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CENTRAL FLORIDA HEALTH CARE PENSION PLAN 401k Plan overview

Plan NameCENTRAL FLORIDA HEALTH CARE PENSION PLAN
Plan identification number 001

CENTRAL FLORIDA HEALTH CARE PENSION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:CENTRAL FLORIDA HEALTH CARE, INC.
Employer identification number (EIN):591404594
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CENTRAL FLORIDA HEALTH CARE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1973-07-05
Company Identification Number: 726870
Legal Registered Office Address: 47 5TH STREET,NW

WINTER HAVEN

33881

More information about CENTRAL FLORIDA HEALTH CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL FLORIDA HEALTH CARE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-02-01
0012022-02-01
0012021-02-01
0012020-02-01
0012020-02-01
0012019-02-01
0012018-02-01
0012017-02-01
0012016-02-01
0012015-02-01BERNARD FULSE2016-09-21
0012014-02-01BERNARD FULSE2015-09-22 BERNARD FULSE2015-09-22
0012013-02-01ANN CLAUSSEN2014-10-08
0012012-02-01GAYE WILLIAMS GAYE WILLIAMS2013-11-14
0012011-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012009-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012008-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012007-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012006-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012005-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012004-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012003-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012002-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012001-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0012000-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011999-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011998-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011997-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011996-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011995-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011994-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011993-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011992-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011991-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011990-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011989-02-01BERNARD FULSE BERNARD FULSE2013-03-21
0011988-07-01BERNARD FULSE BERNARD FULSE2013-03-21

Plan Statistics for CENTRAL FLORIDA HEALTH CARE PENSION PLAN

401k plan membership statisitcs for CENTRAL FLORIDA HEALTH CARE PENSION PLAN

Measure Date Value
2012: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01173
Total number of active participants reported on line 7a of the Form 55002012-02-0153
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-0129
Total of all active and inactive participants2012-02-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-0182
Number of participants with account balances2012-02-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01159
Total number of active participants reported on line 7a of the Form 55002011-02-01124
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-0149
Total of all active and inactive participants2011-02-01173
Total participants2011-02-01173
Number of participants with account balances2011-02-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2009: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01176
Total number of active participants reported on line 7a of the Form 55002009-02-01109
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0166
Total of all active and inactive participants2009-02-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01175
Number of participants with account balances2009-02-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010
2008: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-02-01125
Total number of active participants reported on line 7a of the Form 55002008-02-01105
Number of retired or separated participants receiving benefits2008-02-010
Number of other retired or separated participants entitled to future benefits2008-02-0171
Total of all active and inactive participants2008-02-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-02-010
Total participants2008-02-01176
Number of participants with account balances2008-02-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-02-010
2007: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2007 401k membership
Total of all active and inactive participants2007-02-010
Total participants2007-02-010
2006: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2006 401k membership
Total of all active and inactive participants2006-02-010
Total participants2006-02-010
2005: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2005 401k membership
Total of all active and inactive participants2005-02-010
Total participants2005-02-010
2004: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2004 401k membership
Total of all active and inactive participants2004-02-010
Total participants2004-02-010
2003: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2003 401k membership
Total of all active and inactive participants2003-02-010
Total participants2003-02-010
2002: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2002 401k membership
Total of all active and inactive participants2002-02-010
Total participants2002-02-010
2001: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2001 401k membership
Total of all active and inactive participants2001-02-010
Total participants2001-02-010
2000: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2000 401k membership
Total of all active and inactive participants2000-02-010
Total participants2000-02-010
1999: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1999 401k membership
Total of all active and inactive participants1999-02-010
Total participants1999-02-010
1998: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1998 401k membership
Total of all active and inactive participants1998-02-010
Total participants1998-02-010
1997: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1997 401k membership
Total of all active and inactive participants1997-02-010
Total participants1997-02-010
1996: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1996 401k membership
Total of all active and inactive participants1996-02-010
Total participants1996-02-010
1995: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1995 401k membership
Total of all active and inactive participants1995-02-010
Total participants1995-02-010
1994: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1994 401k membership
Total of all active and inactive participants1994-02-010
Total participants1994-02-010
1993: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1993 401k membership
Total of all active and inactive participants1993-02-010
Total participants1993-02-010
1992: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1992 401k membership
Total of all active and inactive participants1992-02-010
Total participants1992-02-010
1991: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1991 401k membership
Total of all active and inactive participants1991-02-010
Total participants1991-02-010
1990: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1990 401k membership
Total of all active and inactive participants1990-02-010
Total participants1990-02-010
1989: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1989 401k membership
Total of all active and inactive participants1989-02-010
Total participants1989-02-010
1988: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1988 401k membership
Total of all active and inactive participants1988-07-010
Total participants1988-07-010

