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HEALTHHELP 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameHEALTHHELP 401(K) RETIREMENT PLAN
Plan identification number 002

HEALTHHELP 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHHELP, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEALTHHELP, LLC
Employer identification number (EIN):200948131
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about HEALTHHELP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-12-29
Company Identification Number: 0801068002
Legal Registered Office Address: 16945 NORTHCHASE DR STE 1300

HOUSTON
United States of America (USA)
77060

More information about HEALTHHELP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHHELP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01WALTER TAN2024-01-25 WALTER TAN2024-01-25
0022019-01-01ADRIENNE JACOBS2020-10-14
0022018-01-01RICKY MILLER2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DAVID RIPLEY
0022013-01-01DAVID RIPLEY
0022012-01-01BRIAN GREGORY
0022011-01-01BRIAN GREGORY
0022009-01-01JACOB HOLZKNECHT

Plan Statistics for HEALTHHELP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HEALTHHELP 401(K) RETIREMENT PLAN

Measure Date Value
2020: HEALTHHELP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01567
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTHHELP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01450
Total number of active participants reported on line 7a of the Form 55002019-01-01426
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01111
Total of all active and inactive participants2019-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01537
Number of participants with account balances2019-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTHHELP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01463
Total number of active participants reported on line 7a of the Form 55002018-01-01330
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01432
Number of participants with account balances2018-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTHHELP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01445
Total number of active participants reported on line 7a of the Form 55002017-01-01331
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01418
Number of participants with account balances2017-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEALTHHELP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01416
Total number of active participants reported on line 7a of the Form 55002016-01-01328
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01416
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEALTHHELP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01381
Total number of active participants reported on line 7a of the Form 55002015-01-01286
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01360
Number of participants with account balances2015-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01109
2014: HEALTHHELP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01334
Total number of active participants reported on line 7a of the Form 55002014-01-01267
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01332
Number of participants with account balances2014-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01126
2013: HEALTHHELP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01352
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01291
Number of participants with account balances2013-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0195
2012: HEALTHHELP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01294
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01300
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01135
2011: HEALTHHELP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01260
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01268
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01123
2009: HEALTHHELP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01198
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on HEALTHHELP 401(K) RETIREMENT PLAN

