401k Plan data: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN plan

PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PHOENIX HOME CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHOENIX HOME CARE, INC.

Employer identification number (EIN): 275336420

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PHILIP MELUGIN
001 2016-01-01 PHILIP MELUGIN
001 2015-01-01 JEFFREY REINOLD
001 2014-01-01 JEFFREY REINOLD
001 2013-01-01 JEFFREY REINOLD 2014-10-14
001 2012-01-01 PHILIP MELUGIN 2013-07-30
001 2011-08-01 PHILIP MELUGIN 2012-06-24

Plan Statistics for PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,635
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,724
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 80
Total of all active and inactive participants 2022-01-01 1,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,806
Number of participants with account balances 2022-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,405
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,126
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 129
Total of all active and inactive participants 2021-01-01 1,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,264
Number of participants with account balances 2021-01-01 496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,239
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,123
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 172
Total of all active and inactive participants 2020-01-01 1,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,299
Number of participants with account balances 2020-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,030
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 876
Number of retired or separated participants receiving benefits 2019-01-01 13
Number of other retired or separated participants entitled to future benefits 2019-01-01 102
Total of all active and inactive participants 2019-01-01 991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 991
Number of participants with account balances 2019-01-01 608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 821
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 743
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 156
Total of all active and inactive participants 2018-01-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 900
Number of participants with account balances 2018-01-01 685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 803
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 38
Total of all active and inactive participants 2017-01-01 841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 841
Number of participants with account balances 2017-01-01 253
2016: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 891
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 643
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 651
Number of participants with account balances 2016-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 800
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 800
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 800
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 797
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 800
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,635
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,724
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	80
Total of all active and inactive participants	2022-01-01	1,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,806
Number of participants with account balances	2022-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,405
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,126
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	129
Total of all active and inactive participants	2021-01-01	1,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,264
Number of participants with account balances	2021-01-01	496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,239
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,123
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	172
Total of all active and inactive participants	2020-01-01	1,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,299
Number of participants with account balances	2020-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,030
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	876
Number of retired or separated participants receiving benefits	2019-01-01	13
Number of other retired or separated participants entitled to future benefits	2019-01-01	102
Total of all active and inactive participants	2019-01-01	991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	991
Number of participants with account balances	2019-01-01	608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	821
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	743
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	156
Total of all active and inactive participants	2018-01-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	900
Number of participants with account balances	2018-01-01	685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	803
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	38
Total of all active and inactive participants	2017-01-01	841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	841
Number of participants with account balances	2017-01-01	253
2016: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	891
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	643
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	651
Number of participants with account balances	2016-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	800
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	800
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	800
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	797
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	800
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$32,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$62,946
Total income from all sources (including contributions)	2022-12-31	$136,551
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$686,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$615,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,107,074
Value of total assets at end of year	2022-12-31	$4,986,081
Value of total assets at beginning of year	2022-12-31	$5,565,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$70,808
Total interest from all sources	2022-12-31	$10,260
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$815,981
Participant contributions at end of year	2022-12-31	$157,887
Participant contributions at beginning of year	2022-12-31	$53,099
Participant contributions at end of year	2022-12-31	$55,798
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$32,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$62,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-549,675
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,953,371
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,503,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,627,879
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,462,657
Interest on participant loans	2022-12-31	$8,827
Interest earned on other investments	2022-12-31	$1,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$131,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$50,236
Net investment gain/loss from pooled separate accounts	2022-12-31	$-980,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$288,942
Employer contributions (assets) at end of year	2022-12-31	$13,387
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$615,418
Contract administrator fees	2022-12-31	$70,808
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COULTER & JUSTUS
Accountancy firm EIN	2022-12-31	621532356
2021 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$62,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$37,084
Total income from all sources (including contributions)	2021-12-31	$1,575,971
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$349,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$273,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,001,674
Value of total assets at end of year	2021-12-31	$5,565,992
Value of total assets at beginning of year	2021-12-31	$4,313,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$75,862
Total interest from all sources	2021-12-31	$2,603
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$688,675
Participant contributions at end of year	2021-12-31	$53,099
Participant contributions at beginning of year	2021-12-31	$33,608
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$21,376
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$60,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$62,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$37,084
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,226,524
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,503,046
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,276,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,462,657
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,224,529
Interest on participant loans	2021-12-31	$2,106
Interest earned on other investments	2021-12-31	$497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$50,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$25,481
Net investment gain/loss from pooled separate accounts	2021-12-31	$571,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$252,608
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$8,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$273,585
Contract administrator fees	2021-12-31	$75,862
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COULTER & JUSTUS
Accountancy firm EIN	2021-12-31	621532356
2020 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$37,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,422
Total income from all sources (including contributions)	2020-12-31	$1,516,490
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$442,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$387,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$850,687
Value of total assets at end of year	2020-12-31	$4,313,606
Value of total assets at beginning of year	2020-12-31	$3,210,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$54,859
Total interest from all sources	2020-12-31	$920
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$610,096
Participant contributions at end of year	2020-12-31	$33,608
Participant contributions at beginning of year	2020-12-31	$8,279
Participant contributions at end of year	2020-12-31	$21,376
Participant contributions at beginning of year	2020-12-31	$706
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$37,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$7,812
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$7,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,074,281
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,276,522
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,202,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,224,529
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,054,389
Interest on participant loans	2020-12-31	$726
Interest earned on other investments	2020-12-31	$194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$25,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$138,669
Net investment gain/loss from pooled separate accounts	2020-12-31	$664,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$235,262
Employer contributions (assets) at end of year	2020-12-31	$8,612
Employer contributions (assets) at beginning of year	2020-12-31	$808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$387,350
Contract administrator fees	2020-12-31	$54,859
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$610
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COULTER & JUSTUS
Accountancy firm EIN	2020-12-31	621532356
2019 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,513
Total income from all sources (including contributions)	2019-12-31	$1,610,824
Total income from all sources (including contributions)	2019-12-31	$1,610,824
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$215,162
Total of all expenses incurred	2019-12-31	$215,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$182,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$182,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,157,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,157,749
Value of total assets at end of year	2019-12-31	$3,210,663
Value of total assets at end of year	2019-12-31	$3,210,663
