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CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan NameCONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN
Plan identification number 002

CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONNECTICARE CAPITAL LLC has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICARE CAPITAL LLC
Employer identification number (EIN):061633074
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01CHERYL HUTCHINSON MARK PORTER2019-03-12
0022017-01-01CHERYL HUTCHINSON MARK PORTER2018-10-12
0022016-01-01CHERYL HUTCHINSON FRANK SCALISE2017-10-13
0022015-01-01CHERYL HUTCHINSON FRANK SCALISE2016-10-13
0022014-01-01CHERYL HUTCHINSON FRANK SCALISE2015-10-09
0022014-01-01CHERYL HUTCHINSON FRANK SCALISE2015-09-25
0022013-01-01RICHARD A ROGERS
0022012-01-01RICHARD A ROGERS FRANK SCALISE2013-10-11
0022011-01-01RICHARD A. ROGERS FRANK SCALISE2012-10-15
0022010-01-01RICHARD A. ROGERS FRANK SCALISE2011-10-14
0022009-01-01RICHARD A ROGERS
0022009-01-01RICHARD A ROGERS FRANK A SCALISE2010-10-08

Plan Statistics for CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN

Measure Date Value
2018: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-317,992,911
Acturial value of plan assets2017-12-317,992,911
Funding target for retired participants and beneficiaries receiving payment2017-12-311,184,390
Number of terminated vested participants2017-12-31136
Fundng target for terminated vested participants2017-12-313,259,409
Active participant vested funding target2017-12-311,924,056
Number of active participants2017-12-31126
Total funding liabilities for active participants2017-12-311,924,056
Total participant count2017-12-31294
Total funding target for all participants2017-12-316,367,855
Balance at beginning of prior year after applicable adjustments2017-12-311,101,729
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,465,104
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31100,000
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,001,729
Amount remaining of prefunding balance2017-12-311,465,104
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-31450,000
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31589,093
Balance of prefunding at beginning of current year2017-12-311,519,752
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31100,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31100,000
Carryover balance elected to use to offset funding requirement2017-12-31100,000
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01294
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-0138
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-319,745,963
Acturial value of plan assets2016-12-319,745,963
Funding target for retired participants and beneficiaries receiving payment2016-12-311,050,557
Number of terminated vested participants2016-12-31209
Fundng target for terminated vested participants2016-12-314,291,731
Active participant vested funding target2016-12-312,336,877
Number of active participants2016-12-31152
Total funding liabilities for active participants2016-12-312,336,877
Total participant count2016-12-31386
Total funding target for all participants2016-12-317,679,165
Balance at beginning of prior year after applicable adjustments2016-12-311,188,854
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,428,534
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31100,000
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,088,854
Amount remaining of prefunding balance2016-12-311,428,534
Present value of excess contributions2016-12-3110,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3110,931
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-3115,000
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,101,729
Balance of prefunding at beginning of current year2016-12-311,465,104
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31100,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31100,000
Carryover balance elected to use to offset funding requirement2016-12-31100,000
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01386
Total number of active participants reported on line 7a of the Form 55002016-01-01126
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-01136
Total of all active and inactive participants2016-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01431
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-01209
Total of all active and inactive participants2015-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01442
Total number of active participants reported on line 7a of the Form 55002014-01-01170
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-01241
Total of all active and inactive participants2014-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01454
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-01244
Total of all active and inactive participants2013-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01465
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-01248
Total of all active and inactive participants2012-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01640
Total number of active participants reported on line 7a of the Form 55002011-01-01550
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01169
Total of all active and inactive participants2011-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01719
Number of participants with account balances2011-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01670
Total number of active participants reported on line 7a of the Form 55002010-01-01476
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01164
Total of all active and inactive participants2010-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01640
Number of participants with account balances2010-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0126
2009: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01502
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-01255
Total of all active and inactive participants2009-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN

Measure Date Value
2018 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-06$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-06$0
Total income from all sources (including contributions)2018-09-06$538,064
Total loss/gain on sale of assets2018-09-06$0
Total of all expenses incurred2018-09-06$5,261,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-06$4,849,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-06$652,486
Value of total assets at end of year2018-09-06$0
Value of total assets at beginning of year2018-09-06$4,723,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-06$411,975
Total interest from all sources2018-09-06$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-06$9,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-09-06$0
Total dividends received from registered investment company shares (eg mutual funds)2018-09-06$9,502
Administrative expenses professional fees incurred2018-09-06$295,735
Was this plan covered by a fidelity bond2018-09-06Yes
Value of fidelity bond cover2018-09-06$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-06$0
Were there any nonexempt tranactions with any party-in-interest2018-09-06No
Other income not declared elsewhere2018-09-06$2,327
Administrative expenses (other) incurred2018-09-06$104,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-06No
Value of net income/loss2018-09-06$-4,723,081
Value of net assets at end of year (total assets less liabilities)2018-09-06$0
Value of net assets at beginning of year (total assets less liabilities)2018-09-06$4,723,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-06No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-06No
Were any leases to which the plan was party in default or uncollectible2018-09-06No
Investment advisory and management fees2018-09-06$11,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-06$4,588,338
Value of interest in common/collective trusts at end of year2018-09-06$0
Value of interest in common/collective trusts at beginning of year2018-09-06$134,743
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-06$4,774,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-06$-127,959
Net investment gain or loss from common/collective trusts2018-09-06$1,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-06Yes
Was there a failure to transmit to the plan any participant contributions2018-09-06No
Has the plan failed to provide any benefit when due under the plan2018-09-06No
Contributions received in cash from employer2018-09-06$652,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-06$74,607
Did the plan have assets held for investment2018-09-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-06Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-06Yes
Opinion of an independent qualified public accountant for this plan2018-09-06Disclaimer
Accountancy firm name2018-09-06BDO USA, LLP
Accountancy firm EIN2018-09-06135381590
2017 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$410,407
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,680,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,379,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$4,723,081
Value of total assets at beginning of year2017-12-31$7,992,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$300,877
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$224,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$224,572
Administrative expenses professional fees incurred2017-12-31$291,157
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-3,269,830
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,723,081
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,992,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,588,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,809,983
Value of interest in common/collective trusts at end of year2017-12-31$134,743
Value of interest in common/collective trusts at beginning of year2017-12-31$182,928
Net investment gain or loss from common/collective trusts2017-12-31$927
Net gain/loss from 103.12 investment entities2017-12-31$184,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,379,360
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$348,142
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,101,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,914,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$7,992,911
Value of total assets at beginning of year2016-12-31$9,745,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$186,234
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$272,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$272,228
Administrative expenses professional fees incurred2016-12-31$178,034
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,753,052
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,992,911
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,745,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$8,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,809,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,665,453
Value of interest in common/collective trusts at end of year2016-12-31$182,928
Value of interest in common/collective trusts at beginning of year2016-12-31$80,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$75,464
Net investment gain or loss from common/collective trusts2016-12-31$450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,914,960
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$261,221
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$567,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$422,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,109
Value of total assets at end of year2015-12-31$9,745,963
Value of total assets at beginning of year2015-12-31$10,051,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$144,234
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$267,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$267,237
Administrative expenses professional fees incurred2015-12-31$135,489
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-305,814
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,745,963
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,051,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,665,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,955,100
Value of interest in common/collective trusts at end of year2015-12-31$80,510
Value of interest in common/collective trusts at beginning of year2015-12-31$96,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,175
Net investment gain or loss from common/collective trusts2015-12-31$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,109
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$422,801
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$815,204
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$536,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$391,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$10,051,777
Value of total assets at beginning of year2014-12-31$9,773,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$145,305
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$294,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$294,210
Administrative expenses professional fees incurred2014-12-31$114,755
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$278,589
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,051,777
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,773,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$30,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,955,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,260,035