Financial Data on CENTRAL FLORIDA HEALTH CARE PENSION PLAN

Measure Date Value
2013 : CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$43,657
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$58,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$38,977
Expenses. Certain deemed distributions of participant loans2013-01-31$18,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$0
Value of total assets at end of year2013-01-31$680,106
Value of total assets at beginning of year2013-01-31$694,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$620
Total interest from all sources2013-01-31$19,531
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31No
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$0
Participant contributions at end of year2013-01-31$3,089
Participant contributions at beginning of year2013-01-31$21,007
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$-14,577
Value of net assets at end of year (total assets less liabilities)2013-01-31$680,106
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$694,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$620
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$202,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$183,770
Interest on participant loans2013-01-31$1,303
Interest earned on other investments2013-01-31$18,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$474,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-31$489,906
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$24,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$38,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31RIVERO GORDIMER & COMPANY P.A.
Accountancy firm EIN2013-01-31593040705
2012 : CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$17,167
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$20,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$19,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$0
Value of total assets at end of year2012-01-31$694,683
Value of total assets at beginning of year2012-01-31$697,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$641
Total interest from all sources2012-01-31$19,736
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31No
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$0
Participant contributions at end of year2012-01-31$21,007
Participant contributions at beginning of year2012-01-31$25,425
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$-3,133
Value of net assets at end of year (total assets less liabilities)2012-01-31$694,683
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$697,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$641
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$183,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$200,918
Interest on participant loans2012-01-31$1,367
Interest earned on other investments2012-01-31$18,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$489,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$471,473
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-2,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$19,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31RIVERO GORDIMER & COMPANY P.A.
Accountancy firm EIN2012-01-31593040705
2011 : CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$0
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Expenses. Interest paid2011-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-01-31$0
Total income from all sources (including contributions)2011-01-31$56,848
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$49,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$48,845
Expenses. Certain deemed distributions of participant loans2011-01-31$0
Value of total corrective distributions2011-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$0
Value of total assets at end of year2011-01-31$697,816
Value of total assets at beginning of year2011-01-31$690,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$935
Total income from rents2011-01-31$0
Total interest from all sources2011-01-31$20,169
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$0
Administrative expenses professional fees incurred2011-01-31$0
Was this plan covered by a fidelity bond2011-01-31No
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$0
Participant contributions at end of year2011-01-31$25,425
Participant contributions at beginning of year2011-01-31$31,079
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-01-31$0
Other income not declared elsewhere2011-01-31$0
Administrative expenses (other) incurred2011-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Income. Non cash contributions2011-01-31$0
Value of net income/loss2011-01-31$7,068
Value of net assets at end of year (total assets less liabilities)2011-01-31$697,816
