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THE CENTERS, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE CENTERS, INC. 401(K) PLAN
Plan identification number 001

THE CENTERS, INC. 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTERS, INC.
Employer identification number (EIN):510177273
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about THE CENTERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1973-07-10
Company Identification Number: 726916
Legal Registered Office Address: 5664 SW 60TH AVENUE

OCALA

34474

More information about THE CENTERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01RALPH A. FERA-MCILWAIN
0012016-07-01RALPH FERA-MCILWAIN RALPH FERA-MCILWAIN2018-01-25
0012015-07-01RALPH FERA-MCILWAIN
0012014-07-01TIM COWART TIM COWART2016-01-28
0012013-07-01DEB CANTARA DEB CANTARA2015-03-27
0012012-07-01TIM COWART
0012011-07-01CHARLES POWELL
0012009-07-01RUSSELL RASCO

Plan Statistics for THE CENTERS, INC. 401(K) PLAN

401k plan membership statisitcs for THE CENTERS, INC. 401(K) PLAN

Measure Date Value
2021: THE CENTERS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01195
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE CENTERS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01324
Total number of active participants reported on line 7a of the Form 55002020-07-01111
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0184
Total of all active and inactive participants2020-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01195
Number of participants with account balances2020-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: THE CENTERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01314
Total number of active participants reported on line 7a of the Form 55002019-07-01222
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0151
Total of all active and inactive participants2019-07-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01273
Number of participants with account balances2019-07-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: THE CENTERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01373
Total number of active participants reported on line 7a of the Form 55002018-07-01333
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0148
Total of all active and inactive participants2018-07-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01381
Number of participants with account balances2018-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: THE CENTERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01378
Total number of active participants reported on line 7a of the Form 55002017-07-01312
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0159
Total of all active and inactive participants2017-07-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01371
Number of participants with account balances2017-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
2016: THE CENTERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01369
Total number of active participants reported on line 7a of the Form 55002016-07-01308
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0159
Total of all active and inactive participants2016-07-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01367
Number of participants with account balances2016-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: THE CENTERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01423
Total number of active participants reported on line 7a of the Form 55002015-07-01309
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0158
Total of all active and inactive participants2015-07-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01368
Number of participants with account balances2015-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0113
2014: THE CENTERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01399
Total number of active participants reported on line 7a of the Form 55002014-07-01386
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0135
Total of all active and inactive participants2014-07-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01421
Number of participants with account balances2014-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0112
2013: THE CENTERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01396
Total number of active participants reported on line 7a of the Form 55002013-07-01356
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0130
Total of all active and inactive participants2013-07-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01386
Number of participants with account balances2013-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: THE CENTERS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01346
Total number of active participants reported on line 7a of the Form 55002012-07-01371
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0111
Total of all active and inactive participants2012-07-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01382
Number of participants with account balances2012-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: THE CENTERS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01395
Total number of active participants reported on line 7a of the Form 55002011-07-01337
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-019
Total of all active and inactive participants2011-07-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01346
Number of participants with account balances2011-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2009: THE CENTERS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01289
Total number of active participants reported on line 7a of the Form 55002009-07-01336
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01347
Number of participants with account balances2009-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0128