Measure Date Value
2020 : HEALTHHELP 401(K) RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-01-16$11,141,051
Total income from all sources (including contributions)2020-01-16$226,398
Total of all expenses incurred2020-01-16$19,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-16$19,106
Value of total assets at end of year2020-01-16$0
Value of total assets at beginning of year2020-01-16$10,933,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-16$155
Total interest from all sources2020-01-16$15,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-16No
Was this plan covered by a fidelity bond2020-01-16Yes
Value of fidelity bond cover2020-01-16$500,000
If this is an individual account plan, was there a blackout period2020-01-16No
Were there any nonexempt tranactions with any party-in-interest2020-01-16No
Participant contributions at end of year2020-01-16$0
Participant contributions at beginning of year2020-01-16$268,069
Participant contributions at end of year2020-01-16$0
Participant contributions at beginning of year2020-01-16$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-16No
Value of net income/loss2020-01-16$207,137
Value of net assets at end of year (total assets less liabilities)2020-01-16$0
Value of net assets at beginning of year (total assets less liabilities)2020-01-16$10,933,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-16No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-16No
Were any leases to which the plan was party in default or uncollectible2020-01-16No
Value of interest in pooled separate accounts at end of year2020-01-16$0
Value of interest in pooled separate accounts at beginning of year2020-01-16$10,342,654
Interest earned on other investments2020-01-16$15,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-16$316,337
Net investment gain/loss from pooled separate accounts2020-01-16$210,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-16No
Was there a failure to transmit to the plan any participant contributions2020-01-16No
Has the plan failed to provide any benefit when due under the plan2020-01-16No
Employer contributions (assets) at end of year2020-01-16$0
Employer contributions (assets) at beginning of year2020-01-16$6,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-16$19,106
Did the plan have assets held for investment2020-01-16No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-16No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-16No
Opinion of an independent qualified public accountant for this plan2020-01-16Unqualified
Accountancy firm name2020-01-16HARPER & PEARSON COMPANY, P..C.
Accountancy firm EIN2020-01-16741695589
2019 : HEALTHHELP 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,590,735
Total income from all sources (including contributions)2019-12-31$3,590,735
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$596,963
Total of all expenses incurred2019-12-31$596,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$590,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$590,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,890,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,890,766
Value of total assets at end of year2019-12-31$10,933,914
Value of total assets at end of year2019-12-31$10,933,914
Value of total assets at beginning of year2019-12-31$7,940,142
Value of total assets at beginning of year2019-12-31$7,940,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,582
Total interest from all sources2019-12-31$18,034
Total interest from all sources2019-12-31$18,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$6,582
Administrative expenses professional fees incurred2019-12-31$6,582
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,207,275
Contributions received from participants2019-12-31$1,207,275
Participant contributions at end of year2019-12-31$268,069
Participant contributions at end of year2019-12-31$268,069
Participant contributions at beginning of year2019-12-31$223,128
Participant contributions at beginning of year2019-12-31$223,128
Participant contributions at end of year2019-12-31$97
Participant contributions at end of year2019-12-31$97
Participant contributions at beginning of year2019-12-31$6
Participant contributions at beginning of year2019-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$45,290
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$45,290
Other income not declared elsewhere2019-12-31$239
Other income not declared elsewhere2019-12-31$239
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,993,772
Value of net income/loss2019-12-31$2,993,772
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,933,914
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,933,914
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,940,142
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,940,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,342,654
Value of interest in pooled separate accounts at end of year2019-12-31$10,342,654
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,426,420
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,426,420
Interest on participant loans2019-12-31$12,327
Interest on participant loans2019-12-31$12,327
Interest earned on other investments2019-12-31$5,707
Interest earned on other investments2019-12-31$5,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$316,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$316,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$290,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$290,588
Net investment gain/loss from pooled separate accounts2019-12-31$1,681,696
Net investment gain/loss from pooled separate accounts2019-12-31$1,681,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$638,201
Contributions received in cash from employer2019-12-31$638,201
Employer contributions (assets) at end of year2019-12-31$6,757
Employer contributions (assets) at end of year2019-12-31$6,757
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$590,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$590,381
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2019-12-31741695589
Accountancy firm EIN2019-12-31741695589
2018 : HEALTHHELP 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,016,547
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$400,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$378,631
Expenses. Certain deemed distributions of participant loans2018-12-31$16,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,624,756
Value of total assets at end of year2018-12-31$7,940,142
Value of total assets at beginning of year2018-12-31$7,324,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,915
Total interest from all sources2018-12-31$12,608
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,915
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,071,211
Participant contributions at end of year2018-12-31$223,128
Participant contributions at beginning of year2018-12-31$229,894
Participant contributions at end of year2018-12-31$6
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,666
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$616,048
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,940,142
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,324,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,426,420
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,943,783
Interest on participant loans2018-12-31$7,230
Interest earned on other investments2018-12-31$5,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$290,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$150,417
Net investment gain/loss from pooled separate accounts2018-12-31$-620,817
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$550,879
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$378,631
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 name2018-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2018-12-31741695589
2017 : HEALTHHELP 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,449,573
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$488,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$470,898
Expenses. Certain deemed distributions of participant loans2017-12-31$9,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,483,655
Value of total assets at end of year2017-12-31$7,324,094
Value of total assets at beginning of year2017-12-31$5,362,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,675
Total interest from all sources2017-12-31$13,230
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,675
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$950,844
Participant contributions at end of year2017-12-31$229,894
Participant contributions at beginning of year2017-12-31$191,339
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$25,992
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,961,339
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,324,094
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,362,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,943,783
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,981,590
Interest on participant loans2017-12-31$8,593
Interest earned on other investments2017-12-31$4,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$150,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$147,510
Net investment gain/loss from pooled separate accounts2017-12-31$952,688
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$528,246
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$16,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$470,898
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 name2017-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2017-12-31741695589
2016 : HEALTHHELP 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,737,482
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$277,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,443,110
Value of total assets at end of year2016-12-31$5,362,755
Value of total assets at beginning of year2016-12-31$3,902,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,930
Total interest from all sources2016-12-31$9,111
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,930
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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$844,982
Participant contributions at end of year2016-12-31$191,339
Participant contributions at beginning of year2016-12-31$114,726
Participant contributions at end of year2016-12-31$25,992
Participant contributions at beginning of year2016-12-31$28,327
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$105,244
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$1,460,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,362,755
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,902,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,981,590
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,624,299
Interest on participant loans2016-12-31$5,210
Interest earned on other investments2016-12-31$3,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$147,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$118,895
Net investment gain/loss from pooled separate accounts2016-12-31$285,261
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$492,884
Employer contributions (assets) at end of year2016-12-31$16,324
Employer contributions (assets) at beginning of year2016-12-31$16,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$270,142
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 name2016-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2016-12-31741695589
