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THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameTHE CONNECTICARE SAVINGS AND INVESTMENT PLAN
Plan identification number 003

THE CONNECTICARE SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined 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 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 THE CONNECTICARE SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CHERYL HUTCHINSON MARK PORTER2018-10-15
0032016-01-01CHERYL HUTCHINSON CHERYL HUTCHINSON2017-10-10
0032015-01-01CHERYL HUTCHINSON
0032014-01-01CHERYL HUTCHINSON
0032013-01-01RICHARD A. ROGERS
0032012-01-01RICHARD A. ROGERS FRANK SCALISE2013-10-11
0032009-01-01RICHARD A. ROGERS FRANK SCALISE2010-10-08
0032009-01-01RICHARD A. ROGERS
0032009-01-01 FRANK SCALISE2010-10-08

Plan Statistics for THE CONNECTICARE SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for THE CONNECTICARE SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,130
Total number of active participants reported on line 7a of the Form 55002023-01-01577
Number of retired or separated participants receiving benefits2023-01-0116
Number of other retired or separated participants entitled to future benefits2023-01-01443
Total of all active and inactive participants2023-01-011,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-011,042
Number of participants with account balances2023-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,104
Total number of active participants reported on line 7a of the Form 55002022-01-01691
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01419
Total of all active and inactive participants2022-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,130
Number of participants with account balances2022-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,047
Total number of active participants reported on line 7a of the Form 55002021-01-01691
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01398
Total of all active and inactive participants2021-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,104
Number of participants with account balances2021-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,045
Total number of active participants reported on line 7a of the Form 55002020-01-01683
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01351
Total of all active and inactive participants2020-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,047
Number of participants with account balances2020-01-011,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01988
Total number of active participants reported on line 7a of the Form 55002019-01-01696
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01336
Total of all active and inactive participants2019-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,045
Number of participants with account balances2019-01-011,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,004
Total number of active participants reported on line 7a of the Form 55002018-01-01631
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01345
Total of all active and inactive participants2018-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01988
Number of participants with account balances2018-01-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01935
Total number of active participants reported on line 7a of the Form 55002017-01-01684
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01309
Total of all active and inactive participants2017-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,004
Number of participants with account balances2017-01-01994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01917
Total number of active participants reported on line 7a of the Form 55002016-01-01712
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01217
Total of all active and inactive participants2016-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01935
Number of participants with account balances2016-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01854
Total number of active participants reported on line 7a of the Form 55002015-01-01735
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01178
Total of all active and inactive participants2015-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01917
Number of participants with account balances2015-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01750
Total number of active participants reported on line 7a of the Form 55002014-01-01688
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01163
Total of all active and inactive participants2014-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01854
Number of participants with account balances2014-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01707
Total number of active participants reported on line 7a of the Form 55002013-01-01568
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01180
Total of all active and inactive participants2013-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01750
Number of participants with account balances2013-01-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01719
Total number of active participants reported on line 7a of the Form 55002012-01-01550
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01157
Total of all active and inactive participants2012-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01707
Number of participants with account balances2012-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2009: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01640
Total number of active participants reported on line 7a of the Form 55002009-01-01522
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01148
Total of all active and inactive participants2009-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01670
Number of participants with account balances2009-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on THE CONNECTICARE SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023 : THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$30,123,196
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$18,670,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$18,639,823
Expenses. Certain deemed distributions of participant loans2023-12-31$-21,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,540,915
Value of total assets at end of year2023-12-31$142,263,126
Value of total assets at beginning of year2023-12-31$130,810,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$51,971
Total interest from all sources2023-12-31$84,058
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,021,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,021,472
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,032,727
Participant contributions at end of year2023-12-31$1,274,688
Participant contributions at beginning of year2023-12-31$1,662,445
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$162,872
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$514,150
Other income not declared elsewhere2023-12-31$13,845
Administrative expenses (other) incurred2023-12-31$51,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,452,583
Value of net assets at end of year (total assets less liabilities)2023-12-31$142,263,126
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$130,810,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$131,637,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$119,163,790
Interest on participant loans2023-12-31$84,058
Value of interest in common/collective trusts at end of year2023-12-31$9,154,110
