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MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MONROE PLAN FOR MEDICAL CARE, INC has sponsored the creation of one or more 401k plans.

Company Name:MONROE PLAN FOR MEDICAL CARE, INC
Employer identification number (EIN):160973194
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL MESSIER
0022016-01-01MICHAEL MESSIER
0022015-01-01MICHAEL MESSIER
0022014-01-01MICHAEL MESSIER
0022013-01-01MICHAEL MESSIER
0022012-01-01MICHAEL MESSIER
0022011-01-01MICHAEL MESSIER MICHAEL MESSIER2012-10-12
0022009-01-01MICHAEL MESSIER

Plan Statistics for MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01280
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01292
Number of participants with account balances2022-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01274
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01279
Total participants2021-01-01279
Number of participants with account balances2021-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01294
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01273
Number of participants with account balances2020-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01315
Total number of active participants reported on line 7a of the Form 55002019-01-01229
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01294
Total participants2019-01-01294
Number of participants with account balances2019-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01291
Total number of active participants reported on line 7a of the Form 55002018-01-01241
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01315
Total participants2018-01-01315
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01315
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01291
Number of participants with account balances2017-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01272
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01308
Number of participants with account balances2016-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01236
Total number of active participants reported on line 7a of the Form 55002015-01-01200
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01259
Number of participants with account balances2015-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01218
Total number of active participants reported on line 7a of the Form 55002014-01-01195
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01236
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01224
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01218
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01200
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01224
Number of participants with account balances2012-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01180
Total number of active participants reported on line 7a of the Form 55002011-01-01200
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01156
Number of participants with account balances2009-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,997,772
Total of all expenses incurred2022-12-31$4,376,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,322,304
Value of total corrective distributions2022-12-31$20,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,526,041
Value of total assets at end of year2022-12-31$24,202,443
Value of total assets at beginning of year2022-12-31$30,576,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,638
Total interest from all sources2022-12-31$261,399
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,253,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,253,603
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$753,530
Participant contributions at end of year2022-12-31$119,395
Participant contributions at beginning of year2022-12-31$61,263
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$120,723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,374,180
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,202,443
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,576,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,746,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,630,853
Interest on participant loans2022-12-31$4,363
Interest earned on other investments2022-12-31$257,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,861,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,399,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,038,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$651,788
Employer contributions (assets) at end of year2022-12-31$460,865
Employer contributions (assets) at beginning of year2022-12-31$485,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,322,304
Contract administrator fees2022-12-31$3,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOWERS & COMPANY CPAS PLLC
Accountancy firm EIN2022-12-31201317788
2021 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,106,779
Total of all expenses incurred2021-12-31$4,485,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,425,288
Value of total corrective distributions2021-12-31$2,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,531,372
Value of total assets at end of year2021-12-31$30,576,623
Value of total assets at beginning of year2021-12-31$29,955,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,619
Total interest from all sources2021-12-31$285,505
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,899,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,899,012
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$734,172
Participant contributions at end of year2021-12-31$61,263
Participant contributions at beginning of year2021-12-31$75,155
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$90,840
Administrative expenses (other) incurred2021-12-31$8,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$620,978
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,576,623
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,955,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,630,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,219,817
Interest on participant loans2021-12-31$3,354
Interest earned on other investments2021-12-31$282,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,399,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,159,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,390,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$706,360
Employer contributions (assets) at end of year2021-12-31$485,402
Employer contributions (assets) at beginning of year2021-12-31$501,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,425,288
Contract administrator fees2021-12-31$3,945
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROBINSON & GORDON
Accountancy firm EIN2021-12-31200698398
2020 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,211,686
Total of all expenses incurred2020-12-31$2,331,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,288,086
Value of total corrective distributions2020-12-31$1,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,652,830
Value of total assets at end of year2020-12-31$29,955,645
Value of total assets at beginning of year2020-12-31$27,075,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,480
Total interest from all sources2020-12-31$295,477
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,057,192
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,057,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$851,554
