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GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 401k Plan overview

Plan NameGREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN
Plan identification number 001

GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

GREATER PHILADELPHIA HEALTH ACTION, INC has sponsored the creation of one or more 401k plans.

Company Name:GREATER PHILADELPHIA HEALTH ACTION, INC
Employer identification number (EIN):237082074
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KERN HAYNES2023-10-10
0012021-01-01KERN HAYNES2022-10-14
0012020-01-01KERN HAYNES2021-10-11
0012019-01-01KERN HAYNES2020-09-21
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01MARY A. SHARKEY
0012014-01-01MARY A. SHARKEY
0012013-01-01MARY A. SHARKEY
0012012-01-01MARY A. SHARKEY
0012011-01-01MARIANNE MUNDY
0012010-01-01MARIANNE MUNDY
0012009-01-01MARIANNE MUNDY

Plan Statistics for GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN

401k plan membership statisitcs for GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN

Measure Date Value
2022: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01790
Total number of active participants reported on line 7a of the Form 55002022-01-01523
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01313
Total of all active and inactive participants2022-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01836
Number of participants with account balances2022-01-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01712
Total number of active participants reported on line 7a of the Form 55002021-01-01518
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01272
Total of all active and inactive participants2021-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01790
Number of participants with account balances2021-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01789
Total number of active participants reported on line 7a of the Form 55002020-01-01534
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01178
Total of all active and inactive participants2020-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01712
Number of participants with account balances2020-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01722
Total number of active participants reported on line 7a of the Form 55002019-01-01595
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01194
Total of all active and inactive participants2019-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01789
Number of participants with account balances2019-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01773
Total number of active participants reported on line 7a of the Form 55002018-01-01551
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01171
Total of all active and inactive participants2018-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01722
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01820
Total number of active participants reported on line 7a of the Form 55002017-01-01590
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01160
Total of all active and inactive participants2017-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01750
Number of participants with account balances2017-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01643
Total number of active participants reported on line 7a of the Form 55002016-01-01513
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01300
Total of all active and inactive participants2016-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01813
Number of participants with account balances2016-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01674
Total number of active participants reported on line 7a of the Form 55002015-01-01479
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01647
Number of participants with account balances2015-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01602
Total number of active participants reported on line 7a of the Form 55002014-01-01436
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01242
Total of all active and inactive participants2014-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01678
Number of participants with account balances2014-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01706
Total number of active participants reported on line 7a of the Form 55002013-01-01415
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01187
Total of all active and inactive participants2013-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01602
Number of participants with account balances2013-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01631
Total number of active participants reported on line 7a of the Form 55002012-01-01382
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01316
Total of all active and inactive participants2012-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01698
Number of participants with account balances2012-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01579
Total number of active participants reported on line 7a of the Form 55002011-01-01398
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01220
Total of all active and inactive participants2011-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01618
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01505
Total number of active participants reported on line 7a of the Form 55002010-01-01403
Number of retired or separated participants receiving benefits2010-01-0186
Total of all active and inactive participants2010-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01489
Number of participants with account balances2010-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01358
Total number of active participants reported on line 7a of the Form 55002009-01-01355
Number of retired or separated participants receiving benefits2009-01-01136
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01491
Number of participants with account balances2009-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN

Measure Date Value
2022 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-709,974
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,369,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,241,505
Expenses. Certain deemed distributions of participant loans2022-12-31$16,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,472,060
Value of total assets at end of year2022-12-31$18,680,053
Value of total assets at beginning of year2022-12-31$20,759,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,577
Total interest from all sources2022-12-31$25,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$380,902
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$380,902
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,370,513
Participant contributions at end of year2022-12-31$506,620
Participant contributions at beginning of year2022-12-31$542,751
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$128,814
Other income not declared elsewhere2022-12-31$2,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,079,550
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,680,053
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,759,603
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$17,200,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,244,076
Interest on participant loans2022-12-31$25,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,591,539
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$972,733
Employer contributions (assets) at end of year2022-12-31$972,733
Employer contributions (assets) at beginning of year2022-12-31$972,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,241,505
Contract administrator fees2022-12-31$111,577
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 name2022-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2022-12-31814670608
2021 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,491,111
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,327,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,213,950
Expenses. Certain deemed distributions of participant loans2021-12-31$3,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,230,275
Value of total assets at end of year2021-12-31$20,759,605
Value of total assets at beginning of year2021-12-31$17,595,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$109,757
Total interest from all sources2021-12-31$28,325
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$331,270
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$331,270
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,244,298
Participant contributions at end of year2021-12-31$542,751
Participant contributions at beginning of year2021-12-31$654,326
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,199
Other income not declared elsewhere2021-12-31$3,144
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$3,164,006
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,759,605
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,595,599
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$19,244,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,170,581
Interest on participant loans2021-12-31$28,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,898,097
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$972,778
Employer contributions (assets) at end of year2021-12-31$972,778
Employer contributions (assets) at beginning of year2021-12-31$770,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,213,950
Contract administrator fees2021-12-31$109,757
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 name2021-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2021-12-31814670608
2020 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,716,156
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,407,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,313,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,750,771
Value of total assets at end of year2020-12-31$17,595,599
Value of total assets at beginning of year2020-12-31$14,287,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,035
Total interest from all sources2020-12-31$29,507
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$256,742
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$256,742
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,007,086
Participant contributions at end of year2020-12-31$654,326
Participant contributions at beginning of year2020-12-31$555,305
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$972,992
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$3,308,241
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,595,599
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,287,358
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$16,170,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,921,668
Interest on participant loans2020-12-31$29,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,679,136
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$770,693
Employer contributions (assets) at end of year2020-12-31$770,692
Employer contributions (assets) at beginning of year2020-12-31$810,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,313,880
Contract administrator fees2020-12-31$94,035
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 name2020-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2020-12-31814670608
2019 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,999,382
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,151,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,077,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,823,526
Value of total assets at end of year2019-12-31$14,287,358
Value of total assets at beginning of year2019-12-31$11,439,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,664
Total interest from all sources2019-12-31$27,913
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$196,231
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$196,231
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$1,004,558
Participant contributions at end of year2019-12-31$555,305
Participant contributions at beginning of year2019-12-31$534,471
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,583
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$2,848,254
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,287,358
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,439,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,921,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,495,454
Interest on participant loans2019-12-31$27,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$608,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,951,712
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$810,385
Employer contributions (assets) at end of year2019-12-31$810,385
Employer contributions (assets) at beginning of year2019-12-31$800,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,077,464
Contract administrator fees2019-12-31$73,664
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 name2019-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2019-12-31814670608
2018 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,201,800
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,277,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,225,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,722,420
Value of total assets at end of year2018-12-31$11,439,104
Value of total assets at beginning of year2018-12-31$11,515,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,155
Total interest from all sources2018-12-31$22,850
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$219,619
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$219,619
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$921,376
Participant contributions at end of year2018-12-31$534,471
Participant contributions at beginning of year2018-12-31$476,710
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-76,028
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,439,104
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,515,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,495,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,835,178
Interest on participant loans2018-12-31$22,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$608,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$504,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-763,089
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$800,745
Employer contributions (assets) at end of year2018-12-31$800,745
Employer contributions (assets) at beginning of year2018-12-31$698,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,225,673
Contract administrator fees2018-12-31$52,155
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 name2018-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2018-12-31814670608
2017 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,905,433
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$827,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$773,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,572,194
Value of total assets at end of year2017-12-31$11,515,132
Value of total assets at beginning of year2017-12-31$9,437,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,331
Total interest from all sources2017-12-31$19,533
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$788,960
Participant contributions at end of year2017-12-31$476,710
Participant contributions at beginning of year2017-12-31$390,632
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$84,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,077,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,515,132
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,437,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,835,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,036,495
Interest on participant loans2017-12-31$19,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$504,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$402,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,313,706
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$699,007
Employer contributions (assets) at end of year2017-12-31$698,505
Employer contributions (assets) at beginning of year2017-12-31$608,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$773,330
Contract administrator fees2017-12-31$54,331
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 name2017-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2017-12-31814670608
2016 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,985,114
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$671,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$603,161
Expenses. Certain deemed distributions of participant loans2016-12-31$18,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,412,089
Value of total assets at end of year2016-12-31$9,437,360
Value of total assets at beginning of year2016-12-31$8,123,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,445
Total interest from all sources2016-12-31$16,106
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$696,319
Participant contributions at end of year2016-12-31$390,632