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$690,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$935
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$200,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$178,188
Interest on participant loans2011-01-31$1,537
Income. Interest from loans (other than to participants)2011-01-31$0
Interest earned on other investments2011-01-31$18,632
Income. Interest from US Government securities2011-01-31$0
Income. Interest from corporate debt instruments2011-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$471,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$481,481
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$36,679
Net investment gain/loss from pooled separate accounts2011-01-31$0
Net investment gain or loss from common/collective trusts2011-01-31$0
Net gain/loss from 103.12 investment entities2011-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$0
Income. Dividends from preferred stock2011-01-31$0
Income. Dividends from common stock2011-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$48,845
Contract administrator fees2011-01-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$0
Aggregate carrying amount (costs) on sale of assets2011-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31RIVERO GORDIMER & COMPANY P.A.
Accountancy firm EIN2011-01-31593040705
2010 : CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0
2009 : CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-01-31$0
Total income from all sources (including contributions)2009-01-31$-59,112
Total loss/gain on sale of assets2009-01-31$0
Total of all expenses incurred2009-01-31$61,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-01-31$60,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-01-31$21,700
Value of total assets at end of year2009-01-31$635,367
Value of total assets at beginning of year2009-01-31$756,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-01-31$1,276
Total interest from all sources2009-01-31$18,523
Total dividends received (eg from common stock, registered investment company shares)2009-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-01-31No
Administrative expenses professional fees incurred2009-01-31$0
Was this plan covered by a fidelity bond2009-01-31No
If this is an individual account plan, was there a blackout period2009-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-01-31$0
Were there any nonexempt tranactions with any party-in-interest2009-01-31No
Contributions received from participants2009-01-31$0
Participant contributions at end of year2009-01-31$31,413
Participant contributions at beginning of year2009-01-31$46,249
Income. Received or receivable in cash from other sources (including rollovers)2009-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2009-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-01-31No
Income. Non cash contributions2009-01-31$0
Value of net income/loss2009-01-31$-120,881
Value of net assets at end of year (total assets less liabilities)2009-01-31$635,367
Value of net assets at beginning of year (total assets less liabilities)2009-01-31$756,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-01-31No
Were any leases to which the plan was party in default or uncollectible2009-01-31No
Investment advisory and management fees2009-01-31$1,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-01-31$136,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-01-31$247,057
Interest on participant loans2009-01-31$1,685
Income. Interest from loans (other than to participants)2009-01-31$0
Interest earned on other investments2009-01-31$16,838
Income. Interest from US Government securities2009-01-31$0
Income. Interest from corporate debt instruments2009-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-01-31$467,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-01-31$462,942
Expenses. Payments to insurance carriers foe the provision of benefits2009-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-01-31$-99,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-01-31No
Was there a failure to transmit to the plan any participant contributions2009-01-31No
Has the plan failed to provide any benefit when due under the plan2009-01-31No
Contributions received in cash from employer2009-01-31$21,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-01-31$60,493
Contract administrator fees2009-01-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-01-31No
Did the plan have assets held for investment2009-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-01-31Yes
Opinion of an independent qualified public accountant for this plan2009-01-31Disclaimer
Accountancy firm name2009-01-31RIVERO GORDIMER & COMPANY P.A.
Accountancy firm EIN2009-01-31593040705

