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CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameCHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN
Plan identification number 001

CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CHANDLER HALL HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHANDLER HALL HEALTH SERVICES, INC.
Employer identification number (EIN):232365124
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL MCGLONE
0012016-01-01MICHAEL MCGLONE
0012015-01-01ROE PRESSMAN
0012014-01-01VIOLETTE SADRES
0012013-01-01VIOLETTE SADRES
0012012-01-01ELAINE SHUPP
0012011-01-01ELAINE SHUPP
0012009-01-01LYNETTE KILLEN ELAINE SHUPP2010-09-30
0012007-01-01ELAINE SHUPP LYNETTE KILLEN2010-06-02

Plan Statistics for CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN

Measure Date Value
2022: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01342
Total number of active participants reported on line 7a of the Form 55002022-01-01208
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01364
Number of participants with account balances2022-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01328
Total number of active participants reported on line 7a of the Form 55002021-01-01196
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01337
Number of participants with account balances2021-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01320
Total number of active participants reported on line 7a of the Form 55002020-01-01202
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01326
Number of participants with account balances2020-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01277
Total number of active participants reported on line 7a of the Form 55002019-01-01234
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0180
Total of all active and inactive participants2019-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01319
Number of participants with account balances2019-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01485
Total number of active participants reported on line 7a of the Form 55002018-01-01266
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01131
Total of all active and inactive participants2018-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01402
Number of participants with account balances2018-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01384
Total number of active participants reported on line 7a of the Form 55002017-01-01237
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01192
Total of all active and inactive participants2017-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01438
Number of participants with account balances2017-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01375
Total number of active participants reported on line 7a of the Form 55002016-01-01184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01190
Total of all active and inactive participants2016-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01374
Number of participants with account balances2016-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01354
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01167
Total of all active and inactive participants2015-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01361
Number of participants with account balances2015-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01348
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01142
Total of all active and inactive participants2014-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01348
Number of participants with account balances2014-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01319
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of retired or separated participants receiving benefits2013-01-0124
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01344
Number of participants with account balances2013-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01302
Total number of active participants reported on line 7a of the Form 55002012-01-01224
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0188
Total of all active and inactive participants2012-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01314
Number of participants with account balances2012-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01284
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01290
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01366
Total number of active participants reported on line 7a of the Form 55002009-01-01217
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01105
Total of all active and inactive participants2009-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01327
Number of participants with account balances2009-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113
2007: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01301
Total number of active participants reported on line 7a of the Form 55002007-01-01219
Number of retired or separated participants receiving benefits2007-01-014
Number of other retired or separated participants entitled to future benefits2007-01-01112
Total of all active and inactive participants2007-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01335
Number of participants with account balances2007-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0125

Financial Data on CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN

Measure Date Value
2022 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-695,921
Total of all expenses incurred2022-12-31$561,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$538,351
Expenses. Certain deemed distributions of participant loans2022-12-31$610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$659,284
Value of total assets at end of year2022-12-31$7,559,479
Value of total assets at beginning of year2022-12-31$8,816,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,067
Total interest from all sources2022-12-31$21,391
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,195
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$4,195
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$540,148
Participant contributions at end of year2022-12-31$90,426
Participant contributions at beginning of year2022-12-31$142,186
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$72,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$87
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$16
Administrative expenses (other) incurred2022-12-31$4,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,256,949
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,559,479
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,816,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$17,550
Value of interest in pooled separate accounts at end of year2022-12-31$6,252,383
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,699,003
Interest on participant loans2022-12-31$5,520
Interest earned on other investments2022-12-31$15,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,216,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$975,223
Net investment gain/loss from pooled separate accounts2022-12-31$-1,380,791
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$46,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$538,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,629,316
Total of all expenses incurred2021-12-31$932,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$916,664
