401k Plan data: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN plan

HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 401k Plan overview

Plan Name	HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN
Plan identification number	001

HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: HEALTHCARE VISIONS, INC.

Employer identification number (EIN): 061311943

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 WILLIAM WHITE 2020-10-07
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 KATHLEEN PAJOR
001 2013-01-01 KATHLEEN PAJOR
001 2012-01-01 KATHLEEN A. PAJOR KATHLEEN A. PAJOR 2013-12-26
001 2011-01-01 KATHLEEN PAJOR 2012-06-19
001 2010-01-01 KATHLEEN PAJOR 2011-07-20

Plan Statistics for HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN

401k plan membership statisitcs for HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN

Measure Date Value
2014: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 92
Number of participants with account balances 2014-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 107
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 123
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 106
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 109
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	92
Number of participants with account balances	2014-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	107
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	123
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	106
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	109
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN

Measure	Date	Value
2014 : HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$41,894
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$149,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$143,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$30,402
Value of total assets at end of year	2014-12-31	$459,549
Value of total assets at beginning of year	2014-12-31	$567,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,242
Total interest from all sources	2014-12-31	$488
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$51,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$30,402
Participant contributions at end of year	2014-12-31	$23,091
Participant contributions at beginning of year	2014-12-31	$5,188
Participant contributions at end of year	2014-12-31	$405
Participant contributions at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-107,566
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$459,549
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$567,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$390,870
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$506,647
Interest on participant loans	2014-12-31	$488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$45,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$55,280
Net investment gain/loss from pooled separate accounts	2014-12-31	$10,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$143,218
Contract administrator fees	2014-12-31	$6,242
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN	2014-12-31	060903326
2013 : HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$105,147
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$213,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$208,784
Value of total corrective distributions	2013-12-31	$136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$47,623
Value of total assets at end of year	2013-12-31	$567,115
Value of total assets at beginning of year	2013-12-31	$675,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,857
Total interest from all sources	2013-12-31	$432
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$51,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$47,623
Participant contributions at end of year	2013-12-31	$5,188
Participant contributions at beginning of year	2013-12-31	$17,704
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$606
Other income not declared elsewhere	2013-12-31	$934
Administrative expenses (other) incurred	2013-12-31	$4,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-108,630
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$567,115
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$675,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$506,647
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$601,303
Interest on participant loans	2013-12-31	$432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$55,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$56,132
Net investment gain/loss from pooled separate accounts	2013-12-31	$56,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$208,784
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	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WEINSTEIN & ANASTASIO, P.C.
Accountancy firm EIN	2013-12-31	060886632
2012 : HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$104,258
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$77,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$70,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$34,073
Value of total assets at end of year	2012-12-31	$676,292
Value of total assets at beginning of year	2012-12-31	$649,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,728
Total interest from all sources	2012-12-31	$813
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$51,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$34,073
Participant contributions at end of year	2012-12-31	$17,704
Participant contributions at beginning of year	2012-12-31	$44,356
Participant contributions at end of year	2012-12-31	$1,153
Participant contributions at beginning of year	2012-12-31	$975
Other income not declared elsewhere	2012-12-31	$1,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$26,697
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$676,292
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$649,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$601,303
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$540,149
Interest on participant loans	2012-12-31	$813
Interest earned on other investments	2012-12-31	$1,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$56,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$64,115
Net investment gain/loss from pooled separate accounts	2012-12-31	$68,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$70,833
Contract administrator fees	2012-12-31	$6,728
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WEINSTEIN & ANASTASIO, P.C.
Accountancy firm EIN	2012-12-31	060886632

Form 5500 Responses for HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN

2014: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEALTHCARE VISIONS, INC. D/B/A BEECHWOOD 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

19891

Policy instance

Insurance contract or identification number	19891
Number of Individuals Covered	31
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,201
Total amount of fees paid to insurance company	USD $326
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 $1,201
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS PAID
Insurance broker organization code?	4
Insurance broker name	UNITED RETIREMENT PLAN CONSULTANTS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP 19891

Policy instance

Insurance contract or identification number	GP 19891
Number of Individuals Covered	32
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,933
Total amount of fees paid to insurance company	USD $1,741
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 $5,933
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?	4
Insurance broker name	UNITED RETIREMENT PLAN CONSULTANTS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800173

Policy instance

Insurance contract or identification number	800173
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800173

Policy instance

Insurance contract or identification number	800173
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,590
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
Commission paid to Insurance Broker	USD $1,590
Insurance broker organization code?	3
Insurance broker name	THE INVESTMENT CENTER

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Company Name:	HEALTHCARE VISIONS, INC.
Employer identification number (EIN):	061311943
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	WILLIAM WHITE	2020-10-07
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	KATHLEEN PAJOR
001	2013-01-01	KATHLEEN PAJOR
001	2012-01-01	KATHLEEN A. PAJOR		KATHLEEN A. PAJOR	2013-12-26
001	2011-01-01	KATHLEEN PAJOR	2012-06-19
001	2010-01-01	KATHLEEN PAJOR	2011-07-20