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CARE RESOURCE CORP. 401(K) PLAN 401k Plan overview

Plan NameCARE RESOURCE CORP. 401(K) PLAN
Plan identification number 001

CARE RESOURCE CORP. 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CARE MANAGEMENT, INC.
Employer identification number (EIN):113117425
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about CARE MANAGEMENT, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1992-05-22
Company Identification Number: 1638660
Legal Registered Office Address: 171 KINGS HIGHWAY
Kings
BROOKLYN
United States of America (USA)
11223

More information about CARE MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE RESOURCE CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID HELFGOTT
0012016-01-01DAVID HELFGOTT
0012015-01-01DAVID HELFGOTT
0012014-01-01DAVID HELFGOTT
0012013-01-01DAVID HELFGOTT
0012012-01-01DAVID HELFGOTT
0012011-01-01THOMAS G. SNEVA
0012009-01-01THOMAS SNEVA DAVID HELFGOTT2010-10-06
0012009-01-01THOMAS SNEVA DAVID HELFGOTT2010-10-06
0012009-01-01THOMAS SNEVA DAVID HELFGOTT2010-09-20
0012009-01-01THOMAS SNEVA DAVID HELFGOTT2010-10-04

Plan Statistics for CARE RESOURCE CORP. 401(K) PLAN

401k plan membership statisitcs for CARE RESOURCE CORP. 401(K) PLAN

Measure Date Value
2022: CARE RESOURCE CORP. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01630
Total number of active participants reported on line 7a of the Form 55002022-01-01545
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01141
Total of all active and inactive participants2022-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01694
Number of participants with account balances2022-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: CARE RESOURCE CORP. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01621
Total number of active participants reported on line 7a of the Form 55002021-01-01488
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01629
Number of participants with account balances2021-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: CARE RESOURCE CORP. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01917
Total number of active participants reported on line 7a of the Form 55002020-01-01465
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01621
Number of participants with account balances2020-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: CARE RESOURCE CORP. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,068
Total number of active participants reported on line 7a of the Form 55002019-01-01770
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01143
Total of all active and inactive participants2019-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01917
Number of participants with account balances2019-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: CARE RESOURCE CORP. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01631
Total number of active participants reported on line 7a of the Form 55002018-01-01948
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01116
Total of all active and inactive participants2018-01-011,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,068
Number of participants with account balances2018-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: CARE RESOURCE CORP. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01405
Total number of active participants reported on line 7a of the Form 55002017-01-01490
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01608
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARE RESOURCE CORP. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01467
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01117
Total of all active and inactive participants2016-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01400
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARE RESOURCE CORP. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01460
Total number of active participants reported on line 7a of the Form 55002015-01-01331
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01116
Total of all active and inactive participants2015-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01447
Number of participants with account balances2015-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARE RESOURCE CORP. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01528
Total number of active participants reported on line 7a of the Form 55002014-01-01348
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01448
Number of participants with account balances2014-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CARE RESOURCE CORP. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,189
Total number of active participants reported on line 7a of the Form 55002013-01-01415
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01101
Total of all active and inactive participants2013-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01517
Number of participants with account balances2013-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: CARE RESOURCE CORP. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,325
Total number of active participants reported on line 7a of the Form 55002012-01-016,098
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-016,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016,189
Number of participants with account balances2012-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: CARE RESOURCE CORP. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,101
Total number of active participants reported on line 7a of the Form 55002011-01-014,640
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-014,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,719
Number of participants with account balances2011-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: CARE RESOURCE CORP. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,148
Total number of active participants reported on line 7a of the Form 55002009-01-012,392
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-012,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,453
Number of participants with account balances2009-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01292