Value of interest in common/collective trusts at beginning of year2023-12-31$9,487,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$17,229,607
Net investment gain or loss from common/collective trusts2023-12-31$233,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,994,038
Employer contributions (assets) at end of year2023-12-31$196,757
Employer contributions (assets) at beginning of year2023-12-31$333,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$18,639,823
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, PC
Accountancy firm EIN2023-12-31135381590
2022 : THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-16,675,960
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,915,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,831,157
Expenses. Certain deemed distributions of participant loans2022-12-31$41,791
Value of total corrective distributions2022-12-31$408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,642,916
Value of total assets at end of year2022-12-31$130,810,543
Value of total assets at beginning of year2022-12-31$157,401,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,894
Total interest from all sources2022-12-31$75,390
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,858,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,858,435
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,213,342
Participant contributions at end of year2022-12-31$1,662,445
Participant contributions at beginning of year2022-12-31$1,771,981
Participant contributions at end of year2022-12-31$162,872
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$490,707
Other income not declared elsewhere2022-12-31$319,527
Administrative expenses (other) incurred2022-12-31$41,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,591,210
Value of net assets at end of year (total assets less liabilities)2022-12-31$130,810,543
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$157,401,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$119,163,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$148,098,460
Interest on participant loans2022-12-31$75,390
Value of interest in common/collective trusts at end of year2022-12-31$9,487,871
Value of interest in common/collective trusts at beginning of year2022-12-31$7,305,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,719,766
Net investment gain or loss from common/collective trusts2022-12-31$147,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,938,867
Employer contributions (assets) at end of year2022-12-31$333,565
Employer contributions (assets) at beginning of year2022-12-31$225,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,831,157
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, PC
Accountancy firm EIN2022-12-31135381590
2021 : THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,004,454
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,119,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,076,846
Expenses. Certain deemed distributions of participant loans2021-12-31$4,065
Value of total corrective distributions2021-12-31$2,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,967,776
Value of total assets at end of year2021-12-31$157,401,753
Value of total assets at beginning of year2021-12-31$140,516,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,445
Total interest from all sources2021-12-31$90,709
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,799,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,799,463
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,176,511
Participant contributions at end of year2021-12-31$1,771,981
Participant contributions at beginning of year2021-12-31$2,024,370
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,486,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$4,478
Other income not declared elsewhere2021-12-31$6,682
Administrative expenses (other) incurred2021-12-31$36,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,884,997
Value of net assets at end of year (total assets less liabilities)2021-12-31$157,401,753
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$140,516,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$148,098,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$130,508,389
Interest on participant loans2021-12-31$90,709
Value of interest in common/collective trusts at end of year2021-12-31$7,305,582
Value of interest in common/collective trusts at beginning of year2021-12-31$7,826,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,028,076
Net investment gain or loss from common/collective trusts2021-12-31$111,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,304,318
Employer contributions (assets) at end of year2021-12-31$225,730
Employer contributions (assets) at beginning of year2021-12-31$157,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,072,368
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$27,814,416
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,934,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,906,177
Expenses. Certain deemed distributions of participant loans2020-12-31$2,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,839,751
Value of total assets at end of year2020-12-31$140,516,756
Value of total assets at beginning of year2020-12-31$120,636,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,540
Total interest from all sources2020-12-31$107,706
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,181,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,181,017
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,193,267
Participant contributions at end of year2020-12-31$2,024,370
Participant contributions at beginning of year2020-12-31$1,822,798
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$326,285
Other income not declared elsewhere2020-12-31$1,281
Administrative expenses (other) incurred2020-12-31$25,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,880,114
Value of net assets at end of year (total assets less liabilities)2020-12-31$140,516,756
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$120,636,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$130,508,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$112,530,669
Interest on participant loans2020-12-31$107,706
Value of interest in common/collective trusts at end of year2020-12-31$7,826,881
Value of interest in common/collective trusts at beginning of year2020-12-31$6,136,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,533,519
Net investment gain or loss from common/collective trusts2020-12-31$151,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,320,199
Employer contributions (assets) at end of year2020-12-31$157,116
Employer contributions (assets) at beginning of year2020-12-31$146,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,906,177
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$32,086,918
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,566,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,561,199
Expenses. Certain deemed distributions of participant loans2019-12-31$702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,101,526
Value of total assets at end of year2019-12-31$120,636,642
Value of total assets at beginning of year2019-12-31$97,116,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,850
Total interest from all sources2019-12-31$92,976
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,931,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,931,181
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,019,367
Participant contributions at end of year2019-12-31$1,822,798
Participant contributions at beginning of year2019-12-31$1,620,031
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,770,966
Other income not declared elsewhere2019-12-31$263
Administrative expenses (other) incurred2019-12-31$4,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,520,167
Value of net assets at end of year (total assets less liabilities)2019-12-31$120,636,642
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$97,116,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$112,530,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$88,428,223
Interest on participant loans2019-12-31$92,976
Value of interest in common/collective trusts at end of year2019-12-31$6,136,257
Value of interest in common/collective trusts at beginning of year2019-12-31$6,718,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,813,087
Net investment gain or loss from common/collective trusts2019-12-31$147,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,311,193
Employer contributions (assets) at end of year2019-12-31$146,918
Employer contributions (assets) at beginning of year2019-12-31$349,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,561,199
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,337,712
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,383,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,375,951
Expenses. Certain deemed distributions of participant loans2018-12-31$2,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,945,997
Value of total assets at end of year2018-12-31$97,116,475
Value of total assets at beginning of year2018-12-31$106,162,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,962
Total interest from all sources2018-12-31$76,459
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,493,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,493,895
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,711,812
Participant contributions at end of year2018-12-31$1,620,031
Participant contributions at beginning of year2018-12-31$1,661,578
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,173,390
Other income not declared elsewhere2018-12-31$527
Administrative expenses (other) incurred2018-12-31$4,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,045,891
Value of net assets at end of year (total assets less liabilities)2018-12-31$97,116,475
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$106,162,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$88,428,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$98,318,341
Interest on participant loans2018-12-31$76,459
Value of interest in common/collective trusts at end of year2018-12-31$6,718,972
Value of interest in common/collective trusts at beginning of year2018-12-31$6,182,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,317,462
Net investment gain or loss from common/collective trusts2018-12-31$138,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,060,795
Employer contributions (assets) at end of year2018-12-31$349,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,375,951
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE CONNECTICARE SAVINGS AND INVESTMENT 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$23,848,011
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,489,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,481,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,117,673
Value of total assets at end of year2017-12-31$106,162,366
Value of total assets at beginning of year2017-12-31$92,803,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,190
Total interest from all sources2017-12-31$69,524
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,371,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,371,862
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,707,975
Participant contributions at end of year2017-12-31$1,661,578
Participant contributions at beginning of year2017-12-31$1,589,999
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,092,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$169,078
Other income not declared elsewhere2017-12-31$35
Administrative expenses (other) incurred2017-12-31$7,190
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$13,358,852
Value of net assets at end of year (total assets less liabilities)2017-12-31$106,162,366
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$92,803,514
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$98,318,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$84,767,348
Interest on participant loans2017-12-31$69,524
Value of interest in common/collective trusts at end of year2017-12-31$6,182,447
Value of interest in common/collective trusts at beginning of year2017-12-31$6,277,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,174,916
Net investment gain or loss from common/collective trusts2017-12-31$114,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$2,317,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,481,969
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 : THE CONNECTICARE SAVINGS AND INVESTMENT 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$13,610,159
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,595,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,584,752
Value of total corrective distributions2016-12-31$6,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,669,250
Value of total assets at end of year2016-12-31$92,803,514
Value of total assets at beginning of year2016-12-31$89,789,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,351
Total interest from all sources2016-12-31$63,864
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,440,548
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$2,440,548
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,471,366
Participant contributions at end of year2016-12-31$1,589,999
Participant contributions at beginning of year2016-12-31$1,501,238
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$862,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$169,078
Other income not declared elsewhere2016-12-31$847
Administrative expenses (other) incurred2016-12-31$4,351
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$3,014,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$92,803,514
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$89,789,204
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$84,767,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$88,287,966
Interest on participant loans2016-12-31$63,864
Value of interest in common/collective trusts at end of year2016-12-31$6,277,089
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,412,123
Net investment gain or loss from common/collective trusts2016-12-31$23,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$2,335,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,584,752
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 : THE CONNECTICARE SAVINGS AND INVESTMENT 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$7,398,696
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,606,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,586,653
Expenses. Certain deemed distributions of participant loans2015-12-31$8,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,533,376
Value of total assets at end of year2015-12-31$89,789,204
Value of total assets at beginning of year2015-12-31$89,996,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,469
Total interest from all sources2015-12-31$59,031
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,524,565
