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THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 401k Plan overview

Plan NameTHE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN
Plan identification number 001

THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE HEALTH FEDERATION OF PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:THE HEALTH FEDERATION OF PHILADELPHIA
Employer identification number (EIN):232244355
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT PURDY2023-10-03 ROBERT PURDY2023-10-03
0012021-01-01ROBERT PURDY2022-10-17 ROBERT PURDY2022-10-17
0012020-01-01PENDING SIGNATURE2021-10-15 PENDING SIGNATURE2021-10-15
0012020-01-01ROBERT PURDY2021-10-15 ROBERT PURDY2021-10-15
0012019-01-01
0012018-01-01
0012017-01-01NATALIE LEVKOVICH NATALIE LEVKOVICH2018-10-11
0012016-01-01NATALIE LEVKOVICH NATALIE LEVKOVICH2017-10-12
0012015-01-01NATALIE LEVKOVICH NATALIE LEVKOVICH2016-10-17
0012014-01-01NATALIE LEVKOVICH NATALIE LEVKOVICH2015-10-15
0012013-01-01NATALIE LEVKOVICH
0012012-01-01MARY JANE WITUCKI
0012011-01-01RYAN TOTH
0012010-01-01MARY JANE WITUCKI
0012009-01-01MARY JANE WITUCKI
0012008-01-01MARY JANE WITUCKI
0012007-01-01MARY JANE WITUCKI
0012006-01-01MARY JANE WITUCKI
0012003-01-01MARY JANE WITUCKI

Plan Statistics for THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN

401k plan membership statisitcs for THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN

Measure Date Value
2022: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01430
Total number of active participants reported on line 7a of the Form 55002022-01-01402
Number of retired or separated participants receiving benefits2022-01-0132
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01515
Number of participants with account balances2022-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01321
Total number of active participants reported on line 7a of the Form 55002021-01-01358
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01429
Total participants2021-01-01429
Number of participants with account balances2021-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01231
Total number of active participants reported on line 7a of the Form 55002020-01-01290
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01294
Number of participants with account balances2020-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01425
Total number of active participants reported on line 7a of the Form 55002019-01-01315
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01140
Total of all active and inactive participants2019-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01456
Number of participants with account balances2019-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01397
Total number of active participants reported on line 7a of the Form 55002018-01-01269
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01153
Total of all active and inactive participants2018-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01422
Number of participants with account balances2018-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01366
Total number of active participants reported on line 7a of the Form 55002017-01-01230
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01174
Total of all active and inactive participants2017-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01404
Number of participants with account balances2017-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01351
Total number of active participants reported on line 7a of the Form 55002016-01-01209
Number of other retired or separated participants entitled to future benefits2016-01-01159
Total of all active and inactive participants2016-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01368
Number of participants with account balances2016-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01322
Total number of active participants reported on line 7a of the Form 55002015-01-01198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01345
Number of participants with account balances2015-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01279
Total number of active participants reported on line 7a of the Form 55002014-01-01195
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01317
Number of participants with account balances2014-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01257
Number of participants with account balances2013-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-01188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01185
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01170
Total number of active participants reported on line 7a of the Form 55002010-01-01170
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 participants2010-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01170
Number of participants with account balances2010-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01174
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 participants2009-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01174
Number of participants with account balances2009-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0191
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0183
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0163
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2003: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0154
Total of all active and inactive participants2003-01-010
Total participants2003-01-010