Financial Data on CARE RESOURCE CORP. 401(K) PLAN

Measure Date Value
2022 : CARE RESOURCE CORP. 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$27,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,531,403
Total of all expenses incurred2022-12-31$1,743,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,613,296
Value of total corrective distributions2022-12-31$11,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,472,063
Value of total assets at end of year2022-12-31$15,334,550
Value of total assets at beginning of year2022-12-31$18,581,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,258
Total interest from all sources2022-12-31$31,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,230,517
Participant contributions at end of year2022-12-31$306,500
Participant contributions at beginning of year2022-12-31$254,303
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$108,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$29
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$27,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$71,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,275,203
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,306,617
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,581,820
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
Investment advisory and management fees2022-12-31$47,634
Value of interest in pooled separate accounts at end of year2022-12-31$13,741,023
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,130,404
Interest on participant loans2022-12-31$12,711
Interest earned on other investments2022-12-31$19,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,286,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,197,084
Net investment gain/loss from pooled separate accounts2022-12-31$-3,035,218
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$133,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,613,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : CARE RESOURCE CORP. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,967,271
Total of all expenses incurred2021-12-31$1,160,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,030,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,613,930
Value of total assets at end of year2021-12-31$18,581,820
Value of total assets at beginning of year2021-12-31$15,774,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$129,701
Total interest from all sources2021-12-31$31,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,061,492
Participant contributions at end of year2021-12-31$254,303
Participant contributions at beginning of year2021-12-31$246,299
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$433,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,609
Administrative expenses (other) incurred2021-12-31$78,530
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$2,807,049
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,581,820
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,774,771
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
Investment advisory and management fees2021-12-31$51,171
Value of interest in pooled separate accounts at end of year2021-12-31$17,130,404
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,235,992
Interest on participant loans2021-12-31$13,152
Interest earned on other investments2021-12-31$18,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,197,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,290,871
Net investment gain/loss from pooled separate accounts2021-12-31$2,322,099
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$118,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,030,521
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : CARE RESOURCE CORP. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,181,737
Total of all expenses incurred2020-12-31$1,016,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$947,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,150,034
Value of total assets at end of year2020-12-31$15,774,771
Value of total assets at beginning of year2020-12-31$13,610,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,233
Total interest from all sources2020-12-31$36,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,038,372
Participant contributions at end of year2020-12-31$246,299
Participant contributions at beginning of year2020-12-31$319,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$752
Administrative expenses (other) incurred2020-12-31$43,394
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$2,164,758
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,774,771
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,610,013
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
Investment advisory and management fees2020-12-31$25,839
Value of interest in pooled separate accounts at end of year2020-12-31$14,235,992
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,046,041
Interest on participant loans2020-12-31$16,181
Interest earned on other investments2020-12-31$20,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,290,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,244,034
Net investment gain/loss from pooled separate accounts2020-12-31$1,994,716
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$111,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$947,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : CARE RESOURCE CORP. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,494,177
Total of all expenses incurred2019-12-31$602,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$598,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,318,397
Value of total assets at end of year2019-12-31$13,610,013
Value of total assets at beginning of year2019-12-31$10,718,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,836
Total interest from all sources2019-12-31$35,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,117,940
Participant contributions at end of year2019-12-31$319,186
Participant contributions at beginning of year2019-12-31$275,247
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$571
Administrative expenses (other) incurred2019-12-31$3,836
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$2,891,947
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,610,013
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,718,066
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 pooled separate accounts at end of year2019-12-31$12,046,041
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,338,698
Interest on participant loans2019-12-31$16,533
Interest earned on other investments2019-12-31$19,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,244,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,103,550
Net investment gain/loss from pooled separate accounts2019-12-31$2,139,905
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$105,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$598,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : CARE RESOURCE CORP. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$453,201
Total of all expenses incurred2018-12-31$598,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$572,687
Value of total corrective distributions2018-12-31$25,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,133,671
Value of total assets at end of year2018-12-31$10,718,066
Value of total assets at beginning of year2018-12-31$10,863,227
Total interest from all sources2018-12-31$24,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$914,634
Participant contributions at end of year2018-12-31$275,247
Participant contributions at beginning of year2018-12-31$196,818
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$116,602
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$4,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-145,161
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,718,066
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,863,227
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 pooled separate accounts at end of year2018-12-31$9,338,698
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,650,693
Interest on participant loans2018-12-31$10,892
Interest earned on other investments2018-12-31$13,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,103,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,015,716
Net investment gain/loss from pooled separate accounts2018-12-31$-705,170
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$102,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$568,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : CARE RESOURCE CORP. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,255,590
Total of all expenses incurred2017-12-31$763,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$758,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$895,995
Value of total assets at end of year2017-12-31$10,863,227
Value of total assets at beginning of year2017-12-31$9,370,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,440
Total interest from all sources2017-12-31$20,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
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
Contributions received from participants2017-12-31$816,505
Participant contributions at end of year2017-12-31$196,818
Participant contributions at beginning of year2017-12-31$201,799
Administrative expenses (other) incurred2017-12-31$4,440
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$1,492,525
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,863,227
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,370,702
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 pooled separate accounts at end of year2017-12-31$9,650,693
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,244,272
Interest on participant loans2017-12-31$8,474
Interest earned on other investments2017-12-31$12,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,015,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$924,631
Net investment gain/loss from pooled separate accounts2017-12-31$1,338,619
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$79,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$758,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : CARE RESOURCE CORP. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,630,364
Total of all expenses incurred2016-12-31$640,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$609,867
Expenses. Certain deemed distributions of participant loans2016-12-31$23,183
Value of total corrective distributions2016-12-31$2,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$969,397
Value of total assets at end of year2016-12-31$9,370,702
Value of total assets at beginning of year2016-12-31$8,380,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,582
Total interest from all sources2016-12-31$7,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
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
Contributions received from participants2016-12-31$787,584
Participant contributions at end of year2016-12-31$201,799
Participant contributions at beginning of year2016-12-31$221,209
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,960
Other income not declared elsewhere2016-12-31$11,811
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$990,203
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,370,702
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,380,499
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 pooled separate accounts at end of year2016-12-31$8,244,272
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,412,590
Interest on participant loans2016-12-31$7,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$924,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$746,700
Net investment gain/loss from pooled separate accounts2016-12-31$641,726
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$99,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$609,867
Contract administrator fees2016-12-31$4,582
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : CARE RESOURCE CORP. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$878,271
Total of all expenses incurred2015-12-31$960,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$910,238
Value of total corrective distributions2015-12-31$44,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$978,539
Value of total assets at end of year2015-12-31$8,380,499
Value of total assets at beginning of year2015-12-31$8,463,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,099
Total interest from all sources2015-12-31$7,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$853,679
Participant contributions at end of year2015-12-31$221,209
Participant contributions at beginning of year2015-12-31$221,424
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,423
Other income not declared elsewhere2015-12-31$13,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-82,558
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,380,499
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,463,057
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 pooled separate accounts at end of year2015-12-31$7,412,590
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,320,524
Interest on participant loans2015-12-31$7,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$746,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$921,109
Net investment gain/loss from pooled separate accounts2015-12-31$-121,894
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$99,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$910,238
Contract administrator fees2015-12-31$6,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : CARE RESOURCE CORP. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,328,979
Total of all expenses incurred2014-12-31$622,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$614,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$917,144
Value of total assets at end of year2014-12-31$8,463,057
Value of total assets at beginning of year2014-12-31$7,756,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,056
Total interest from all sources2014-12-31$7,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$804,147
Participant contributions at end of year2014-12-31$221,424
Participant contributions at beginning of year2014-12-31$190,188
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,056
Other income not declared elsewhere2014-12-31$15,151
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$706,929
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,463,057
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,756,128
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 pooled separate accounts at end of year2014-12-31$7,320,524
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,603,418
Interest on participant loans2014-12-31$7,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$921,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$962,522
Net investment gain/loss from pooled separate accounts2014-12-31$389,208
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$109,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$614,994
Contract administrator fees2014-12-31$7,056
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : CARE RESOURCE CORP. 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$20,714
Total transfer of assets from this plan2013-12-31$977,293
Total income from all sources (including contributions)2013-12-31$2,081,203
Total of all expenses incurred2013-12-31$651,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$609,904
Expenses. Certain deemed distributions of participant loans2013-12-31$33,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,012,302
Value of total assets at end of year2013-12-31$7,756,128
Value of total assets at beginning of year2013-12-31$7,282,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,813
Total interest from all sources2013-12-31$6,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$842,567
Participant contributions at end of year2013-12-31$190,188
Participant contributions at beginning of year2013-12-31$257,129
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,193
Other income not declared elsewhere2013-12-31$17,966
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$1,430,030
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,756,128
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,282,677
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 pooled separate accounts at end of year2013-12-31$6,603,418