Form 5500 Responses for CENTRAL FLORIDA HEALTH CARE PENSION PLAN

2012: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2009: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes
2008: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2008 form 5500 responses
2008-02-01Type of plan entitySingle employer plan
2008-02-01Submission has been amendedNo
2008-02-01This submission is the final filingNo
2008-02-01This return/report is a short plan year return/report (less than 12 months)No
2008-02-01Plan is a collectively bargained planNo
2008-02-01Plan funding arrangement – InsuranceYes
2008-02-01Plan benefit arrangement – InsuranceYes
2007: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2007 form 5500 responses
2007-02-01Type of plan entitySingle employer plan
2007-02-01Submission has been amendedNo
2007-02-01This submission is the final filingNo
2007-02-01This return/report is a short plan year return/report (less than 12 months)No
2007-02-01Plan is a collectively bargained planNo
2007-02-01Plan funding arrangement – InsuranceYes
2007-02-01Plan benefit arrangement – InsuranceYes
2006: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2006 form 5500 responses
2006-02-01Type of plan entitySingle employer plan
2006-02-01Submission has been amendedNo
2006-02-01This submission is the final filingNo
2006-02-01This return/report is a short plan year return/report (less than 12 months)No
2006-02-01Plan is a collectively bargained planNo
2006-02-01Plan funding arrangement – InsuranceYes
2006-02-01Plan benefit arrangement – InsuranceYes
2005: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2005 form 5500 responses
2005-02-01Type of plan entitySingle employer plan
2005-02-01Submission has been amendedNo
2005-02-01This submission is the final filingNo
2005-02-01This return/report is a short plan year return/report (less than 12 months)No
2005-02-01Plan is a collectively bargained planNo
2005-02-01Plan funding arrangement – InsuranceYes
2005-02-01Plan benefit arrangement – InsuranceYes
2004: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2004 form 5500 responses
2004-02-01Type of plan entitySingle employer plan
2004-02-01Submission has been amendedNo
2004-02-01This submission is the final filingNo
2004-02-01This return/report is a short plan year return/report (less than 12 months)No
2004-02-01Plan is a collectively bargained planNo
2004-02-01Plan funding arrangement – InsuranceYes
2004-02-01Plan benefit arrangement – InsuranceYes
2003: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2003 form 5500 responses
2003-02-01Type of plan entitySingle employer plan
2003-02-01Submission has been amendedNo
2003-02-01This submission is the final filingNo
2003-02-01This return/report is a short plan year return/report (less than 12 months)No
2003-02-01Plan is a collectively bargained planNo
2003-02-01Plan funding arrangement – InsuranceYes
2003-02-01Plan benefit arrangement – InsuranceYes
2002: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2002 form 5500 responses
2002-02-01Type of plan entitySingle employer plan
2002-02-01Submission has been amendedNo
2002-02-01This submission is the final filingNo
2002-02-01This return/report is a short plan year return/report (less than 12 months)No
2002-02-01Plan is a collectively bargained planNo
2002-02-01Plan funding arrangement – InsuranceYes
2002-02-01Plan benefit arrangement – InsuranceYes
2001: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2001 form 5500 responses
2001-02-01Type of plan entitySingle employer plan
2001-02-01Submission has been amendedNo
2001-02-01This submission is the final filingNo
2001-02-01This return/report is a short plan year return/report (less than 12 months)No
2001-02-01Plan is a collectively bargained planNo
2001-02-01Plan funding arrangement – InsuranceYes
2001-02-01Plan benefit arrangement – InsuranceYes
2000: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 2000 form 5500 responses
2000-02-01Type of plan entitySingle employer plan
2000-02-01Submission has been amendedNo
2000-02-01This submission is the final filingNo
2000-02-01This return/report is a short plan year return/report (less than 12 months)No
2000-02-01Plan is a collectively bargained planNo
2000-02-01Plan funding arrangement – InsuranceYes
2000-02-01Plan benefit arrangement – InsuranceYes
1999: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1999 form 5500 responses
1999-02-01Type of plan entitySingle employer plan
1999-02-01Submission has been amendedNo
1999-02-01This submission is the final filingNo
1999-02-01This return/report is a short plan year return/report (less than 12 months)No
1999-02-01Plan is a collectively bargained planNo
1999-02-01Plan funding arrangement – InsuranceYes
1999-02-01Plan benefit arrangement – InsuranceYes
1998: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1998 form 5500 responses
1998-02-01Type of plan entitySingle employer plan
1998-02-01Submission has been amendedNo
1998-02-01This submission is the final filingNo
1998-02-01This return/report is a short plan year return/report (less than 12 months)No
1998-02-01Plan is a collectively bargained planNo
1998-02-01Plan funding arrangement – InsuranceYes
1998-02-01Plan benefit arrangement – InsuranceYes
1997: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1997 form 5500 responses
1997-02-01Type of plan entitySingle employer plan
1997-02-01Submission has been amendedNo
1997-02-01This submission is the final filingNo