Financial Data on THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN

Measure Date Value
2022 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-312,323
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$601,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$541,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,047,180
Value of total assets at end of year2022-12-31$14,689,416
Value of total assets at beginning of year2022-12-31$15,602,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,701
Total interest from all sources2022-12-31$3,378
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$210,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$210,341
Administrative expenses professional fees incurred2022-12-31$59,701
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$891,808
Participant contributions at end of year2022-12-31$104,989
Participant contributions at beginning of year2022-12-31$49,934
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$83,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$7,323
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$4,485
Total non interest bearing cash at beginning of year2022-12-31$1,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-913,375
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,689,416
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,602,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,903,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,837,687
Value of interest in pooled separate accounts at end of year2022-12-31$2,980,879
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,295,269
Interest on participant loans2022-12-31$3,378
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,694,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,418,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,580,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,071,921
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$541,351
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 name2022-12-31FISHER DORWART P. C.
Accountancy firm EIN2022-12-31232247478
2021 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,310,217
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$749,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$715,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,669,019
Value of total assets at end of year2021-12-31$15,602,791
Value of total assets at beginning of year2021-12-31$13,041,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,842
Total interest from all sources2021-12-31$1,582
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$274,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$274,492
Administrative expenses professional fees incurred2021-12-31$33,842
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$792,487
Participant contributions at end of year2021-12-31$49,934
Participant contributions at beginning of year2021-12-31$61,263
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$1,048
Total non interest bearing cash at beginning of year2021-12-31$2,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,561,166
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,602,791
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,041,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,837,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,910,132
Value of interest in pooled separate accounts at end of year2021-12-31$4,295,269
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,736,620
Interest on participant loans2021-12-31$1,582
Income. Interest from US Government securities2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$54,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,418,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,276,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$701,231
Net investment gain/loss from pooled separate accounts2021-12-31$663,765
Net investment gain or loss from common/collective trusts2021-12-31$128
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$842,858
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$715,209
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 name2021-12-31FISHER DORWART P. C.
Accountancy firm EIN2021-12-31232247478
2020 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,604
Total income from all sources (including contributions)2020-12-31$2,679,398
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$709,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$649,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,231,342
Value of total assets at end of year2020-12-31$13,041,625
Value of total assets at beginning of year2020-12-31$11,077,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,750
Total interest from all sources2020-12-31$4,609
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$178,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$178,655
Administrative expenses professional fees incurred2020-12-31$59,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$622,048
Participant contributions at end of year2020-12-31$61,263
Participant contributions at beginning of year2020-12-31$60,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,954
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$5,604
Total non interest bearing cash at end of year2020-12-31$2,199
Total non interest bearing cash at beginning of year2020-12-31$3,241
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$1,969,880
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,041,625
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,071,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,910,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,607,770
Value of interest in pooled separate accounts at end of year2020-12-31$3,736,620
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,033,334
Interest on participant loans2020-12-31$4,609
Value of interest in common/collective trusts at end of year2020-12-31$54,614
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,276,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,351,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$759,378
Net investment gain/loss from pooled separate accounts2020-12-31$504,753
Net investment gain or loss from common/collective trusts2020-12-31$661
Net gain/loss from 103.12 investment entities2020-12-31$0
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$609,294
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$649,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FISHER DORWART P. C.
Accountancy firm EIN2020-12-31232247478
2019 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,284
Total income from all sources (including contributions)2019-12-31$2,753,926
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$679,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$649,147
Expenses. Certain deemed distributions of participant loans2019-12-31$2,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,112,411
Value of total assets at end of year2019-12-31$11,077,349
Value of total assets at beginning of year2019-12-31$9,000,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,053
Total interest from all sources2019-12-31$73,035
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$76,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$76,705
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$524,800
Participant contributions at end of year2019-12-31$60,142
Participant contributions at beginning of year2019-12-31$80,261
Participant contributions at beginning of year2019-12-31$20,216
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,846
Liabilities. Value of operating payables at end of year2019-12-31$5,604
Liabilities. Value of operating payables at beginning of year2019-12-31$3,284
Total non interest bearing cash at end of year2019-12-31$3,241
Total non interest bearing cash at beginning of year2019-12-31$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,074,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,071,745
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,997,185
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
Investment advisory and management fees2019-12-31$23,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,607,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,115,443
Value of interest in pooled separate accounts at end of year2019-12-31$5,033,334
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,399,947
Interest on participant loans2019-12-31$4,671
Interest earned on other investments2019-12-31$68,364
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$3,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,351,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,356,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$476,101
Net investment gain/loss from pooled separate accounts2019-12-31$1,015,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$549,243
Employer contributions (assets) at end of year2019-12-31$27
Employer contributions (assets) at beginning of year2019-12-31$22,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$649,147
Contract administrator fees2019-12-31$4,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31FISHER DORWART P. C.
Accountancy firm EIN2019-12-31232247478
2018 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,813
Total income from all sources (including contributions)2018-12-31$570,251
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$732,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$696,810
Expenses. Certain deemed distributions of participant loans2018-12-31$11,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,026,703
Value of total assets at end of year2018-12-31$9,000,469
Value of total assets at beginning of year2018-12-31$9,162,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,264
Total interest from all sources2018-12-31$73,732
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$49,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$49,104
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$514,822
Participant contributions at end of year2018-12-31$80,261
Participant contributions at beginning of year2018-12-31$99,673
Participant contributions at end of year2018-12-31$20,216
Participant contributions at beginning of year2018-12-31$15,564
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,019
Liabilities. Value of operating payables at end of year2018-12-31$3,284
Liabilities. Value of operating payables at beginning of year2018-12-31$2,813
Total non interest bearing cash at end of year2018-12-31$74
Total non interest bearing cash at beginning of year2018-12-31$1,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-162,460
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,997,185
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,159,645
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
Investment advisory and management fees2018-12-31$17,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,115,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,811,882
Value of interest in pooled separate accounts at end of year2018-12-31$4,399,947
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,898,899
Interest on participant loans2018-12-31$5,102
Interest earned on other investments2018-12-31$68,630
Value of interest in common/collective trusts at end of year2018-12-31$3,275
Value of interest in common/collective trusts at beginning of year2018-12-31$2,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,356,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,312,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-168,412
Net investment gain/loss from pooled separate accounts2018-12-31$-410,954
Net investment gain or loss from common/collective trusts2018-12-31$78
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$491,330
Employer contributions (assets) at end of year2018-12-31$22,498
Employer contributions (assets) at beginning of year2018-12-31$19,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$696,810
Contract administrator fees2018-12-31$6,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31FISHER DORWART P.C.
Accountancy firm EIN2018-12-31232247478
2017 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,442
Total income from all sources (including contributions)2017-12-31$1,868,019
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$286,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$260,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$881,551
Value of total assets at end of year2017-12-31$9,162,458
Value of total assets at beginning of year2017-12-31$7,579,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,529
Total interest from all sources2017-12-31$70,723
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$33,126
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$416,272
Participant contributions at end of year2017-12-31$99,673
Participant contributions at beginning of year2017-12-31$78,528
Participant contributions at end of year2017-12-31$15,564
Participant contributions at beginning of year2017-12-31$29,827
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$34,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$837
Liabilities. Value of operating payables at end of year2017-12-31$2,813
Liabilities. Value of operating payables at beginning of year2017-12-31$1,442
Total non interest bearing cash at end of year2017-12-31$1,176
Total non interest bearing cash at beginning of year2017-12-31$141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,581,570
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,159,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,578,075
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
Investment advisory and management fees2017-12-31$22,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,811,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$929,551
Value of interest in pooled separate accounts at end of year2017-12-31$4,898,899
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,197,500
Interest on participant loans2017-12-31$4,193
Interest earned on other investments2017-12-31$66,530
Value of interest in common/collective trusts at end of year2017-12-31$2,844
Value of interest in common/collective trusts at beginning of year2017-12-31$1,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,312,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,311,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$180,738
Net investment gain/loss from pooled separate accounts2017-12-31$701,840
Net investment gain or loss from common/collective trusts2017-12-31$41
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$431,189
Employer contributions (assets) at end of year2017-12-31$19,206
Employer contributions (assets) at beginning of year2017-12-31$30,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$260,920
Contract administrator fees2017-12-31$2,538
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 name2017-12-31FISCHER DORWART P.C.
Accountancy firm EIN2017-12-31232247478
2016 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,931
Total income from all sources (including contributions)2016-12-31$1,256,695
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$405,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$390,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$796,151
Value of total assets at end of year2016-12-31$7,579,517
Value of total assets at beginning of year2016-12-31$6,728,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,151
Total interest from all sources2016-12-31$70,368
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,007
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$401,007
Participant contributions at end of year2016-12-31$78,528
Participant contributions at beginning of year2016-12-31$31,430
Participant contributions at end of year2016-12-31$29,827
Participant contributions at beginning of year2016-12-31$43,053
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$417
Liabilities. Value of operating payables at end of year2016-12-31$1,442
Liabilities. Value of operating payables at beginning of year2016-12-31$866
Total non interest bearing cash at end of year2016-12-31$141
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$851,465
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,578,075
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,726,610
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
Investment advisory and management fees2016-12-31$13,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$929,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$558,343
Value of interest in pooled separate accounts at end of year2016-12-31$4,197,500
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,797,025
Interest on participant loans2016-12-31$3,068
Interest earned on other investments2016-12-31$67,300
Value of interest in common/collective trusts at end of year2016-12-31$1,001
