Logo

EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameEPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

EPIC HEALTHCARE MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:EPIC HEALTHCARE MANAGEMENT
Employer identification number (EIN):274757579
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about EPIC HEALTHCARE MANAGEMENT

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2010-10-28
Company Identification Number: 4012584
Legal Registered Office Address: 1280 ALBANY POST ROAD
Westchester
CROTON-ON-HUDSON
United States of America (USA)
10520

More information about EPIC HEALTHCARE MANAGEMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LIZER JOZEFOVIC
0012016-01-01LIZER JOZEFOVIC
0012016-01-01
0012015-01-01LIZER JOZEFOVIC
0012014-01-01LIZER JOZEFOVIC
0012013-01-01LIZER JOZEFOVIC
0012012-01-01LIZER JOZEFOVIC

Plan Statistics for EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2023: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,392
Total number of active participants reported on line 7a of the Form 55002023-01-011,180
Number of retired or separated participants receiving benefits2023-01-0144
Number of other retired or separated participants entitled to future benefits2023-01-01179
Total of all active and inactive participants2023-01-011,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,403
Number of participants with account balances2023-01-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0129
2022: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,350
Total number of active participants reported on line 7a of the Form 55002022-01-011,149
Number of retired or separated participants receiving benefits2022-01-0139
Number of other retired or separated participants entitled to future benefits2022-01-01175
Total of all active and inactive participants2022-01-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,363
Number of participants with account balances2022-01-01879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,322
Total number of active participants reported on line 7a of the Form 55002021-01-011,111
Number of retired or separated participants receiving benefits2021-01-0138
Number of other retired or separated participants entitled to future benefits2021-01-01174
Total of all active and inactive participants2021-01-011,323
Total participants2021-01-011,323
Number of participants with account balances2021-01-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,167
Total number of active participants reported on line 7a of the Form 55002020-01-011,132
Number of retired or separated participants receiving benefits2020-01-0166
Number of other retired or separated participants entitled to future benefits2020-01-01134
Total of all active and inactive participants2020-01-011,332
Total participants2020-01-011,332
Number of participants with account balances2020-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,195
Total number of active participants reported on line 7a of the Form 55002019-01-01987
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01126
Total of all active and inactive participants2019-01-011,135
Total participants2019-01-011,135
Number of participants with account balances2019-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,207
Total number of active participants reported on line 7a of the Form 55002018-01-011,022
Number of retired or separated participants receiving benefits2018-01-0138
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-011,177
Total participants2018-01-011,177
Number of participants with account balances2018-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,623
Total number of active participants reported on line 7a of the Form 55002017-01-011,066
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-011,170
Total participants2017-01-011,170
Number of participants with account balances2017-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,581
Total number of active participants reported on line 7a of the Form 55002016-01-011,126
Number of other retired or separated participants entitled to future benefits2016-01-01438
Total of all active and inactive participants2016-01-011,564
Total participants2016-01-011,564
Number of participants with account balances2016-01-011,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,382
Total number of active participants reported on line 7a of the Form 55002015-01-011,049
Number of other retired or separated participants entitled to future benefits2015-01-01354
Total of all active and inactive participants2015-01-011,403
Total participants2015-01-011,403
Number of participants with account balances2015-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,214
Total number of active participants reported on line 7a of the Form 55002014-01-01969
Number of other retired or separated participants entitled to future benefits2014-01-01220
Total of all active and inactive participants2014-01-011,189
Total participants2014-01-011,189
Number of participants with account balances2014-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,137
Total number of active participants reported on line 7a of the Form 55002013-01-011,026
Number of other retired or separated participants entitled to future benefits2013-01-01117
Total of all active and inactive participants2013-01-011,143
Total participants2013-01-011,143
Number of participants with account balances2013-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-01866
Number of other retired or separated participants entitled to future benefits2012-01-01114
Total of all active and inactive participants2012-01-01980
Total participants2012-01-01980
Number of participants with account balances2012-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111

Financial Data on EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2023 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,340
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,620,385
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,764,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,666,221
Expenses. Certain deemed distributions of participant loans2023-12-31$3,739
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,837,800
Value of total assets at end of year2023-12-31$29,746,266
Value of total assets at beginning of year2023-12-31$23,886,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,528
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$78,773
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$0
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,548,562
Participant contributions at end of year2023-12-31$758,173
Participant contributions at beginning of year2023-12-31$786,886
Participant contributions at end of year2023-12-31$132
Participant contributions at beginning of year2023-12-31$21,115