2015 : HEALTHHELP 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,090,689
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$231,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$197,309
Expenses. Certain deemed distributions of participant loans2015-12-31$27,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,179,555
Value of total assets at end of year2015-12-31$3,902,345
Value of total assets at beginning of year2015-12-31$3,042,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,035
Total interest from all sources2015-12-31$6,596
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,035
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
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$644,188
Participant contributions at end of year2015-12-31$114,726
Participant contributions at beginning of year2015-12-31$133,046
Participant contributions at end of year2015-12-31$28,327
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$153,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$859,604
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,902,345
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,042,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,624,299
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,824,028
Interest on participant loans2015-12-31$3,600
Interest earned on other investments2015-12-31$2,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$118,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$85,267
Net investment gain/loss from pooled separate accounts2015-12-31$-95,462
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$381,561
Employer contributions (assets) at end of year2015-12-31$16,098
Employer contributions (assets) at beginning of year2015-12-31$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$197,309
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 name2015-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2015-12-31741695589
2014 : HEALTHHELP 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$932,063
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$449,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$415,178
Expenses. Certain deemed distributions of participant loans2014-12-31$28,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$814,066
Value of total assets at end of year2014-12-31$3,042,741
Value of total assets at beginning of year2014-12-31$2,560,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,840
Total interest from all sources2014-12-31$4,162
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,240
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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$523,657
Participant contributions at end of year2014-12-31$133,046
Participant contributions at beginning of year2014-12-31$81,900
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$7,831
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$482,073
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,042,741
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,560,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,824,028
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,410,845
Interest on participant loans2014-12-31$2,398
Interest earned on other investments2014-12-31$1,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$85,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$59,200
Net investment gain/loss from pooled separate accounts2014-12-31$113,835
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$288,862
Employer contributions (assets) at end of year2014-12-31$400
Employer contributions (assets) at beginning of year2014-12-31$892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$415,178
Contract administrator fees2014-12-31$2,600
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 name2014-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2014-12-31741695589
2013 : HEALTHHELP 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,049,493
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$376,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$370,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$735,282
Value of total assets at end of year2013-12-31$2,560,668
Value of total assets at beginning of year2013-12-31$1,887,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,950
Total interest from all sources2013-12-31$3,939
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,625
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$442,498
Participant contributions at end of year2013-12-31$81,900
Participant contributions at beginning of year2013-12-31$53,515
Participant contributions at end of year2013-12-31$7,831
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$673,293
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,560,668
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,887,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,410,845
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,786,664
Interest on participant loans2013-12-31$2,241
Interest earned on other investments2013-12-31$1,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$59,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$47,196
Net investment gain/loss from pooled separate accounts2013-12-31$310,272
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$263,722
Employer contributions (assets) at end of year2013-12-31$892
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$370,250
Contract administrator fees2013-12-31$1,325
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 name2013-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2013-12-31741695589
2012 : HEALTHHELP 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$645,174
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$163,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$137,161
Expenses. Certain deemed distributions of participant loans2012-12-31$23,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$479,780
Value of total assets at end of year2012-12-31$1,887,375
Value of total assets at beginning of year2012-12-31$1,405,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,600
Total interest from all sources2012-12-31$3,709
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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$313,127
Participant contributions at end of year2012-12-31$53,515
Participant contributions at beginning of year2012-12-31$68,237
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,613
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$481,859
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,887,375
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,405,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,786,664
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,297,433
Interest on participant loans2012-12-31$2,414
Interest earned on other investments2012-12-31$1,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$47,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$36,762
Net investment gain/loss from pooled separate accounts2012-12-31$161,685
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$163,297
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$137,161
Contract administrator fees2012-12-31$800
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 name2012-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2012-12-31741695589
2011 : HEALTHHELP 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$81
Total income from all sources (including contributions)2011-12-31$399,552
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$108,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$104,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$488,463
Value of total assets at end of year2011-12-31$1,405,516
Value of total assets at beginning of year2011-12-31$1,114,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,450
Total interest from all sources2011-12-31$1,648
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
Administrative expenses professional fees incurred2011-12-31$2,150
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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$308,942
Participant contributions at end of year2011-12-31$68,237
Participant contributions at beginning of year2011-12-31$55,334
Participant contributions at end of year2011-12-31$1,613
Participant contributions at beginning of year2011-12-31$17
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$81
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$291,271
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,405,516
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,114,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,297,433
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,032,845
Interest on participant loans2011-12-31$702
Interest earned on other investments2011-12-31$946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$36,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,130
Net investment gain/loss from pooled separate accounts2011-12-31$-90,559
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$170,857
Employer contributions (assets) at end of year2011-12-31$1,471
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$104,831
Contract administrator fees2011-12-31$1,300
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 name2011-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2011-12-31741695589
2010 : HEALTHHELP 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$81
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$81
Total income from all sources (including contributions)2010-12-31$547,463
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$102,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$98,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$452,741
Value of total assets at end of year2010-12-31$1,114,326
Value of total assets at beginning of year2010-12-31$669,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,810
Total interest from all sources2010-12-31$867
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
Administrative expenses professional fees incurred2010-12-31$3,810
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,100,000
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$288,684
Participant contributions at end of year2010-12-31$55,334
Participant contributions at beginning of year2010-12-31$18,559
Participant contributions at end of year2010-12-31$17
Participant contributions at beginning of year2010-12-31$8,499
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$81
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$81
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$444,813
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,114,245
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$669,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,032,845
Value of interest in pooled separate accounts at beginning of year2010-12-31$616,537
Interest on participant loans2010-12-31$867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$829
Net investment gain/loss from pooled separate accounts2010-12-31$93,026
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$154,722
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$4,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$98,840
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 name2010-12-31ROBERT U. ST. JEAN CPA, PC
Accountancy firm EIN2010-12-31760122210
2009 : HEALTHHELP 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 HEALTHHELP 401(K) RETIREMENT PLAN