Value of interest in common/collective trusts at beginning of year2016-12-31$498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,311,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,252,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$36,361
Net investment gain/loss from pooled separate accounts2016-12-31$335,791
Net investment gain or loss from common/collective trusts2016-12-31$17
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$391,934
Employer contributions (assets) at end of year2016-12-31$30,264
Employer contributions (assets) at beginning of year2016-12-31$44,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$390,079
Contract administrator fees2016-12-31$1,919
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,065
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FISCHER DORWART P.C.
Accountancy firm EIN2016-12-31232247478
2015 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$391
Total income from all sources (including contributions)2015-12-31$770,654
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$444,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$420,394
Expenses. Certain deemed distributions of participant loans2015-12-31$10,696
Value of total corrective distributions2015-12-31$1,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$791,042
Value of total assets at end of year2015-12-31$6,728,541
Value of total assets at beginning of year2015-12-31$6,400,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,859
Total interest from all sources2015-12-31$69,326
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,153
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$412,599
Participant contributions at end of year2015-12-31$31,430
Participant contributions at beginning of year2015-12-31$73,462
Participant contributions at end of year2015-12-31$43,053
Participant contributions at beginning of year2015-12-31$11,063
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$388
Liabilities. Value of operating payables at end of year2015-12-31$866
Liabilities. Value of operating payables at beginning of year2015-12-31$391
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$326,640
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,726,610
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,399,970
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
Investment advisory and management fees2015-12-31$11,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$558,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$251,902
Value of interest in pooled separate accounts at end of year2015-12-31$3,797,025
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,825,849
Interest on participant loans2015-12-31$3,344
Interest earned on other investments2015-12-31$65,982
Value of interest in common/collective trusts at end of year2015-12-31$498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,252,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,224,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,118
Net investment gain/loss from pooled separate accounts2015-12-31$-85,754
Net investment gain or loss from common/collective trusts2015-12-31$5
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$373,399
Employer contributions (assets) at end of year2015-12-31$44,976
Employer contributions (assets) at beginning of year2015-12-31$12,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$420,394
Contract administrator fees2015-12-31$333
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,065
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 name2015-12-31FISCHER DORWART P.C.
Accountancy firm EIN2015-12-31232247478
2014 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,058,171
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$198,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$185,940
Expenses. Certain deemed distributions of participant loans2014-12-31$3,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$773,569
Value of total assets at end of year2014-12-31$6,400,361
Value of total assets at beginning of year2014-12-31$5,540,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,794
Total interest from all sources2014-12-31$63,570
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,306
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$383,527
Participant contributions at end of year2014-12-31$73,462
Participant contributions at beginning of year2014-12-31$54,861
Participant contributions at end of year2014-12-31$11,063
Participant contributions at beginning of year2014-12-31$16,752
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$388
Liabilities. Value of operating payables at end of year2014-12-31$391
Total non interest bearing cash at beginning of year2014-12-31$1,057
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$859,733
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,399,970
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,540,237
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
Investment advisory and management fees2014-12-31$8,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$251,902
Value of interest in pooled separate accounts at end of year2014-12-31$3,825,849
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,439,731
Interest on participant loans2014-12-31$2,709
Interest earned on other investments2014-12-31$60,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,224,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,011,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,409
Net investment gain/loss from pooled separate accounts2014-12-31$213,317
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$324,468
Employer contributions (assets) at end of year2014-12-31$12,719
Employer contributions (assets) at beginning of year2014-12-31$15,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$185,940
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 name2014-12-31FISCHER DORWART P.C.
Accountancy firm EIN2014-12-31232247478
2013 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,408,413
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$345,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$288,133
Expenses. Certain deemed distributions of participant loans2013-12-31$45,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$658,088
Value of total assets at end of year2013-12-31$5,540,237
Value of total assets at beginning of year2013-12-31$4,477,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,911
Total interest from all sources2013-12-31$59,373
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$345,002
Participant contributions at end of year2013-12-31$54,861
Participant contributions at beginning of year2013-12-31$95,453
Participant contributions at end of year2013-12-31$16,752
Participant contributions at beginning of year2013-12-31$12,234
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$358
Total non interest bearing cash at end of year2013-12-31$1,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,062,751
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,540,237
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,477,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,439,731
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,509,828
Interest on participant loans2013-12-31$2,169
Interest earned on other investments2013-12-31$57,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,011,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,848,293
Net investment gain/loss from pooled separate accounts2013-12-31$690,952
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$312,728
Employer contributions (assets) at end of year2013-12-31$15,863
Employer contributions (assets) at beginning of year2013-12-31$11,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$288,133
Contract administrator fees2013-12-31$11,911
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 name2013-12-31FISCHER DORWART P.C.
Accountancy firm EIN2013-12-31232247478
2012 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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$1,002,109
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$439,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$418,609
Expenses. Certain deemed distributions of participant loans2012-12-31$13,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$684,048
Value of total assets at end of year2012-12-31$4,477,486