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$729,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$5,077
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$5,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,340
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$5,855,897
Value of net assets at end of year (total assets less liabilities)2023-12-31$29,741,144
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,885,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$27,237,971
Value of interest in pooled separate accounts at beginning of year2023-12-31$21,203,555
Interest on participant loans2023-12-31$43,170
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$35,603
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,593,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,762,448
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$0
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$559,908
Employer contributions (assets) at end of year2023-12-31$155,580
Employer contributions (assets) at beginning of year2023-12-31$107,506
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,666,221
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$94,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HMM CPAS LLP
Accountancy firm EIN2023-12-31465416249
2022 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,795
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,513,469
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,687,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,569,068
Expenses. Certain deemed distributions of participant loans2022-12-31$37,470
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,809,659
Value of total assets at end of year2022-12-31$23,886,587
Value of total assets at beginning of year2022-12-31$27,097,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,352
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$38,036
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,279,963
Participant contributions at end of year2022-12-31$786,886
Participant contributions at beginning of year2022-12-31$797,663
Participant contributions at end of year2022-12-31$21,115
Participant contributions at beginning of year2022-12-31$1,986
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$76,189
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,077
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,340
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$10,795
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,201,359
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,885,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,086,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$5,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$21,203,555
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,980,056
Interest on participant loans2022-12-31$32,955
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$5,081
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,762,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,225,386
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-4,361,164
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$453,507
Employer contributions (assets) at end of year2022-12-31$107,506
Employer contributions (assets) at beginning of year2022-12-31$87,233
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,569,068
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$75,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HMM CPAS LLP
Accountancy firm EIN2022-12-31465416249
2021 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,368
Total income from all sources (including contributions)2021-12-31$5,050,620
Total of all expenses incurred2021-12-31$1,610,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,502,447
Expenses. Certain deemed distributions of participant loans2021-12-31$319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,398,204
Value of total assets at end of year2021-12-31$27,098,820
Value of total assets at beginning of year2021-12-31$23,657,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,042
Total interest from all sources2021-12-31$34,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,911,931
Participant contributions at end of year2021-12-31$799,082
Participant contributions at beginning of year2021-12-31$734,223
Participant contributions at end of year2021-12-31$1,986
Participant contributions at beginning of year2021-12-31$5,998
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$88,365
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$220
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$-1,498
Liabilities. Value of operating payables at end of year2021-12-31$10,795
Liabilities. Value of operating payables at beginning of year2021-12-31$9,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,439,812
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,088,025
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,648,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$108,042
Value of interest in pooled separate accounts at end of year2021-12-31$24,980,056
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,366,364
Interest on participant loans2021-12-31$34,134
Interest earned on other investments2021-12-31$17,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,225,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,375,358
Net investment gain/loss from pooled separate accounts2021-12-31$2,618,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$397,908
Employer contributions (assets) at end of year2021-12-31$87,233
Employer contributions (assets) at beginning of year2021-12-31$177,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,502,227
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HMM CPAS LLP
Accountancy firm EIN2021-12-31465416249
2020 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,053
Total income from all sources (including contributions)2020-12-31$5,360,598
Total of all expenses incurred2020-12-31$1,382,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,274,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,053,915
Value of total assets at end of year2020-12-31$23,657,581
Value of total assets at beginning of year2020-12-31$19,678,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$107,669
Total interest from all sources2020-12-31$55,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,668,575
Participant contributions at end of year2020-12-31$734,223
Participant contributions at beginning of year2020-12-31$737,079
Participant contributions at end of year2020-12-31$5,998
Participant contributions at beginning of year2020-12-31$11,021
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$-1,498
Liabilities. Value of operating payables at end of year2020-12-31$9,368