Participant contributions at beginning of year2016-12-31$375,512
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$107,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,313,638
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,437,360
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,123,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,036,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,840,448
Income. Interest from loans (other than to participants)2016-12-31$16,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$402,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$322,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$556,919
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$608,035
Employer contributions (assets) at end of year2016-12-31$608,035
Employer contributions (assets) at beginning of year2016-12-31$585,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$603,161
Contract administrator fees2016-12-31$49,445
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 name2016-12-31MORGENSTERN, WAXMAN, ELLERSHAW, LLC
Accountancy firm EIN2016-12-31814670608
2015 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,244,824
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$644,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$576,304
Expenses. Certain deemed distributions of participant loans2015-12-31$15,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,280,601
Value of total assets at end of year2015-12-31$8,123,722
Value of total assets at beginning of year2015-12-31$7,523,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,070
Total interest from all sources2015-12-31$13,619
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$130
Administrative expenses professional fees incurred2015-12-31$52,070
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$605,490
Participant contributions at end of year2015-12-31$375,512
Participant contributions at beginning of year2015-12-31$288,897
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$89,184
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$600,580
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,123,722
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,523,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,162,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,738,743
Interest on participant loans2015-12-31$13,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,526
Net investment gain/loss from pooled separate accounts2015-12-31$-49,526
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$585,927
Employer contributions (assets) at end of year2015-12-31$585,695
Employer contributions (assets) at beginning of year2015-12-31$495,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$576,304
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 name2015-12-31MORGENSTERN, WAXMAN, ELLERSHAW
Accountancy firm EIN2015-12-31221977437
2014 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,359,392
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$727,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$654,061
Expenses. Certain deemed distributions of participant loans2014-12-31$32,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$984,235
Value of total assets at end of year2014-12-31$7,523,142
Value of total assets at beginning of year2014-12-31$6,891,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,179
Total interest from all sources2014-12-31$13,333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$480,710
Participant contributions at end of year2014-12-31$288,897
Participant contributions at beginning of year2014-12-31$274,301
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,023
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$631,759
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,523,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,891,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,738,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,141,547
Interest on participant loans2014-12-31$13,333
Value of interest in master investment trust accounts at end of year2014-12-31$6,738,743
Value of interest in master investment trust accounts at beginning of year2014-12-31$6,141,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$361,824
Net investment gain/loss from pooled separate accounts2014-12-31$361,824
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$495,502
Employer contributions (assets) at end of year2014-12-31$495,502
Employer contributions (assets) at beginning of year2014-12-31$475,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$654,061
Contract administrator fees2014-12-31$41,179
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 name2014-12-31MORGENSTERN, WAXMAN, ELLERSHAW
Accountancy firm EIN2014-12-31221977437
2013 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) 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$2,236,482
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$770,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$677,903
Expenses. Certain deemed distributions of participant loans2013-12-31$54,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,403,195
Value of total assets at end of year2013-12-31$6,891,383
Value of total assets at beginning of year2013-12-31$5,425,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,033
Total interest from all sources2013-12-31$9,094
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$415,000
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$442,545
Participant contributions at end of year2013-12-31$274,301
Participant contributions at beginning of year2013-12-31$247,236
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$1,465,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,891,383
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,425,875
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$6,141,547
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,178,639
Interest on participant loans2013-12-31$9,094
Net investment gain/loss from pooled separate accounts2013-12-31$824,193
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$960,650
Employer contributions (assets) at end of year2013-12-31$475,535
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$677,903
Contract administrator fees2013-12-31$39,033
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 name2013-12-31JULIAN SUR, CPA
Accountancy firm EIN2013-12-31262480255
2012 : GREATER PHILADELPHIA HEALTH ACTION, 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$1,363,883
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$670,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$611,042
Expenses. Certain deemed distributions of participant loans2012-12-31$50,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$898,159
Value of total assets at end of year2012-12-31$5,425,875
Value of total assets at beginning of year2012-12-31$4,732,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,471
Total interest from all sources2012-12-31$9,926
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$8,471
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$415,000
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$426,239
Participant contributions at end of year2012-12-31$247,236
Participant contributions at beginning of year2012-12-31$263,037
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,590
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$693,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,425,875
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,732,446
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$5,178,639
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,469,409
Interest on participant loans2012-12-31$9,905
Interest earned on other investments2012-12-31$21
Net investment gain/loss from pooled separate accounts2012-12-31$455,798
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$447,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$611,042
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 name2012-12-31BROWN &CO CPAS, PLLC
Accountancy firm EIN2012-12-31541783275
2011 : GREATER PHILADELPHIA HEALTH ACTION, 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$865,057
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,049,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,042,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$894,730
Value of total assets at end of year2011-12-31$4,732,446
Value of total assets at beginning of year2011-12-31$4,917,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,703
Total interest from all sources2011-12-31$12,844
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$400,000
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$429,154
Participant contributions at end of year2011-12-31$263,037
Participant contributions at beginning of year2011-12-31$264,755
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$51,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-184,865
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,732,446
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,917,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,703
Value of interest in pooled separate accounts at end of year2011-12-31$4,469,409
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,652,556
Interest on participant loans2011-12-31$12,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-42,517
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$413,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,042,219
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 name2011-12-31BROWN &CO CPAS, PLLC
Accountancy firm EIN2011-12-31541783275
2010 : GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,152,394
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$363,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$357,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$730,411
Value of total assets at end of year2010-12-31$4,917,311
Value of total assets at beginning of year2010-12-31$4,128,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,451
Total interest from all sources2010-12-31$15,241
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$340,210
Participant contributions at end of year2010-12-31$264,755
Participant contributions at beginning of year2010-12-31$277,946
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,326
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$789,203
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,917,311
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,128,108
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
Investment advisory and management fees2010-12-31$5,451
Value of interest in pooled separate accounts at end of year2010-12-31$4,652,556
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,850,162
Interest on participant loans2010-12-31$15,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$406,742
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$370,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$357,740
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 name2010-12-31BROWN & CO CPAS, PLLC
Accountancy firm EIN2010-12-31541783275