Value of total assets at beginning of year2012-12-31$3,915,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,584
Total interest from all sources2012-12-31$62,448
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$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$329,465
Participant contributions at end of year2012-12-31$95,453
Participant contributions at beginning of year2012-12-31$60,657
Participant contributions at end of year2012-12-31$12,234
Participant contributions at beginning of year2012-12-31$8,625
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,584
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$562,289
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,477,486
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,915,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,509,828
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,880,025
Interest on participant loans2012-12-31$2,664
Interest earned on other investments2012-12-31$59,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,848,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,941,771
Net investment gain/loss from pooled separate accounts2012-12-31$255,613
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$322,999
Employer contributions (assets) at end of year2012-12-31$11,678
Employer contributions (assets) at beginning of year2012-12-31$24,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$418,609
Contract administrator fees2012-12-31$7,584
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 name2012-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2012-12-31232247478
2011 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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$558,265
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$325,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$316,239
Expenses. Certain deemed distributions of participant loans2011-12-31$1,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$574,701
Value of total assets at end of year2011-12-31$3,915,197
Value of total assets at beginning of year2011-12-31$3,682,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,672
Total interest from all sources2011-12-31$57,613
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$297,119
Participant contributions at end of year2011-12-31$60,657
Participant contributions at beginning of year2011-12-31$65,878
Participant contributions at end of year2011-12-31$8,625
Participant contributions at beginning of year2011-12-31$21,254
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,038
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$233,141
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,915,197
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,682,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,880,025
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,866,798
Income. Interest from loans (other than to participants)2011-12-31$3,430
Interest earned on other investments2011-12-31$54,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,941,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,704,436
Net investment gain/loss from pooled separate accounts2011-12-31$-74,049
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$273,544
Employer contributions (assets) at end of year2011-12-31$24,119
Employer contributions (assets) at beginning of year2011-12-31$23,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$316,239
Contract administrator fees2011-12-31$7,672
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 name2011-12-31FISCHER DORWART, PC
Accountancy firm EIN2011-12-31232247478
2010 : THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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$837,817
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$167,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$153,255
Expenses. Certain deemed distributions of participant loans2010-12-31$5,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$573,763
Value of total assets at end of year2010-12-31$3,682,056
Value of total assets at beginning of year2010-12-31$3,011,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,375
Total interest from all sources2010-12-31$52,398
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
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$298,841
Participant contributions at end of year2010-12-31$65,878
Participant contributions at beginning of year2010-12-31$64,085
Participant contributions at end of year2010-12-31$21,254
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,089
Administrative expenses (other) incurred2010-12-31$8,375
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$670,492
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,682,056
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,011,564
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$1,866,798
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,433,087
Interest on participant loans2010-12-31$4,489
Interest earned on other investments2010-12-31$47,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,704,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,514,392
Net investment gain/loss from pooled separate accounts2010-12-31$211,656
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$246,833
Employer contributions (assets) at end of year2010-12-31$23,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,255
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 name2010-12-31FISCHER DORWART, PC
Accountancy firm EIN2010-12-31232247478

Form 5500 Responses for THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN

2022: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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 benefit arrangement – InsuranceYes
2011: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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 benefit arrangement – InsuranceYes
2010: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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 benefit arrangement – InsuranceYes
2009: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) 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 benefit arrangement – InsuranceYes
2008: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2003: THE HEALTH FEDERATION OF PHILADELPHIA 403(B) PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered135
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered153
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered153
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808844A
Policy instance 2
Insurance contract or identification number808844A
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered153
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,040
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,984
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered166
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,094
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,009
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 2
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 2
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered175
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,772
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,692
Insurance broker organization code?3
Insurance broker nameFALCHETTA, CFP, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered195
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37
Insurance broker organization code?3
Insurance broker nameS. HYNSON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered209
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,060
Insurance broker organization code?3
Insurance broker nameR. VOLINSKY, JR.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Number of Individuals Covered215
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,391
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,536
Insurance broker organization code?3
Insurance broker nameE. REPICE, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,831
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,982
Insurance broker organization code?3
Insurance broker nameE. REPICE, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,306
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number703148
Policy instance 1
Insurance contract or identification number703148
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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