Value of interest in common/collective trusts at end of year2014-12-31$96,677
Value of interest in common/collective trusts at beginning of year2014-12-31$475,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$520,968
Net investment gain or loss from common/collective trusts2014-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$37,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$391,310
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,453,726
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$413,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$309,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$173,385
Value of total assets at end of year2013-12-31$9,773,188
Value of total assets at beginning of year2013-12-31$8,733,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$104,469
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$248,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$248,244
Administrative expenses professional fees incurred2013-12-31$96,519
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$7,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,040,107
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,773,188
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,733,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,260,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,357,407
Value of interest in common/collective trusts at end of year2013-12-31$475,774
Value of interest in common/collective trusts at beginning of year2013-12-31$375,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,031,943
Net investment gain or loss from common/collective trusts2013-12-31$154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$173,385
Employer contributions (assets) at end of year2013-12-31$37,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$309,150
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,596,394
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$321,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$223,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$617,500
Value of total assets at end of year2012-12-31$8,733,081
Value of total assets at beginning of year2012-12-31$7,458,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$98,027
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$246,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$246,903
Administrative expenses professional fees incurred2012-12-31$90,156
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$7,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,274,900
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,733,081
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,458,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,357,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,060,311
Value of interest in common/collective trusts at end of year2012-12-31$375,674
Value of interest in common/collective trusts at beginning of year2012-12-31$397,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$731,464
Net investment gain or loss from common/collective trusts2012-12-31$527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$617,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$223,467
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$317,792
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$220,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$119,830
Value of total corrective distributions2011-12-31$5,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$191,355
Value of total assets at end of year2011-12-31$7,458,181
Value of total assets at beginning of year2011-12-31$7,360,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$100,246
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$175,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$175,161
Administrative expenses professional fees incurred2011-12-31$92,340
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,903,646
Participant contributions at end of year2011-12-31$1,203,158
Participant contributions at beginning of year2011-12-31$1,062,541
Participant contributions at end of year2011-12-31$84,544
Participant contributions at beginning of year2011-12-31$83,877
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$192,225
Other income not declared elsewhere2011-12-31$5,702
Administrative expenses (other) incurred2011-12-31$7,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$97,716
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,458,181
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,360,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,060,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,106,616
Interest on participant loans2011-12-31$52,532
Value of interest in common/collective trusts at end of year2011-12-31$397,870
Value of interest in common/collective trusts at beginning of year2011-12-31$1,253,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,222
Net investment gain or loss from common/collective trusts2011-12-31$1,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$191,355
Employer contributions (assets) at end of year2011-12-31$49,535
Employer contributions (assets) at beginning of year2011-12-31$43,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$119,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$17,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,063,526
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,861,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,858,977
Value of total corrective distributions2010-12-31$1,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,919,128
Value of total assets at end of year2010-12-31$46,030,286
Value of total assets at beginning of year2010-12-31$39,698,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$625
Total interest from all sources2010-12-31$56,569
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$630,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$630,279
Administrative expenses professional fees incurred2010-12-31$89,478
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,540,889
Participant contributions at end of year2010-12-31$1,062,541
Participant contributions at beginning of year2010-12-31$1,017,349
Participant contributions at end of year2010-12-31$83,877
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$93,060
Administrative expenses (other) incurred2010-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,202,048
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,030,286
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,698,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$44,839,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$38,680,688
Interest on participant loans2010-12-31$56,569
Value of interest in common/collective trusts at end of year2010-12-31$1,253,849
Value of interest in common/collective trusts at beginning of year2010-12-31$1,471,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,457,550
Net investment gain or loss from common/collective trusts2010-12-31$1,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,285,179
Employer contributions (assets) at end of year2010-12-31$43,878
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,858,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN

2018: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONNECTICARE, INC. CASH BALANCE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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