Value of total assets at beginning of year	2019-12-31	$1,814,092
Value of total assets at beginning of year	2019-12-31	$1,814,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,278
Total interest from all sources	2019-12-31	$2,642
Total interest from all sources	2019-12-31	$2,642
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$652,529
Contributions received from participants	2019-12-31	$652,529
Participant contributions at end of year	2019-12-31	$8,279
Participant contributions at end of year	2019-12-31	$8,279
Participant contributions at beginning of year	2019-12-31	$68,900
Participant contributions at beginning of year	2019-12-31	$68,900
Participant contributions at end of year	2019-12-31	$706
Participant contributions at end of year	2019-12-31	$706
Participant contributions at beginning of year	2019-12-31	$454
Participant contributions at beginning of year	2019-12-31	$454
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$148,299
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$148,299
Liabilities. Value of operating payables at end of year	2019-12-31	$7,812
Liabilities. Value of operating payables at end of year	2019-12-31	$7,812
Liabilities. Value of operating payables at beginning of year	2019-12-31	$2,749
Liabilities. Value of operating payables at beginning of year	2019-12-31	$2,749
Total non interest bearing cash at end of year	2019-12-31	$7,812
Total non interest bearing cash at end of year	2019-12-31	$7,812
Total non interest bearing cash at beginning of year	2019-12-31	$2,749
Total non interest bearing cash at beginning of year	2019-12-31	$2,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,395,662
Value of net income/loss	2019-12-31	$1,395,662
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,202,241
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,202,241
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,806,579
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,806,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$29,008
Investment advisory and management fees	2019-12-31	$29,008
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,054,389
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,054,389
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,684,551
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,684,551
Income. Interest from loans (other than to participants)	2019-12-31	$2,642
Income. Interest from loans (other than to participants)	2019-12-31	$2,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$138,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$138,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$57,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$57,306
Net investment gain/loss from pooled separate accounts	2019-12-31	$450,433
Net investment gain/loss from pooled separate accounts	2019-12-31	$450,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$356,921
Contributions received in cash from employer	2019-12-31	$356,921
Employer contributions (assets) at end of year	2019-12-31	$808
Employer contributions (assets) at end of year	2019-12-31	$808
Employer contributions (assets) at beginning of year	2019-12-31	$132
Employer contributions (assets) at beginning of year	2019-12-31	$132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$182,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$182,884
Contract administrator fees	2019-12-31	$3,270
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$610
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$610
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$4,764
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$4,764
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COULTER & JUSTUS, P.C.
Accountancy firm name	2019-12-31	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2019-12-31	621532536
Accountancy firm EIN	2019-12-31	621532536
2018 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$881,740
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$184,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$160,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$996,084
Value of total assets at end of year	2018-12-31	$1,814,092
Value of total assets at beginning of year	2018-12-31	$1,109,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,001
Total interest from all sources	2018-12-31	$1,026
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$638,415
Participant contributions at end of year	2018-12-31	$68,900
Participant contributions at beginning of year	2018-12-31	$6,312
Participant contributions at end of year	2018-12-31	$454
Participant contributions at beginning of year	2018-12-31	$2,298
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$47,475
Liabilities. Value of operating payables at end of year	2018-12-31	$2,749
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$2,749
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$696,898
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,806,579
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,109,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$21,252
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,684,551
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,055,923
Income. Interest from loans (other than to participants)	2018-12-31	$1,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$57,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$27,333
Net investment gain/loss from pooled separate accounts	2018-12-31	$-115,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$310,194
Employer contributions (assets) at end of year	2018-12-31	$132
Employer contributions (assets) at beginning of year	2018-12-31	$17,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$160,841
Contract administrator fees	2018-12-31	$2,749
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$4,764
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	THE WHITLOCK CO. LLP
Accountancy firm EIN	2018-12-31	431365401
2017 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$519,822
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$134,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$91,139
Value of total corrective distributions	2017-12-31	$40,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$387,950
Value of total assets at end of year	2017-12-31	$1,109,681
Value of total assets at beginning of year	2017-12-31	$724,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,900
Total interest from all sources	2017-12-31	$158
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$230,466
Participant contributions at end of year	2017-12-31	$6,312
Participant contributions at beginning of year	2017-12-31	$2,140
Participant contributions at end of year	2017-12-31	$2,298
Participant contributions at beginning of year	2017-12-31	$9,776
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$107,607
Other income not declared elsewhere	2017-12-31	$838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$385,475
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,109,681
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$724,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,055,923
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$687,072
Interest on participant loans	2017-12-31	$158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$27,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$23,920
Net investment gain/loss from pooled separate accounts	2017-12-31	$130,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$49,877
Employer contributions (assets) at end of year	2017-12-31	$17,815
Employer contributions (assets) at beginning of year	2017-12-31	$1,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$91,139
Contract administrator fees	2017-12-31	$2,900
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	THE WHITLOCK CO. LLP
Accountancy firm EIN	2017-12-31	431365401
2016 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$298,330
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$11,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$9,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$260,499
Value of total assets at end of year	2016-12-31	$724,206
Value of total assets at beginning of year	2016-12-31	$436,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,086
Total interest from all sources	2016-12-31	$93
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$155,833
Participant contributions at end of year	2016-12-31	$2,140
Participant contributions at beginning of year	2016-12-31	$89
Participant contributions at end of year	2016-12-31	$9,776
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$85,733
Other income not declared elsewhere	2016-12-31	$538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$287,248
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$724,206
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$436,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$687,072
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$421,728
Interest on participant loans	2016-12-31	$93
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$23,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$15,141
Net investment gain/loss from pooled separate accounts	2016-12-31	$37,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$18,933
Employer contributions (assets) at end of year	2016-12-31	$1,298
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$9,996
Contract administrator fees	2016-12-31	$1,086
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	THE WHITLOCK CO. LLP
Accountancy firm EIN	2016-12-31	431365401
2015 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$142,812
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$11,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$10,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$157,422
Value of total assets at end of year	2015-12-31	$436,958
Value of total assets at beginning of year	2015-12-31	$305,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$797
Total interest from all sources	2015-12-31	$30
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$139,845
Participant contributions at end of year	2015-12-31	$89
Participant contributions at beginning of year	2015-12-31	$1,136
Other income not declared elsewhere	2015-12-31	$367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$131,178
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$436,958
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$305,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$421,728
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$294,895
Interest on participant loans	2015-12-31	$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$15,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,749
Net investment gain/loss from pooled separate accounts	2015-12-31	$-15,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$17,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$10,837
Contract administrator fees	2015-12-31	$797
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	THE WHITLOCK CO. LLP
Accountancy firm EIN	2015-12-31	431365401
2014 : PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$118,544
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$17,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$16,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$109,555
Value of total assets at end of year	2014-12-31	$305,780
Value of total assets at beginning of year	2014-12-31	$204,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$981
Total interest from all sources	2014-12-31	$61
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$89,136
Participant contributions at end of year	2014-12-31	$1,136
Participant contributions at beginning of year	2014-12-31	$2,600
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$13,134
Other income not declared elsewhere	2014-12-31	$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$101,012
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$305,780
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$204,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$294,895
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$197,433
Interest on participant loans	2014-12-31	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,735
Net investment gain/loss from pooled separate accounts	2014-12-31	$8,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$7,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$16,551
Contract administrator fees	2014-12-31	$981
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	THE WHITLOCK CO. LLP
Accountancy firm EIN	2014-12-31	431365401

