Logo

ACCORD HEALTH SERVICE, INC. 401(K) PLAN 401k Plan overview

Plan NameACCORD HEALTH SERVICE, INC. 401(K) PLAN
Plan identification number 001

ACCORD HEALTH SERVICE, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

ACCORD HEALTH SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACCORD HEALTH SERVICE, INC.
Employer identification number (EIN):232172139
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCORD HEALTH SERVICE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK KENNEY
0012016-01-01MARK KENNEY
0012016-01-01
0012016-01-01
0012015-01-01MARK KENNEY
0012014-01-01JAMES MULROY
0012013-01-01MARK KENNEY
0012012-01-01MARK KENNEY MARK KENNEY2013-10-15
0012011-01-01MARK KENNEY
0012010-01-01MARK KENNEY MARK KENNEY2011-10-27
0012009-01-01MARK KENNEY

Plan Statistics for ACCORD HEALTH SERVICE, INC. 401(K) PLAN

401k plan membership statisitcs for ACCORD HEALTH SERVICE, INC. 401(K) PLAN

Measure Date Value
2023: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01290
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01769
Total number of active participants reported on line 7a of the Form 55002022-01-0174
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01205
Total of all active and inactive participants2022-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01290
Number of participants with account balances2022-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01883
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01435
Total of all active and inactive participants2021-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01757
Number of participants with account balances2021-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01811
Total number of active participants reported on line 7a of the Form 55002020-01-01600
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01270
Total of all active and inactive participants2020-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01873
Number of participants with account balances2020-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01599
Total number of active participants reported on line 7a of the Form 55002019-01-01545
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01221
Total of all active and inactive participants2019-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01776
Number of participants with account balances2019-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,262
Total number of active participants reported on line 7a of the Form 55002018-01-01984
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01222
Total of all active and inactive participants2018-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,215
Number of participants with account balances2018-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01832
Total number of active participants reported on line 7a of the Form 55002017-01-011,026
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01184
Total of all active and inactive participants2017-01-011,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,220
Number of participants with account balances2017-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01833
Total number of active participants reported on line 7a of the Form 55002016-01-01639
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01147
Total of all active and inactive participants2016-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01786
Number of participants with account balances2016-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01682
Total number of active participants reported on line 7a of the Form 55002015-01-01681
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01801
Number of participants with account balances2015-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01608
Total number of active participants reported on line 7a of the Form 55002014-01-01597
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01709
Number of participants with account balances2014-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01662
Total number of active participants reported on line 7a of the Form 55002013-01-01489
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0196
Total of all active and inactive participants2013-01-01588
Total participants2013-01-01588
Number of participants with account balances2013-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01563
Total number of active participants reported on line 7a of the Form 55002012-01-01574
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01662
Number of participants with account balances2012-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01412
Total number of active participants reported on line 7a of the Form 55002011-01-01474
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01552
Number of participants with account balances2011-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01697
Total number of active participants reported on line 7a of the Form 55002010-01-01416
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01416
Number of participants with account balances2010-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01697
Total number of active participants reported on line 7a of the Form 55002009-01-01697
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01697
Number of participants with account balances2009-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ACCORD HEALTH SERVICE, INC. 401(K) PLAN

