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BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameBEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN
Plan identification number 002

BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

BEACON HOSPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:BEACON HOSPITAL MANAGEMENT, LLC
Employer identification number (EIN):273174264
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SEAN WENDELL2023-10-05
0022021-01-01SEAN WENDELL2022-09-27
0022020-01-01SEAN WENDELL2021-09-24
0022019-01-01SEAN WENDELL2020-08-11
0022018-01-01SEAN WENDELL2019-08-26
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SEAN WENDELL
0022013-01-01PHILLIP SEAN WENDELL
0022012-01-01SEAN WENDELL

Plan Statistics for BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-01347
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01365
Number of participants with account balances2022-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01271
Number of participants with account balances2021-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01239
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01259
Number of participants with account balances2020-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01251
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01245
Number of participants with account balances2019-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01247
Total number of active participants reported on line 7a of the Form 55002018-01-01233
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01248
Number of participants with account balances2018-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01217
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01319
Total number of active participants reported on line 7a of the Form 55002016-01-01173
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01316
Number of participants with account balances2015-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01212
Number of participants with account balances2014-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01188
Total number of active participants reported on line 7a of the Form 55002013-01-01226
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01243
Total participants2013-01-01243
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01183
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022 : BEACON HOSPITAL MANAGEMENT, LLC 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$9,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$91
Total income from all sources (including contributions)2022-12-31$-53,637
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$163,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$142,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$204,369
Value of total assets at end of year2022-12-31$1,333,939
Value of total assets at beginning of year2022-12-31$1,542,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,093
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$150,000
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$204,369
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$9,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$91
Other income not declared elsewhere2022-12-31$347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-217,577
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,324,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,542,365
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 pooled separate accounts at end of year2022-12-31$1,302,269
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,504,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$37,674
Net investment gain/loss from pooled separate accounts2022-12-31$-258,353
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$142,847
Contract administrator fees2022-12-31$21,093
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 name2022-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2022-12-31721348954
2021 : BEACON HOSPITAL MANAGEMENT, LLC 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$91
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$365
Total income from all sources (including contributions)2021-12-31$389,955
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$354,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$318,393
Value of total corrective distributions2021-12-31$11,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$132,810
Value of total assets at end of year2021-12-31$1,542,456
Value of total assets at beginning of year2021-12-31$1,507,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,054
Total interest from all sources2021-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$25,054
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$150,000
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$132,810
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,742
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$91
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$365
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$35,506
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,542,365
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,506,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$1,504,780
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,471,013
Interest on participant loans2021-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$37,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$33,469
Net investment gain/loss from pooled separate accounts2021-12-31$257,105
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$2
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$318,393
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 name2021-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2021-12-31721348954
2020 : BEACON HOSPITAL MANAGEMENT, LLC 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$365
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$370,870
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$52,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,591
Value of total corrective distributions2020-12-31$16,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$137,583
Value of total assets at end of year2020-12-31$1,507,224
Value of total assets at beginning of year2020-12-31$1,188,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,864
Total interest from all sources2020-12-31$288
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$11,864
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
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$111,907
Participant contributions at end of year2020-12-31$2,742
Participant contributions at beginning of year2020-12-31$9,652
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$4,809
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$318,173
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,506,859
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,188,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,471,013
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,112,045
Interest on participant loans2020-12-31$288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$33,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$32,180
Net investment gain/loss from pooled separate accounts2020-12-31$232,999
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$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,591
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 name2020-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2020-12-31721348954
2019 : BEACON HOSPITAL MANAGEMENT, LLC 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$340,546
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$294,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$281,381
Value of total corrective distributions2019-12-31$7,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$126,457
Value of total assets at end of year2019-12-31$1,188,686
Value of total assets at beginning of year2019-12-31$1,142,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,440
Total interest from all sources2019-12-31$469
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$5,440
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
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$96,457
Participant contributions at end of year2019-12-31$9,652
Participant contributions at beginning of year2019-12-31$11,316
Participant contributions at end of year2019-12-31$4,809
Participant contributions at beginning of year2019-12-31$2,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
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$45,976
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,188,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,142,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,112,045
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,095,652
Interest on participant loans2019-12-31$469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,562
Net investment gain/loss from pooled separate accounts2019-12-31$213,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,000
Employer contributions (assets) at end of year2019-12-31$30,000
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$281,381
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 name2019-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2019-12-31721348954
2018 : BEACON HOSPITAL MANAGEMENT, LLC 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$0
Total income from all sources (including contributions)2018-12-31$-14,503
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$139,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$109,897
Expenses. Certain deemed distributions of participant loans2018-12-31$1,667
Value of total corrective distributions2018-12-31$6,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$57,801
Value of total assets at end of year2018-12-31$1,142,710
Value of total assets at beginning of year2018-12-31$1,296,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,222
Total interest from all sources2018-12-31$956
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$21,222
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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$57,801
Participant contributions at end of year2018-12-31$11,316
Participant contributions at beginning of year2018-12-31$15,364
Participant contributions at end of year2018-12-31$2,180
Participant contributions at beginning of year2018-12-31$1,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-153,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,142,710
