401k Plan data: ALLEGIANCE MOBILE HEALTH 401(K) PLAN plan

ALLEGIANCE MOBILE HEALTH 401(K) PLAN 401k Plan overview

Plan Name	ALLEGIANCE MOBILE HEALTH 401(K) PLAN
Plan identification number	001

ALLEGIANCE MOBILE HEALTH 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

BLUEBIRD MEDICAL ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name: BLUEBIRD MEDICAL ENTERPRISES, LLC

Employer identification number (EIN): 010915530

NAIC Classification: 621900

Additional information about BLUEBIRD MEDICAL ENTERPRISES, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-08-28

Company Identification Number: 0801022877

Legal Registered Office Address: PO BOX 2775

GEORGETOWN
United States of America (USA)
78627

More information about BLUEBIRD MEDICAL ENTERPRISES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEGIANCE MOBILE HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CORY ALDRICH
001 2016-01-01 ARASELY VALDEZ

Plan Statistics for ALLEGIANCE MOBILE HEALTH 401(K) PLAN

401k plan membership statisitcs for ALLEGIANCE MOBILE HEALTH 401(K) PLAN

Measure Date Value
2023: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 996
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 784
Number of retired or separated participants receiving benefits 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 162
Total of all active and inactive participants 2023-01-01 950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 950
Number of participants with account balances 2023-01-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 931
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 807
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 126
Total of all active and inactive participants 2022-01-01 941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 941
Number of participants with account balances 2022-01-01 854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 862
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 728
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 105
Total of all active and inactive participants 2021-01-01 833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 833
Number of participants with account balances 2021-01-01 786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,193
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 732
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 65
Total of all active and inactive participants 2020-01-01 799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 799
Number of participants with account balances 2020-01-01 736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,036
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 633
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 544
Total of all active and inactive participants 2019-01-01 1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,177
Number of participants with account balances 2019-01-01 1,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,136
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 591
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 376
Total of all active and inactive participants 2018-01-01 967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 967
Number of participants with account balances 2018-01-01 925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 997
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 654
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 423
Total of all active and inactive participants 2017-01-01 1,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,077
Number of participants with account balances 2017-01-01 981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 587
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 608
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 265
Total of all active and inactive participants 2016-01-01 873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 873
Number of participants with account balances 2016-01-01 800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2023: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	996
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	784
Number of retired or separated participants receiving benefits	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	162
Total of all active and inactive participants	2023-01-01	950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	950
Number of participants with account balances	2023-01-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	931
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	807
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	126
Total of all active and inactive participants	2022-01-01	941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	941
Number of participants with account balances	2022-01-01	854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	862
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	728
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	105
Total of all active and inactive participants	2021-01-01	833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	833
Number of participants with account balances	2021-01-01	786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,193
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	732
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	65
Total of all active and inactive participants	2020-01-01	799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	799
Number of participants with account balances	2020-01-01	736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,036
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	633
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	544
Total of all active and inactive participants	2019-01-01	1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,177
Number of participants with account balances	2019-01-01	1,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,136
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	591
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	376
Total of all active and inactive participants	2018-01-01	967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	967
Number of participants with account balances	2018-01-01	925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	997
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	654
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	423
Total of all active and inactive participants	2017-01-01	1,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,077
Number of participants with account balances	2017-01-01	981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	587
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	608
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	265
Total of all active and inactive participants	2016-01-01	873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	873
Number of participants with account balances	2016-01-01	800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ALLEGIANCE MOBILE HEALTH 401(K) PLAN