Financial Data on THE CENTERS, INC. 401(K) PLAN

Measure Date Value
2022 : THE CENTERS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-06$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-06$0
Total income from all sources (including contributions)2022-04-06$-49,020
Total loss/gain on sale of assets2022-04-06$0
Total of all expenses incurred2022-04-06$3,358,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-06$3,343,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-06$5,609
Value of total assets at end of year2022-04-06$0
Value of total assets at beginning of year2022-04-06$3,407,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-06$14,765
Total interest from all sources2022-04-06$3,309
Total dividends received (eg from common stock, registered investment company shares)2022-04-06$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-04-06$0
Was this plan covered by a fidelity bond2022-04-06Yes
Value of fidelity bond cover2022-04-06$1,250,000
If this is an individual account plan, was there a blackout period2022-04-06No
Were there any nonexempt tranactions with any party-in-interest2022-04-06No
Contributions received from participants2022-04-06$3,669
Participant contributions at end of year2022-04-06$0
Participant contributions at beginning of year2022-04-06$78,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-06No
Value of net income/loss2022-04-06$-3,407,625
Value of net assets at end of year (total assets less liabilities)2022-04-06$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-06$3,407,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-06No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-06No
Were any leases to which the plan was party in default or uncollectible2022-04-06No
Value of interest in pooled separate accounts at end of year2022-04-06$0
Value of interest in pooled separate accounts at beginning of year2022-04-06$3,329,114
Interest on participant loans2022-04-06$3,309
Net investment gain/loss from pooled separate accounts2022-04-06$-57,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-06No
Was there a failure to transmit to the plan any participant contributions2022-04-06No
Has the plan failed to provide any benefit when due under the plan2022-04-06No
Contributions received in cash from employer2022-04-06$1,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-06$3,343,840
Contract administrator fees2022-04-06$14,765
Did the plan have assets held for investment2022-04-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-06Yes
Opinion of an independent qualified public accountant for this plan2022-04-06Unqualified
Accountancy firm name2022-04-06PURVIS, GRAY & CO, CPA
Accountancy firm EIN2022-04-06590548468
2021 : THE CENTERS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$874,236
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$374,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$371,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$240,148
Value of total assets at end of year2021-06-30$3,407,625
Value of total assets at beginning of year2021-06-30$2,907,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,570
Total interest from all sources2021-06-30$6,273
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,250,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$161,637
Participant contributions at end of year2021-06-30$78,511
Participant contributions at beginning of year2021-06-30$109,698
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$382
Other income not declared elsewhere2021-06-30$1,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$500,119
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,407,625
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,907,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$3,329,114
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,797,808
Interest on participant loans2021-06-30$6,273
Net investment gain/loss from pooled separate accounts2021-06-30$626,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$78,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$371,547
Contract administrator fees2021-06-30$2,570
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PURVIS, GRAY & CO, CPA
Accountancy firm EIN2021-06-30590548468
2020 : THE CENTERS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$346,922
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$254,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$245,104
Value of total corrective distributions2020-06-30$962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$301,098
Value of total assets at end of year2020-06-30$2,907,506
Value of total assets at beginning of year2020-06-30$2,814,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,348
Total interest from all sources2020-06-30$10,145
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$191,850
Participant contributions at end of year2020-06-30$109,698
Participant contributions at beginning of year2020-06-30$90,475
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$25,087
Other income not declared elsewhere2020-06-30$6,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$92,508
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,907,506
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,814,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$2,797,808
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,482,253
Interest on participant loans2020-06-30$6,795
Interest earned on other investments2020-06-30$3,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$242,270
Net investment gain/loss from pooled separate accounts2020-06-30$29,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$84,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$245,104
Contract administrator fees2020-06-30$8,348
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PURVIS, GRAY & CO, CPA
Accountancy firm EIN2020-06-30590548468
2019 : THE CENTERS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$374,937
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$662,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$653,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$295,454
Value of total assets at end of year2019-06-30$2,814,998
Value of total assets at beginning of year2019-06-30$3,102,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$9,601
Total interest from all sources2019-06-30$10,224
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$199,922
Participant contributions at end of year2019-06-30$90,475
Participant contributions at beginning of year2019-06-30$52,719
Other income not declared elsewhere2019-06-30$6,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-287,731
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,814,998
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,102,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$2,482,253
Value of interest in pooled separate accounts at beginning of year2019-06-30$2,509,085
Interest on participant loans2019-06-30$3,651
Interest earned on other investments2019-06-30$6,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$242,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$540,925
Net investment gain/loss from pooled separate accounts2019-06-30$62,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$95,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$653,067
Contract administrator fees2019-06-30$9,601
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PURVIS, GRAY & CO, CPA
Accountancy firm EIN2019-06-30590548468
2018 : THE CENTERS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$533,444
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$252,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$248,361
Expenses. Certain deemed distributions of participant loans2018-06-30$1,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$281,831
Value of total assets at end of year2018-06-30$3,102,729
Value of total assets at beginning of year2018-06-30$2,821,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,084
Total interest from all sources2018-06-30$11,405
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$178,602
Participant contributions at end of year2018-06-30$52,719
Participant contributions at beginning of year2018-06-30$68,538
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$281,097
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,102,729
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,821,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$2,509,085
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,239,511
Interest on participant loans2018-06-30$3,400
Interest earned on other investments2018-06-30$8,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$540,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$513,583
Net investment gain/loss from pooled separate accounts2018-06-30$240,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$102,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$248,361
Contract administrator fees2018-06-30$2,084
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PURVIS, GRAY & CO , CPA
Accountancy firm EIN2018-06-30590548468
2017 : THE CENTERS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$528,825
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$364,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$346,337
Expenses. Certain deemed distributions of participant loans2017-06-30$1,278
Value of total corrective distributions2017-06-30$8,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$234,240
Value of total assets at end of year2017-06-30$2,821,632
Value of total assets at beginning of year2017-06-30$2,657,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$8,965
Total interest from all sources2017-06-30$12,156
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$8,965
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$148,144
Participant contributions at end of year2017-06-30$68,538
Participant contributions at beginning of year2017-06-30$79,785
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$2,446
Other income not declared elsewhere2017-06-30$7,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$163,994
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,821,632
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,657,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$2,239,511
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,034,326
Interest on participant loans2017-06-30$4,172
Interest earned on other investments2017-06-30$7,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$513,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$543,527
Net investment gain/loss from pooled separate accounts2017-06-30$275,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$83,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$346,337
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PURVIS, GRAY & COMPANY, CPA
Accountancy firm EIN2017-06-30590548468
2016 : THE CENTERS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$229,227
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$551,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$511,326