Measure Date Value
2023 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2023 401k financial data
Total transfer of assets from this plan2023-05-11$9,429,280
Total income from all sources (including contributions)2023-05-11$540,612
Total of all expenses incurred2023-05-11$519,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-11$500,475
Value of total corrective distributions2023-05-11$15,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-11$98,855
Value of total assets at end of year2023-05-11$0
Value of total assets at beginning of year2023-05-11$9,407,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-11$3,013
Total interest from all sources2023-05-11$7,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-11No
Was this plan covered by a fidelity bond2023-05-11Yes
Value of fidelity bond cover2023-05-11$1,000,000
If this is an individual account plan, was there a blackout period2023-05-11Yes
Were there any nonexempt tranactions with any party-in-interest2023-05-11No
Contributions received from participants2023-05-11$80,087
Participant contributions at end of year2023-05-11$0
Participant contributions at beginning of year2023-05-11$13,314
Participant contributions at end of year2023-05-11$0
Participant contributions at beginning of year2023-05-11$3,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-11$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-05-11$23
Administrative expenses (other) incurred2023-05-11$2,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-11No
Value of net income/loss2023-05-11$21,473
Value of net assets at end of year (total assets less liabilities)2023-05-11$0
Value of net assets at beginning of year (total assets less liabilities)2023-05-11$9,407,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-11No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-11No
Were any leases to which the plan was party in default or uncollectible2023-05-11No
Investment advisory and management fees2023-05-11$641
Value of interest in pooled separate accounts at end of year2023-05-11$0
Value of interest in pooled separate accounts at beginning of year2023-05-11$8,262,378
Interest on participant loans2023-05-11$339
Interest earned on other investments2023-05-11$7,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-11$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-11$1,126,917
Net investment gain/loss from pooled separate accounts2023-05-11$434,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-11No
Was there a failure to transmit to the plan any participant contributions2023-05-11No
Has the plan failed to provide any benefit when due under the plan2023-05-11No
Contributions received in cash from employer2023-05-11$18,768
Employer contributions (assets) at end of year2023-05-11$0
Employer contributions (assets) at beginning of year2023-05-11$1,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-11$500,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-05-11Yes
Did the plan have assets held for investment2023-05-11No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-11No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-11Yes
Opinion of an independent qualified public accountant for this plan2023-05-11Unqualified
Accountancy firm name2023-05-11EISNERAMPER LLP
Accountancy firm EIN2023-05-11871363769
2022 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,764,866
Total of all expenses incurred2022-12-31$8,909,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,840,963
Value of total corrective distributions2022-12-31$54,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$339,951
Value of total assets at end of year2022-12-31$9,407,807
Value of total assets at beginning of year2022-12-31$22,082,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,911
Total interest from all sources2022-12-31$38,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$263,367
Participant contributions at end of year2022-12-31$13,314
Participant contributions at beginning of year2022-12-31$335,115
Participant contributions at end of year2022-12-31$3,888
Participant contributions at beginning of year2022-12-31$28,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$731
Administrative expenses (other) incurred2022-12-31$12,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,674,288
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,407,807
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,082,095
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
Investment advisory and management fees2022-12-31$1,831
Value of interest in pooled separate accounts at end of year2022-12-31$8,262,378
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,918,708
Interest on participant loans2022-12-31$6,043
Interest earned on other investments2022-12-31$32,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,126,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,787,185
Net investment gain/loss from pooled separate accounts2022-12-31$-4,142,951
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$76,584
Employer contributions (assets) at end of year2022-12-31$1,287
Employer contributions (assets) at beginning of year2022-12-31$11,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,840,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,614,196
Total of all expenses incurred2021-12-31$3,672,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,570,743
Expenses. Certain deemed distributions of participant loans2021-12-31$658
Value of total corrective distributions2021-12-31$72,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,471,087
Value of total assets at end of year2021-12-31$22,082,095
Value of total assets at beginning of year2021-12-31$22,139,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,157
Total interest from all sources2021-12-31$62,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$1,101,760
Participant contributions at end of year2021-12-31$335,115
Participant contributions at beginning of year2021-12-31$432,391
Participant contributions at end of year2021-12-31$28,605
Participant contributions at beginning of year2021-12-31$41,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,866
Administrative expenses (other) incurred2021-12-31$28,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-57,847
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,082,095
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,139,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$18,918,708
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,664,325
Interest on participant loans2021-12-31$19,094
Interest earned on other investments2021-12-31$43,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,787,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,983,947
Net investment gain/loss from pooled separate accounts2021-12-31$2,080,481
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$369,327
Employer contributions (assets) at end of year2021-12-31$11,751
Employer contributions (assets) at beginning of year2021-12-31$16,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,570,743
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,753,201
Total of all expenses incurred2020-12-31$1,730,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,579,661
Expenses. Certain deemed distributions of participant loans2020-12-31$14,825
Value of total corrective distributions2020-12-31$86,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,688,391
Value of total assets at end of year2020-12-31$22,139,942
Value of total assets at beginning of year2020-12-31$18,117,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,607
Total interest from all sources2020-12-31$71,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,274,815
Participant contributions at end of year2020-12-31$432,391
Participant contributions at beginning of year2020-12-31$509,628
Participant contributions at end of year2020-12-31$41,040
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,949
Administrative expenses (other) incurred2020-12-31$49,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,022,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,139,942
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,117,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$18,664,325
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,532,504
Interest on participant loans2020-12-31$25,960
Interest earned on other investments2020-12-31$45,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,983,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,073,445
Net investment gain/loss from pooled separate accounts2020-12-31$3,993,381
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$410,328
Employer contributions (assets) at end of year2020-12-31$16,373
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,579,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,607,326
Total of all expenses incurred2019-12-31$1,600,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,461,058
Expenses. Certain deemed distributions of participant loans2019-12-31$1,646
Value of total corrective distributions2019-12-31$57,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,671,439
Value of total assets at end of year2019-12-31$18,117,526
Value of total assets at beginning of year2019-12-31$15,110,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,835
Total interest from all sources2019-12-31$77,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
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$1,198,119
Participant contributions at end of year2019-12-31$509,628
Participant contributions at beginning of year2019-12-31$451,743
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$74,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$882
Administrative expenses (other) incurred2019-12-31$80,835
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$3,006,561
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,117,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,110,965
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 pooled separate accounts at end of year2019-12-31$14,532,504
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,583,666
Interest on participant loans2019-12-31$29,039
Interest earned on other investments2019-12-31$48,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,073,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,074,674
Net investment gain/loss from pooled separate accounts2019-12-31$2,858,174
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$398,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,461,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31ST.CLAIR CPAS P.C.
Accountancy firm EIN2019-12-31232653765
2018 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$874,611
Total of all expenses incurred2018-12-31$1,755,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,590,641
Expenses. Certain deemed distributions of participant loans2018-12-31$126
Value of total corrective distributions2018-12-31$84,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,508,213
Value of total assets at end of year2018-12-31$15,110,965
Value of total assets at beginning of year2018-12-31$15,991,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,651
Total interest from all sources2018-12-31$59,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$1,110,429
Participant contributions at end of year2018-12-31$451,743
Participant contributions at beginning of year2018-12-31$466,300
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$79,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-880,408
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,110,965
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,991,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,583,666
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,157,348
Interest on participant loans2018-12-31$23,986
Interest earned on other investments2018-12-31$35,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,074,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,367,725
Net investment gain/loss from pooled separate accounts2018-12-31$-692,707
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$375,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,590,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ST. CLAIR CPAS P.C.
Accountancy firm EIN2018-12-31232653765
2017 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,657,973
Total of all expenses incurred2017-12-31$1,458,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,382,393
Expenses. Certain deemed distributions of participant loans2017-12-31$1,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,464,022
Value of total assets at end of year2017-12-31$15,991,373
Value of total assets at beginning of year2017-12-31$13,791,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$74,028
Total interest from all sources2017-12-31$48,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$1,066,559
Participant contributions at end of year2017-12-31$466,300
Participant contributions at beginning of year2017-12-31$403,013
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,216
Administrative expenses (other) incurred2017-12-31$74,028
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$2,199,742
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,991,373
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,791,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$13,157,348
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,432,241
Interest on participant loans2017-12-31$18,655
Interest earned on other investments2017-12-31$29,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,367,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,956,377
Net investment gain/loss from pooled separate accounts2017-12-31$2,145,870
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$388,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,382,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ST. CLAIR CPAS P.C.
Accountancy firm EIN2017-12-31232653765
2016 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,018,580
Total of all expenses incurred2016-12-31$1,412,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,302,358
Expenses. Certain deemed distributions of participant loans2016-12-31$6,010
Value of total corrective distributions2016-12-31$38,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,468,594
Value of total assets at end of year2016-12-31$13,791,631
Value of total assets at beginning of year2016-12-31$13,185,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,282
