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HBCS 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHBCS 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 003

HBCS 401(K) RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

HOSPITAL BILLING & COLLECTION SERVICE LTD has sponsored the creation of one or more 401k plans.

Company Name:HOSPITAL BILLING & COLLECTION SERVICE LTD
Employer identification number (EIN):222559860
NAIC Classification:561440
NAIC Description:Collection Agencies

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MAUREEN DIELEUTERIO
0032016-01-01MAUREEN DIELEUTERIO
0032015-01-01MAUREEN DIELEUTERIO
0032014-01-01MAUREEN DIELEUTERIO
0032014-01-01MAUREEN DIELEUTERIO
0032013-01-01MAUREEN DIELEUTERIO
0032012-01-01MAUREEN DIELEUTERIO
0032011-01-01MAUREEN DIELEUTERIO MAUREEN DIELEUTERIO2012-10-15
0032010-01-01MAUREEN DIELEUTERIO MAUREEN DIELEUTERIO2011-10-14
0032009-10-01
0032009-10-01 MAUREEN DIELEUTERIO2010-08-25
0032009-10-01MAUREEN DIELEUTERIO MAUREEN DIELEUTERIO2011-10-14
0032009-10-01MAUREEN DIELEUTERIO MAUREEN DIELEUTERIO2010-08-25

Plan Statistics for HBCS 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HBCS 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HBCS 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01545
Total number of active participants reported on line 7a of the Form 55002022-01-01544
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01654
Number of participants with account balances2022-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0173
2021: HBCS 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01537
Total number of active participants reported on line 7a of the Form 55002021-01-01448
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01544
Number of participants with account balances2021-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: HBCS 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01593
Total number of active participants reported on line 7a of the Form 55002020-01-01463
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01537
Number of participants with account balances2020-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: HBCS 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01535
Total number of active participants reported on line 7a of the Form 55002019-01-01516
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01593
Number of participants with account balances2019-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HBCS 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01467
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01475
Number of participants with account balances2018-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HBCS 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01430
Total number of active participants reported on line 7a of the Form 55002017-01-01380
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01445
Number of participants with account balances2017-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: HBCS 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01365
Total number of active participants reported on line 7a of the Form 55002016-01-01321
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01430
Number of participants with account balances2016-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: HBCS 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01368
Total number of active participants reported on line 7a of the Form 55002015-01-01297
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01365
Number of participants with account balances2015-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: HBCS 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01389
Total number of active participants reported on line 7a of the Form 55002014-01-01287
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01368
Number of participants with account balances2014-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: HBCS 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01383
Total number of active participants reported on line 7a of the Form 55002013-01-01319
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01389
Number of participants with account balances2013-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HBCS 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01381
Total number of active participants reported on line 7a of the Form 55002012-01-01322
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01383
Number of participants with account balances2012-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HBCS 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01379
Total number of active participants reported on line 7a of the Form 55002011-01-01335
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01381
Number of participants with account balances2011-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: HBCS 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01449
Total number of active participants reported on line 7a of the Form 55002010-01-01338
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0141
Total of all active and inactive participants2010-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01379
Number of participants with account balances2010-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0124
2009: HBCS 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01406
Total number of active participants reported on line 7a of the Form 55002009-10-01390
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0159
Total of all active and inactive participants2009-10-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01449
Number of participants with account balances2009-10-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on HBCS 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-497,535
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,095,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,001,894
Expenses. Certain deemed distributions of participant loans2022-12-31$56,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,367,064
Value of total assets at end of year2022-12-31$24,636,577
Value of total assets at beginning of year2022-12-31$26,229,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,616
Total interest from all sources2022-12-31$84,547
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,007,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,007,296
Administrative expenses professional fees incurred2022-12-31$32,302
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,912,346
Participant contributions at end of year2022-12-31$479,649
Participant contributions at beginning of year2022-12-31$434,234
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$69,964
Other income not declared elsewhere2022-12-31$76,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,593,223
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,636,577
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,229,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,141,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,190,499
Interest on participant loans2022-12-31$24,532
Interest earned on other investments2022-12-31$60,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,015,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,605,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,033,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,384,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,001,894
Contract administrator fees2022-12-31$5,314
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON
Accountancy firm EIN2022-12-31366055558
2021 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,865,799
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,092,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,001,204
Expenses. Certain deemed distributions of participant loans2021-12-31$26,371
Value of total corrective distributions2021-12-31$323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,923,673
Value of total assets at end of year2021-12-31$26,229,800
Value of total assets at beginning of year2021-12-31$22,456,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,754
Total interest from all sources2021-12-31$77,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,772,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,772,557
