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HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameHEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number 001

HEALTH QUEST SYSTEMS, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NUVANCE HEALTH has sponsored the creation of one or more 401k plans.

Company Name:NUVANCE HEALTH
Employer identification number (EIN):141338586
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about NUVANCE HEALTH

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1985-07-17
Company Identification Number: 1012305
Legal Registered Office Address: 28 LIBERTY STREET
Dutchess
NEW YORK
United States of America (USA)
10005

More information about NUVANCE HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01PATRICIA ODELL
0012015-01-01MARVIN RUSSELL
0012014-01-01ALEX DEGRAY
0012013-01-01NANCY SEEGER
0012012-01-01NANCY SEEGER
0012011-01-01NANCY SEEGER
0012009-01-01NANCY SEEGER
0012009-01-01NANCY SEEGER

Plan Statistics for HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2016: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,066
Total number of active participants reported on line 7a of the Form 55002016-01-014,747
Number of retired or separated participants receiving benefits2016-01-0127
Number of other retired or separated participants entitled to future benefits2016-01-011,047
Total of all active and inactive participants2016-01-015,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-015,833
Number of participants with account balances2016-01-013,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,839
Total number of active participants reported on line 7a of the Form 55002015-01-014,156
Number of retired or separated participants receiving benefits2015-01-0134
Number of other retired or separated participants entitled to future benefits2015-01-01859
Total of all active and inactive participants2015-01-015,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0117
Total participants2015-01-015,066
Number of participants with account balances2015-01-014,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,109
Total number of active participants reported on line 7a of the Form 55002014-01-012,933
Number of retired or separated participants receiving benefits2014-01-0138
Number of other retired or separated participants entitled to future benefits2014-01-01850
Total of all active and inactive participants2014-01-013,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-013,839
Number of participants with account balances2014-01-013,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,015
Total number of active participants reported on line 7a of the Form 55002013-01-014,243
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-01818
Total of all active and inactive participants2013-01-015,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-015,109
Number of participants with account balances2013-01-013,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,320
Total number of active participants reported on line 7a of the Form 55002012-01-014,186
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-01797
Total of all active and inactive participants2012-01-014,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-015,015
Number of participants with account balances2012-01-013,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,171
Total number of active participants reported on line 7a of the Form 55002011-01-013,194
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01100
Total of all active and inactive participants2011-01-013,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-013,319
Number of participants with account balances2011-01-013,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,037
Total number of active participants reported on line 7a of the Form 55002009-01-012,970
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-013,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-013,085
Number of participants with account balances2009-01-012,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2016 : HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,235,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$48,819,792
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,966,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,329,850
Expenses. Certain deemed distributions of participant loans2016-12-31$613,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,927,476
Value of total assets at end of year2016-12-31$269,177,128
Value of total assets at beginning of year2016-12-31$239,088,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,240
Total interest from all sources2016-12-31$2,667,458
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,929,945
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$7,929,945
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 period2016-12-31Yes
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$17,094,273
Participant contributions at end of year2016-12-31$2,169,191
Participant contributions at beginning of year2016-12-31$2,254,814
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,094,459
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,414,219
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,281,861
Administrative expenses (other) incurred2016-12-31$23,240
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$28,853,423
Value of net assets at end of year (total assets less liabilities)2016-12-31$269,177,128
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$239,088,169
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$254,947,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$193,171,490
Value of interest in pooled separate accounts at end of year2016-12-31$632,287
Value of interest in pooled separate accounts at beginning of year2016-12-31$30,130,607
Interest on participant loans2016-12-31$222,489
Interest earned on other investments2016-12-31$2,444,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,334,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,117,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,294,913
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$10,551,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,329,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31RBT CPAS, LLP
Accountancy firm EIN2016-12-31141604297
2015 : HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$73,956
Total income from all sources (including contributions)2015-12-31$26,433,675
Total of all expenses incurred2015-12-31$18,157,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,617,983
Expenses. Certain deemed distributions of participant loans2015-12-31$520,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,474,503
Value of total assets at end of year2015-12-31$239,088,169
Value of total assets at beginning of year2015-12-31$230,738,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,805
Total interest from all sources2015-12-31$496,756
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,271,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,271,189
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$15,254,445
Participant contributions at end of year2015-12-31$2,254,814
Participant contributions at beginning of year2015-12-31$2,598,847
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,414,219
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,108,877
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,451,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$48,059
Other income not declared elsewhere2015-12-31$-34,634
Administrative expenses (other) incurred2015-12-31$18,805
Total non interest bearing cash at beginning of year2015-12-31$188,947
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$8,276,011
Value of net assets at end of year (total assets less liabilities)2015-12-31$239,088,169
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$230,738,202
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$193,171,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$186,186,150