Total interest from all sources2016-12-31$17,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$1,051,061
Participant contributions at end of year2016-12-31$403,013
Participant contributions at beginning of year2016-12-31$405,395
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,518
Other income not declared elsewhere2016-12-31$32,908
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$606,385
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,791,631
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,185,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$10,432,241
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,798,147
Interest on participant loans2016-12-31$17,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,956,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,981,704
Net investment gain/loss from pooled separate accounts2016-12-31$499,980
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$391,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,302,358
Contract administrator fees2016-12-31$65,282
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 name2016-12-31ST.CLAIR CPAS, P.C.
Accountancy firm EIN2016-12-31232653765
2015 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,466,590
Total of all expenses incurred2015-12-31$2,162,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,044,582
Value of total corrective distributions2015-12-31$51,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,373,660
Value of total assets at end of year2015-12-31$13,185,246
Value of total assets at beginning of year2015-12-31$13,881,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,899
Total interest from all sources2015-12-31$18,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$992,872
Participant contributions at end of year2015-12-31$405,395
Participant contributions at beginning of year2015-12-31$449,339
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,550
Other income not declared elsewhere2015-12-31$36,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-695,984
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,185,246
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,881,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,798,147
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,374,677
Interest on participant loans2015-12-31$18,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,981,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,057,214
Net investment gain/loss from pooled separate accounts2015-12-31$37,918
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$373,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,044,582
Contract administrator fees2015-12-31$66,899
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 name2015-12-31ST. CLAIR CPAS, P.C.
Accountancy firm EIN2015-12-31232653765
2014 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,122,947
Total of all expenses incurred2014-12-31$1,093,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$942,586
Value of total corrective distributions2014-12-31$53,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,282,662
Value of total assets at end of year2014-12-31$13,881,230
Value of total assets at beginning of year2014-12-31$12,852,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$97,682
Total interest from all sources2014-12-31$18,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$872,751
Participant contributions at end of year2014-12-31$449,339
Participant contributions at beginning of year2014-12-31$452,560
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,487
Other income not declared elsewhere2014-12-31$41,212
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$1,029,081
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,881,230
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,852,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$10,374,677
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,359,127
Interest on participant loans2014-12-31$18,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,057,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,040,462
Net investment gain/loss from pooled separate accounts2014-12-31$780,482
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$343,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$942,586
Contract administrator fees2014-12-31$97,682
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 name2014-12-31ST. CLAIR CPAS, P.C.
Accountancy firm EIN2014-12-31232653765
2013 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,342,673
Total of all expenses incurred2013-12-31$798,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$703,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,305,976
Value of total assets at end of year2013-12-31$12,852,149
Value of total assets at beginning of year2013-12-31$10,308,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$95,387
Total interest from all sources2013-12-31$19,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$916,205
Participant contributions at end of year2013-12-31$452,560
Participant contributions at beginning of year2013-12-31$436,838
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,790
Other income not declared elsewhere2013-12-31$47,694
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$2,544,142
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,852,149
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,308,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,359,127
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,557,120
Interest on participant loans2013-12-31$19,232
Interest earned on other investments2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,040,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,314,049
Net investment gain/loss from pooled separate accounts2013-12-31$1,969,771
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$347,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$703,144
Contract administrator fees2013-12-31$95,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ST.CLAIR CPAS, P.C.
Accountancy firm EIN2013-12-31232653765
2012 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,113,566
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$816,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$734,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,099,161
Value of total assets at end of year2012-12-31$10,308,007
Value of total assets at beginning of year2012-12-31$9,011,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$82,534
Total interest from all sources2012-12-31$13,042
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$771,380
Participant contributions at end of year2012-12-31$436,838
Participant contributions at beginning of year2012-12-31$260,746
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,912
Other income not declared elsewhere2012-12-31$56,280
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$1,296,907
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,308,007
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,011,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,557,120
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,554,197
Interest on participant loans2012-12-31$13,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,314,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,196,157
