401k Plan data: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN plan

WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number	002

WELLMORE, INC. 401(K) AND PROFIT SHARING 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: WELLMORE, INC.

Employer identification number (EIN): 060669107

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 STACEY CONRAD
002 2015-07-01 STACEY CONRAD
002 2014-07-01 STEPHANIE LICSAK
002 2013-07-01 MARCIA L. GEDDES
002 2012-07-01 MARCIA L. GEDDES
002 2011-07-01 MARCIA L. GEDDES
002 2010-07-01 MARCIA L. GEDDES
002 2009-07-01 MARCIA L. GEDDES

Plan Statistics for WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2021: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 409
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 214
Number of retired or separated participants receiving benefits 2021-07-01 2
Number of other retired or separated participants entitled to future benefits 2021-07-01 160
Total of all active and inactive participants 2021-07-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 376
Number of participants with account balances 2021-07-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 5
2020: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 384
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 222
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 176
Total of all active and inactive participants 2020-07-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 399
Number of participants with account balances 2020-07-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 14
2019: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 366
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 257
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 129
Total of all active and inactive participants 2019-07-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 386
Number of participants with account balances 2019-07-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 9
2018: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 349
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 263
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 95
Total of all active and inactive participants 2018-07-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 358
Number of participants with account balances 2018-07-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 13
2017: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 361
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 250
Number of retired or separated participants receiving benefits 2017-07-01 2
Number of other retired or separated participants entitled to future benefits 2017-07-01 89
Total of all active and inactive participants 2017-07-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 341
Number of participants with account balances 2017-07-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 9
2016: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 263
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 251
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 103
Total of all active and inactive participants 2016-07-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 354
Number of participants with account balances 2016-07-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 23
2015: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 386
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 248
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 107
Total of all active and inactive participants 2015-07-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 355
Number of participants with account balances 2015-07-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 15
2014: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 252
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 252
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 70
Total of all active and inactive participants 2014-07-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 322
Number of participants with account balances 2014-07-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 18
2013: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 192
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 60
Total of all active and inactive participants 2013-07-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 252
Number of participants with account balances 2013-07-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 8
2012: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 259
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 30
Total of all active and inactive participants 2012-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 289
Number of participants with account balances 2012-07-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 11
2011: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 130
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 25
Total of all active and inactive participants 2011-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 155
Number of participants with account balances 2011-07-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 9
2010: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 134
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 107
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 12
Total of all active and inactive participants 2010-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 119
Number of participants with account balances 2010-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 4
2009: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 97
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 15
Total of all active and inactive participants 2009-07-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 112
Number of participants with account balances 2009-07-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 6

Measure	Date	Value
2021: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	409
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	214
Number of retired or separated participants receiving benefits	2021-07-01	2
Number of other retired or separated participants entitled to future benefits	2021-07-01	160
Total of all active and inactive participants	2021-07-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	376
Number of participants with account balances	2021-07-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	5
2020: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	384
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	222
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	176
Total of all active and inactive participants	2020-07-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	399
Number of participants with account balances	2020-07-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	14
2019: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	366
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	257
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	129
Total of all active and inactive participants	2019-07-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	386
Number of participants with account balances	2019-07-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	9
2018: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	349
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	263
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	95
Total of all active and inactive participants	2018-07-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	358
Number of participants with account balances	2018-07-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	13
2017: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	361
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	250
Number of retired or separated participants receiving benefits	2017-07-01	2
Number of other retired or separated participants entitled to future benefits	2017-07-01	89
Total of all active and inactive participants	2017-07-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	341
Number of participants with account balances	2017-07-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	9
2016: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	263
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	251
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	103
Total of all active and inactive participants	2016-07-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	354
Number of participants with account balances	2016-07-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	23
2015: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	386
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	248
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	107
Total of all active and inactive participants	2015-07-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	355
Number of participants with account balances	2015-07-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	15
2014: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	252
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	252
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	70
Total of all active and inactive participants	2014-07-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	322
Number of participants with account balances	2014-07-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	18
2013: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	192
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	60
Total of all active and inactive participants	2013-07-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	252
Number of participants with account balances	2013-07-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	8
2012: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	259
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	30
Total of all active and inactive participants	2012-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	289
Number of participants with account balances	2012-07-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	11
2011: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	130
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	25
Total of all active and inactive participants	2011-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	155
Number of participants with account balances	2011-07-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	9
2010: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	134
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	107
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	12
Total of all active and inactive participants	2010-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	119
Number of participants with account balances	2010-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	4
2009: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	97
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	15
Total of all active and inactive participants	2009-07-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	112
Number of participants with account balances	2009-07-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	6