1997-02-01This return/report is a short plan year return/report (less than 12 months)No
1997-02-01Plan is a collectively bargained planNo
1997-02-01Plan funding arrangement – InsuranceYes
1997-02-01Plan benefit arrangement – InsuranceYes
1996: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1996 form 5500 responses
1996-02-01Type of plan entitySingle employer plan
1996-02-01Submission has been amendedNo
1996-02-01This submission is the final filingNo
1996-02-01This return/report is a short plan year return/report (less than 12 months)No
1996-02-01Plan is a collectively bargained planNo
1996-02-01Plan funding arrangement – InsuranceYes
1996-02-01Plan benefit arrangement – InsuranceYes
1995: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1995 form 5500 responses
1995-02-01Type of plan entitySingle employer plan
1995-02-01Submission has been amendedNo
1995-02-01This submission is the final filingNo
1995-02-01This return/report is a short plan year return/report (less than 12 months)No
1995-02-01Plan is a collectively bargained planNo
1995-02-01Plan funding arrangement – InsuranceYes
1995-02-01Plan benefit arrangement – InsuranceYes
1994: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1994 form 5500 responses
1994-02-01Type of plan entitySingle employer plan
1994-02-01Submission has been amendedNo
1994-02-01This submission is the final filingNo
1994-02-01This return/report is a short plan year return/report (less than 12 months)No
1994-02-01Plan is a collectively bargained planNo
1994-02-01Plan funding arrangement – InsuranceYes
1994-02-01Plan benefit arrangement – InsuranceYes
1993: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1993 form 5500 responses
1993-02-01Type of plan entitySingle employer plan
1993-02-01Submission has been amendedNo
1993-02-01This submission is the final filingNo
1993-02-01This return/report is a short plan year return/report (less than 12 months)No
1993-02-01Plan is a collectively bargained planNo
1993-02-01Plan funding arrangement – InsuranceYes
1993-02-01Plan benefit arrangement – InsuranceYes
1992: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1992 form 5500 responses
1992-02-01Type of plan entitySingle employer plan
1992-02-01Submission has been amendedNo
1992-02-01This submission is the final filingNo
1992-02-01This return/report is a short plan year return/report (less than 12 months)No
1992-02-01Plan is a collectively bargained planNo
1992-02-01Plan funding arrangement – InsuranceYes
1992-02-01Plan benefit arrangement – InsuranceYes
1991: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1991 form 5500 responses
1991-02-01Type of plan entitySingle employer plan
1991-02-01Submission has been amendedNo
1991-02-01This submission is the final filingNo
1991-02-01This return/report is a short plan year return/report (less than 12 months)No
1991-02-01Plan is a collectively bargained planNo
1991-02-01Plan funding arrangement – InsuranceYes
1991-02-01Plan benefit arrangement – InsuranceYes
1990: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1990 form 5500 responses
1990-02-01Type of plan entitySingle employer plan
1990-02-01Submission has been amendedNo
1990-02-01This submission is the final filingNo
1990-02-01This return/report is a short plan year return/report (less than 12 months)No
1990-02-01Plan is a collectively bargained planNo
1990-02-01Plan funding arrangement – InsuranceYes
1990-02-01Plan benefit arrangement – InsuranceYes
1989: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1989 form 5500 responses
1989-02-01Type of plan entitySingle employer plan
1989-02-01Submission has been amendedNo
1989-02-01This submission is the final filingNo
1989-02-01This return/report is a short plan year return/report (less than 12 months)No
1989-02-01Plan is a collectively bargained planNo
1989-02-01Plan funding arrangement – InsuranceYes
1989-02-01Plan benefit arrangement – InsuranceYes
1988: CENTRAL FLORIDA HEALTH CARE PENSION PLAN 1988 form 5500 responses
1988-07-01Type of plan entitySingle employer plan
1988-07-01First time form 5500 has been submittedYes
1988-07-01Submission has been amendedNo
1988-07-01This submission is the final filingNo
1988-07-01This return/report is a short plan year return/report (less than 12 months)Yes
1988-07-01Plan is a collectively bargained planNo
1988-07-01Plan funding arrangement – InsuranceYes
1988-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51504
Policy instance 1
Insurance contract or identification number51504
Number of Individuals Covered82
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $13
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $13
Insurance broker organization code?3
Insurance broker nameDREW NAJJAR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51504
Policy instance 1
Insurance contract or identification number51504
Number of Individuals Covered88
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $89
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51504
Policy instance 1
Insurance contract or identification number51504
Number of Individuals Covered94
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $69
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51504
Policy instance 1
Insurance contract or identification number51504
Number of Individuals Covered107
Insurance policy start date2008-02-01
Insurance policy end date2009-01-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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