Administrative expenses professional fees incurred2021-12-31$59,625
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,684,588
Participant contributions at end of year2021-12-31$434,234
Participant contributions at beginning of year2021-12-31$457,031
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,564
Other income not declared elsewhere2021-12-31$59,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$3,773,147
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,229,800
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,456,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,190,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,689,396
Interest on participant loans2021-12-31$24,765
Interest earned on other investments2021-12-31$53,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,605,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,310,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$32,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,212,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,001,204
Contract administrator fees2021-12-31$5,129
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORNTON
Accountancy firm EIN2021-12-31366055558
2020 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,857,383
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$952,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$884,327
Expenses. Certain deemed distributions of participant loans2020-12-31$20,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,427,055
Value of total assets at end of year2020-12-31$22,456,653
Value of total assets at beginning of year2020-12-31$18,551,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,023
Total interest from all sources2020-12-31$80,612
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$439,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$439,132
Administrative expenses professional fees incurred2020-12-31$42,865
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,550,358
Participant contributions at end of year2020-12-31$457,031
Participant contributions at beginning of year2020-12-31$420,032
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$117,718
Other income not declared elsewhere2020-12-31$42,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$3,905,364
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,456,653
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,551,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,689,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,280,339
Interest on participant loans2020-12-31$24,193
Interest earned on other investments2020-12-31$56,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,310,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,850,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,867,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$758,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$884,327
Contract administrator fees2020-12-31$4,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON
Accountancy firm EIN2020-12-31366055558
2019 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,073,183
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,459,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,406,582
Expenses. Certain deemed distributions of participant loans2019-12-31$50,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,612,212
Value of total assets at end of year2019-12-31$18,551,289
Value of total assets at beginning of year2019-12-31$14,937,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,404
Total interest from all sources2019-12-31$83,281
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$582,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$582,139
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,421,662
Participant contributions at end of year2019-12-31$420,032
Participant contributions at beginning of year2019-12-31$355,517
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$475,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,613,470
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,551,289
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,937,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,280,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,732,618
Interest on participant loans2019-12-31$21,891
Interest earned on other investments2019-12-31$61,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,850,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,849,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,795,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$714,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,406,582
Contract administrator fees2019-12-31$2,404
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON
Accountancy firm EIN2019-12-31366055558
2018 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,277,222
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$745,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$729,089
Expenses. Certain deemed distributions of participant loans2018-12-31$14,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,029,816
Value of total assets at end of year2018-12-31$14,937,819
Value of total assets at beginning of year2018-12-31$14,405,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,725
Total interest from all sources2018-12-31$70,182
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$598,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$598,404
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,289,734
Participant contributions at end of year2018-12-31$355,517
Participant contributions at beginning of year2018-12-31$328,652
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$120,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$531,946
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,937,819
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,405,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,732,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,986,356
Interest on participant loans2018-12-31$15,975
Interest earned on other investments2018-12-31$54,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,849,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,567,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,421,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$620,014
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$523,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$729,089
Contract administrator fees2018-12-31$1,725
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON
Accountancy firm EIN2018-12-31366055558
2017 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,147,371
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$632,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$630,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,689,291
Value of total assets at end of year2017-12-31$14,405,873
Value of total assets at beginning of year2017-12-31$11,890,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,437
Total interest from all sources2017-12-31$51,179
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$398,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$398,304
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,117,389
Participant contributions at end of year2017-12-31$328,652
Participant contributions at beginning of year2017-12-31$230,536
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$48,389
Other income not declared elsewhere2017-12-31$-9,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,515,285
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,405,873
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,890,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,986,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,024,354
Interest on participant loans2017-12-31$11,441
Interest earned on other investments2017-12-31$39,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,567,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,152,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,018,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$523,513
Employer contributions (assets) at end of year2017-12-31$523,513
Employer contributions (assets) at beginning of year2017-12-31$482,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$630,649
Contract administrator fees2017-12-31$1,437
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON
Accountancy firm EIN2017-12-31366055558
2016 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,214,768
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,109,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,086,667
Expenses. Certain deemed distributions of participant loans2016-12-31$21,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,513,457
Value of total assets at end of year2016-12-31$11,890,588
Value of total assets at beginning of year2016-12-31$10,785,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,846
Total interest from all sources2016-12-31$47,885
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$205,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$205,862
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$936,616
Participant contributions at end of year2016-12-31$230,536
Participant contributions at beginning of year2016-12-31$238,208
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$93,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,105,071
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,890,588
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,785,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,024,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,891,616
Interest on participant loans2016-12-31$10,395
Interest earned on other investments2016-12-31$37,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,152,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,229,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$446,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$482,918
Employer contributions (assets) at end of year2016-12-31$482,918
Employer contributions (assets) at beginning of year2016-12-31$425,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,086,667
Contract administrator fees2016-12-31$1,846
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON
Accountancy firm EIN2016-12-31366055558
2015 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,349,849
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$732,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$705,404
Expenses. Certain deemed distributions of participant loans2015-12-31$26,141
Value of total corrective distributions2015-12-31$152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,364,667
Value of total assets at end of year2015-12-31$10,785,517
Value of total assets at beginning of year2015-12-31$10,168,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$944
Total interest from all sources2015-12-31$40,753
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$271,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$271,472
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$865,048
Participant contributions at end of year2015-12-31$238,208
Participant contributions at beginning of year2015-12-31$279,877
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$73,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$617,208
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,785,517
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,168,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,891,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,474,682
Interest on participant loans2015-12-31$11,247
Interest earned on other investments2015-12-31$29,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,229,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,017,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-327,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$425,917
Employer contributions (assets) at end of year2015-12-31$425,917
Employer contributions (assets) at beginning of year2015-12-31$395,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$705,404
Contract administrator fees2015-12-31$944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON
Accountancy firm EIN2015-12-31366055558
2014 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,900,714
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,080,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,056,142
Expenses. Certain deemed distributions of participant loans2014-12-31$13,354
Value of total corrective distributions2014-12-31$10,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,368,008
Value of total assets at end of year2014-12-31$10,168,309
Value of total assets at beginning of year2014-12-31$9,348,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,063
Total interest from all sources2014-12-31$66,527
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$343,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$343,029
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$819,732
Participant contributions at end of year2014-12-31$279,877
Participant contributions at beginning of year2014-12-31$242,006
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$152,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$820,022
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,168,309
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,348,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,474,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,764,424
Interest on participant loans2014-12-31$23,633
Interest earned on other investments2014-12-31$42,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,017,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,100,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$123,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$395,805
Employer contributions (assets) at end of year2014-12-31$395,805
Employer contributions (assets) at beginning of year2014-12-31$241,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,056,142
Contract administrator fees2014-12-31$1,063
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$133
Total income from all sources (including contributions)2013-12-31$2,135,846
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$740,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$697,768
Expenses. Certain deemed distributions of participant loans2013-12-31$31,020
Value of total corrective distributions2013-12-31$10,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$977,159
Value of total assets at end of year2013-12-31$9,348,287
Value of total assets at beginning of year2013-12-31$7,952,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,019
Total interest from all sources2013-12-31$82,093
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$196,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$196,767
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$722,345
Participant contributions at end of year2013-12-31$242,006
Participant contributions at beginning of year2013-12-31$237,702
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,395,682
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,348,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,952,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,764,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,102,220
Interest on participant loans2013-12-31$10,220
Interest earned on other investments2013-12-31$71,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,100,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,612,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$879,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$241,390
Employer contributions (assets) at end of year2013-12-31$241,390
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$697,768
Contract administrator fees2013-12-31$1,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,291
Total income from all sources (including contributions)2012-12-31$1,885,037
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,053,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$915,716
Expenses. Certain deemed distributions of participant loans2012-12-31$112,416
Value of total corrective distributions2012-12-31$22,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,032,266
Value of total assets at end of year2012-12-31$7,952,738
Value of total assets at beginning of year2012-12-31$7,124,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,643
Total interest from all sources2012-12-31$146,713
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$137,083
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$747,255
Participant contributions at end of year2012-12-31$237,702