Liabilities. Value of operating payables at beginning of year2020-12-31$8,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,978,023
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,648,213
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,670,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$107,669
Value of interest in pooled separate accounts at end of year2020-12-31$21,366,364
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,729,837
Interest on participant loans2020-12-31$36,431
Interest earned on other investments2020-12-31$19,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,375,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,111,393
Net investment gain/loss from pooled separate accounts2020-12-31$3,251,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$368,701
Employer contributions (assets) at end of year2020-12-31$177,136
Employer contributions (assets) at beginning of year2020-12-31$88,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,274,906
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HMM CPAS LLP
Accountancy firm EIN2020-12-31465416249
2019 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,021
Total income from all sources (including contributions)2019-12-31$5,105,452
Total income from all sources (including contributions)2019-12-31$5,105,452
Total of all expenses incurred2019-12-31$1,209,120
Total of all expenses incurred2019-12-31$1,209,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,108,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,108,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,898,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,898,724
Value of total assets at end of year2019-12-31$19,678,243
Value of total assets at end of year2019-12-31$19,678,243
Value of total assets at beginning of year2019-12-31$15,779,879
Value of total assets at beginning of year2019-12-31$15,779,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,401
Total interest from all sources2019-12-31$53,801
Total interest from all sources2019-12-31$53,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,532,273
Contributions received from participants2019-12-31$1,532,273
Participant contributions at end of year2019-12-31$737,079
Participant contributions at end of year2019-12-31$737,079
Participant contributions at beginning of year2019-12-31$662,843
Participant contributions at beginning of year2019-12-31$662,843
Participant contributions at end of year2019-12-31$11,021
Participant contributions at end of year2019-12-31$11,021
Participant contributions at beginning of year2019-12-31$45
Participant contributions at beginning of year2019-12-31$45
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,454
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,454
Liabilities. Value of operating payables at end of year2019-12-31$8,053
Liabilities. Value of operating payables at end of year2019-12-31$8,053
Liabilities. Value of operating payables at beginning of year2019-12-31$6,021
Liabilities. Value of operating payables at beginning of year2019-12-31$6,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,896,332
Value of net income/loss2019-12-31$3,896,332
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,670,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,670,190
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,773,858
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,773,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$100,401
Investment advisory and management fees2019-12-31$100,401
Value of interest in pooled separate accounts at end of year2019-12-31$17,729,837
Value of interest in pooled separate accounts at end of year2019-12-31$17,729,837
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,942,072
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,942,072
Interest on participant loans2019-12-31$36,535
Interest on participant loans2019-12-31$36,535
Interest earned on other investments2019-12-31$17,266
Interest earned on other investments2019-12-31$17,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,111,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,111,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,091,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,091,601
Net investment gain/loss from pooled separate accounts2019-12-31$3,152,927
Net investment gain/loss from pooled separate accounts2019-12-31$3,152,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$345,997
Contributions received in cash from employer2019-12-31$345,997
Employer contributions (assets) at end of year2019-12-31$88,913
Employer contributions (assets) at end of year2019-12-31$88,913
Employer contributions (assets) at beginning of year2019-12-31$83,318
Employer contributions (assets) at beginning of year2019-12-31$83,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,108,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,108,719
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HMM, CPAS LLP
Accountancy firm name2019-12-31HMM, CPAS LLP
Accountancy firm EIN2019-12-31465416249
Accountancy firm EIN2019-12-31465416249
2018 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,277
Total income from all sources (including contributions)2018-12-31$1,177,655
Total of all expenses incurred2018-12-31$1,117,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,024,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,895,435
Value of total assets at end of year2018-12-31$15,779,879
Value of total assets at beginning of year2018-12-31$15,718,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$92,976
Total interest from all sources2018-12-31$43,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,462,719
Participant contributions at end of year2018-12-31$662,843
Participant contributions at beginning of year2018-12-31$713,833
Participant contributions at end of year2018-12-31$45
Participant contributions at beginning of year2018-12-31$40,695
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$98,727
Liabilities. Value of operating payables at end of year2018-12-31$6,021
Liabilities. Value of operating payables at beginning of year2018-12-31$3,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$59,866
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,773,858
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,713,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$92,976
Value of interest in pooled separate accounts at end of year2018-12-31$13,942,072
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,008,709
Interest on participant loans2018-12-31$31,378
Interest earned on other investments2018-12-31$11,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,091,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$872,241
