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CAMCARE HEALTH CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameCAMCARE HEALTH CORPORATION RETIREMENT PLAN
Plan identification number 002

CAMCARE HEALTH CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

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

Company Name:CAMCARE HEALTH CORPORATION
Employer identification number (EIN):222192716
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about CAMCARE HEALTH CORPORATION

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100057705

More information about CAMCARE HEALTH CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMCARE HEALTH CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01JILLIAN HUDSPETH2023-04-16
0022020-07-01ROBERT CURATOLA2022-04-17
0022020-07-01JILLIAN HUDSPETH2022-12-21
0022019-07-01MARK ROBERTS2021-04-13
0022019-07-01MARK ROBERTS2021-08-25
0022018-07-01MARK ROBERTS2020-07-14
0022017-07-01MARK ROBERTS2019-04-12
0022016-07-01
0022015-07-01PETER COUGHLAN
0022014-07-01PETER COUGHLAN
0022013-07-01NICHOLAS KELLMAYER
0022012-07-01DAVID WHALEY DAVID WHALEY2014-04-16
0022011-07-01DAVID WHALEY DAVID WHALEY2014-04-16
0022009-07-01DAVID WHALEY DAVID WHALEY2011-04-15

Plan Statistics for CAMCARE HEALTH CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for CAMCARE HEALTH CORPORATION RETIREMENT PLAN

Measure Date Value
2021: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01334
Total number of active participants reported on line 7a of the Form 55002021-07-01141
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01170
Total of all active and inactive participants2021-07-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01311
Number of participants with account balances2021-07-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0114
2020: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01288
Total number of active participants reported on line 7a of the Form 55002020-07-01150
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01150
Total of all active and inactive participants2020-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01300
Number of participants with account balances2020-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01153
Total number of active participants reported on line 7a of the Form 55002019-07-01143
Number of retired or separated participants receiving benefits2019-07-01154
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01297
Number of participants with account balances2019-07-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01290
Total number of active participants reported on line 7a of the Form 55002018-07-01143
Number of retired or separated participants receiving benefits2018-07-01154
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01297
Number of participants with account balances2018-07-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01271
Total number of active participants reported on line 7a of the Form 55002017-07-01144
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01146
Total of all active and inactive participants2017-07-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01290
Number of participants with account balances2017-07-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2016: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01301
Total number of active participants reported on line 7a of the Form 55002016-07-01149
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01119
Total of all active and inactive participants2016-07-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01268
Number of participants with account balances2016-07-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01264
Total number of active participants reported on line 7a of the Form 55002015-07-01155
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01125
Total of all active and inactive participants2015-07-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01280
Number of participants with account balances2015-07-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01258
Total number of active participants reported on line 7a of the Form 55002014-07-01143
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01121
Total of all active and inactive participants2014-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01264
Number of participants with account balances2014-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-010
2013: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01267
Total number of active participants reported on line 7a of the Form 55002013-07-01146
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01112
Total of all active and inactive participants2013-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01258
Number of participants with account balances2013-07-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0112
2012: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01255
Total number of active participants reported on line 7a of the Form 55002012-07-01168
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0199
Total of all active and inactive participants2012-07-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01267
Number of participants with account balances2012-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01284
Total number of active participants reported on line 7a of the Form 55002011-07-01165
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0190
Total of all active and inactive participants2011-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01255
Number of participants with account balances2011-07-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0111
2009: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01253
Total number of active participants reported on line 7a of the Form 55002009-07-01197
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0122
Total of all active and inactive participants2009-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01219
Number of participants with account balances2009-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on CAMCARE HEALTH CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-244,829
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$470,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$460,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$334,796
Value of total assets at end of year2022-06-30$5,568,289
Value of total assets at beginning of year2022-06-30$6,283,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$9,679
Total interest from all sources2022-06-30$42,497
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$7,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-715,073
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,568,289
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,283,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$9,679
Value of interest in pooled separate accounts at end of year2022-06-30$3,410,510
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,235,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$42,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,822,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,741,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-629,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$334,796
Employer contributions (assets) at end of year2022-06-30$334,796
Employer contributions (assets) at beginning of year2022-06-30$306,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$460,565
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30JT GOLDSTEIN, LLC
Accountancy firm EIN2022-06-30203811563
2021 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,401,509
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$168,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$157,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$307,178
Value of total assets at end of year2021-06-30$6,291,141
Value of total assets at beginning of year2021-06-30$5,057,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$10,967
Total interest from all sources2021-06-30$39,191
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$307,718
Amount contributed by the employer to the plan for this plan year2021-06-30$307,718
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other income not declared elsewhere2021-06-30$2,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,233,181
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,291,141
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,057,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$10,967
Value of interest in pooled separate accounts at end of year2021-06-30$4,242,938
Value of interest in pooled separate accounts at beginning of year2021-06-30$3,188,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$39,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,741,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,564,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,052,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$307,178
Employer contributions (assets) at end of year2021-06-30$307,178
Employer contributions (assets) at beginning of year2021-06-30$304,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$157,361
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30JT GOLDSTEIN, LLC
Accountancy firm EIN2021-06-30203811563
2020 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$432,656
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$728,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$721,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$321,410
Value of total assets at end of year2020-06-30$5,057,960
Value of total assets at beginning of year2020-06-30$5,354,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$7,669
Total interest from all sources2020-06-30$37,148
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-296,078
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,057,960
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,354,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$7,669
Value of interest in pooled separate accounts at end of year2020-06-30$3,188,154
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,504,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$37,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,564,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,544,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$74,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$321,410
Employer contributions (assets) at end of year2020-06-30$304,992
Employer contributions (assets) at beginning of year2020-06-30$304,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$721,065
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30JT GOLDSTEIN, LLC
Accountancy firm EIN2020-06-30203811563
2019 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$469,739
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$309,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$301,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$304,917
Value of total assets at end of year2019-06-30$5,354,038
Value of total assets at beginning of year2019-06-30$5,194,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,175
Total interest from all sources2019-06-30$37,586
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$304,226
Amount contributed by the employer to the plan for this plan year2019-06-30$304,226
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$160,029
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,354,038
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,194,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$7,484
Value of interest in pooled separate accounts at end of year2019-06-30$3,504,992
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,306,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$37,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,544,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,581,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$127,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$304,917
Employer contributions (assets) at end of year2019-06-30$304,917
Employer contributions (assets) at beginning of year2019-06-30$305,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$301,535
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30JT GOLDSTEIN, LLC
Accountancy firm EIN2019-06-30203811563
2018 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$617,470
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$558,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$550,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$305,607
Value of total assets at end of year2018-06-30$5,194,009
Value of total assets at beginning of year2018-06-30$5,134,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,900
Total interest from all sources2018-06-30$41,368
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$305,607
Amount contributed by the employer to the plan for this plan year2018-06-30$305,607
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$59,063
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,194,009
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,134,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$7,900
Value of interest in pooled separate accounts at end of year2018-06-30$3,306,762
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,211,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$41,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,581,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,618,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$270,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$305,607
Employer contributions (assets) at end of year2018-06-30$305,607
Employer contributions (assets) at beginning of year2018-06-30$305,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$550,507
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HOLMES & COMPANY, LLC
Accountancy firm EIN2018-06-30263450994
2017 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$749,935
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$613,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$606,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$305,192
Value of total assets at end of year2017-06-30$5,134,946
Value of total assets at beginning of year2017-06-30$4,998,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,744
Total interest from all sources2017-06-30$41,199
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$136,111
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,134,946
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,998,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$7,744
Value of interest in pooled separate accounts at end of year2017-06-30$3,211,071
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,081,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$41,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,618,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,600,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$403,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$305,192
Employer contributions (assets) at end of year2017-06-30$305,192
Employer contributions (assets) at beginning of year2017-06-30$317,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$606,080
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HOLMES & COMPANY, LLC
Accountancy firm EIN2017-06-30263450994
2016 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$303,062
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$652,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$644,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$316,504
Value of total assets at end of year2016-06-30$4,998,835
Value of total assets at beginning of year2016-06-30$5,348,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$8,284
Total interest from all sources2016-06-30$41,850
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$316,504
Amount contributed by the employer to the plan for this plan year2016-06-30$316,504
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-349,743
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,998,835
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,348,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$8,282
Value of interest in pooled separate accounts at end of year2016-06-30$3,081,641
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,380,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$41,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,600,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,655,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-55,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$316,504
Employer contributions (assets) at end of year2016-06-30$317,039
Employer contributions (assets) at beginning of year2016-06-30$312,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$644,521
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HOLMES & COMPANY, LLC
Accountancy firm EIN2016-06-30263450994
2015 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$426,660
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$193,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$185,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$312,845
Value of total assets at end of year2015-06-30$5,348,578
Value of total assets at beginning of year2015-06-30$5,115,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,143
Total interest from all sources2015-06-30$41,047
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$312,991
Amount contributed by the employer to the plan for this plan year2015-06-30$312,991
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$7,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$232,793
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,348,578
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,115,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$540
Value of interest in pooled separate accounts at end of year2015-06-30$3,380,555
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,296,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$41,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,655,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,509,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$72,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$312,845
Employer contributions (assets) at end of year2015-06-30$312,991
Employer contributions (assets) at beginning of year2015-06-30$310,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$185,724
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HOLMES & COMPANY
Accountancy firm EIN2015-06-30263450994
2014 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$851,665
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$309,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$303,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$310,267
Value of total assets at end of year2014-06-30$5,115,785
Value of total assets at beginning of year2014-06-30$4,573,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,786
Total interest from all sources2014-06-30$39,613
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$512,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$310,267
Amount contributed by the employer to the plan for this plan year2014-06-30$310,267
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$541,844
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,115,785
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,573,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$6,786
Value of interest in pooled separate accounts at end of year2014-06-30$3,296,360
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,770,328
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$39,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,509,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,457,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$501,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$310,267
Employer contributions (assets) at end of year2014-06-30$310,267
Employer contributions (assets) at beginning of year2014-06-30$346,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$303,035
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HOLMES & COMPANY LLC
Accountancy firm EIN2014-06-30263450994
2013 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$756,289
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$182,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$176,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$371,028
Value of total assets at end of year2013-06-30$4,573,941
Value of total assets at beginning of year2013-06-30$4,000,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,359
Total interest from all sources2013-06-30$36,496
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$371,028
Amount contributed by the employer to the plan for this plan year2013-06-30$371,028
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$573,617
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,573,941
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,000,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$6,359
Value of interest in pooled separate accounts at end of year2013-06-30$2,770,328
Value of interest in master investment trust accounts at end of year2013-06-30$0
Value of interest in master investment trust accounts at beginning of year2013-06-30$2,388,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$36,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,457,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,285,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$348,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$371,028
Employer contributions (assets) at end of year2013-06-30$346,043
Employer contributions (assets) at beginning of year2013-06-30$326,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$176,313
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MILLIGAN
Accountancy firm EIN2013-06-30233010968
2012 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$304,722
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$184,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$178,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$328,268
Value of total assets at end of year2012-06-30$4,000,324
Value of total assets at beginning of year2012-06-30$3,880,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,653
Total interest from all sources2012-06-30$36,972
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$328,268
Amount contributed by the employer to the plan for this plan year2012-06-30$328,268
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$120,238
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,000,324
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,880,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$5,653
Value of interest in pooled separate accounts at end of year2012-06-30$2,388,380
Value of interest in master investment trust accounts at end of year2012-06-30$0
Value of interest in master investment trust accounts at beginning of year2012-06-30$2,302,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$36,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,285,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,264,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-60,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$328,268
Employer contributions (assets) at end of year2012-06-30$326,673
Employer contributions (assets) at beginning of year2012-06-30$313,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$178,831
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30MILLIGAN & C0MPANY, LLC
Accountancy firm EIN2012-06-30233010968
2010 : CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$275,624
Amount contributed by the employer to the plan for this plan year2010-06-30$275,624

Form 5500 Responses for CAMCARE HEALTH CORPORATION RETIREMENT PLAN

2021: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CAMCARE HEALTH CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 1
Insurance contract or identification number07437
Number of Individuals Covered265
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $5,015
Total amount of fees paid to insurance companyUSD $0
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?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 $4,461
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number662052
Policy instance 2
Insurance contract or identification number662052
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $610
Total amount of fees paid to insurance companyUSD $0
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?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 $610
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 1
Insurance contract or identification number07437
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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
Number of Individuals Covered256
Commission paid to Insurance BrokerUSD $1,601
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number662052
Policy instance 2
Insurance contract or identification number662052
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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 $511
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 1
Insurance contract or identification number07437
Number of Individuals Covered249
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,443
Total amount of fees paid to insurance companyUSD $0
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?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 $2,283
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number662052
Policy instance 2
Insurance contract or identification number662052
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number662052
Policy instance 2
Insurance contract or identification number662052
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $556
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $556
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 1
Insurance contract or identification number07437
Number of Individuals Covered248
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,889
Total amount of fees paid to insurance companyUSD $0
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 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 $3,511
Insurance broker organization code?3
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number662052
Policy instance 2
Insurance contract or identification number662052
Number of Individuals Covered32
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $538
Total amount of fees paid to insurance companyUSD $0
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?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 1
Insurance contract or identification number07437
Number of Individuals Covered249
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,859
Total amount of fees paid to insurance companyUSD $0
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?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
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number662052
Policy instance 2
Insurance contract or identification number662052
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $585
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
Commission paid to Insurance BrokerUSD $585
Insurance broker organization code?3
Insurance broker nameROSE, CHARLES,CHFC, CLU
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 1
Insurance contract or identification number07437
Number of Individuals Covered239
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $5,072
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
Commission paid to Insurance BrokerUSD $3,012
Insurance broker organization code?3
Insurance broker name
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 1
Insurance contract or identification number07437
Number of Individuals Covered240
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $2,089
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
Commission paid to Insurance BrokerUSD $1,461
Insurance broker organization code?3
Insurance broker nameKARANZALIS, GREGORY
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number662052
Policy instance 2
Insurance contract or identification number662052
Number of Individuals Covered36
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $598
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
Commission paid to Insurance BrokerUSD $598
Insurance broker organization code?3
Insurance broker nameROSE, CHARLES,CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number662052
Policy instance 1
Insurance contract or identification number662052
Number of Individuals Covered36
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $631
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
Commission paid to Insurance BrokerUSD $631
Insurance broker organization code?3
Insurance broker nameCHARLES ROSE, CLU
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 2
Insurance contract or identification number07437
Number of Individuals Covered239
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,615
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
Commission paid to Insurance BrokerUSD $3,042
Insurance broker organization code?3
Insurance broker nameBYERS, DAVID(BRIAN)
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 2
Insurance contract or identification number07437
Number of Individuals Covered243
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $5,032
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
Commission paid to Insurance BrokerUSD $4,572
Insurance broker organization code?3
Insurance broker nameHOWELL, JUSTIN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number662052
Policy instance 1
Insurance contract or identification number662052
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $628
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
Commission paid to Insurance BrokerUSD $628
Insurance broker organization code?3
Insurance broker nameCHARLES ROSE, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number662052
Policy instance 1
Insurance contract or identification number662052
Number of Individuals Covered42
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $695
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07437
Policy instance 2
Insurance contract or identification number07437
Number of Individuals Covered244
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,277
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

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