Participant contributions at beginning of year2012-12-31$327,200
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$285,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$831,406
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,952,605
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,121,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,102,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,550,538
Interest on participant loans2012-12-31$10,680
Interest earned on other investments2012-12-31$136,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,612,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,242,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$568,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$915,716
Contract administrator fees2012-12-31$2,643
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$833,486
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$336,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$325,237
Value of total corrective distributions2011-12-31$8,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$852,394
Value of total assets at end of year2011-12-31$7,124,490
Value of total assets at beginning of year2011-12-31$6,624,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,582
Total interest from all sources2011-12-31$49,440
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$149,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$149,189
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$751,533
Participant contributions at end of year2011-12-31$327,200
Participant contributions at beginning of year2011-12-31$245,523
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,291
Total non interest bearing cash at beginning of year2011-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$496,745
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,121,199
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,624,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,550,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,513,617
Interest on participant loans2011-12-31$10,238
Interest earned on other investments2011-12-31$39,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,242,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,864,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-217,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$325,237
Contract administrator fees2011-12-31$2,582
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,015,019
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$329,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$328,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,409,991
Value of total assets at end of year2010-12-31$6,624,454
Value of total assets at beginning of year2010-12-31$4,938,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,281
Total interest from all sources2010-12-31$45,757
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$110,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$110,257
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$887,952
Participant contributions at end of year2010-12-31$245,523
Participant contributions at beginning of year2010-12-31$65,059
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$354,290
Total non interest bearing cash at end of year2010-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,685,660
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,624,454
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,938,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,513,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,518,129
Interest on participant loans2010-12-31$4,730
Interest earned on other investments2010-12-31$41,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,864,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,354,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$449,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$167,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$328,078
Contract administrator fees2010-12-31$1,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31366055558
2009 : HBCS 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HBCS 401(K) RETIREMENT SAVINGS PLAN

2022: HBCS 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HBCS 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HBCS 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HBCS 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HBCS 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HBCS 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HBCS 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HBCS 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HBCS 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HBCS 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HBCS 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HBCS 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HBCS 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HBCS 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01First time form 5500 has been submittedYes
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893840-087
Policy instance 1
Insurance contract or identification number893840-087
Number of Individuals Covered517
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893840-087
Policy instance 1
Insurance contract or identification number893840-087
Number of Individuals Covered447
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893840-087
Policy instance 1
Insurance contract or identification number893840-087
Number of Individuals Covered442
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893840-087
Policy instance 1
Insurance contract or identification number893840-087
Number of Individuals Covered414
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,742
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,742
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893840-087
Policy instance 1
Insurance contract or identification number893840-087
Number of Individuals Covered372
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,880
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,880
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893840-087
Policy instance 1
Insurance contract or identification number893840-087
Number of Individuals Covered330
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,856
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,856
Insurance broker organization code?4
Insurance broker nameMARSH INSURANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893840-087
Policy instance 1
Insurance contract or identification number893840-087
Number of Individuals Covered262
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,818
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,818
Insurance broker organization code?4
Insurance broker nameMARSH INSURANCE & INVESTMENT CORP.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893079-087
Policy instance 1
Insurance contract or identification number893079-087
Number of Individuals Covered270
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,515
Insurance broker organization code?4
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893079-087
Policy instance 1
Insurance contract or identification number893079-087
Number of Individuals Covered293
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,096
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,096
Insurance broker organization code?4
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893079-087
Policy instance 1
Insurance contract or identification number893079-087
Number of Individuals Covered351
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,885
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,885
Insurance broker organization code?4
Insurance broker nameMARSH INSURANCE & INVESTMENTS CORP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893079-087
Policy instance 1
Insurance contract or identification number893079-087
Number of Individuals Covered345
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,700
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893079-087
Policy instance 1
Insurance contract or identification number893079-087
Number of Individuals Covered334
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,737
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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