Form 5500 Responses for PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN

2022: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: PHOENIX HOME CARE, INC. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932534-00060

Policy instance

Insurance contract or identification number	932534-00060
Number of Individuals Covered	1806
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $24,303
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,152
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932534-060

Policy instance

Insurance contract or identification number	932534-060
Number of Individuals Covered	1264
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $24,860
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,860
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932534-060

Policy instance

Insurance contract or identification number	932534-060
Number of Individuals Covered	1299
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $16,067
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

827280

Policy instance

Insurance contract or identification number	827280
Number of Individuals Covered	608
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,076
Total amount of fees paid to insurance company	USD $216
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,076
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

827280

Policy instance

Insurance contract or identification number	827280
Number of Individuals Covered	690
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $10,381
Total amount of fees paid to insurance company	USD $514
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,381
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

827280

Policy instance

Insurance contract or identification number	827280
Number of Individuals Covered	253
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,644
Total amount of fees paid to insurance company	USD $511
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,644
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

827280

Policy instance

Insurance contract or identification number	827280
Number of Individuals Covered	41
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $757
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	400
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

827280

Policy instance

Insurance contract or identification number	827280
Number of Individuals Covered	41
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,276
Total amount of fees paid to insurance company	USD $110
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,276
Insurance broker organization code?	3
Amount paid for insurance broker fees	110
Additional information about fees paid to insurance broker	THIRD-PARTY ADMINISTRATION
Insurance broker name	THE RETIREMENT ADVANTAGE

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Company Name:	PHOENIX HOME CARE, INC.
Employer identification number (EIN):	275336420
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities