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PHMC 403(B) PLAN 401k Plan overview

Plan NamePHMC 403(B) PLAN
Plan identification number 002

PHMC 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PUBLIC HEALTH MANAGEMENT CORPORATIO has sponsored the creation of one or more 401k plans.

Company Name:PUBLIC HEALTH MANAGEMENT CORPORATIO
Employer identification number (EIN):237221025
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHMC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01MARINO A. PULITI
0022014-01-01MARINO A. PULITI
0022013-01-01
0022012-01-01MARINO A. PULITI
0022011-01-01MARINO A. PULITI
0022009-01-01MARINO A. PULITI

Plan Statistics for PHMC 403(B) PLAN

401k plan membership statisitcs for PHMC 403(B) PLAN

Measure Date Value
2021: PHMC 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01647
Total number of active participants reported on line 7a of the Form 55002021-01-01540
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01150
Total of all active and inactive participants2021-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01692
Number of participants with account balances2021-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PHMC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01591
Total number of active participants reported on line 7a of the Form 55002020-01-01562
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0183
Total of all active and inactive participants2020-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01647
Number of participants with account balances2020-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PHMC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01419
Total number of active participants reported on line 7a of the Form 55002019-01-01503
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01591
Number of participants with account balances2019-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PHMC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,149
Total number of active participants reported on line 7a of the Form 55002018-01-01354
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01419
Number of participants with account balances2018-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHMC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,086
Total number of active participants reported on line 7a of the Form 55002017-01-012,100
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-012,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,149
Number of participants with account balances2017-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHMC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,590
Total number of active participants reported on line 7a of the Form 55002016-01-011,512
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-011,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,569
Number of participants with account balances2016-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHMC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,715
Total number of active participants reported on line 7a of the Form 55002015-01-011,526
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-011,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,571
Number of participants with account balances2015-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHMC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,548
Total number of active participants reported on line 7a of the Form 55002014-01-011,826
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-011,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,872
Number of participants with account balances2014-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PHMC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,422
Total number of active participants reported on line 7a of the Form 55002013-01-011,424
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,455
Number of participants with account balances2013-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHMC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,327
Total number of active participants reported on line 7a of the Form 55002012-01-011,289
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-011,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,312
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHMC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,270
Total number of active participants reported on line 7a of the Form 55002011-01-011,258
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-011,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,279
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PHMC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01159
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01169
Number of participants with account balances2009-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHMC 403(B) PLAN

