401k Plan data: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN plan

HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 401k Plan overview

Plan Name	HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN
Plan identification number	502

HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

HERITAGE HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE HEALTHCARE, INC.

Employer identification number (EIN): 562139377

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2014-10-01 LISA MONROE
502 2013-10-01 LISA MONROE
502 2012-10-01 LISA MONROE
502 2011-10-01 LISA MONROE
502 2010-10-01 LISA MONROE
502 2009-10-01 LISA MONROE

Plan id#	Filing Submission Date	Name of Administrator
502	2014-10-01	LISA MONROE
502	2013-10-01	LISA MONROE
502	2012-10-01	LISA MONROE
502	2011-10-01	LISA MONROE
502	2010-10-01	LISA MONROE
502	2009-10-01	LISA MONROE

Plan Statistics for HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN

401k plan membership statisitcs for HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN

Measure Date Value
2014: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1,136
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1,600
Total of all active and inactive participants 2014-10-01 1,600
2013: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1,081
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1,136
Total of all active and inactive participants 2013-10-01 1,136
2012: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 946
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 1,081
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 1,081
2011: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 766
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 946
Total of all active and inactive participants 2011-10-01 946
2010: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 675
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 766
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 766
2009: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 415
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 675
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 675

Measure	Date	Value
2014: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1,136
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1,600
Total of all active and inactive participants	2014-10-01	1,600
2013: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1,081
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1,136
Total of all active and inactive participants	2013-10-01	1,136
2012: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	946
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	1,081
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	1,081
2011: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	766
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	946
Total of all active and inactive participants	2011-10-01	946
2010: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	675
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	766
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	766
2009: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	415
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	675
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	675

Form 5500 Responses for HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN

2014: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2013: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2011: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2010: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2009: HERITAGE HEALTHCARE, INC. GROUP TERM LIFE & DISABILITY INSURANCE PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	HERITAGE HEALTHCARE, INC.
Employer identification number (EIN):	562139377
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists