Logo

BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameBRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN
Plan identification number 001

BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

H.E.L.P./PROJECT SAMARITAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:H.E.L.P./PROJECT SAMARITAN, INC.
Employer identification number (EIN):133464470
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01EVAN ZUCKERMAN
0012017-01-01
0012016-01-01EVAN ZUCKERMAN
0012015-01-01EVAN ZUCKERMAN
0012014-01-01EVAN ZUCKERMAN
0012013-01-01EVAN ZUCKERMAN
0012012-01-01ALAN ZUCKERMAN
0012011-01-01ALAN ZUCKERMAN
0012009-01-01ALAN ZUCKERMAN ALAN ZUCKERMAN2010-10-15

Plan Statistics for BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN

Measure Date Value
2018: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01859
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01994
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01262
Total of all active and inactive participants2017-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01270
Number of participants with account balances2017-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01886
Total number of active participants reported on line 7a of the Form 55002016-01-01621
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01363
Total of all active and inactive participants2016-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01994
Number of participants with account balances2016-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0156
2015: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01542
Total number of active participants reported on line 7a of the Form 55002015-01-01531
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01346
Total of all active and inactive participants2015-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01886
Number of participants with account balances2015-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01437
Total number of active participants reported on line 7a of the Form 55002014-01-01383
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01155
Total of all active and inactive participants2014-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01541
Number of participants with account balances2014-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01409
Total number of active participants reported on line 7a of the Form 55002013-01-01410
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01437
Number of participants with account balances2013-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01384
Total number of active participants reported on line 7a of the Form 55002012-01-01381
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01409
Number of participants with account balances2012-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01356
Total number of active participants reported on line 7a of the Form 55002011-01-01223
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01158
Total of all active and inactive participants2011-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01383
Number of participants with account balances2011-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01296
Total number of active participants reported on line 7a of the Form 55002009-01-01312
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01344
Number of participants with account balances2009-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN

Measure Date Value
2018 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$13,762,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,762,143
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$2,556,328
Total of all expenses incurred2018-12-31$1,332,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,249,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,110,388
Value of total assets at end of year2018-12-31$13,762,143
Value of total assets at beginning of year2018-12-31$12,538,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,103
Total interest from all sources2018-12-31$92,640
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$159,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$159,720
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,003,185
Participant contributions at end of year2018-12-31$420,002
Participant contributions at beginning of year2018-12-31$270,368
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$960,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,762,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$83,103
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$1,223,383
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,538,760
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$9,919,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,047,975
Value of interest in pooled separate accounts at end of year2018-12-31$75,758
Value of interest in pooled separate accounts at beginning of year2018-12-31$61,502
Interest on participant loans2018-12-31$18,454
Interest earned on other investments2018-12-31$74,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,086,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,141,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-808,419
Net investment gain/loss from pooled separate accounts2018-12-31$1,999
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$1,146,388
Employer contributions (assets) at end of year2018-12-31$1,259,161
Employer contributions (assets) at beginning of year2018-12-31$1,017,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,249,842
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 PBGC2018-12-31Yes
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 name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,881,374
Total of all expenses incurred2017-12-31$2,674,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,588,909
Expenses. Certain deemed distributions of participant loans2017-12-31$7,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,323,021
Value of total assets at end of year2017-12-31$11,571,415
Value of total assets at beginning of year2017-12-31$11,364,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$78,029
Total interest from all sources2017-12-31$85,316
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$125,932
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$125,932
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$880,904
Participant contributions at end of year2017-12-31$270,368
Participant contributions at beginning of year2017-12-31$177,396
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$89,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$669
Administrative expenses (other) incurred2017-12-31$78,029
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$206,573
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,571,415
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,364,842
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$9,047,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,327,766
Value of interest in pooled separate accounts at end of year2017-12-31$61,502
Value of interest in pooled separate accounts at beginning of year2017-12-31$97,617
Interest on participant loans2017-12-31$6,273
Interest earned on other investments2017-12-31$79,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,141,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,403,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,345,106
Net investment gain/loss from pooled separate accounts2017-12-31$1,999
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$352,695
Employer contributions (assets) at end of year2017-12-31$50,000
Employer contributions (assets) at beginning of year2017-12-31$358,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,588,909
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 name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,160,128
Total of all expenses incurred2016-12-31$1,422,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,345,401
Expenses. Certain deemed distributions of participant loans2016-12-31$8,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,537,688
Value of total assets at end of year2016-12-31$11,364,842
Value of total assets at beginning of year2016-12-31$10,627,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,739
Total interest from all sources2016-12-31$151,222
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,719
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$80,719
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$826,926
Participant contributions at end of year2016-12-31$177,396
Participant contributions at beginning of year2016-12-31$72,416
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$772
Administrative expenses (other) incurred2016-12-31$68,739
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$737,220
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,364,842
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,627,622
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$8,327,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,390,029
Value of interest in pooled separate accounts at end of year2016-12-31$97,617
Value of interest in pooled separate accounts at beginning of year2016-12-31$95,994
Interest on participant loans2016-12-31$1,581
Interest earned on other investments2016-12-31$149,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,403,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,983,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$387,451
Net investment gain/loss from pooled separate accounts2016-12-31$3,048
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$599,540
Employer contributions (assets) at end of year2016-12-31$358,004
Employer contributions (assets) at beginning of year2016-12-31$1,084,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,345,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,187,484
Total of all expenses incurred2015-12-31$1,830,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,762,210
Expenses. Certain deemed distributions of participant loans2015-12-31$15,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,935,591
Value of total assets at end of year2015-12-31$10,627,622
Value of total assets at beginning of year2015-12-31$10,270,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,131
Total interest from all sources2015-12-31$92,604
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$92,702
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$92,702
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$814,985
Participant contributions at end of year2015-12-31$72,416
Participant contributions at beginning of year2015-12-31$69,252
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,005
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$110,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$761
Administrative expenses (other) incurred2015-12-31$52,131
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$357,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,627,622
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,270,269
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$6,390,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,002,814
Value of interest in pooled separate accounts at end of year2015-12-31$95,994
Value of interest in pooled separate accounts at beginning of year2015-12-31$157,718
Interest on participant loans2015-12-31$1,174
Interest earned on other investments2015-12-31$91,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,983,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,316,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$63,170
Net investment gain/loss from pooled separate accounts2015-12-31$3,417
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,010,069
Employer contributions (assets) at end of year2015-12-31$1,084,974
Employer contributions (assets) at beginning of year2015-12-31$1,722,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,762,210
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 name2015-12-31COHNREZNICK, LLP
Accountancy firm EIN2015-12-31221478099
2014 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,252,669
Total of all expenses incurred2014-12-31$1,469,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,397,215
Expenses. Certain deemed distributions of participant loans2014-12-31$19,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,662,850
Value of total assets at end of year2014-12-31$10,270,269
Value of total assets at beginning of year2014-12-31$9,486,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,527
Total interest from all sources2014-12-31$89,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$79,811
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$79,811
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$750,276
Participant contributions at end of year2014-12-31$69,252
Participant contributions at beginning of year2014-12-31$98,074
Participant contributions at end of year2014-12-31$1,005
Participant contributions at beginning of year2014-12-31$22,903
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$134,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$709
Administrative expenses (other) incurred2014-12-31$52,527
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$783,316
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,270,269
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,486,953
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$6,002,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,065,836
Value of interest in pooled separate accounts at end of year2014-12-31$157,718
Value of interest in pooled separate accounts at beginning of year2014-12-31$210,623
Interest on participant loans2014-12-31$1,728
Interest earned on other investments2014-12-31$88,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,316,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,830,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$414,539
Net investment gain/loss from pooled separate accounts2014-12-31$5,664
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$778,305
Employer contributions (assets) at end of year2014-12-31$1,722,444
Employer contributions (assets) at beginning of year2014-12-31$1,257,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,397,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,362,310
Total of all expenses incurred2013-12-31$1,093,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,056,887
Expenses. Certain deemed distributions of participant loans2013-12-31$6,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,370,616
Value of total assets at end of year2013-12-31$8,206,053
Value of total assets at beginning of year2013-12-31$6,937,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,876
Total interest from all sources2013-12-31$100,612
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$59,031
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$59,031
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$558,900
Participant contributions at end of year2013-12-31$98,074
Participant contributions at beginning of year2013-12-31$111,921
Participant contributions at end of year2013-12-31$22,903
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,135
Administrative expenses (other) incurred2013-12-31$30,876
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$1,268,382
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,206,053
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,937,671
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$5,065,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,742,388
Value of interest in pooled separate accounts at end of year2013-12-31$210,623
Value of interest in pooled separate accounts at beginning of year2013-12-31$206,974
Interest on participant loans2013-12-31$2,237
Interest earned on other investments2013-12-31$98,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,830,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,875,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$825,720
Net investment gain/loss from pooled separate accounts2013-12-31$6,331
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$751,693
Employer contributions (assets) at end of year2013-12-31$1,257,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,056,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31LOEB & TROPER LLP
Accountancy firm EIN2013-12-31131517563
2012 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,591,919
Total of all expenses incurred2012-12-31$1,629,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,612,914
Expenses. Certain deemed distributions of participant loans2012-12-31$6,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,072,989
Value of total assets at end of year2012-12-31$6,937,671
Value of total assets at beginning of year2012-12-31$6,975,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,025
Total interest from all sources2012-12-31$102,216
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$1,000,000
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$472,836
Participant contributions at end of year2012-12-31$111,921
Participant contributions at beginning of year2012-12-31$116,599
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,394
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,258
Administrative expenses (other) incurred2012-12-31$10,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-37,732
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,937,671
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,975,403
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$3,742,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,522,616
Value of interest in pooled separate accounts at end of year2012-12-31$206,974
Value of interest in pooled separate accounts at beginning of year2012-12-31$183,004
Interest on participant loans2012-12-31$3,451
Interest earned on other investments2012-12-31$98,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,875,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,151,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$411,016
Net investment gain/loss from pooled separate accounts2012-12-31$5,698
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$593,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,612,914
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 name2012-12-31LOEB & TROPER LLP
Accountancy firm EIN2012-12-31131517563
2011 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,120,053
Total of all expenses incurred2011-12-31$492,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$460,105
Expenses. Certain deemed distributions of participant loans2011-12-31$23,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,006,967
Value of total assets at end of year2011-12-31$6,975,403
Value of total assets at beginning of year2011-12-31$6,348,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,240
Total interest from all sources2011-12-31$108,670
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$1,000,000
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$396,503
Participant contributions at end of year2011-12-31$116,599
Participant contributions at beginning of year2011-12-31$89,768
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$672
Administrative expenses (other) incurred2011-12-31$9,240
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$627,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,975,403
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,348,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,522,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,221,803
Value of interest in pooled separate accounts at end of year2011-12-31$183,004
Value of interest in pooled separate accounts at beginning of year2011-12-31$154,803
Interest on participant loans2011-12-31$5,080
Interest earned on other investments2011-12-31$103,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,151,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,881,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-559
Net investment gain/loss from pooled separate accounts2011-12-31$4,975
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$588,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$460,105
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 name2011-12-31LOEB & TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,341,724
Total of all expenses incurred2010-12-31$638,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$614,173
Expenses. Certain deemed distributions of participant loans2010-12-31$15,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$905,726
Value of total assets at end of year2010-12-31$6,348,271
Value of total assets at beginning of year2010-12-31$5,645,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,307
Total interest from all sources2010-12-31$103,580
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$347,539
Participant contributions at end of year2010-12-31$89,768
Participant contributions at beginning of year2010-12-31$100,424
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$672
Administrative expenses (other) incurred2010-12-31$9,307
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$702,860
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,348,271
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,645,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,221,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,698,653
Value of interest in pooled separate accounts at end of year2010-12-31$154,803
Value of interest in pooled separate accounts at beginning of year2010-12-31$141,826
Interest on participant loans2010-12-31$7,751
Interest earned on other investments2010-12-31$95,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,881,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,704,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$328,076
Net investment gain/loss from pooled separate accounts2010-12-31$4,342
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$532,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$614,173
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 name2010-12-31LOEB & TROPER LLP
Accountancy firm EIN2010-12-31131517563
2009 : BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY 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 BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN

2018: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY 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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY 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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY 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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: BRIGHTPOINT HEALTH TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered691
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,587
Are there contracts with unallocated funds for contracts of type 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 $5,587
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered664
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,920
Are there contracts with unallocated funds for contracts of type 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 $5,920
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered768
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,534
Are there contracts with unallocated funds for contracts of type 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 $6,534
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered541
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,925
Are there contracts with unallocated funds for contracts of type 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 $6,925
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered437
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,247
Are there contracts with unallocated funds for contracts of type 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 $5,247
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & COMPANY, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered409
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,688
Are there contracts with unallocated funds for contracts of type 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 $1,688
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered383
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,572
Are there contracts with unallocated funds for contracts of type 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 numberFA068700
Policy instance 1
Insurance contract or identification numberFA068700
Number of Individuals Covered356
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1