Expenses. Certain deemed distributions of participant loans2016-06-30$1,214
Value of total corrective distributions2016-06-30$28,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$307,458
Value of total assets at end of year2016-06-30$2,657,638
Value of total assets at beginning of year2016-06-30$2,980,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$10,300
Total interest from all sources2016-06-30$11,491
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$172,953
Participant contributions at end of year2016-06-30$79,785
Participant contributions at beginning of year2016-06-30$98,237
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$25,808
Other income not declared elsewhere2016-06-30$6,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-322,464
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,657,638
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,980,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$2,034,326
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,603,241
Interest on participant loans2016-06-30$4,922
Interest earned on other investments2016-06-30$6,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$543,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$278,624
Net investment gain/loss from pooled separate accounts2016-06-30$-96,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$108,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$511,326
Contract administrator fees2016-06-30$10,300
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PURVIS, GRAY & COMPANY, CPA
Accountancy firm EIN2016-06-30590548468
2015 : THE CENTERS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$476,243
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$293,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$277,168
Expenses. Certain deemed distributions of participant loans2015-06-30$2,760
Value of total corrective distributions2015-06-30$4,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$426,873
Value of total assets at end of year2015-06-30$2,980,102
Value of total assets at beginning of year2015-06-30$2,797,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,176
Total interest from all sources2015-06-30$7,989
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$260,198
Participant contributions at end of year2015-06-30$98,237
Participant contributions at beginning of year2015-06-30$55,046
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$293
Other income not declared elsewhere2015-06-30$7,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$182,935
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,980,102
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,797,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$2,603,241
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,484,565
Interest on participant loans2015-06-30$4,031
Interest earned on other investments2015-06-30$3,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$278,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$257,556
Net investment gain/loss from pooled separate accounts2015-06-30$34,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$166,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$277,168
Contract administrator fees2015-06-30$9,176
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PURVIS, GRAY & COMPANY, CPA
Accountancy firm EIN2015-06-30590548468
2014 : THE CENTERS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$803,118
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,139,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,121,087
Value of total corrective distributions2014-06-30$4,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$424,531
Value of total assets at end of year2014-06-30$2,797,167
Value of total assets at beginning of year2014-06-30$3,133,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$14,273
Total interest from all sources2014-06-30$3,326
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$202
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$249,564
Participant contributions at end of year2014-06-30$55,046
Participant contributions at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$1,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-336,257
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,797,167
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,133,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$226,102
Value of interest in pooled separate accounts at end of year2014-06-30$2,484,565
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,748,567
Interest on participant loans2014-06-30$536
Interest earned on other investments2014-06-30$2,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$257,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$158,755
Net investment gain/loss from pooled separate accounts2014-06-30$373,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$174,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,121,087
Contract administrator fees2014-06-30$14,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PURVIS, GRAY & COMPANY, CPA
Accountancy firm EIN2014-06-30590548468
2013 : THE CENTERS, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$722,908
Total of all expenses incurred2013-06-30$464,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$448,076
Value of total corrective distributions2013-06-30$1,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$432,536
Value of total assets at end of year2013-06-30$3,133,424
Value of total assets at beginning of year2013-06-30$2,875,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$15,403
Total interest from all sources2013-06-30$2,245
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,573
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$268,114
Participant contributions at beginning of year2013-06-30$1,184
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$13,238
Other income not declared elsewhere2013-06-30$-1,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$258,196
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,133,424
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,875,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$226,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$183,755
Value of interest in pooled separate accounts at end of year2013-06-30$2,748,567
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,518,030
Interest on participant loans2013-06-30$23
Interest earned on other investments2013-06-30$2,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$158,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$164,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$33,599
Net investment gain/loss from pooled separate accounts2013-06-30$254,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$151,184
Employer contributions (assets) at beginning of year2013-06-30$7,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$448,076
Contract administrator fees2013-06-30$15,403
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PURVIS, GRAY & COMPANY, LLP
Accountancy firm EIN2013-06-30590548468
2012 : THE CENTERS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$536,141
Total of all expenses incurred2012-06-30$580,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$566,066
Value of total corrective distributions2012-06-30$210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$519,857
Value of total assets at end of year2012-06-30$2,875,228
Value of total assets at beginning of year2012-06-30$2,919,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$14,402
Total interest from all sources2012-06-30$3,745
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$375
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$288,447
Participant contributions at end of year2012-06-30$1,184
Participant contributions at beginning of year2012-06-30$2,912
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$61,337
Other income not declared elsewhere2012-06-30$913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-44,537
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,875,228
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,919,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$183,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$187,252
Value of interest in pooled separate accounts at end of year2012-06-30$2,518,030
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,554,995
Interest on participant loans2012-06-30$120
Interest earned on other investments2012-06-30$3,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$164,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$167,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$3,982
Net investment gain/loss from pooled separate accounts2012-06-30$7,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$170,073
Employer contributions (assets) at end of year2012-06-30$7,517
Employer contributions (assets) at beginning of year2012-06-30$7,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$566,066
Contract administrator fees2012-06-30$14,402
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PURVIS, GRAY & COMPANY
Accountancy firm EIN2012-06-30590548468
2011 : THE CENTERS, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,666
Total income from all sources (including contributions)2011-06-30$834,685
Total of all expenses incurred2011-06-30$247,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$232,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$442,689
Value of total assets at end of year2011-06-30$2,919,765
Value of total assets at beginning of year2011-06-30$2,333,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,458
Total interest from all sources2011-06-30$4,785
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$397
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$277,897
Participant contributions at end of year2011-06-30$2,912
Participant contributions at beginning of year2011-06-30$5,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$1,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$587,496
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,919,765
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,332,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$187,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$135,311
Value of interest in pooled separate accounts at end of year2011-06-30$2,554,995
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,035,998
Interest on participant loans2011-06-30$234
Interest earned on other investments2011-06-30$4,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$167,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$151,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$44,229
Net investment gain/loss from pooled separate accounts2011-06-30$342,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$164,792
Employer contributions (assets) at end of year2011-06-30$7,129
Employer contributions (assets) at beginning of year2011-06-30$5,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$232,731
Contract administrator fees2011-06-30$14,458
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PURVIS, GRAY & COMPANY
Accountancy firm EIN2011-06-30590548468