Measure Date Value
2021 : PHMC 403(B) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,143
Total unrealized appreciation/depreciation of assets2021-12-31$5,143
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$5,524,138
Total loss/gain on sale of assets2021-12-31$1,214
Total of all expenses incurred2021-12-31$1,054,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$972,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,269,760
Value of total assets at end of year2021-12-31$19,034,670
Value of total assets at beginning of year2021-12-31$14,564,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,606
Total interest from all sources2021-12-31$10,803
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$834,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$834,028
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,791,564
Participant contributions at end of year2021-12-31$249,575
Participant contributions at beginning of year2021-12-31$132,263
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$478,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,812
Other income not declared elsewhere2021-12-31$4,593
Administrative expenses (other) incurred2021-12-31$81,606
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$4,469,906
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,034,670
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,564,764
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$18,529,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,077,476
Interest on participant loans2021-12-31$10,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$255,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$355,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,398,597
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$110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$970,814
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate carrying amount (costs) on sale of assets2021-12-31$-1,214
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : PHMC 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,287
Total unrealized appreciation/depreciation of assets2020-12-31$7,287
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$4,546,076
Total loss/gain on sale of assets2020-12-31$143
Total of all expenses incurred2020-12-31$898,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$821,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,592,507
Value of total assets at end of year2020-12-31$14,564,764
Value of total assets at beginning of year2020-12-31$10,917,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,592
Total interest from all sources2020-12-31$5,374
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$492,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$492,506
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,447,024
Participant contributions at end of year2020-12-31$132,263
Participant contributions at beginning of year2020-12-31$83,805
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$145,483
Other income not declared elsewhere2020-12-31$4,770
Administrative expenses (other) incurred2020-12-31$77,592
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$3,647,381
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,564,764
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,917,383
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$14,077,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,589,142
Interest on participant loans2020-12-31$5,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$355,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$239,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,443,489
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$821,103
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate carrying amount (costs) on sale of assets2020-12-31$-143
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : PHMC 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$4,039,010
Total income from all sources (including contributions)2019-12-31$4,039,010
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$967,083
Total of all expenses incurred2019-12-31$967,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$906,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$906,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,146,699
Value of total assets at end of year2019-12-31$10,917,383
Value of total assets at end of year2019-12-31$10,917,383
Value of total assets at beginning of year2019-12-31$7,845,456
Value of total assets at beginning of year2019-12-31$7,845,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,645
Total interest from all sources2019-12-31$5,247
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$350,505
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$350,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$350,505
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$350,505
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,923,805
Participant contributions at end of year2019-12-31$83,805
Participant contributions at beginning of year2019-12-31$84,352
Participant contributions at beginning of year2019-12-31$84,352
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$222,894
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$222,894
Other income not declared elsewhere2019-12-31$1,652
Other income not declared elsewhere2019-12-31$1,652
Administrative expenses (other) incurred2019-12-31$60,645
Administrative expenses (other) incurred2019-12-31$60,645
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,071,927
Value of net income/loss2019-12-31$3,071,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,917,383
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,845,456
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,845,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$10,589,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,589,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,534,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,534,732
Interest on participant loans2019-12-31$5,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$239,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$226,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$226,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,534,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,534,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$906,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$906,438
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : PHMC 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$1,514,059
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$885,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$803,414
Expenses. Certain deemed distributions of participant loans2018-12-31$11,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,601,847
Value of total assets at end of year2018-12-31$7,845,456
Value of total assets at beginning of year2018-12-31$7,216,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,963
Total interest from all sources2018-12-31$4,184
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$466,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$466,896
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,372,260
Participant contributions at end of year2018-12-31$84,352
Participant contributions at beginning of year2018-12-31$78,869
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$229,587
Administrative expenses (other) incurred2018-12-31$70,963
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$628,464
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,845,456
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,216,992
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$7,534,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,877,688
Interest on participant loans2018-12-31$4,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$226,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$246,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-558,868
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$803,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : PHMC 403(B) 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$2,247,903
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,110,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,057,368
Expenses. Certain deemed distributions of participant loans2017-12-31$904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,223,872
Value of total assets at end of year2017-12-31$7,216,992
Value of total assets at beginning of year2017-12-31$6,079,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,521
Total interest from all sources2017-12-31$3,114
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$317,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$317,756
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,168,428
Participant contributions at end of year2017-12-31$78,869
Participant contributions at beginning of year2017-12-31$60,554
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,444
Administrative expenses (other) incurred2017-12-31$3,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,137,110
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,216,992
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,079,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,877,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,914,377
Interest on participant loans2017-12-31$3,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$104,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$104,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$246,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$703,161
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,057,368
Contract administrator fees2017-12-31$33,623
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 name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : PHMC 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$1,510,689
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$648,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$598,880
Expenses. Certain deemed distributions of participant loans2016-12-31$1,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,099,832
Value of total assets at end of year2016-12-31$6,079,882
Value of total assets at beginning of year2016-12-31$5,218,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,594
Total interest from all sources2016-12-31$2,338
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$206,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$206,864
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,062,274
Participant contributions at end of year2016-12-31$60,554
Participant contributions at beginning of year2016-12-31$62,142
Participant contributions at beginning of year2016-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,558
Other income not declared elsewhere2016-12-31$17
Administrative expenses (other) incurred2016-12-31$4,320
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$861,838
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,079,882
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,218,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,914,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,048,097
Interest on participant loans2016-12-31$2,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$104,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$107,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$107,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$201,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$598,880
Contract administrator fees2016-12-31$29,274