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,919,008
Interest on participant loans2013-12-31$6,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$962,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,106,540
Net investment gain/loss from pooled separate accounts2013-12-31$1,043,945
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$118,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$609,904
Contract administrator fees2013-12-31$7,813
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : CARE RESOURCE CORP. 401(K) 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$2,350,436
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$716,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$681,371
Expenses. Certain deemed distributions of participant loans2012-12-31$21,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,674,122
Value of total assets at end of year2012-12-31$7,282,677
Value of total assets at beginning of year2012-12-31$5,648,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,855
Total interest from all sources2012-12-31$8,243
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$1,486,638
Participant contributions at end of year2012-12-31$257,129
Participant contributions at beginning of year2012-12-31$143,467
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,100
Other income not declared elsewhere2012-12-31$21,563
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$1,634,238
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,282,677
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,648,439
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 pooled separate accounts at end of year2012-12-31$5,919,008
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,456,226
Interest on participant loans2012-12-31$8,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,106,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,048,746
Net investment gain/loss from pooled separate accounts2012-12-31$646,508
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$186,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$681,371
Contract administrator fees2012-12-31$12,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : CARE RESOURCE CORP. 401(K) 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$1,797,551
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$681,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$647,903
Expenses. Certain deemed distributions of participant loans2011-12-31$27,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,821,240
Value of total assets at end of year2011-12-31$5,648,439
Value of total assets at beginning of year2011-12-31$4,532,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,381
Total interest from all sources2011-12-31$5,335
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,517,830
Participant contributions at end of year2011-12-31$143,467
Participant contributions at beginning of year2011-12-31$105,861
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$114,516
Other income not declared elsewhere2011-12-31$22,041
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$1,116,119
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,648,439
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,532,320
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 pooled separate accounts at end of year2011-12-31$4,456,226
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,552,883
Interest on participant loans2011-12-31$5,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,048,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$873,576
Net investment gain/loss from pooled separate accounts2011-12-31$-51,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$188,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$647,903
Contract administrator fees2011-12-31$6,381
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 name2011-12-31HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2011-12-31112355064
2010 : CARE RESOURCE CORP. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$1,563,214
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$616,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$599,234
Expenses. Certain deemed distributions of participant loans2010-12-31$12,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,291,605
Value of total assets at end of year2010-12-31$4,532,320
Value of total assets at beginning of year2010-12-31$3,585,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,998
Total interest from all sources2010-12-31$6,085
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,120,778
Participant contributions at end of year2010-12-31$105,861
Participant contributions at beginning of year2010-12-31$116,987
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,653
Other income not declared elsewhere2010-12-31$19,095
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$946,966
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,532,320
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,585,354
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 pooled separate accounts at end of year2010-12-31$3,552,883
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,733,253
Interest on participant loans2010-12-31$6,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$873,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$735,114
Net investment gain/loss from pooled separate accounts2010-12-31$246,429
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$141,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$599,234
Contract administrator fees2010-12-31$4,998
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 name2010-12-31HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2010-12-31112355064
2009 : CARE RESOURCE CORP. 401(K) 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 CARE RESOURCE CORP. 401(K) PLAN

2022: CARE RESOURCE CORP. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARE RESOURCE CORP. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARE RESOURCE CORP. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARE RESOURCE CORP. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARE RESOURCE CORP. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARE RESOURCE CORP. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARE RESOURCE CORP. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARE RESOURCE CORP. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARE RESOURCE CORP. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARE RESOURCE CORP. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARE RESOURCE CORP. 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARE RESOURCE CORP. 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARE RESOURCE CORP. 401(K) 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341686
Policy instance 1
Insurance contract or identification number341686
Number of Individuals Covered307
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341686
Policy instance 1
Insurance contract or identification number341686
Number of Individuals Covered285
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341686
Policy instance 1
Insurance contract or identification number341686
Number of Individuals Covered287
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,326
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,326
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341686
Policy instance 1
Insurance contract or identification number341686
Number of Individuals Covered294
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $30,287
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,287
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341686
Policy instance 1
Insurance contract or identification number341686
Number of Individuals Covered279
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,532
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,532
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341686
Policy instance 1
Insurance contract or identification number341686
Number of Individuals Covered245
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,554
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,554
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC

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