Net investment gain/loss from pooled separate accounts2018-12-31$-760,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$333,989
Employer contributions (assets) at end of year2018-12-31$83,318
Employer contributions (assets) at beginning of year2018-12-31$82,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,024,813
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$369
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HMM, CPAS LLP
Accountancy firm EIN2018-12-31465416249
2017 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,277
Total income from all sources (including contributions)2017-12-31$3,637,620
Total of all expenses incurred2017-12-31$1,290,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,173,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,659,024
Value of total assets at end of year2017-12-31$15,718,269
Value of total assets at beginning of year2017-12-31$13,366,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$116,403
Total interest from all sources2017-12-31$40,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,353,388
Participant contributions at end of year2017-12-31$713,833
Participant contributions at beginning of year2017-12-31$638,532
Participant contributions at end of year2017-12-31$40,695
Participant contributions at beginning of year2017-12-31$12,505
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,749
Liabilities. Value of operating payables at end of year2017-12-31$3,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,347,421
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,713,992
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,366,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$116,403
Value of interest in pooled separate accounts at end of year2017-12-31$14,008,709
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,560,457
Interest on participant loans2017-12-31$28,514
Interest earned on other investments2017-12-31$12,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$872,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,077,589
Net investment gain/loss from pooled separate accounts2017-12-31$1,937,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$285,887
Employer contributions (assets) at end of year2017-12-31$82,791
Employer contributions (assets) at beginning of year2017-12-31$77,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,173,796
Liabilities. Value of benefit claims payable at end of year2017-12-31$369
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HMM, CPAS LLP
Accountancy firm EIN2017-12-31465416249
2016 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,576,086
Total of all expenses incurred2016-12-31$2,294,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,181,296
Expenses. Certain deemed distributions of participant loans2016-12-31$26,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,716,167
Value of total assets at end of year2016-12-31$13,366,571
Value of total assets at beginning of year2016-12-31$13,084,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$86,272
Total interest from all sources2016-12-31$41,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,260,467
Participant contributions at end of year2016-12-31$638,532
Participant contributions at beginning of year2016-12-31$596,356
Participant contributions at end of year2016-12-31$12,505
Participant contributions at beginning of year2016-12-31$14,323
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$171,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$281,614
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,366,571
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,084,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$86,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,560,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,134,781
Interest on participant loans2016-12-31$25,525
Interest earned on other investments2016-12-31$16,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,077,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,269,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$818,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$283,964
Employer contributions (assets) at end of year2016-12-31$77,488
Employer contributions (assets) at beginning of year2016-12-31$69,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,181,296
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HMM, CPAS LLP
Accountancy firm EIN2016-12-31465416249
2015 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,425,904
Total of all expenses incurred2015-12-31$1,029,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$902,862
Expenses. Certain deemed distributions of participant loans2015-12-31$40,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,482,896
Value of total assets at end of year2015-12-31$13,084,957
Value of total assets at beginning of year2015-12-31$12,689,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$86,291
Total interest from all sources2015-12-31$41,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,170,284
Participant contributions at end of year2015-12-31$596,356
Participant contributions at beginning of year2015-12-31$480,010
Participant contributions at end of year2015-12-31$14,323
Participant contributions at beginning of year2015-12-31$17,895
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$395,910
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,084,957
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,689,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$86,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,134,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,758,561
Interest on participant loans2015-12-31$20,996
Interest earned on other investments2015-12-31$20,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,269,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,373,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-98,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$292,235
Employer contributions (assets) at end of year2015-12-31$69,715
Employer contributions (assets) at beginning of year2015-12-31$59,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$902,862
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HMM, CPA'S LLP
Accountancy firm EIN2015-12-31465416249
2014 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$262
Total income from all sources (including contributions)2014-12-31$2,085,734
Total of all expenses incurred2014-12-31$1,557,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,440,525
Expenses. Certain deemed distributions of participant loans2014-12-31$40,495
Value of total corrective distributions2014-12-31$380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,398,629
Value of total assets at end of year2014-12-31$12,689,047