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 name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : PHMC 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$968,657
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,061,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$989,564
Value of total corrective distributions2015-12-31$27,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,064,379
Value of total assets at end of year2015-12-31$5,218,044
Value of total assets at beginning of year2015-12-31$5,311,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,401
Total interest from all sources2015-12-31$2,031
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$228,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$228,214
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$1,045,830
Participant contributions at end of year2015-12-31$62,142
Participant contributions at beginning of year2015-12-31$90,001
Participant contributions at end of year2015-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,969
Administrative expenses (other) incurred2015-12-31$3,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-93,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,218,044
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,311,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,048,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,081,891
Income. Interest from loans (other than to participants)2015-12-31$2,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$107,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$139,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$139,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-325,967
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$989,564
Contract administrator fees2015-12-31$25,997
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 name2015-12-31EISNER AMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : PHMC 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$1,361,846
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$410,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$350,920
Expenses. Certain deemed distributions of participant loans2014-12-31$10,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,051,804
Value of total assets at end of year2014-12-31$5,311,057
Value of total assets at beginning of year2014-12-31$4,359,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,360
Total interest from all sources2014-12-31$2,516
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$94,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$94,846
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$959,541
Participant contributions at end of year2014-12-31$90,001
Participant contributions at beginning of year2014-12-31$71,879
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$92,263
Administrative expenses (other) incurred2014-12-31$6,074
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$951,401
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,311,057
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,359,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$26,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,081,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,158,072
Interest on participant loans2014-12-31$2,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$139,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$129,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$129,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$212,680
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$350,920
Contract administrator fees2014-12-31$17,264
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 name2014-12-31EISNER AMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : PHMC 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,653,737
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,201,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,142,455
Expenses. Certain deemed distributions of participant loans2013-12-31$6,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,017,475
Value of total assets at end of year2013-12-31$4,359,656
Value of total assets at beginning of year2013-12-31$3,907,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,500
Total interest from all sources2013-12-31$2,079
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$65,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$65,508
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$897,629
Participant contributions at end of year2013-12-31$71,879
Participant contributions at beginning of year2013-12-31$33,822
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$119,846
Administrative expenses (other) incurred2013-12-31$11,089
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$452,312
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,359,656
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,907,344
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
Investment advisory and management fees2013-12-31$26,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,158,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,873,522
Interest on participant loans2013-12-31$2,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$129,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$568,675
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,142,455
Contract administrator fees2013-12-31$14,932
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 name2013-12-31EISNER AMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : PHMC 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,298,827
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$503,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$457,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$898,547
Value of total assets at end of year2012-12-31$3,907,344
Value of total assets at beginning of year2012-12-31$3,112,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,886
Total interest from all sources2012-12-31$1,489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$853,151
Participant contributions at end of year2012-12-31$33,822
Participant contributions at beginning of year2012-12-31$38,539
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45,396
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$795,273
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,907,344
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,112,071
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
Investment advisory and management fees2012-12-31$45,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,873,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,040,622
Interest on participant loans2012-12-31$1,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$32,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$32,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$398,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$457,668
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 name2012-12-31EISNER AMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : PHMC 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$849,399
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$743,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$700,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$862,660
Value of total assets at end of year2011-12-31$3,112,071
Value of total assets at beginning of year2011-12-31$3,005,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,452
Total interest from all sources2011-12-31$1,313
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$822,686
Participant contributions at end of year2011-12-31$38,539
Participant contributions at beginning of year2011-12-31$8,731
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$110
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$39,974
Administrative expenses (other) incurred2011-12-31$3,247
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$106,122
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,112,071
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,005,949
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$24,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,040,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,990,120
Interest on participant loans2011-12-31$1,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$32,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,574
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$700,825
Contract administrator fees2011-12-31$14,933
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 name2011-12-31EISNER AMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : PHMC 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,165,714
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$46,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$834,354
Value of total assets at end of year2010-12-31$3,005,949
Value of total assets at beginning of year2010-12-31$1,886,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,168
Total interest from all sources2010-12-31$200
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$788,537
Participant contributions at end of year2010-12-31$8,731
Participant contributions at beginning of year2010-12-31$4,356
Participant contributions at end of year2010-12-31$110
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$45,817
Administrative expenses (other) incurred2010-12-31$2,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,119,354
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,005,949
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,886,595
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$16,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,990,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,847,659
Interest on participant loans2010-12-31$200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$34,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$34,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$331,160
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,192
Contract administrator fees2010-12-31$12,983
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 name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : PHMC 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PHMC 403(B) PLAN

2021: PHMC 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHMC 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHMC 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHMC 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHMC 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: PHMC 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHMC 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHMC 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHMC 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHMC 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHMC 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHMC 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberNA
Policy instance 1
Insurance contract or identification numberNA
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberNA
Policy instance 1
Insurance contract or identification numberNA
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberNA
Policy instance 1
Insurance contract or identification numberNA
Number of Individuals Covered24
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberNA
Policy instance 1
Insurance contract or identification numberNA
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberNA
Policy instance 1
Insurance contract or identification numberNA
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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