Expenses. Certain deemed distributions of participant loans2021-12-31$10,759
Value of total corrective distributions2021-12-31$2,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$508,956
Value of total assets at end of year2021-12-31$8,816,428
Value of total assets at beginning of year2021-12-31$8,119,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,840
Total interest from all sources2021-12-31$19,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$451,350
Participant contributions at end of year2021-12-31$142,186
Participant contributions at beginning of year2021-12-31$128,529
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$107
Administrative expenses (other) incurred2021-12-31$2,840
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$696,520
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,816,428
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,119,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$7,699,003
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,965,931
Interest on participant loans2021-12-31$6,404
Interest earned on other investments2021-12-31$13,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$975,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,007,464
Net investment gain/loss from pooled separate accounts2021-12-31$1,100,435
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$44,625
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$17,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$916,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,577,983
Total of all expenses incurred2020-12-31$683,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$672,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$502,483
Value of total assets at end of year2020-12-31$8,119,908
Value of total assets at beginning of year2020-12-31$7,225,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,084
Total interest from all sources2020-12-31$24,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$417,213
Participant contributions at end of year2020-12-31$128,529
Participant contributions at beginning of year2020-12-31$155,808
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$74
Administrative expenses (other) incurred2020-12-31$6,484
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$894,583
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,119,908
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,225,325
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
Investment advisory and management fees2020-12-31$4,600
Value of interest in pooled separate accounts at end of year2020-12-31$6,965,931
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,076,604
Interest on participant loans2020-12-31$8,480
Interest earned on other investments2020-12-31$15,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,007,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$986,580
Net investment gain/loss from pooled separate accounts2020-12-31$1,051,350
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$65,395
Employer contributions (assets) at end of year2020-12-31$17,877
Employer contributions (assets) at beginning of year2020-12-31$6,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$672,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,682,032
Total of all expenses incurred2019-12-31$779,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$772,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$454,051
Value of total assets at end of year2019-12-31$7,225,325
Value of total assets at beginning of year2019-12-31$6,322,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,460
Total interest from all sources2019-12-31$24,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$404,556
Participant contributions at end of year2019-12-31$155,808
Participant contributions at beginning of year2019-12-31$126,947
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$394
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$74
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$216
Administrative expenses (other) incurred2019-12-31$2,860
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$902,372
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,225,325
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,322,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,076,604
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,121,731
Interest on participant loans2019-12-31$8,133
Interest earned on other investments2019-12-31$16,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$986,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,069,518
Net investment gain/loss from pooled separate accounts2019-12-31$1,203,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$49,101
Employer contributions (assets) at end of year2019-12-31$6,259
Employer contributions (assets) at beginning of year2019-12-31$4,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$772,200
Contract administrator fees2019-12-31$4,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$124,414
Total of all expenses incurred2018-12-31$1,222,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,209,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$429,288
Value of total assets at end of year2018-12-31$6,183,997
Value of total assets at beginning of year2018-12-31$7,282,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,151
Total interest from all sources2018-12-31$20,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$362,170
Participant contributions at end of year2018-12-31$126,947
Participant contributions at beginning of year2018-12-31$133,159
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$203
Administrative expenses (other) incurred2018-12-31$13,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,098,061
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,183,997
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,282,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,983,005
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,066,709
Interest on participant loans2018-12-31$6,779
Interest earned on other investments2018-12-31$13,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,069,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,081,987
Net investment gain/loss from pooled separate accounts2018-12-31$-325,169
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$24,384
Employer contributions (assets) at end of year2018-12-31$4,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,209,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,322,465
Total of all expenses incurred2017-12-31$607,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$577,789
Expenses. Certain deemed distributions of participant loans2017-12-31$5,107
Value of total corrective distributions2017-12-31$11,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$353,601
Value of total assets at end of year2017-12-31$7,282,058
Value of total assets at beginning of year2017-12-31$6,567,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,870
Total interest from all sources2017-12-31$17,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$335,712
Participant contributions at end of year2017-12-31$133,159
Participant contributions at beginning of year2017-12-31$130,162
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$203
Other income not declared elsewhere2017-12-31$560
Administrative expenses (other) incurred2017-12-31$12,870
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$714,872