Value of total assets at beginning of year2014-12-31$12,160,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,990
Total interest from all sources2014-12-31$40,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,118,949
Participant contributions at end of year2014-12-31$480,010
Participant contributions at beginning of year2014-12-31$480,227
Participant contributions at end of year2014-12-31$17,895
Participant contributions at beginning of year2014-12-31$1,328
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$528,344
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,689,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,160,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,758,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,281,457
Interest on participant loans2014-12-31$18,595
Interest earned on other investments2014-12-31$22,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,373,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,341,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$646,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$278,927
Employer contributions (assets) at end of year2014-12-31$59,159
Employer contributions (assets) at beginning of year2014-12-31$56,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,440,525
Contract administrator fees2014-12-31$75,990
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HMM, CPAS LLP
Accountancy firm EIN2014-12-31465416249
2013 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$262
Total income from all sources (including contributions)2013-12-31$3,021,802
Total of all expenses incurred2013-12-31$883,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$776,173
Expenses. Certain deemed distributions of participant loans2013-12-31$42,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,354,505
Value of total assets at end of year2013-12-31$12,160,965
Value of total assets at beginning of year2013-12-31$10,022,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,120
Total interest from all sources2013-12-31$44,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,092,390
Participant contributions at end of year2013-12-31$480,227
Participant contributions at beginning of year2013-12-31$506,241
Participant contributions at end of year2013-12-31$1,328
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,137,899
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,160,703
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,022,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,281,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,073,367
Interest on participant loans2013-12-31$22,299
Interest earned on other investments2013-12-31$22,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,341,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,391,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,622,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$250,631
Employer contributions (assets) at end of year2013-12-31$56,746
Employer contributions (assets) at beginning of year2013-12-31$52,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$776,173
Contract administrator fees2013-12-31$65,120
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HORAN MARTELLO MORRONE PC
Accountancy firm EIN2013-12-31112528271
2012 : EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$9,199,661
Total income from all sources (including contributions)2012-12-31$1,214,152
Total of all expenses incurred2012-12-31$391,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$357,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$628,303
Value of total assets at end of year2012-12-31$10,022,804
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,718
Total interest from all sources2012-12-31$23,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$485,779
Participant contributions at end of year2012-12-31$506,241
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,023
Administrative expenses (other) incurred2012-12-31$389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$823,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,022,804
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,073,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$10,248
Interest earned on other investments2012-12-31$12,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,391,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$562,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$134,501
Employer contributions (assets) at end of year2012-12-31$52,117
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$357,291
Contract administrator fees2012-12-31$33,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2012-12-31112528271

Form 5500 Responses for EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

2023: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EPIC HEALTHCARE MANAGEMENT, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $64,057
Total amount of fees paid to insurance companyUSD $64,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Number of Individuals Covered879
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $58,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,491
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $60,920
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,920
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $48,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,972
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $42,494
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,494
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $38,507
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,507
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,227
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,227
Insurance broker organization code?3
Insurance broker nameMORDECHAI MEISELS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $31,128
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $31,128
Insurance broker organization code?3
Insurance broker nameMORDECHAI MEISELS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $29,640
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $29,640
Insurance broker organization code?3
Insurance broker nameMORDECHAI MEISELS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,536
Commission paid to Insurance BrokerUSD $17,536
Insurance broker organization code?3
Insurance broker nameMORDECHAI MEISELS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932312-000
Policy instance 1
Insurance contract or identification number932312-000
Number of Individuals Covered400
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $68,726
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,726
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1