Value of interest in pooled separate accounts at end of year2015-12-31$30,130,607
Value of interest in pooled separate accounts at beginning of year2015-12-31$28,001,119
Interest on participant loans2015-12-31$115,780
Interest earned on other investments2015-12-31$380,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,117,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,606,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,316,894
Net investment gain/loss from pooled separate accounts2015-12-31$542,755
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$9,768,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,617,983
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 name2015-12-31VANACORE DEBENEDICTUS DIGOVANNI
Accountancy firm EIN2015-12-31141604297
2014 : HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$42,928
Total income from all sources (including contributions)2014-12-31$38,327,174
Total of all expenses incurred2014-12-31$14,088,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,739,044
Expenses. Certain deemed distributions of participant loans2014-12-31$328,876
Value of total corrective distributions2014-12-31$440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,391,305
Value of total assets at end of year2014-12-31$230,738,202
Value of total assets at beginning of year2014-12-31$206,456,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,288
Total interest from all sources2014-12-31$566,658
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,373,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,373,573
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$12,957,519
Participant contributions at end of year2014-12-31$2,598,847
Participant contributions at beginning of year2014-12-31$2,485,172
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,108,877
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,962,220
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,466,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$48,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$38,999
Other income not declared elsewhere2014-12-31$140,259
Administrative expenses (other) incurred2014-12-31$14,288
Total non interest bearing cash at end of year2014-12-31$188,947
Total non interest bearing cash at beginning of year2014-12-31$102,227
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$24,238,526
Value of net assets at end of year (total assets less liabilities)2014-12-31$230,738,202
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$206,456,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$186,186,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$163,128,762
Value of interest in pooled separate accounts at end of year2014-12-31$28,001,119
Value of interest in pooled separate accounts at beginning of year2014-12-31$26,535,199
Interest on participant loans2014-12-31$161,401
Interest earned on other investments2014-12-31$405,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,606,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,204,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,302,202
Net investment gain/loss from pooled separate accounts2014-12-31$553,177
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$10,967,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,739,044
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 name2014-12-31VANACORE DEBENEDICTUS DIGOVANNI
Accountancy firm EIN2014-12-31141604297
2013 : HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$158,851
Total income from all sources (including contributions)2013-12-31$50,709,563
Total of all expenses incurred2013-12-31$15,958,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,759,673
Expenses. Certain deemed distributions of participant loans2013-12-31$196,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,273,615
Value of total assets at end of year2013-12-31$206,456,748
Value of total assets at beginning of year2013-12-31$171,546,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,512
Total interest from all sources2013-12-31$567,640
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,379,074
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$2,379,074
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
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$11,608,857
Participant contributions at end of year2013-12-31$2,485,172
Participant contributions at beginning of year2013-12-31$2,226,303
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,962,220
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,926,405
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,538,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$38,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$30,910
Other income not declared elsewhere2013-12-31$321,408
Administrative expenses (other) incurred2013-12-31$2,512
Total non interest bearing cash at end of year2013-12-31$102,227
Total non interest bearing cash at beginning of year2013-12-31$17,521
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$34,751,291
Value of net assets at end of year (total assets less liabilities)2013-12-31$206,456,748
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$171,546,606
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$163,128,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$128,270,688
Value of interest in pooled separate accounts at end of year2013-12-31$26,535,199
Value of interest in pooled separate accounts at beginning of year2013-12-31$25,913,507
Interest on participant loans2013-12-31$135,520
Interest earned on other investments2013-12-31$432,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,204,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,161,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,584,086
Net investment gain/loss from pooled separate accounts2013-12-31$583,740
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$10,126,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,759,673
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 name2013-12-31VANACORE DEBENEDICTUS DIGOVANNI
Accountancy firm EIN2013-12-31141604297
2012 : HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$98,868
Total income from all sources (including contributions)2012-12-31$37,328,315
Total of all expenses incurred2012-12-31$9,340,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,093,979
Expenses. Certain deemed distributions of participant loans2012-12-31$237,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,810,234
Value of total assets at end of year2012-12-31$171,546,606
Value of total assets at beginning of year2012-12-31$143,459,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,579
Total interest from all sources2012-12-31$564,020
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,408,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,408,868
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$10,558,159
Participant contributions at end of year2012-12-31$2,226,303
Participant contributions at beginning of year2012-12-31$1,860,671
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,926,405
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,468,397
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$887,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$30,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$26,485
Other income not declared elsewhere2012-12-31$198,631
Administrative expenses (other) incurred2012-12-31$8,579
Total non interest bearing cash at end of year2012-12-31$17,521
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$27,988,253
Value of net assets at end of year (total assets less liabilities)2012-12-31$171,546,606
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$143,459,485
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$128,270,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$103,616,607
Value of interest in pooled separate accounts at end of year2012-12-31$25,913,507
Value of interest in pooled separate accounts at beginning of year2012-12-31$22,971,539
