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HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 401k Plan overview

Plan NameHEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN
Plan identification number 001

HEALTHCARE TRUST OF AMERICA, INC. 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEALTHCARE REALTY TRUST INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:HEALTHCARE REALTY TRUST INCORPORATED
Employer identification number (EIN):204738467
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about HEALTHCARE REALTY TRUST INCORPORATED

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-11-26
Company Identification Number: 0801690341
Legal Registered Office Address: 211 E 7TH ST STE 620
350 NORTH ST. PAUL ST., STE. 2900
AUSTIN
United States of America (USA)
78701

More information about HEALTHCARE REALTY TRUST INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHIL TISUE
0012016-01-01PHIL TISUE
0012016-01-01
0012015-01-01PHIL TISUE
0012015-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012013-01-01PHIL TISUE
0012012-02-01PHIL TISUE2014-09-30

Plan Statistics for HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

401k plan membership statisitcs for HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

Measure Date Value
2023: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01128
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01369
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01402
Total number of active participants reported on line 7a of the Form 55002021-01-01303
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01374
Number of participants with account balances2021-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01371
Total number of active participants reported on line 7a of the Form 55002020-01-01319
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01393
Number of participants with account balances2020-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01330
Total number of active participants reported on line 7a of the Form 55002019-01-01236
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01311
Number of participants with account balances2019-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01331
Total number of active participants reported on line 7a of the Form 55002018-01-01260
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01321
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01256
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01321
Number of participants with account balances2017-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01213
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01263
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01196
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01216
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01196
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01173
Number of participants with account balances2013-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

Measure Date Value
2023 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-08-16$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-16$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-16$0
Total income from all sources (including contributions)2023-08-16$212,251
Total loss/gain on sale of assets2023-08-16$0
Total of all expenses incurred2023-08-16$2,588,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-16$2,572,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-16$10,287
Value of total assets at end of year2023-08-16$0
Value of total assets at beginning of year2023-08-16$2,376,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-16$16,470
Total interest from all sources2023-08-16$916
Total dividends received (eg from common stock, registered investment company shares)2023-08-16$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-16Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-08-16$0
Was this plan covered by a fidelity bond2023-08-16Yes
Value of fidelity bond cover2023-08-16$500,000
If this is an individual account plan, was there a blackout period2023-08-16No
Were there any nonexempt tranactions with any party-in-interest2023-08-16No
Contributions received from participants2023-08-16$0
Income. Received or receivable in cash from other sources (including rollovers)2023-08-16$10,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-16No
Value of net income/loss2023-08-16$-2,376,577
Value of net assets at end of year (total assets less liabilities)2023-08-16$0
Value of net assets at beginning of year (total assets less liabilities)2023-08-16$2,376,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-16No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-16No
Were any leases to which the plan was party in default or uncollectible2023-08-16No
Value of interest in pooled separate accounts at end of year2023-08-16$0
Value of interest in pooled separate accounts at beginning of year2023-08-16$2,283,166
Interest earned on other investments2023-08-16$916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-08-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-08-16$93,411
Net investment gain/loss from pooled separate accounts2023-08-16$201,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-16No
Was there a failure to transmit to the plan any participant contributions2023-08-16No
Has the plan failed to provide any benefit when due under the plan2023-08-16No
Contributions received in cash from employer2023-08-16$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-08-16$2,572,358
Contract administrator fees2023-08-16$16,470
Did the plan have assets held for investment2023-08-16No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-16No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-16Yes
Opinion of an independent qualified public accountant for this plan2023-08-16Unqualified
Accountancy firm name2023-08-16COULTER & JUSTUS
Accountancy firm EIN2023-08-16621532536
2022 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-918,902
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,774,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,716,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,415,669
Value of total assets at end of year2022-12-31$2,376,577
Value of total assets at beginning of year2022-12-31$12,069,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,728
Total interest from all sources2022-12-31$17,276
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$858,352
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$244,065
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$603
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$50,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,693,411
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,376,577
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,069,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,283,166
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,184,670
Interest on participant loans2022-12-31$9,835
Interest earned on other investments2022-12-31$7,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$93,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$560,362
Net investment gain/loss from pooled separate accounts2022-12-31$-2,351,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$506,913
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$80,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,716,781
Contract administrator fees2022-12-31$57,728
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COULTER & JUSTUS
Accountancy firm EIN2022-12-31621532536
2021 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,357
Total income from all sources (including contributions)2021-12-31$3,597,039
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,223,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,175,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,231,212
Value of total assets at end of year2021-12-31$12,069,988
Value of total assets at beginning of year2021-12-31$9,701,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,444
Total interest from all sources2021-12-31$14,333
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,281,147
Participant contributions at end of year2021-12-31$244,065
Participant contributions at beginning of year2021-12-31$155,349
Participant contributions at end of year2021-12-31$603
Participant contributions at beginning of year2021-12-31$41,538
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$258,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,357
Other income not declared elsewhere2021-12-31$2,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,373,785
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,069,988
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,696,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$11,184,670
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,119,246
Interest on participant loans2021-12-31$7,817
Interest earned on other investments2021-12-31$6,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$560,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$364,588
Net investment gain/loss from pooled separate accounts2021-12-31$1,349,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$691,962
Employer contributions (assets) at end of year2021-12-31$80,288
Employer contributions (assets) at beginning of year2021-12-31$20,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,175,810
Contract administrator fees2021-12-31$47,444
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COULTER & JUSTUS
Accountancy firm EIN2021-12-31621532536
2020 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,499,858
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$622,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$614,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,070,214
Value of total assets at end of year2020-12-31$9,701,560
Value of total assets at beginning of year2020-12-31$6,818,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,537
Total interest from all sources2020-12-31$10,468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,165,372
Participant contributions at end of year2020-12-31$155,349
Participant contributions at beginning of year2020-12-31$99,162
Participant contributions at end of year2020-12-31$41,538
Participant contributions at beginning of year2020-12-31$34,789
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$360,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,877,470
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,696,203
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,818,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$9,119,246
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,352,826
Interest on participant loans2020-12-31$5,275
Interest earned on other investments2020-12-31$5,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$364,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$315,530
Net investment gain/loss from pooled separate accounts2020-12-31$1,419,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$544,509
Employer contributions (assets) at end of year2020-12-31$20,839
Employer contributions (assets) at beginning of year2020-12-31$16,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$614,851
Contract administrator fees2020-12-31$7,537
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS
Accountancy firm EIN2020-12-31621532536
2019 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2019 401k financial data
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 income from all sources (including contributions)2019-12-31$2,870,422
Total income from all sources (including contributions)2019-12-31$2,870,422
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$719,985
Total of all expenses incurred2019-12-31$719,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$711,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$711,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,785,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,785,697
Value of total assets at end of year2019-12-31$6,818,733
Value of total assets at end of year2019-12-31$6,818,733
Value of total assets at beginning of year2019-12-31$4,668,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,137
Total interest from all sources2019-12-31$9,426
Total interest from all sources2019-12-31$9,426
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
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$996,112
Contributions received from participants2019-12-31$996,112
Participant contributions at end of year2019-12-31$99,162
Participant contributions at end of year2019-12-31$99,162
Participant contributions at beginning of year2019-12-31$98,687
Participant contributions at end of year2019-12-31$34,789
Participant contributions at end of year2019-12-31$34,789
Participant contributions at beginning of year2019-12-31$32,497
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$324,564
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$324,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$2,150,437
Value of net income/loss2019-12-31$2,150,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,818,733
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,818,733
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,668,296
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$6,352,826
Value of interest in pooled separate accounts at end of year2019-12-31$6,352,826
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,251,353
Interest on participant loans2019-12-31$4,826
Interest on participant loans2019-12-31$4,826
Interest earned on other investments2019-12-31$4,600
Interest earned on other investments2019-12-31$4,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$315,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$315,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$270,520
Net investment gain/loss from pooled separate accounts2019-12-31$1,075,299
Net investment gain/loss from pooled separate accounts2019-12-31$1,075,299
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$465,021
Contributions received in cash from employer2019-12-31$465,021
Employer contributions (assets) at end of year2019-12-31$16,426
Employer contributions (assets) at end of year2019-12-31$16,426
Employer contributions (assets) at beginning of year2019-12-31$15,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$711,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$711,848
Contract administrator fees2019-12-31$8,137
Contract administrator fees2019-12-31$8,137
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 name2019-12-31COULTER & JUSTUS
Accountancy firm name2019-12-31COULTER & JUSTUS
Accountancy firm EIN2019-12-31621532536
Accountancy firm EIN2019-12-31621532536
2018 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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$1,138,055
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$549,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$533,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,478,056
Value of total assets at end of year2018-12-31$4,668,296
Value of total assets at beginning of year2018-12-31$4,080,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,137
Total interest from all sources2018-12-31$7,568
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
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$914,103
Participant contributions at end of year2018-12-31$98,687
Participant contributions at beginning of year2018-12-31$73,153
Participant contributions at end of year2018-12-31$32,497
Participant contributions at beginning of year2018-12-31$31,405
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$124,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$588,169
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,668,296
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,080,127
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$4,251,353
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,745,164
Interest on participant loans2018-12-31$4,541
Interest earned on other investments2018-12-31$3,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$270,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$214,336
Net investment gain/loss from pooled separate accounts2018-12-31$-347,569
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$439,544
Employer contributions (assets) at end of year2018-12-31$15,239
Employer contributions (assets) at beginning of year2018-12-31$16,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$533,749
Contract administrator fees2018-12-31$16,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
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 name2018-12-31COULTER & JUSTUS
Accountancy firm EIN2018-12-31621532536
2017 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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$1,898,114
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$897,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$886,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,340,640
Value of total assets at end of year2017-12-31$4,080,127
Value of total assets at beginning of year2017-12-31$3,079,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,360
Total interest from all sources2017-12-31$6,482
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
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$807,117
Participant contributions at end of year2017-12-31$73,153
Participant contributions at beginning of year2017-12-31$41,195
Participant contributions at end of year2017-12-31$31,405
Participant contributions at beginning of year2017-12-31$72,082
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$139,207
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$1,000,871
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,080,127
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,079,256
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$3,745,164
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,612,442
Interest on participant loans2017-12-31$2,236
Interest earned on other investments2017-12-31$4,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$214,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$319,527
Net investment gain/loss from pooled separate accounts2017-12-31$550,992
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$394,316
Employer contributions (assets) at end of year2017-12-31$16,069
Employer contributions (assets) at beginning of year2017-12-31$34,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$886,883
Contract administrator fees2017-12-31$10,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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$1,236,881
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$350,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$326,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,063,325
Value of total assets at end of year2016-12-31$3,079,256
Value of total assets at beginning of year2016-12-31$2,192,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,405
Total interest from all sources2016-12-31$5,172
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$655,502
Participant contributions at end of year2016-12-31$41,195
Participant contributions at beginning of year2016-12-31$21,963
Participant contributions at end of year2016-12-31$72,082
Participant contributions at beginning of year2016-12-31$16,802
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$74,595
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$886,712
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,079,256
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,192,544
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$2,612,442
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,905,908
Interest on participant loans2016-12-31$1,249
Interest earned on other investments2016-12-31$3,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$319,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$238,925
Net investment gain/loss from pooled separate accounts2016-12-31$168,384
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$333,228
Employer contributions (assets) at end of year2016-12-31$34,010
Employer contributions (assets) at beginning of year2016-12-31$8,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$326,764
Contract administrator fees2016-12-31$23,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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$823,856
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$262,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$241,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$841,584
Value of total assets at end of year2015-12-31$2,192,544
Value of total assets at beginning of year2015-12-31$1,631,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,530
Total interest from all sources2015-12-31$3,534
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$561,875
Participant contributions at end of year2015-12-31$21,963
Participant contributions at beginning of year2015-12-31$17,309
Participant contributions at end of year2015-12-31$16,802
Participant contributions at beginning of year2015-12-31$13,194
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$561,048
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,192,544
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,631,496
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$1,905,908
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,443,352
Interest on participant loans2015-12-31$622
Interest earned on other investments2015-12-31$2,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$238,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$147,236
Net investment gain/loss from pooled separate accounts2015-12-31$-21,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$279,709
Employer contributions (assets) at end of year2015-12-31$8,946
Employer contributions (assets) at beginning of year2015-12-31$10,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$241,278
Contract administrator fees2015-12-31$21,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : HEALTHCARE TRUST OF AMERICA, INC. 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$830,733
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$199,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$186,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$759,965
Value of total assets at end of year2014-12-31$1,631,496
Value of total assets at beginning of year2014-12-31$1,000,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,367
Total interest from all sources2014-12-31$1,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$512,853
Participant contributions at end of year2014-12-31$17,309
Participant contributions at beginning of year2014-12-31$7,792
Participant contributions at end of year2014-12-31$13,194
Participant contributions at beginning of year2014-12-31$18,389
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$631,330
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,631,496
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,000,166
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$1,443,352
Value of interest in pooled separate accounts at beginning of year2014-12-31$872,192
Interest on participant loans2014-12-31$43
Interest earned on other investments2014-12-31$1,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$147,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$90,703
Net investment gain/loss from pooled separate accounts2014-12-31$68,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$247,112
Employer contributions (assets) at end of year2014-12-31$10,405
Employer contributions (assets) at beginning of year2014-12-31$11,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$186,036
Contract administrator fees2014-12-31$13,367
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 name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : HEALTHCARE TRUST OF AMERICA, INC. 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$806,822
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$269,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$261,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$690,608
Value of total assets at end of year2013-12-31$1,000,166
Value of total assets at beginning of year2013-12-31$463,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,152
Total interest from all sources2013-12-31$1,321
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$484,326
Participant contributions at end of year2013-12-31$7,792
Participant contributions at beginning of year2013-12-31$4,773
Participant contributions at end of year2013-12-31$18,389
Participant contributions at beginning of year2013-12-31$18,315
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$536,930
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,000,166
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$463,236
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$872,192
Value of interest in pooled separate accounts at beginning of year2013-12-31$384,597
Interest on participant loans2013-12-31$278
Interest earned on other investments2013-12-31$1,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$90,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$45,810
Net investment gain/loss from pooled separate accounts2013-12-31$114,893
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$206,282
Employer contributions (assets) at end of year2013-12-31$11,090
Employer contributions (assets) at beginning of year2013-12-31$9,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$261,740
Contract administrator fees2013-12-31$8,152
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 name2013-12-31COULTER & JUSTUS PC
Accountancy firm EIN2013-12-31621532536

Form 5500 Responses for HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN

2023: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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: HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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: HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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: HEALTHCARE TRUST OF AMERICA, INC. 401(K) 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: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: HEALTHCARE TRUST OF AMERICA, INC. 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 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: HEALTHCARE TRUST OF AMERICA, INC. 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: HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00054
Policy instance 1
Insurance contract or identification number932413-00054
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-08-16
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00054
Policy instance 1
Insurance contract or identification number932413-00054
Number of Individuals Covered128
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00054
Policy instance 1
Insurance contract or identification number932413-00054
Number of Individuals Covered374
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00054
Policy instance 1
Insurance contract or identification number932413-00054
Number of Individuals Covered393
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00054
Policy instance 1
Insurance contract or identification number932413-00054
Number of Individuals Covered311
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-00054
Policy instance 1
Insurance contract or identification number932413-00054
Number of Individuals Covered321
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932413-054
Policy instance 1
Insurance contract or identification number932413-054
Number of Individuals Covered321
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $781
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 $0
Amount paid for insurance broker fees781
Additional information about fees paid to insurance brokerADMIN
Insurance broker organization code?5
Insurance broker nameTAG RESOURCES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-617
Policy instance 1
Insurance contract or identification number931061-617
Number of Individuals Covered216
Insurance policy start date2015-01-02
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,564
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
Commission paid to Insurance BrokerUSD $7,564
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameCOMPUPAY INSURANCE SERVICES, INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-617
Policy instance 1
Insurance contract or identification number931061-617
Number of Individuals Covered196
Insurance policy start date2014-01-02
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,364
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
Commission paid to Insurance BrokerUSD $5,364
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameCOMPUPAY INSURANCE SERVICES, INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-617
Policy instance 1
Insurance contract or identification number931061-617
Number of Individuals Covered173
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,835
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,835
Insurance broker organization code?3
Insurance broker nameCOMPUPAY INSURANCE SERVICES, INC

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