Form 5500 Responses for GREATER PHILADELPHIA HEALTH ACTION, INC. 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512153
Policy instance 1
Insurance contract or identification number512153
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,107
Total amount of fees paid to insurance companyUSD $3,894
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 $0
Amount paid for insurance broker fees3894
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512153
Policy instance 1
Insurance contract or identification number512153
Number of Individuals Covered679
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,433
Total amount of fees paid to insurance companyUSD $5,338
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
Amount paid for insurance broker fees5338
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,433
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512153
Policy instance 1
Insurance contract or identification number512153
Number of Individuals Covered480
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,145
Total amount of fees paid to insurance companyUSD $4,737
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
Amount paid for insurance broker fees4737
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,145
Insurance broker nameSECURITIES SERVIE NETWORK, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512153
Policy instance 1
Insurance contract or identification number512153
Number of Individuals Covered593
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $712
Total amount of fees paid to insurance companyUSD $3,432
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
Amount paid for insurance broker fees3432
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $712
Insurance broker nameSECURITIES SERVIE NETWORK, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512153
Policy instance 1
Insurance contract or identification number512153
Number of Individuals Covered553
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $721
Total amount of fees paid to insurance companyUSD $3,179
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
Amount paid for insurance broker fees3179
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $721
Insurance broker nameSECURITIES SERVIE NETWORK, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512153
Policy instance 1
Insurance contract or identification number512153
Number of Individuals Covered630
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $338
Total amount of fees paid to insurance companyUSD $2,110
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
Amount paid for insurance broker fees2110
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $338
Insurance broker nameSECURITIES SERVIE NETWORK, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number751129
Policy instance 1
Insurance contract or identification number751129
Number of Individuals Covered550
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,301
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 $14,301
Insurance broker organization code?3
Insurance broker nameNETWORK AGENCY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number751129
Policy instance 1
Insurance contract or identification number751129
Number of Individuals Covered526
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,558
Total amount of fees paid to insurance companyUSD $7,702
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number751129
Policy instance 1
Insurance contract or identification number751129
Number of Individuals Covered478
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,814
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 $18,814
Insurance broker organization code?3
Insurance broker name

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