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$3,524,565
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,614,815
Participant contributions at end of year2015-12-31$1,501,238
Participant contributions at beginning of year2015-12-31$1,520,794
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$722,792
Other income not declared elsewhere2015-12-31$11,096
Administrative expenses (other) incurred2015-12-31$10,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-207,349
Value of net assets at end of year (total assets less liabilities)2015-12-31$89,789,204
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,996,553
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$88,287,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$85,125,796
Interest on participant loans2015-12-31$59,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,729,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$2,195,769
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,349,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,586,653
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 : THE CONNECTICARE SAVINGS AND INVESTMENT 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$15,638,026
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,575,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,556,230
Value of total corrective distributions2014-12-31$16,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,292,445
Value of total assets at end of year2014-12-31$89,996,553
Value of total assets at beginning of year2014-12-31$79,934,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,950
Total interest from all sources2014-12-31$58,636
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,253,237
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$3,253,237
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,110,144
Participant contributions at end of year2014-12-31$1,520,794
Participant contributions at beginning of year2014-12-31$1,374,901
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,114,491
Other income not declared elsewhere2014-12-31$2,769
Administrative expenses (other) incurred2014-12-31$2,950
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$10,062,169
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,996,553
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,934,384
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$85,125,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$75,741,148
Interest on participant loans2014-12-31$58,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,030,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$5,067,810
Employer contributions (assets) at end of year2014-12-31$3,349,963
Employer contributions (assets) at beginning of year2014-12-31$2,818,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,556,230
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 : THE CONNECTICARE SAVINGS AND INVESTMENT 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$24,559,656
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,519,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,484,651
Value of total corrective distributions2013-12-31$25,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,699,988
Value of total assets at end of year2013-12-31$79,934,384
Value of total assets at beginning of year2013-12-31$58,894,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,702
Total interest from all sources2013-12-31$54,034
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,998,400
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$1,998,400
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,605,434
Participant contributions at end of year2013-12-31$1,374,901
Participant contributions at beginning of year2013-12-31$1,284,388
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$103,906
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$828,143
Other income not declared elsewhere2013-12-31$373
Administrative expenses (other) incurred2013-12-31$8,702
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$21,040,313
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,934,384
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$58,894,071
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$75,741,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$57,452,487
Interest on participant loans2013-12-31$54,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,806,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$7,266,411
Employer contributions (assets) at end of year2013-12-31$2,818,335
Employer contributions (assets) at beginning of year2013-12-31$53,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,484,651
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 : THE CONNECTICARE SAVINGS AND INVESTMENT 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$13,641,967
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,756,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,714,856
Value of total corrective distributions2012-12-31$40,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,217,532
Value of total assets at end of year2012-12-31$58,894,071
Value of total assets at beginning of year2012-12-31$48,009,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,978
Total interest from all sources2012-12-31$48,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,254,721
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$1,254,721
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,291,706
Participant contributions at end of year2012-12-31$1,284,388
Participant contributions at beginning of year2012-12-31$1,203,158
Participant contributions at end of year2012-12-31$103,906
Participant contributions at beginning of year2012-12-31$84,544
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$842,630
Other income not declared elsewhere2012-12-31$1,123
Administrative expenses (other) incurred2012-12-31$1,978
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$10,884,973
Value of net assets at end of year (total assets less liabilities)2012-12-31$58,894,071
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,009,098
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$57,452,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,671,861
Interest on participant loans2012-12-31$48,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,119,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$4,083,196
Employer contributions (assets) at end of year2012-12-31$53,290
Employer contributions (assets) at beginning of year2012-12-31$49,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,714,856
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 & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517

Form 5500 Responses for THE CONNECTICARE SAVINGS AND INVESTMENT PLAN

2023: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CONNECTICARE SAVINGS AND INVESTMENT 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CONNECTICARE SAVINGS AND INVESTMENT 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: THE CONNECTICARE SAVINGS AND INVESTMENT 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: THE CONNECTICARE SAVINGS AND INVESTMENT 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: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: THE CONNECTICARE SAVINGS AND INVESTMENT 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: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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
2009: THE CONNECTICARE SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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