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SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 401k Plan overview

Plan NameSUCCESS HEALTHCARE 2, LLC 401(K) PLAN
Plan identification number 001

SUCCESS HEALTHCARE 2, LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

ST. ALEXIUS HOSPITAL CORPORATION 1 has sponsored the creation of one or more 401k plans.

Company Name:ST. ALEXIUS HOSPITAL CORPORATION 1
Employer identification number (EIN):201872766
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUCCESS HEALTHCARE 2, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DAVID ARMSTRONG
0012014-01-01DAVID ARMSTRONG
0012013-01-01DAVID ARMSTRONG
0012012-01-01DAVID ARMSTRONG
0012011-01-01DAVID ARMSTRONG

Plan Statistics for SUCCESS HEALTHCARE 2, LLC 401(K) PLAN

401k plan membership statisitcs for SUCCESS HEALTHCARE 2, LLC 401(K) PLAN

Measure Date Value
2015: SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01741
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01799
Total number of active participants reported on line 7a of the Form 55002014-01-01681
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01733
Number of participants with account balances2014-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01836
Total number of active participants reported on line 7a of the Form 55002013-01-01752
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01790
Number of participants with account balances2013-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01839
Total number of active participants reported on line 7a of the Form 55002012-01-01776
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01824
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01946
Total number of active participants reported on line 7a of the Form 55002011-01-01757
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01831
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on SUCCESS HEALTHCARE 2, LLC 401(K) PLAN

