232932984
2011 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$633,191
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$273,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$270,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$408,757
Value of total assets at end of year2011-10-31$5,527,129
Value of total assets at beginning of year2011-10-31$5,167,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$3,056
Total interest from all sources2011-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Administrative expenses professional fees incurred2011-10-31$3,056
Was this plan covered by a fidelity bond2011-10-31No
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$320,710
Participant contributions at end of year2011-10-31$0
Participant contributions at beginning of year2011-10-31$9,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$359,818
Value of net assets at end of year (total assets less liabilities)2011-10-31$5,527,129
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$5,167,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$3,604,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$3,158,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$1,888,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$1,980,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$224,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31Yes
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$88,047
Employer contributions (assets) at end of year2011-10-31$33,598
Employer contributions (assets) at beginning of year2011-10-31$19,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$270,317
Did the plan have assets held for investment2011-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31PARENTEBEARD LLC
Accountancy firm EIN2011-10-31232932984
2010 : PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN

2022: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement – InsuranceYes
2022-11-01Plan benefit arrangement - TrustYes
2021: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2009: PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number62882-1
Policy instance 3
Insurance contract or identification number62882-1
Number of Individuals Covered26
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberEX25339
Policy instance 2
Insurance contract or identification numberEX25339
Number of Individuals Covered11
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $902
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
Commission paid to Insurance BrokerUSD $902
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP25339
Policy instance 1
Insurance contract or identification numberGP25339
Number of Individuals Covered40
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $4,639
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
Commission paid to Insurance BrokerUSD $4,639
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number62882-1
Policy instance 3
Insurance contract or identification number62882-1
Number of Individuals Covered0
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberEX25339
Policy instance 2
Insurance contract or identification numberEX25339
Number of Individuals Covered11
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $917
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
Commission paid to Insurance BrokerUSD $917
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP25339
Policy instance 1
Insurance contract or identification numberGP25339
Number of Individuals Covered41
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $5,152
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
Commission paid to Insurance BrokerUSD $5,152
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62882 - 1
Policy instance 3
Insurance contract or identification numberMR 62882 - 1
Number of Individuals Covered36
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberEX25339
Policy instance 2
Insurance contract or identification numberEX25339
Number of Individuals Covered11
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $722
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
Commission paid to Insurance BrokerUSD $722
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP25339
Policy instance 1
Insurance contract or identification numberGP25339
Number of Individuals Covered49
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $5,187
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
Commission paid to Insurance BrokerUSD $5,187
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62882 - 1
Policy instance 3
Insurance contract or identification numberMR 62882 - 1
Number of Individuals Covered42
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP25339
Policy instance 1
Insurance contract or identification numberGP25339
Number of Individuals Covered58
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $7,052
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
Commission paid to Insurance BrokerUSD $7,052
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberEX25339
Policy instance 2
Insurance contract or identification numberEX25339
Number of Individuals Covered11
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $743
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
Commission paid to Insurance BrokerUSD $743
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberEX25339
Policy instance 3
Insurance contract or identification numberEX25339
Number of Individuals Covered12
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $948
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
Commission paid to Insurance BrokerUSD $948
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP25339
Policy instance 1
Insurance contract or identification numberGP25339
Number of Individuals Covered61
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $7,186
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
Commission paid to Insurance BrokerUSD $7,186
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62882-1
Policy instance 2
Insurance contract or identification numberMR 62882-1
Number of Individuals Covered44
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberEX25339
Policy instance 3
Insurance contract or identification numberEX25339
Number of Individuals Covered12
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $932
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP25339
Policy instance 1
Insurance contract or identification numberGP25339
Number of Individuals Covered63
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $8,425
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 62882 - 1
Policy instance 2
Insurance contract or identification numberMR 62882 - 1
Number of Individuals Covered97
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
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

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