Measure	Date	Value
2022 : ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$775,382
Total of all expenses incurred	2022-12-31	$901,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$783,996
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$23,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,675,686
Value of total assets at end of year	2022-12-31	$5,316,132
Value of total assets at beginning of year	2022-12-31	$5,442,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$93,934
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$19,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$19,018
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,633,496
Participant contributions at end of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$42,190
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$1
Total non interest bearing cash at beginning of year	2022-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-126,420
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,316,132
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,442,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$640,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$692,967
Interest on participant loans	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$4,673,367
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,747,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,162
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-919,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$783,996
Contract administrator fees	2022-12-31	$93,934
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,361,577
Total of all expenses incurred	2021-12-31	$729,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$643,550
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$1,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,680,403
Value of total assets at end of year	2021-12-31	$5,442,552
Value of total assets at beginning of year	2021-12-31	$3,810,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$84,495
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$381,028
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,551,146
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$129,257
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$1
Total non interest bearing cash at beginning of year	2021-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,632,269
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,442,552
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,810,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$692,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$451,654
Interest on participant loans	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$4,747,422
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,355,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,881
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$681,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$643,550
Contract administrator fees	2021-12-31	$84,495
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,798,950
Total of all expenses incurred	2020-12-31	$950,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$902,426
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,336,942
Value of total assets at end of year	2020-12-31	$3,810,283
Value of total assets at beginning of year	2020-12-31	$2,961,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,582
Total interest from all sources	2020-12-31	$43
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$12,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$12,456
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$296,134
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,336,825
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$117
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$848,942
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,810,283
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,961,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$451,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,930
Interest on participant loans	2020-12-31	$0
Interest earned on other investments	2020-12-31	$43
Value of interest in common/collective trusts at end of year	2020-12-31	$3,355,747
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,930,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,473
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$35,312
Net investment gain or loss from common/collective trusts	2020-12-31	$414,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$902,426
Contract administrator fees	2020-12-31	$47,582
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,571,171
Total of all expenses incurred	2019-12-31	$446,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$412,385
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,137,400
Value of total assets at end of year	2019-12-31	$2,961,341
Value of total assets at beginning of year	2019-12-31	$1,837,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34,521
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$183,708
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,102,954
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$34,446
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,124,265
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,961,341
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,837,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$34,521
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,830,319
Interest on participant loans	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$2,930,938
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$6,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,757
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$433,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$412,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$827,154
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$561,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$512,625
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,010,178
Value of total assets at end of year	2018-12-31	$1,837,076
Value of total assets at beginning of year	2018-12-31	$1,570,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,435
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,403
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$160,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$941,706
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$60,663
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$266,094
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,837,076
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,570,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,830,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,570,452
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$530
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-184,427
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$7,809
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$512,625
Contract administrator fees	2018-12-31	$48,435
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$959,648
Total of all expenses incurred	2017-12-31	$169,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$157,487
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$758,713
Value of total assets at end of year	2017-12-31	$1,570,982
Value of total assets at beginning of year	2017-12-31	$780,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,160
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$746,255
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,422
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$790,149
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,570,982
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$780,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$11,160
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,570,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$780,733
Interest on participant loans	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$100
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$200,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$11,036
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$157,487
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MONTGOMERY COSCIA CREILICH LLP
Accountancy firm EIN	2017-12-31	752919818
2016 : ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$814,906
Total of all expenses incurred	2016-12-31	$34,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,928
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$782,986
Value of total assets at end of year	2016-12-31	$780,833
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$690,457
Participant contributions at end of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$92,529
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$780,833
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$780,833
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$780,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$31,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,928
Contract administrator fees	2016-12-31	$3,145
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2016-12-31	752919818

Form 5500 Responses for ALLEGIANCE MOBILE HEALTH 401(K) PLAN

2023: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLEGIANCE MOBILE HEALTH 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507459-01

Policy instance

Insurance contract or identification number	507459-01
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507459

Policy instance

Insurance contract or identification number	507459
Number of Individuals Covered	3
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507459

Policy instance

Insurance contract or identification number	507459
Number of Individuals Covered	11
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838594

Policy instance

Insurance contract or identification number	838594
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-17
Total amount of fees paid to insurance company	USD $1,111
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
Amount paid for insurance broker fees	1111
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507459

Policy instance

Insurance contract or identification number	507459
Number of Individuals Covered	1051
Insurance policy start date	2019-12-17
Insurance policy end date	2019-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838594

Policy instance

Insurance contract or identification number	838594
Number of Individuals Covered	876
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	822
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

838594

Policy instance

Insurance contract or identification number	838594
Number of Individuals Covered	1076
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,267
Total amount of fees paid to insurance company	USD $402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,267
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	402
Insurance broker name	NOVA 401(K) ASSOCIATES

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Company Name:	BLUEBIRD MEDICAL ENTERPRISES, LLC
Employer identification number (EIN):	010915530
NAIC Classification:	621900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-08-28
Company Identification Number:	0801022877
Legal Registered Office Address:	PO BOX 2775 GEORGETOWN United States of America (USA) 78627