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,282,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,567,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,066,709
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,380,976
Interest on participant loans2017-12-31$5,588
Interest earned on other investments2017-12-31$12,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,081,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,056,048
Net investment gain/loss from pooled separate accounts2017-12-31$950,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$577,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$904,852
Total of all expenses incurred2016-12-31$920,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$907,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$528,208
Value of total assets at end of year2016-12-31$6,567,186
Value of total assets at beginning of year2016-12-31$6,582,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,581
Total interest from all sources2016-12-31$5,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$378,512
Participant contributions at end of year2016-12-31$130,162
Participant contributions at beginning of year2016-12-31$176,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,586
Other income not declared elsewhere2016-12-31$12,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-15,627
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,567,186
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,582,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,380,976
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,405,666
Interest on participant loans2016-12-31$5,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,056,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,001,147
Net investment gain/loss from pooled separate accounts2016-12-31$358,669
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$907,898
Contract administrator fees2016-12-31$12,581
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$468,468
Total of all expenses incurred2015-12-31$1,146,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,133,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$463,199
Value of total assets at end of year2015-12-31$6,582,813
Value of total assets at beginning of year2015-12-31$7,260,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,979
Total interest from all sources2015-12-31$9,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$331,579
Participant contributions at end of year2015-12-31$176,000
Participant contributions at beginning of year2015-12-31$256,525
Other income not declared elsewhere2015-12-31$12,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-678,170
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,582,813
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,260,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,405,666
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,014,030
Interest on participant loans2015-12-31$9,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,001,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$990,428
Net investment gain/loss from pooled separate accounts2015-12-31$-17,358
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$131,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,133,659
Contract administrator fees2015-12-31$12,979
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$906,220
Total of all expenses incurred2014-12-31$430,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$417,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$482,473
Value of total assets at end of year2014-12-31$7,260,983
Value of total assets at beginning of year2014-12-31$6,785,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,486
Total interest from all sources2014-12-31$8,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$342,902
Participant contributions at end of year2014-12-31$256,525
Participant contributions at beginning of year2014-12-31$230,344
Other income not declared elsewhere2014-12-31$13,017
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$475,923
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,260,983
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,785,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,014,030
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,543,762
Interest on participant loans2014-12-31$8,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$990,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,010,954
Net investment gain/loss from pooled separate accounts2014-12-31$402,082
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$139,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$417,811
Contract administrator fees2014-12-31$12,486
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 name2014-12-31PARENTEBEARD LLC
Accountancy firm EIN2014-12-31232932984
2013 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,647,875
Total of all expenses incurred2013-12-31$431,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$413,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$575,454
Value of total assets at end of year2013-12-31$6,785,060
Value of total assets at beginning of year2013-12-31$5,568,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,212
Total interest from all sources2013-12-31$8,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$337,737
Participant contributions at end of year2013-12-31$230,344
Participant contributions at beginning of year2013-12-31$210,390
Participant contributions at beginning of year2013-12-31$225
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,000
Other income not declared elsewhere2013-12-31$15,787
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$1,216,502
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,785,060
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,568,558
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$5,543,762
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,300,618
Interest on participant loans2013-12-31$8,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,010,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,057,230
Net investment gain/loss from pooled separate accounts2013-12-31$1,048,575
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$137,717
Employer contributions (assets) at beginning of year2013-12-31$95
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$413,161
Contract administrator fees2013-12-31$18,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,171,735
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$311,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$288,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$504,826
Value of total assets at end of year2012-12-31$5,568,558
Value of total assets at beginning of year2012-12-31$4,708,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,285
Total interest from all sources2012-12-31$8,672
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$360,100
Participant contributions at end of year2012-12-31$210,390
Participant contributions at beginning of year2012-12-31$194,329
Participant contributions at end of year2012-12-31$225
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$177
Other income not declared elsewhere2012-12-31$18,678
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$859,957
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,568,558
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,708,601