Net investment gain/loss from pooled separate accounts2012-12-31$945,083
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
Contributions received in cash from employer2012-12-31$318,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$734,125
Contract administrator fees2012-12-31$82,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31ST. CLAIR CPAS, P.C.
Accountancy firm EIN2012-12-31232653765
2011 : ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,115,306
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,056,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$898,847
Expenses. Certain deemed distributions of participant loans2011-12-31$79,243
Value of total corrective distributions2011-12-31$4,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,174,833
Value of total assets at end of year2011-12-31$9,011,100
Value of total assets at beginning of year2011-12-31$8,952,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,040
Total interest from all sources2011-12-31$11,302
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$772,657
Participant contributions at end of year2011-12-31$260,746
Participant contributions at beginning of year2011-12-31$277,208
Participant contributions at beginning of year2011-12-31$25,963
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$112,989
Other income not declared elsewhere2011-12-31$74,338
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$58,512
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,011,100
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,952,588
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
Investment advisory and management fees2011-12-31$74,040
Value of interest in pooled separate accounts at end of year2011-12-31$5,554,197
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,509,296
Interest on participant loans2011-12-31$11,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,196,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,129,618
Net investment gain/loss from pooled separate accounts2011-12-31$-145,167
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
Contributions received in cash from employer2011-12-31$289,187
Employer contributions (assets) at beginning of year2011-12-31$10,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$898,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ST.CLAIR CPAS
Accountancy firm EIN2011-12-31232653765
2010 : ACCORD HEALTH SERVICE, INC. 401(K) 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$1,879,390
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,004,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$936,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,039,477
Value of total assets at end of year2010-12-31$8,952,588
Value of total assets at beginning of year2010-12-31$8,077,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,957
Total interest from all sources2010-12-31$9,395
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$732,116
Participant contributions at end of year2010-12-31$277,208
Participant contributions at beginning of year2010-12-31$241,069
Participant contributions at end of year2010-12-31$25,963
Participant contributions at beginning of year2010-12-31$87,139
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,185
Other income not declared elsewhere2010-12-31$79,015
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$874,705
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,952,588
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,077,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,509,296
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,788,520
Interest on participant loans2010-12-31$9,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,129,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,929,004
Net investment gain/loss from pooled separate accounts2010-12-31$751,503
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$276,176
Employer contributions (assets) at end of year2010-12-31$10,503
Employer contributions (assets) at beginning of year2010-12-31$32,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$936,728
Contract administrator fees2010-12-31$67,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31ST. CLAIR CPAS P.C.
Accountancy firm EIN2010-12-31232653765
2009 : ACCORD HEALTH SERVICE, INC. 401(K) 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 ACCORD HEALTH SERVICE, INC. 401(K) PLAN

2023: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ACCORD HEALTH SERVICE, INC. 401(K) 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: ACCORD HEALTH SERVICE, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-05-11
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered235
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,840
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,840
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered495
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $116,722
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116,722
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered528
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $111,760
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111,760
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered514
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $129,847
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $129,847
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered505
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $127,250
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127,250
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered519
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $115,190
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $115,190
Insurance broker organization code?3
Insurance broker nameEDWARD J GARABEDIAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered499
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $106,685
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106,685
Insurance broker organization code?3
Insurance broker nameEDWARD J GARABEDIAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered445
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $103,379
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $103,379
Insurance broker organization code?3
Insurance broker nameEDWARD J GARABEDIAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered588
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $88,179
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $88,179
Insurance broker organization code?3
Insurance broker nameEDWARD J GARABEDIAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Number of Individuals Covered662
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $75,663
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $75,663
Insurance broker organization code?3
Insurance broker nameEDWARD J GARABEDIAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $69,717
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995776
Policy instance 1
Insurance contract or identification number995776
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $63,715
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1