Financial Data on WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-592,308
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$863,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$792,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$584,310
Value of total assets at end of year	2022-06-30	$8,430,896
Value of total assets at beginning of year	2022-06-30	$9,887,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$71,399
Total interest from all sources	2022-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$306,602
Participant contributions at end of year	2022-06-30	$38,664
Participant contributions at beginning of year	2022-06-30	$52,377
Participant contributions at end of year	2022-06-30	$13,116
Participant contributions at beginning of year	2022-06-30	$-300
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$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	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-1,456,224
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$8,430,896
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,887,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$7,959,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$9,355,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$103,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$122,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,176,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$277,708
Employer contributions (assets) at end of year	2022-06-30	$316,173
Employer contributions (assets) at beginning of year	2022-06-30	$356,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$792,517
Contract administrator fees	2022-06-30	$71,399
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MARCUM, LLP
Accountancy firm EIN	2022-06-30	111986323
2021 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,545,680
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$727,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$664,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$729,928
Value of total assets at end of year	2021-06-30	$9,887,120
Value of total assets at beginning of year	2021-06-30	$8,068,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$63,113
Total interest from all sources	2021-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$319,488
Participant contributions at end of year	2021-06-30	$52,377
Participant contributions at beginning of year	2021-06-30	$48,272
Participant contributions at end of year	2021-06-30	$-300
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$52,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$1,818,238
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,887,120
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,068,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$63,113
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$9,355,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$7,550,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$122,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$94,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,815,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$357,529
Employer contributions (assets) at end of year	2021-06-30	$356,881
Employer contributions (assets) at beginning of year	2021-06-30	$375,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$664,329
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MARCUM, LLP
Accountancy firm EIN	2021-06-30	111986323
2020 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,165,738
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,117,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,061,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$728,151
Value of total assets at end of year	2020-06-30	$8,068,882
Value of total assets at beginning of year	2020-06-30	$8,020,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$55,695
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$318,593
Participant contributions at end of year	2020-06-30	$48,272
Participant contributions at beginning of year	2020-06-30	$73,423
Participant contributions at beginning of year	2020-06-30	$-426
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$33,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$48,550
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,068,882
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,020,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$55,695
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$7,550,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,465,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$94,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$87,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$437,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$375,596
Employer contributions (assets) at end of year	2020-06-30	$375,596
Employer contributions (assets) at beginning of year	2020-06-30	$394,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,061,493
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MARCUM, LLP
Accountancy firm EIN	2020-06-30	111986323
2019 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,532,391
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$520,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$470,058
Expenses. Certain deemed distributions of participant loans	2019-06-30	$1,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,054,152
Value of total assets at end of year	2019-06-30	$8,020,332
Value of total assets at beginning of year	2019-06-30	$7,008,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$48,467
Total interest from all sources	2019-06-30	$3,112
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$315,571
Participant contributions at end of year	2019-06-30	$73,423
Participant contributions at beginning of year	2019-06-30	$41,096
Participant contributions at end of year	2019-06-30	$-426
Participant contributions at beginning of year	2019-06-30	$-156
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$344,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,012,281
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,020,332
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,008,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,465,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$6,450,610
Interest on participant loans	2019-06-30	$3,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$87,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$112,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$475,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$393,901
Employer contributions (assets) at end of year	2019-06-30	$394,707
Employer contributions (assets) at beginning of year	2019-06-30	$404,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$470,058
Contract administrator fees	2019-06-30	$48,467
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MARCUM LLP
Accountancy firm EIN	2019-06-30	111986323
2018 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,040,065
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$562,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$543,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$623,277
Value of total assets at end of year	2018-06-30	$7,008,051
Value of total assets at beginning of year	2018-06-30	$6,530,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$19,469
Total interest from all sources	2018-06-30	$2,254
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$272,585
Participant contributions at end of year	2018-06-30	$41,096
Participant contributions at beginning of year	2018-06-30	$36,212
Participant contributions at end of year	2018-06-30	$-156
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$13,653
Other income not declared elsewhere	2018-06-30	$843
Administrative expenses (other) incurred	2018-06-30	$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$477,174
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,008,051
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,530,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$15,819
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$6,450,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$5,812,606
Interest on participant loans	2018-06-30	$2,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$112,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$201,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$413,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$337,039
Employer contributions (assets) at end of year	2018-06-30	$404,217
Employer contributions (assets) at beginning of year	2018-06-30	$480,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$543,422
Contract administrator fees	2018-06-30	$3,410
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MARCUM LLP
Accountancy firm EIN	2018-06-30	111986323
2017 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,418,625
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$294,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$278,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$800,593
Value of total assets at end of year	2017-06-30	$6,530,877
Value of total assets at beginning of year	2017-06-30	$5,407,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$16,614
Total interest from all sources	2017-06-30	$1,498
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$301,494
Participant contributions at end of year	2017-06-30	$36,212
Participant contributions at beginning of year	2017-06-30	$11,035
Participant contributions at beginning of year	2017-06-30	$11,870
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$18,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,123,830
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,530,877
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$5,407,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$12,844
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$5,812,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,737,989
Interest on participant loans	2017-06-30	$847
Interest earned on other investments	2017-06-30	$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$201,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$158,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$616,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$480,255