Participant contributions at end of year2020-12-31$75,155
Participant contributions at beginning of year2020-12-31$158,812
Participant contributions at beginning of year2020-12-31$28,602
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,879,777
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,955,645
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,075,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$38,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,219,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,314,709
Interest on participant loans2020-12-31$6,672
Interest earned on other investments2020-12-31$288,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,159,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,032,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,206,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$781,665
Employer contributions (assets) at end of year2020-12-31$501,621
Employer contributions (assets) at beginning of year2020-12-31$541,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,288,086
Contract administrator fees2020-12-31$4,073
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROBINSON & GORDON
Accountancy firm EIN2020-12-31200698398
2019 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,304,817
Total of all expenses incurred2019-12-31$2,509,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,467,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,138,088
Value of total assets at end of year2019-12-31$27,075,868
Value of total assets at beginning of year2019-12-31$23,280,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,636
Total interest from all sources2019-12-31$257,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,239,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,239,942
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$930,397
Participant contributions at end of year2019-12-31$158,812
Participant contributions at beginning of year2019-12-31$167,573
Participant contributions at end of year2019-12-31$28,602
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$343,759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$34,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,795,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,075,868
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,280,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,314,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,893,415
Interest on participant loans2019-12-31$9,107
Interest earned on other investments2019-12-31$248,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,032,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,707,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,669,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$863,932
Employer contributions (assets) at end of year2019-12-31$541,099
Employer contributions (assets) at beginning of year2019-12-31$512,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,432,895
Contract administrator fees2019-12-31$5,328
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROBINSON & GORDON
Accountancy firm EIN2019-12-31200698398
2018 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$579,474
Total of all expenses incurred2018-12-31$1,732,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,723,693
Value of total corrective distributions2018-12-31$4,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,869,214
Value of total assets at end of year2018-12-31$23,280,173
Value of total assets at beginning of year2018-12-31$24,433,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,388
Total interest from all sources2018-12-31$208,164
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,501,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,501,920
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$911,629
Participant contributions at end of year2018-12-31$167,573
Participant contributions at beginning of year2018-12-31$162,232
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$80,958
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$31,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,153,229
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,280,173
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,433,402
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$15,893,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,144,339
Interest on participant loans2018-12-31$8,861
Interest earned on other investments2018-12-31$199,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,707,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,543,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,999,824
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$876,627
Employer contributions (assets) at end of year2018-12-31$512,046
Employer contributions (assets) at beginning of year2018-12-31$583,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,692,341
Contract administrator fees2018-12-31$4,388
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROBINSON & GORDON
Accountancy firm EIN2018-12-31200698398
2017 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,080,814
Total of all expenses incurred2017-12-31$932,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$922,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,126,121
Value of total assets at end of year2017-12-31$24,433,402
Value of total assets at beginning of year2017-12-31$20,285,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,106
Total interest from all sources2017-12-31$187,212
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,496,928
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$1,496,928
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,070,961
Participant contributions at end of year2017-12-31$162,232
Participant contributions at beginning of year2017-12-31$181,131
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$119,735
Administrative expenses (other) incurred2017-12-31$5,041
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$4,147,902
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,433,402
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,285,500
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$18,144,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,995,291
Interest on participant loans2017-12-31$7,454
Interest earned on other investments2017-12-31$179,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,543,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,566,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,270,553
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$935,425
Employer contributions (assets) at end of year2017-12-31$583,547
Employer contributions (assets) at beginning of year2017-12-31$542,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$922,806
Contract administrator fees2017-12-31$5,065
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 name2017-12-31ROBINSON & GORDON
Accountancy firm EIN2017-12-31200698398
2016 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50,593
Total income from all sources (including contributions)2016-12-31$3,273,240
Total of all expenses incurred2016-12-31$754,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$748,500
Expenses. Certain deemed distributions of participant loans2016-12-31$2,074