2020: HEALTHHELP 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
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: HEALTHHELP 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTHHELP 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHHELP 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTHHELP 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEALTHHELP 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTHHELP 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTHHELP 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTHHELP 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTHHELP 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: HEALTHHELP 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-16
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 $3,109
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered335
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $31,906
Total amount of fees paid to insurance companyUSD $4,378
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $31,906
Insurance broker organization code?3
Amount paid for insurance broker fees4378
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered303
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,982
Total amount of fees paid to insurance companyUSD $3,754
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $26,982
Insurance broker organization code?3
Amount paid for insurance broker fees3754
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered276
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,278
Total amount of fees paid to insurance companyUSD $2,876
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $21,278
Insurance broker organization code?3
Amount paid for insurance broker fees2876
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameHOLZKNECHT UMALI, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered236
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,761
Total amount of fees paid to insurance companyUSD $1,610
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
Commission paid to Insurance BrokerUSD $11,761
Insurance broker organization code?3
Amount paid for insurance broker fees1610
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMARILYN BURELL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered226
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,799
Total amount of fees paid to insurance companyUSD $1,338
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
Commission paid to Insurance BrokerUSD $13,799
Insurance broker organization code?3
Amount paid for insurance broker fees1338
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMARILYN BURELL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered271
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,366
Total amount of fees paid to insurance companyUSD $986
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
Commission paid to Insurance BrokerUSD $28,808
Insurance broker organization code?3
Amount paid for insurance broker fees986
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameING FINANCIAL PARTNERS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered204
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,903
Total amount of fees paid to insurance companyUSD $590
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
Commission paid to Insurance BrokerUSD $5,460
Insurance broker organization code?3
Amount paid for insurance broker fees401
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameHOLZKNECHT UMALI, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered197
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,239
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH4120
Policy instance 1
Insurance contract or identification numberGH4120
Number of Individuals Covered147
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,087
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

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