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,296,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,095,652
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,231,899
Interest on participant loans2018-12-31$600
Interest earned on other investments2018-12-31$356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$33,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$47,633
Net investment gain/loss from pooled separate accounts2018-12-31$-73,260
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 contributions2018-12-31Yes
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$109,897
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 name2018-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2018-12-31721348954
2017 : BEACON HOSPITAL MANAGEMENT, LLC 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$198
Total income from all sources (including contributions)2017-12-31$244,396
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$121,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$104,113
Value of total corrective distributions2017-12-31$11,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$65,238
Value of total assets at end of year2017-12-31$1,296,559
Value of total assets at beginning of year2017-12-31$1,173,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,102
Total interest from all sources2017-12-31$1,280
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,102
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
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$50,435
Participant contributions at end of year2017-12-31$15,364
Participant contributions at beginning of year2017-12-31$24,615
Participant contributions at end of year2017-12-31$1,663
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$198
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$122,837
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,296,559
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,173,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,231,899
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,098,114
Interest on participant loans2017-12-31$937
Interest earned on other investments2017-12-31$343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$47,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$51,191
Net investment gain/loss from pooled separate accounts2017-12-31$177,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$104,113
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 name2017-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2017-12-31721348954
2016 : BEACON HOSPITAL MANAGEMENT, LLC 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$198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$349
Total income from all sources (including contributions)2016-12-31$111,515
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$49,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,069
Expenses. Certain deemed distributions of participant loans2016-12-31$4,165
Value of total corrective distributions2016-12-31$5,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,742
Value of total assets at end of year2016-12-31$1,173,920
Value of total assets at beginning of year2016-12-31$1,112,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,238
Total interest from all sources2016-12-31$558
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,238
Was this plan covered by a fidelity bond2016-12-31No
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$41,742
Participant contributions at end of year2016-12-31$24,615
Participant contributions at beginning of year2016-12-31$13,374
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$349
Other income not declared elsewhere2016-12-31$0
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$62,066
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,173,722
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,111,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,098,114
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,048,217
Interest on participant loans2016-12-31$558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$51,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$50,414
Net investment gain/loss from pooled separate accounts2016-12-31$69,215
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$34,069
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 name2016-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2016-12-31721348954
2015 : BEACON HOSPITAL MANAGEMENT, LLC 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$349
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$19,335
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$120,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$115,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$43,333
Value of total assets at end of year2015-12-31$1,112,005
Value of total assets at beginning of year2015-12-31$1,213,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,249
Total interest from all sources2015-12-31$503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,249
Was this plan covered by a fidelity bond2015-12-31No
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$43,333
Participant contributions at end of year2015-12-31$13,374
Participant contributions at beginning of year2015-12-31$17,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-101,652
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,111,656
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,213,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,048,217
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,146,436
Interest on participant loans2015-12-31$503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$50,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$49,334
Net investment gain/loss from pooled separate accounts2015-12-31$-24,883
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$115,738
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 name2015-12-31APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2015-12-31721348954
2014 : BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$110,932
Total of all expenses incurred2014-12-31$7,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$49,145
Value of total assets at end of year2014-12-31$1,213,308
Value of total assets at beginning of year2014-12-31$1,110,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,074
Total interest from all sources2014-12-31$666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$750
Was this plan covered by a fidelity bond2014-12-31No
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$49,145
Participant contributions at end of year2014-12-31$17,538
Participant contributions at beginning of year2014-12-31$12,988
Other income not declared elsewhere2014-12-31$293
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$103,087
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,213,308
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,110,221
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$4,324
Value of interest in pooled separate accounts at end of year2014-12-31$1,146,436
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,069,524
Interest on participant loans2014-12-31$666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$49,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,709
Net investment gain/loss from pooled separate accounts2014-12-31$60,828
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$2,771
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 name2014-12-31APPLE GUERIN
Accountancy firm EIN2014-12-31721348954
2013 : BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$239,696
Total of all expenses incurred2013-12-31$56,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$86,727
Value of total assets at end of year2013-12-31$1,110,221
Value of total assets at beginning of year2013-12-31$926,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,337
Total interest from all sources2013-12-31$346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,123
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$53,770
Participant contributions at end of year2013-12-31$12,988
Participant contributions at beginning of year2013-12-31$12,852
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,957
Other income not declared elsewhere2013-12-31$193
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$183,343
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,110,221
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$926,878
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$3,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$911,324
Value of interest in pooled separate accounts at end of year2013-12-31$1,069,524
Interest on participant loans2013-12-31$346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,702
Net investment gain/loss from pooled separate accounts2013-12-31$152,430
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$51,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31APPLE GUERIN
Accountancy firm EIN2013-12-31721348954
2012 : BEACON HOSPITAL MANAGEMENT, LLC 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$191,468
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$74,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$65,864
Value of total corrective distributions2012-12-31$7,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$76,695
Value of total assets at end of year2012-12-31$926,878
Value of total assets at beginning of year2012-12-31$809,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$828
Total interest from all sources2012-12-31$499
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$81,000
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$76,695
Participant contributions at end of year2012-12-31$12,852
Participant contributions at beginning of year2012-12-31$10,852
Other income not declared elsewhere2012-12-31$114,274
Administrative expenses (other) incurred2012-12-31$828
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$117,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$926,878
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$809,780
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$911,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$796,077
Interest on participant loans2012-12-31$499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,851
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$65,864
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 name2012-12-31APPLE GUERIN
Accountancy firm EIN2012-12-31721348954

Form 5500 Responses for BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN

2022: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 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: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEACON HOSPITAL MANAGEMENT, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEACON HOSPITAL MANAGEMENT, LLC 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered371
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $665
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 fees504
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered271
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $826
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 fees826
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered259
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,143
Total amount of fees paid to insurance companyUSD $607
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 $1,143
Insurance broker organization code?3
Amount paid for insurance broker fees607
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered245
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,680
Total amount of fees paid to insurance companyUSD $584
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 $4,680
Insurance broker organization code?3
Amount paid for insurance broker fees584
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered248
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,944
Total amount of fees paid to insurance companyUSD $615
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 $4,944
Insurance broker organization code?3
Amount paid for insurance broker fees615
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered242
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,971
Total amount of fees paid to insurance companyUSD $621
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 $4,971
Insurance broker organization code?3
Amount paid for insurance broker fees621
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTHE HASLAUER GROUP, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered295
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,625
Total amount of fees paid to insurance companyUSD $274
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,625
Insurance broker organization code?3
Amount paid for insurance broker fees274
Additional information about fees paid to insurance brokerFEES
Insurance broker nameTHE HASLAUER GROUP, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,542
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,542
Insurance broker organization code?3
Insurance broker nameJEFFREY DUNBAR
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601171-000
Policy instance 1
Insurance contract or identification number601171-000
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,643
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,643
Insurance broker organization code?3
Insurance broker nameJEFFREY DUNBAR
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberP35A4Q00580
Policy instance 1
Insurance contract or identification numberP35A4Q00580
Number of Individuals Covered183
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $3,028
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameEDWARD JONES

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