Value of total corrective distributions2016-12-31$237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,975,965
Value of total assets at end of year2016-12-31$20,285,500
Value of total assets at beginning of year2016-12-31$17,817,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,100
Total interest from all sources2016-12-31$150,606
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$942,081
Participant contributions at end of year2016-12-31$181,131
Participant contributions at beginning of year2016-12-31$142,503
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$25,409
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$201,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$50,593
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$2,518,329
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,285,500
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,767,171
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$13,995,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,204,348
Interest on participant loans2016-12-31$8,454
Interest earned on other investments2016-12-31$142,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,566,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,938,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,146,669
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$832,125
Employer contributions (assets) at end of year2016-12-31$542,823
Employer contributions (assets) at beginning of year2016-12-31$506,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$748,500
Contract administrator fees2016-12-31$4,100
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 name2016-12-31ROBINSON & GORDON
Accountancy firm EIN2016-12-31200698398
2015 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$50,593
Total income from all sources (including contributions)2015-12-31$1,752,815
Total of all expenses incurred2015-12-31$1,384,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,375,765
Expenses. Certain deemed distributions of participant loans2015-12-31$4,228
Value of total corrective distributions2015-12-31$319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,890,976
Value of total assets at end of year2015-12-31$17,817,764
Value of total assets at beginning of year2015-12-31$17,398,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,170
Total interest from all sources2015-12-31$130,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$851,793
Participant contributions at end of year2015-12-31$142,503
Participant contributions at beginning of year2015-12-31$199,311
Participant contributions at end of year2015-12-31$25,409
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$271,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$50,593
Other income not declared elsewhere2015-12-31$3,289
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$368,333
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,767,171
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,398,838
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$13,204,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,957,308
Interest on participant loans2015-12-31$7,575
Interest earned on other investments2015-12-31$123,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,938,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,740,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-272,213
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$768,044
Employer contributions (assets) at end of year2015-12-31$506,620
Employer contributions (assets) at beginning of year2015-12-31$501,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,375,765
Contract administrator fees2015-12-31$4,170
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 name2015-12-31ROBINSON & GORDON P.C.O.
Accountancy firm EIN2015-12-31200698398
2014 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,408,372
Total of all expenses incurred2014-12-31$532,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$527,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,718,739
Value of total assets at end of year2014-12-31$17,398,838
Value of total assets at beginning of year2014-12-31$15,522,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,140
Total interest from all sources2014-12-31$108,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$770,035
Participant contributions at end of year2014-12-31$199,311
Participant contributions at beginning of year2014-12-31$282,818
Participant contributions at beginning of year2014-12-31$26,116
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$189,008
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$1,876,341
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,398,838
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,522,497
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$12,957,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,360,272
Interest on participant loans2014-12-31$9,987
Interest earned on other investments2014-12-31$98,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,740,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,316,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$581,277
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$759,696
Employer contributions (assets) at end of year2014-12-31$501,423
Employer contributions (assets) at beginning of year2014-12-31$536,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$527,891
Contract administrator fees2014-12-31$4,140
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 name2014-12-31ROBINSON & GORDON P.C.O.
Accountancy firm EIN2014-12-31200698398
2013 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,022
Total income from all sources (including contributions)2013-12-31$3,668,685
Total of all expenses incurred2013-12-31$663,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$659,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,656,687
Value of total assets at end of year2013-12-31$15,522,497
Value of total assets at beginning of year2013-12-31$12,561,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,380
Total interest from all sources2013-12-31$100,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$805,757
Participant contributions at end of year2013-12-31$282,818
Participant contributions at beginning of year2013-12-31$280,358
Participant contributions at end of year2013-12-31$26,116
Participant contributions at beginning of year2013-12-31$26,123
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$44,022
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$3,005,147
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,522,497
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,517,350
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$11,360,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,611,484
Interest on participant loans2013-12-31$13,877
Interest earned on other investments2013-12-31$86,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,316,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,137,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,911,533
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$798,995
Employer contributions (assets) at end of year2013-12-31$536,459
Employer contributions (assets) at beginning of year2013-12-31$505,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$659,158
Contract administrator fees2013-12-31$4,380
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 name2013-12-31ROBINSON & GORDON P.C.O.