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$4,300,618
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,451,699
Interest on participant loans2012-12-31$8,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,057,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,062,573
Net investment gain/loss from pooled separate accounts2012-12-31$639,559
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$144,549
Employer contributions (assets) at end of year2012-12-31$95
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$288,493
Contract administrator fees2012-12-31$23,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$378,086
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$372,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$347,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$509,610
Value of total assets at end of year2011-12-31$4,708,601
Value of total assets at beginning of year2011-12-31$4,702,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,096
Total interest from all sources2011-12-31$12,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$480,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$335,019
Participant contributions at end of year2011-12-31$194,329
Participant contributions at beginning of year2011-12-31$191,541
Participant contributions at end of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$57,500
Other income not declared elsewhere2011-12-31$25,573
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$6,081
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,708,601
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,702,520
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$3,451,699
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,477,491
Interest on participant loans2011-12-31$12,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,062,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,033,488
Net investment gain/loss from pooled separate accounts2011-12-31$-169,367
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$117,091
Employer contributions (assets) at end of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$347,909
Contract administrator fees2011-12-31$24,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$948,200
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$525,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$503,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$498,750
Value of total assets at end of year2010-12-31$4,702,520
Value of total assets at beginning of year2010-12-31$4,279,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,415
Total interest from all sources2010-12-31$10,333
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$480,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$364,773
Participant contributions at end of year2010-12-31$191,541
Participant contributions at beginning of year2010-12-31$121,250
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,228
Other income not declared elsewhere2010-12-31$28,052
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$422,856
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,702,520
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,279,664
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$3,477,491
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,130,400
Interest on participant loans2010-12-31$10,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,033,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,028,014
Net investment gain/loss from pooled separate accounts2010-12-31$411,065
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$132,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$503,929
Contract administrator fees2010-12-31$21,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31222932984
2009 : CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN

2022: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: CHANDLER HALL HEALTH SERVICES, INC. 401(K) 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
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579
Policy instance 1
Insurance contract or identification number995579
Number of Individuals Covered360
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579
Policy instance 1
Insurance contract or identification number995579
Number of Individuals Covered331
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579
Policy instance 1
Insurance contract or identification number995579
Number of Individuals Covered312
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579
Policy instance 1
Insurance contract or identification number995579
Number of Individuals Covered293
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,933
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,933
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579
Policy instance 1
Insurance contract or identification number995579
Number of Individuals Covered363
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $25,800
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,800
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number995579
Policy instance 2
Insurance contract or identification number995579
Number of Individuals Covered392
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579
Policy instance 1
Insurance contract or identification number995579
Number of Individuals Covered392
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,090
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?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,090
Insurance broker organization code?3
Insurance broker nameANTHONY PETSIS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579-000
Policy instance 1
Insurance contract or identification number995579-000
Number of Individuals Covered361
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,052
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,052
Insurance broker organization code?3
Insurance broker namePETSIS, A.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579-000
Policy instance 1
Insurance contract or identification number995579-000
Number of Individuals Covered348
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $25,492
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,492
Insurance broker organization code?3
Insurance broker namePETSIS, A.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579-000
Policy instance 1
Insurance contract or identification number995579-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,530
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $23,530
Insurance broker organization code?3
Insurance broker namePETSIS, A.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579-000
Policy instance 1
Insurance contract or identification number995579-000
Number of Individuals Covered314
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,268
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $22,268
Insurance broker organization code?3
Insurance broker namePETSIS, A.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579-000
Policy instance 1
Insurance contract or identification number995579-000
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,535
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995579-000
Policy instance 1
Insurance contract or identification number995579-000
Number of Individuals Covered266
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,222
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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