Form 5500 Responses for THE CENTERS, INC. 401(K) PLAN

2021: THE CENTERS, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE CENTERS, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE CENTERS, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE CENTERS, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE CENTERS, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE CENTERS, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE CENTERS, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE CENTERS, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE CENTERS, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE CENTERS, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE CENTERS, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE CENTERS, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 1
Insurance contract or identification number068202
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-04-06
Total amount of commissions paid to insurance brokerUSD $4,536
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,536
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 1
Insurance contract or identification number068202
Number of Individuals Covered195
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $7,630
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,630
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 1
Insurance contract or identification number068202
Number of Individuals Covered273
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $6,779
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,779
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 1
Insurance contract or identification number068202
Number of Individuals Covered333
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,050
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,050
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 1
Insurance contract or identification number068202
Number of Individuals Covered312
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $7,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 1
Insurance contract or identification number068202
Number of Individuals Covered368
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,668
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,668
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 1
Insurance contract or identification number068202
Number of Individuals Covered421
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $6,995
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,995
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445225
Policy instance 1
Insurance contract or identification number445225
Number of Individuals Covered0
Insurance policy start date2013-07-01
Insurance policy end date2014-01-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068202
Policy instance 2
Insurance contract or identification number068202
Number of Individuals Covered386
Insurance policy start date2014-01-14
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,405
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,405
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445225
Policy instance 1
Insurance contract or identification number445225
Number of Individuals Covered382
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-45225
Policy instance 1
Insurance contract or identification number4-45225
Number of Individuals Covered346
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-45225
Policy instance 1
Insurance contract or identification number4-45225
Number of Individuals Covered395
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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

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