Accountancy firm EIN2013-12-31200698398
2012 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$44,022
Total income from all sources (including contributions)2012-12-31$2,993,324
Total of all expenses incurred2012-12-31$451,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$447,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,897,357
Value of total assets at end of year2012-12-31$12,561,372
Value of total assets at beginning of year2012-12-31$9,975,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,780
Total interest from all sources2012-12-31$88,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$813,893
Participant contributions at end of year2012-12-31$280,358
Participant contributions at beginning of year2012-12-31$202,121
Participant contributions at end of year2012-12-31$26,123
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$311,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$44,022
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$2,542,028
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,517,350
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,975,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,611,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,662,084
Interest on participant loans2012-12-31$11,926
Interest earned on other investments2012-12-31$76,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,137,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,643,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,007,604
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$772,277
Employer contributions (assets) at end of year2012-12-31$505,602
Employer contributions (assets) at beginning of year2012-12-31$467,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$447,516
Contract administrator fees2012-12-31$3,780
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 name2012-12-31ROBINSON & GORDON P.C.O.
Accountancy firm EIN2012-12-31200698398
2011 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,805,602
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$305,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$297,304
Expenses. Certain deemed distributions of participant loans2011-12-31$4,198
Value of total corrective distributions2011-12-31$1,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,888,688
Value of total assets at end of year2011-12-31$9,975,322
Value of total assets at beginning of year2011-12-31$8,475,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,775
Total interest from all sources2011-12-31$58,947
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$753,735
Participant contributions at end of year2011-12-31$202,121
Participant contributions at beginning of year2011-12-31$173,951
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$18,412
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$422,329
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,500,264
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,975,322
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,475,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,662,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,986,278
Interest on participant loans2011-12-31$9,320
Interest earned on other investments2011-12-31$49,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,643,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$880,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-142,033
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$712,624
Employer contributions (assets) at end of year2011-12-31$467,924
Employer contributions (assets) at beginning of year2011-12-31$413,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$297,304
Contract administrator fees2011-12-31$2,775
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 name2011-12-31ROBINSON & GORDON P.C.O.
Accountancy firm EIN2011-12-31200698398
2010 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,059,317
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$538,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$536,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,373,699
Value of total assets at end of year2010-12-31$8,475,058
Value of total assets at beginning of year2010-12-31$6,954,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,195
Total interest from all sources2010-12-31$33,888
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$652,460
Participant contributions at end of year2010-12-31$173,951
Participant contributions at beginning of year2010-12-31$167,883
Participant contributions at end of year2010-12-31$18,412
Participant contributions at beginning of year2010-12-31$14,444
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,520,676
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,475,058
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,954,382
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$6,986,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,721,526
Interest on participant loans2010-12-31$9,047
Interest earned on other investments2010-12-31$24,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$693,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$693,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$880,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$651,730
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$620,604
Employer contributions (assets) at end of year2010-12-31$413,165
Employer contributions (assets) at beginning of year2010-12-31$357,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$536,446
Contract administrator fees2010-12-31$2,195
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 name2010-12-31ROBINSON & GORDON P.C.O.
Accountancy firm EIN2010-12-31200698398
2009 : MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN

2022: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT 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: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT 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: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT 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: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT 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: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT 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: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number765666
Policy instance 1
Insurance contract or identification number765666
Number of Individuals Covered259
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Number of Individuals Covered272
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,086
Insurance broker organization code?2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Number of Individuals Covered282
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,688
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,688
Insurance broker organization code?2
Insurance broker nameHORNOR TOWNSEND 7 KENT INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Number of Individuals Covered246
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,806
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,806
Insurance broker organization code?2
Insurance broker nameHORNOR TOWNSEND 7 KENT INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Number of Individuals Covered218
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,148
Insurance broker organization code?2
Insurance broker nameHORNOR TOWNSEND 7 KENT INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,248
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,248
Insurance broker organization code?1
Insurance broker nameHORNOR TOWNSEND 7 KENT INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Number of Individuals Covered221
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,063
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,063
Insurance broker organization code?1
Insurance broker nameHORNOR TOWNSEND 7 KENT INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Number of Individuals Covered205
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,454
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60444-1
Policy instance 1
Insurance contract or identification numberMR 60444-1
Number of Individuals Covered159
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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