AIR-CARE SOUTHEAST, INC. has sponsored the creation of one or more 401k plans.
Additional information about AIR-CARE SOUTHEAST, INC.
Submission information for form 5500 for 401k plan AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST
401k plan membership statisitcs for AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST
| Measure | Date | Value |
|---|
| 2022: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 21 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 0 |
| Total of all active and inactive participants | 2022-11-01 | 21 |
| 2021: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 23 |
| 2020: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 22 |
| 2019: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 30 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 30 |
| 2018: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 39 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 39 |
| 2017: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 36 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 36 |
| 2016: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 40 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
| Total of all active and inactive participants | 2016-11-01 | 40 |
| 2015: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 41 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 41 |
| Measure | Date | Value |
|---|
| 2023 : AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-10-31 | $280,682 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $257,695 |
| Benefits paid (including direct rollovers) | 2023-10-31 | $233,857 |
| Total plan assets at end of year | 2023-10-31 | $22,987 |
| Total plan assets at beginning of year | 2023-10-31 | $0 |
| Value of fidelity bond covering the plan | 2023-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2023-10-31 | $23,838 |
| Net income (gross income less expenses) | 2023-10-31 | $22,987 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $22,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-10-31 | $280,682 |
| 2022 : AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $285,945 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $285,945 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $262,967 |
| Total plan assets at end of year | 2022-10-31 | $0 |
| Total plan assets at beginning of year | 2022-10-31 | $0 |
| Value of fidelity bond covering the plan | 2022-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $22,978 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $285,945 |
| 2021 : AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $322,312 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $322,312 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $295,671 |
| Total plan assets at end of year | 2021-10-31 | $0 |
| Total plan assets at beginning of year | 2021-10-31 | $0 |
| Value of fidelity bond covering the plan | 2021-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $26,641 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $322,312 |
| 2020 : AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-10-31 | $3,433 |
| Total income from all sources | 2020-10-31 | $316,634 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $313,201 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $282,975 |
| Total plan assets at end of year | 2020-10-31 | $0 |
| Total plan assets at beginning of year | 2020-10-31 | $0 |
| Value of fidelity bond covering the plan | 2020-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2020-10-31 | $30,226 |
| Net income (gross income less expenses) | 2020-10-31 | $3,433 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $-3,433 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $316,634 |
| 2019 : AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-10-31 | $3,433 |
| Total plan liabilities at beginning of year | 2019-10-31 | $520 |
| Total income from all sources | 2019-10-31 | $359,767 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $362,680 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $329,292 |
| Total plan assets at end of year | 2019-10-31 | $0 |
| Total plan assets at beginning of year | 2019-10-31 | $0 |
| Value of fidelity bond covering the plan | 2019-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2019-10-31 | $33,388 |
| Net income (gross income less expenses) | 2019-10-31 | $-2,913 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $-3,433 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $-520 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $359,767 |
| 2017 : AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-10-31 | $2,068 |
| Total plan liabilities at beginning of year | 2017-10-31 | $23,544 |
| Total income from all sources | 2017-10-31 | $348,702 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $327,226 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $289,359 |
| Total plan assets at end of year | 2017-10-31 | $0 |
| Total plan assets at beginning of year | 2017-10-31 | $0 |
| Value of fidelity bond covering the plan | 2017-10-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $37,867 |
| Net income (gross income less expenses) | 2017-10-31 | $21,476 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $-2,068 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $-23,544 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $348,702 |
| 2016 : AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-10-31 | $23,544 |
| Total income from all sources | 2016-10-31 | $296,559 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $320,103 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $282,289 |
| Total plan assets at end of year | 2016-10-31 | $0 |
| Total plan assets at beginning of year | 2016-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $37,814 |
| Net income (gross income less expenses) | 2016-10-31 | $-23,544 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $-23,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $296,559 |
| 2022: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Plan funding arrangement – Insurance | Yes |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-11-01 | Plan benefit arrangement - Trust | Yes |
| 2021: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: AIR CARE SOUTHEAST EMPLOYEE BENEFIT PLAN TRUST 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | First time form 5500 has been submitted | Yes |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10035 |
| Policy instance | 1 |
| Insurance contract or identification number | 10035 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $133,910 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 09724 |
| Policy instance | 1 |
| Insurance contract or identification number | 09724 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $137,374 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 09438 |
| Policy instance | 1 |
| Insurance contract or identification number | 09438 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $153,315 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 09140 |
| Policy instance | 1 |
| Insurance contract or identification number | 09140 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $148,153 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 08870 |
| Policy instance | 1 |
| Insurance contract or identification number | 08870 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $168,028 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 08649 |
| Policy instance | 1 |
| Insurance contract or identification number | 08649 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $186,375 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