Measure Date Value
2015 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-09$0
Total transfer of assets from this plan2015-03-09$5,501,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-09$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-09$0
Total income from all sources (including contributions)2015-03-09$246,950
Total loss/gain on sale of assets2015-03-09$0
Total of all expenses incurred2015-03-09$161,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-09$130,917
Value of total corrective distributions2015-03-09$30,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-09$108,006
Value of total assets at end of year2015-03-09$0
Value of total assets at beginning of year2015-03-09$5,416,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-09$605
Total interest from all sources2015-03-09$7,813
Total dividends received (eg from common stock, registered investment company shares)2015-03-09$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-03-09$0
Was this plan covered by a fidelity bond2015-03-09Yes
Value of fidelity bond cover2015-03-09$5,000,000
If this is an individual account plan, was there a blackout period2015-03-09Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-09$0
Were there any nonexempt tranactions with any party-in-interest2015-03-09No
Contributions received from participants2015-03-09$108,006
Participant contributions at end of year2015-03-09$0
Participant contributions at beginning of year2015-03-09$54,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-09No
Value of net income/loss2015-03-09$85,049
Value of net assets at end of year (total assets less liabilities)2015-03-09$0
Value of net assets at beginning of year (total assets less liabilities)2015-03-09$5,416,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-09No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-09No
Were any leases to which the plan was party in default or uncollectible2015-03-09No
Value of interest in pooled separate accounts at end of year2015-03-09$0
Value of interest in pooled separate accounts at beginning of year2015-03-09$4,032,221
Interest on participant loans2015-03-09$256
Interest earned on other investments2015-03-09$7,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-09$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-09$1,329,265
Net investment gain/loss from pooled separate accounts2015-03-09$131,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-09No
Was there a failure to transmit to the plan any participant contributions2015-03-09No
Has the plan failed to provide any benefit when due under the plan2015-03-09No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-09$130,917
Contract administrator fees2015-03-09$605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-09Yes
Did the plan have assets held for investment2015-03-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-09No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-09Yes
Opinion of an independent qualified public accountant for this plan2015-03-09Disclaimer
Accountancy firm name2015-03-09MORRISON, BROWN, ARGIZ & FARRA LLP
Accountancy firm EIN2015-03-09010720052
2014 : SUCCESS HEALTHCARE 2, LLC 401(K) 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$985,583
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$257,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$233,740
Value of total corrective distributions2014-12-31$19,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$667,973
Value of total assets at end of year2014-12-31$5,416,021
Value of total assets at beginning of year2014-12-31$4,688,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,218
Total interest from all sources2014-12-31$48,467
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$662,624
Participant contributions at end of year2014-12-31$54,535
Participant contributions at beginning of year2014-12-31$78,336
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,349
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$727,912
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,416,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,688,109
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$4,032,221
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,379,539
Interest on participant loans2014-12-31$2,179
Interest earned on other investments2014-12-31$46,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,329,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,230,234
Net investment gain/loss from pooled separate accounts2014-12-31$269,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$233,740
Contract administrator fees2014-12-31$4,218
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 name2014-12-31MORRISON, BROWN, ARGIZ & FARRA LLP
Accountancy firm EIN2014-12-31010720052
2013 : SUCCESS HEALTHCARE 2, LLC 401(K) 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$1,474,678
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$515,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$479,457
Value of total corrective distributions2013-12-31$28,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$684,006
Value of total assets at end of year2013-12-31$4,688,109
Value of total assets at beginning of year2013-12-31$3,729,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,741
Total interest from all sources2013-12-31$43,173
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$661,758
Participant contributions at end of year2013-12-31$78,336
Participant contributions at beginning of year2013-12-31$40,618
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,248
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$958,777
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,688,109
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,729,332
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$3,379,539
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,688,862
Interest on participant loans2013-12-31$1,675
Interest earned on other investments2013-12-31$41,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,230,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$999,852
Net investment gain/loss from pooled separate accounts2013-12-31$747,499
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$479,457
Contract administrator fees2013-12-31$7,741
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 name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$935,668
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$736,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$713,615
Value of total corrective distributions2012-12-31$13,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$564,618
Value of total assets at end of year2012-12-31$3,729,332
Value of total assets at beginning of year2012-12-31$3,530,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,227
Total interest from all sources2012-12-31$34,652
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$559,217
Participant contributions at end of year2012-12-31$40,618
Participant contributions at beginning of year2012-12-31$71,913
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,401
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$199,280
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,729,332
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,530,052
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$2,688,862
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,479,873
Interest on participant loans2012-12-31$1,730
Interest earned on other investments2012-12-31$32,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$999,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$978,266
Net investment gain/loss from pooled separate accounts2012-12-31$336,398
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$713,615
Contract administrator fees2012-12-31$9,227
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 name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323
2011 : SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$696,682
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$581,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$552,027
Value of total corrective distributions2011-12-31$21,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$742,768
Value of total assets at end of year2011-12-31$3,530,052
Value of total assets at beginning of year2011-12-31$3,415,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,801
Total interest from all sources2011-12-31$31,281
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$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$642,148
Participant contributions at end of year2011-12-31$71,913
Participant contributions at beginning of year2011-12-31$57,329
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,620
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$114,963
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,530,052
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,415,089
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$2,479,873
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,466,798
Interest on participant loans2011-12-31$2,092
Interest earned on other investments2011-12-31$29,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$978,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$890,962
Net investment gain/loss from pooled separate accounts2011-12-31$-77,367
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$552,027
Contract administrator fees2011-12-31$7,801
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 name2011-12-31MARCUM, LLP
Accountancy firm EIN2011-12-31111986323

Form 5500 Responses for SUCCESS HEALTHCARE 2, LLC 401(K) PLAN

2015: SUCCESS HEALTHCARE 2, LLC 401(K) 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: SUCCESS HEALTHCARE 2, LLC 401(K) 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: SUCCESS HEALTHCARE 2, LLC 401(K) 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: SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUCCESS HEALTHCARE 2, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807204
Policy instance 1
Insurance contract or identification number807204
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-03-09
Total amount of commissions paid to insurance brokerUSD $1,815
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 Administration1
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
Commission paid to Insurance BrokerUSD $1,815
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807204
Policy instance 1
Insurance contract or identification number807204
Number of Individuals Covered733
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,688
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 Administration1
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
Commission paid to Insurance BrokerUSD $11,688
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807204
Policy instance 1
Insurance contract or identification number807204
Number of Individuals Covered790
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,520
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 Administration1
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
Commission paid to Insurance BrokerUSD $10,520
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807204
Policy instance 1
Insurance contract or identification number807204
Number of Individuals Covered824
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,048
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 Administration1
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
Commission paid to Insurance BrokerUSD $9,048
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807204
Policy instance 1
Insurance contract or identification number807204
Number of Individuals Covered831
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,502
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 Administration1
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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