Interest on participant loans2012-12-31$106,110
Interest earned on other investments2012-12-31$457,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,161,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,515,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,740,897
Net investment gain/loss from pooled separate accounts2012-12-31$605,665
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$9,364,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,093,979
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 name2012-12-31VANACORE DEBENEDICTUS DIGOVANNI
Accountancy firm EIN2012-12-31141604297
2011 : HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$46,979
Total income from all sources (including contributions)2011-12-31$20,271,359
Total of all expenses incurred2011-12-31$7,673,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,415,848
Expenses. Certain deemed distributions of participant loans2011-12-31$1,254,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,938,006
Value of total assets at end of year2011-12-31$143,459,485
Value of total assets at beginning of year2011-12-31$130,814,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,451
Total interest from all sources2011-12-31$421,587
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,770,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,770,817
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$10,392,104
Participant contributions at end of year2011-12-31$1,860,671
Participant contributions at beginning of year2011-12-31$2,133,668
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,468,397
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,355,517
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,153,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$26,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$184,308
Other income not declared elsewhere2011-12-31$-52,055
Administrative expenses (other) incurred2011-12-31$3,451
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$12,597,667
Value of net assets at end of year (total assets less liabilities)2011-12-31$143,459,485
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$130,814,839
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$103,616,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$93,851,294
Value of interest in pooled separate accounts at end of year2011-12-31$22,971,539
Value of interest in pooled separate accounts at beginning of year2011-12-31$19,401,811
Interest on participant loans2011-12-31$-49,243
Interest earned on other investments2011-12-31$470,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,515,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,888,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,408,873
Net investment gain/loss from pooled separate accounts2011-12-31$601,877
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$9,392,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,415,848
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 name2011-12-31VANACORE DEBENEDICTUS DIGOVANNI LLP
Accountancy firm EIN2011-12-31141604297
2010 : HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$191,649
Total income from all sources (including contributions)2010-12-31$32,523,498
Total of all expenses incurred2010-12-31$5,465,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,905,162
Expenses. Certain deemed distributions of participant loans2010-12-31$558,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,408,640
Value of total assets at end of year2010-12-31$130,814,839
Value of total assets at beginning of year2010-12-31$103,565,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,471
Total interest from all sources2010-12-31$754,893
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,531,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,531,143
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$10,295,262
Participant contributions at end of year2010-12-31$2,133,668
Participant contributions at beginning of year2010-12-31$2,079,777
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,355,517
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,557,608
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,103,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$184,308
Other income not declared elsewhere2010-12-31$177,300
Administrative expenses (other) incurred2010-12-31$2,471
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$27,057,807
Value of net assets at end of year (total assets less liabilities)2010-12-31$130,814,839
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$103,565,383
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$93,851,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$71,189,164
Value of interest in pooled separate accounts at end of year2010-12-31$19,401,811
Value of interest in pooled separate accounts at beginning of year2010-12-31$14,405,235
Interest on participant loans2010-12-31$271,105
Interest earned on other investments2010-12-31$483,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,888,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,333,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,075,172
Net investment gain/loss from pooled separate accounts2010-12-31$576,350
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$9,009,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,905,162
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 name2010-12-31VANACORE DEBENEDICTUS DIGOVANNI LLP
Accountancy firm EIN2010-12-31141604297
2009 : HEALTH QUEST SYSTEMS, INC. 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 HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN

2016: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: HEALTH QUEST SYSTEMS, INC. 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: HEALTH QUEST SYSTEMS, INC. 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: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY 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: HEALTH QUEST SYSTEMS, INC. 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: HEALTH QUEST SYSTEMS, INC. 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: HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY 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 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 numberTT069255
Policy instance 1
Insurance contract or identification numberTT069255
Number of Individuals Covered4134
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $881
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 $881
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069255
Policy instance 1
Insurance contract or identification numberTT069255
Number of Individuals Covered3839
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $926
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 $926
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069255
Policy instance 1
Insurance contract or identification numberTT069255
Number of Individuals Covered3545
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,030
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 $1,030
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069255
Policy instance 1
Insurance contract or identification numberTT069255
Number of Individuals Covered3505
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,227
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 $2,227
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069255
Policy instance 1
Insurance contract or identification numberTT069255
Number of Individuals Covered3319
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,382
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 numberTT069255
Policy instance 1
Insurance contract or identification numberTT069255
Number of Individuals Covered3171
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,006
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 $6,006
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES

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