Employer contributions (assets) at end of year	2017-06-30	$480,255
Employer contributions (assets) at beginning of year	2017-06-30	$487,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$278,181
Contract administrator fees	2017-06-30	$3,770
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MARCUM LLP
Accountancy firm EIN	2017-06-30	111986323
2016 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$925,813
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$541,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$526,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$877,929
Value of total assets at end of year	2016-06-30	$5,407,047
Value of total assets at beginning of year	2016-06-30	$5,022,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$15,011
Total interest from all sources	2016-06-30	$788
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$305,552
Participant contributions at end of year	2016-06-30	$11,035
Participant contributions at beginning of year	2016-06-30	$6,678
Participant contributions at end of year	2016-06-30	$11,870
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$84,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$384,261
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$5,407,047
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,022,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$11,382
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,737,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,406,145
Interest on participant loans	2016-06-30	$274
Interest earned on other investments	2016-06-30	$514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$158,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$135,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$47,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$487,419
Employer contributions (assets) at end of year	2016-06-30	$487,419
Employer contributions (assets) at beginning of year	2016-06-30	$474,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$526,541
Contract administrator fees	2016-06-30	$3,629
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MARCUM LLP
Accountancy firm EIN	2016-06-30	111986323
2015 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$849,907
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$657,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$640,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$771,349
Value of total assets at end of year	2015-06-30	$5,022,786
Value of total assets at beginning of year	2015-06-30	$4,830,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$16,642
Total interest from all sources	2015-06-30	$274
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$278,195
Participant contributions at end of year	2015-06-30	$6,678
Participant contributions at beginning of year	2015-06-30	$5,777
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$56,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$192,574
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,022,786
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,830,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$10,891
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,406,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,162,345
Interest on participant loans	2015-06-30	$274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$135,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$189,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$78,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$436,605
Employer contributions (assets) at end of year	2015-06-30	$474,339
Employer contributions (assets) at beginning of year	2015-06-30	$472,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$640,691
Contract administrator fees	2015-06-30	$5,751
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MARCUM LLP
Accountancy firm EIN	2015-06-30	111986323
2014 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,028,673
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$440,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$428,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,512,574
Value of total assets at end of year	2014-06-30	$4,830,212
Value of total assets at beginning of year	2014-06-30	$3,242,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$12,040
Total interest from all sources	2014-06-30	$196
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$323,029
Participant contributions at end of year	2014-06-30	$5,777
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$710,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,587,687
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,830,212
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,242,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$8,493
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,162,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,625,075
Interest on participant loans	2014-06-30	$196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$189,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$152,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$515,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$479,532
Employer contributions (assets) at end of year	2014-06-30	$472,994
Employer contributions (assets) at beginning of year	2014-06-30	$465,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$428,946
Contract administrator fees	2014-06-30	$3,547
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MARCUM LLP
Accountancy firm EIN	2014-06-30	111986323
2013 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$1,743,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$851,142
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$646,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$632,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$614,337
Value of total assets at end of year	2013-06-30	$3,242,525
Value of total assets at beginning of year	2013-06-30	$1,293,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$13,702
Total interest from all sources	2013-06-30	$1,610
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$78,897
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$57,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$204,821
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,242,525
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,293,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$10,331
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,625,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$0
Value of interest in pooled separate accounts at end of year	2013-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$999,323
Interest earned on other investments	2013-06-30	$1,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$152,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$0
Net investment gain/loss from pooled separate accounts	2013-06-30	$235,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$477,481
Employer contributions (assets) at end of year	2013-06-30	$465,092
Employer contributions (assets) at beginning of year	2013-06-30	$294,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$632,619
Contract administrator fees	2013-06-30	$3,371
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	2013-06-30	Yes
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BLUM, SHAPIRO & CO. P.C.
Accountancy firm EIN	2013-06-30	061009205
2012 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$363,310
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$33,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$25,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$356,191
Value of total assets at end of year	2012-06-30	$1,293,804
Value of total assets at beginning of year	2012-06-30	$964,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$8,325
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$61,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$329,739
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,293,804
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$964,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$6,654
Value of interest in pooled separate accounts at end of year	2012-06-30	$999,323
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$783,710
Net investment gain/loss from pooled separate accounts	2012-06-30	$7,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$294,481
Employer contributions (assets) at end of year	2012-06-30	$294,481
Employer contributions (assets) at beginning of year	2012-06-30	$180,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$25,246
Contract administrator fees	2012-06-30	$1,671
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BLUM, SHAPIRO & CO. P.C.
Accountancy firm EIN	2012-06-30	061009205
2011 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$295,380
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$82,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$75,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$180,431
Value of total assets at end of year	2011-06-30	$964,065
Value of total assets at beginning of year	2011-06-30	$751,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$7,453
Total interest from all sources	2011-06-30	$2
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$1,660
Other income not declared elsewhere	2011-06-30	$-1
Administrative expenses (other) incurred	2011-06-30	$5,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$212,785
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$964,065
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$751,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$141
Value of interest in pooled separate accounts at end of year	2011-06-30	$783,710
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$495,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$2
Net investment gain/loss from pooled separate accounts	2011-06-30	$114,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$180,431
Employer contributions (assets) at end of year	2011-06-30	$180,355
Employer contributions (assets) at beginning of year	2011-06-30	$253,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$75,142
Contract administrator fees	2011-06-30	$1,855
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BLUM, SHAPIRO & CO. P.C.
Accountancy firm EIN	2011-06-30	061009205
2010 : WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN

2021: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	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

335516-01

Policy instance

Insurance contract or identification number	335516-01
Number of Individuals Covered	5
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $315
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $315
Insurance broker organization code?	3

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

Policy contract number

335516-.01

Policy instance

Insurance contract or identification number	335516-.01
Number of Individuals Covered	4
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $293
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $293
Insurance broker organization code?	3

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

Policy contract number

335516-.01

Policy instance

Insurance contract or identification number	335516-.01
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $265
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $265
Insurance broker organization code?	3

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

Policy contract number

335516-.01

Policy instance

Insurance contract or identification number	335516-.01
Number of Individuals Covered	4
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $254
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $254
Insurance broker organization code?	3

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

Policy contract number

335516-.01

Policy instance

Insurance contract or identification number	335516-.01
Number of Individuals Covered	5
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $444
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

335516-01

Policy instance

Insurance contract or identification number	335516-01
Number of Individuals Covered	6
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $615
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $615
Insurance broker organization code?	3
Insurance broker name	WOODBURY FINANCIAL SERVICES INC

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

Policy contract number

335516-01

Policy instance

Insurance contract or identification number	335516-01
Number of Individuals Covered	6
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $551
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $551
Insurance broker organization code?	3
Insurance broker name	WOODBURY FINANCIAL SERVICES INC

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

Policy contract number

335516-01

Policy instance

Insurance contract or identification number	335516-01
Number of Individuals Covered	8
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $653
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $653
Insurance broker organization code?	3
Insurance broker name	WOODBURY FINANCIAL SERVICES INC

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

Policy contract number

RM84565-1

Policy instance

Insurance contract or identification number	RM84565-1
Number of Individuals Covered	0
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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

Policy contract number

335516-01

Policy instance

Insurance contract or identification number	335516-01
Number of Individuals Covered	9
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,204
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,204
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	WOODBURY FINANCIAL SERVICES INC

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

Policy contract number

RM84565-1

Policy instance

Insurance contract or identification number	RM84565-1
Number of Individuals Covered	108
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $4,487
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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

Policy contract number

RM84565-1

Policy instance

Insurance contract or identification number	RM84565-1
Number of Individuals Covered	85
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $3,391
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WELLMORE, INC.
Employer identification number (EIN):	060669107
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists