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MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan NameMEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number 001

MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL RECOVERY SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL RECOVERY SYSTEMS, INC.
Employer identification number (EIN):311238578
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about MEDICAL RECOVERY SYSTEMS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1996-03-01
Company Identification Number: 19961088548
Legal Registered Office Address: 5605 RIGGINS CT STE 200

RENO
United States of America (USA)
89502

More information about MEDICAL RECOVERY SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01MARK CARPENTER2022-10-06
0012020-01-01MARK CARPENTER2021-09-29
0012019-01-01MARK CARPENTER2020-10-04
0012018-01-01MARK CARPENTER2019-10-06
0012017-01-01MARK CARPENTER
0012016-01-01MARK CARPENTER
0012015-01-01MARK CARPENTER
0012014-01-01MARK CARPENTER
0012013-01-01MARK CARPENTER MARK CARPENTER2014-10-07
0012012-01-01MARK CARPENTER
0012011-01-01MARK CARPENTER MARK CARPENTER2012-10-10
0012010-01-01MARK CARPENTER
0012009-01-01MARK CARPENTER

Plan Statistics for MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2021: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-0149
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0199
Number of participants with account balances2021-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-0146
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01120
Number of participants with account balances2020-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01144
Total number of active participants reported on line 7a of the Form 55002019-01-0155
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01128
Number of participants with account balances2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-0159
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01144
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-0174
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01164
Number of participants with account balances2017-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01178
Number of participants with account balances2016-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01271
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01197
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01138
Total of all active and inactive participants2014-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01272
Number of participants with account balances2014-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01276
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01290
Number of participants with account balances2013-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0141
2012: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01337
Total number of active participants reported on line 7a of the Form 55002012-01-01204
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01277
Number of participants with account balances2012-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01346
Total number of active participants reported on line 7a of the Form 55002011-01-01197
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01139
Total of all active and inactive participants2011-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01337
Number of participants with account balances2011-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01347
Total number of active participants reported on line 7a of the Form 55002010-01-01210
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01136
Total of all active and inactive participants2010-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01346
Number of participants with account balances2010-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01299
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01316
Number of participants with account balances2009-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2021 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$484,382
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,472,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,451,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$146,499
Value of total assets at end of year2021-12-31$3,481,040
Value of total assets at beginning of year2021-12-31$4,469,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,243
Total interest from all sources2021-12-31$65,704
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$450,000
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$118,227
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-988,333
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,481,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,469,373
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$1,984,182
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,809,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$65,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,489,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,646,306
Net investment gain or loss from common/collective trusts2021-12-31$272,179
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$28,272
Employer contributions (assets) at end of year2021-12-31$6,903
Employer contributions (assets) at beginning of year2021-12-31$13,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,451,472
Contract administrator fees2021-12-31$21,243
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 name2021-12-31VEID & VEID CPAS
Accountancy firm EIN2021-12-31542131378
2020 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$915,240
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$524,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$510,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$479,167
Value of total assets at end of year2020-12-31$4,469,373
Value of total assets at beginning of year2020-12-31$4,079,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,991
Total interest from all sources2020-12-31$57,688
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$450,000
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$164,541
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$274,881
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
Value of net income/loss2020-12-31$390,361
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,469,373
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,079,012
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$2,809,115
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,376,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$57,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,646,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,691,880
Net investment gain or loss from common/collective trusts2020-12-31$378,385
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$39,745
Employer contributions (assets) at end of year2020-12-31$13,952
Employer contributions (assets) at beginning of year2020-12-31$10,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$510,888
Contract administrator fees2020-12-31$13,991
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31VEID & VEID CPAS
Accountancy firm EIN2020-12-31542131378
2019 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$624,278
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$370,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$355,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$143,887
Value of total assets at end of year2019-12-31$4,079,012
Value of total assets at beginning of year2019-12-31$3,824,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,092
Total interest from all sources2019-12-31$64,429
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$450,000
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$121,201
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end 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$254,103
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,079,012
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,824,909
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$2,376,428
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,215,181
Interest earned on other investments2019-12-31$64,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,691,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,605,475
Net investment gain or loss from common/collective trusts2019-12-31$415,962
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$22,686
Employer contributions (assets) at end of year2019-12-31$10,704
Employer contributions (assets) at beginning of year2019-12-31$4,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$355,083
Contract administrator fees2019-12-31$15,092
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31VEID & VEID CPAS
Accountancy firm EIN2019-12-31542131378
2018 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$109,950
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$337,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$321,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$175,556
Value of total assets at end of year2018-12-31$3,824,909
Value of total assets at beginning of year2018-12-31$4,052,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,507
Total interest from all sources2018-12-31$60,628
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$450,000
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$141,972
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-227,410
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,824,909
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,052,319
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$2,215,181
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,518,704
Interest earned on other investments2018-12-31$60,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,605,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,516,106
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-126,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$33,584
Employer contributions (assets) at end of year2018-12-31$4,253
Employer contributions (assets) at beginning of year2018-12-31$17,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$321,853
Contract administrator fees2018-12-31$15,507
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31VEID & VEID CPAS
Accountancy firm EIN2018-12-31542131378
2017 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$205
Total income from all sources (including contributions)2017-12-31$637,847
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$203,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$189,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$262,876
Value of total assets at end of year2017-12-31$4,052,319
Value of total assets at beginning of year2017-12-31$3,618,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,192
Total interest from all sources2017-12-31$56,537
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
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$159,360
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$65,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$205
Other income not declared elsewhere2017-12-31$64
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$434,356
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,052,319
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,617,963
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$2,518,704
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,200,886
Interest earned on other investments2017-12-31$56,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,516,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,408,228
Net investment gain/loss from pooled separate accounts2017-12-31$318,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$37,639
Employer contributions (assets) at end of year2017-12-31$17,509
Employer contributions (assets) at beginning of year2017-12-31$9,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$189,299
Contract administrator fees2017-12-31$14,192
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VEID & VEID CPAS
Accountancy firm EIN2017-12-31542131378
2016 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$205
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$477,526
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$478,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$463,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$239,710
Value of total assets at end of year2016-12-31$3,618,168
Value of total assets at beginning of year2016-12-31$3,618,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,033
Total interest from all sources2016-12-31$0
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$193,114
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-781
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,617,963
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,618,744
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$2,200,886
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,506,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,408,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,102,367
Net investment gain/loss from pooled separate accounts2016-12-31$237,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,166
Employer contributions (assets) at end of year2016-12-31$9,054
Employer contributions (assets) at beginning of year2016-12-31$9,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$463,274
Contract administrator fees2016-12-31$15,033
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31VEID & VEID CPAS
Accountancy firm EIN2016-12-31542131378
2015 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$163
Total income from all sources (including contributions)2015-12-31$351,294
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$774,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$756,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$345,240
Value of total assets at end of year2015-12-31$3,618,744
Value of total assets at beginning of year2015-12-31$4,041,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,641
Total interest from all sources2015-12-31$0
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
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$259,834
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$4,165
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$163
Other income not declared elsewhere2015-12-31$194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-422,837
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,618,744
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,041,581
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$2,506,849
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,037,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,102,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$976,659
Net investment gain/loss from pooled separate accounts2015-12-31$5,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$33,531
Employer contributions (assets) at end of year2015-12-31$9,528
Employer contributions (assets) at beginning of year2015-12-31$23,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$756,490
Contract administrator fees2015-12-31$17,641
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31VEID & VEID CPAS
Accountancy firm EIN2015-12-31542131378
2014 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22
Total income from all sources (including contributions)2014-12-31$706,946
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$601,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$582,360
Value of total corrective distributions2014-12-31$380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$489,423
Value of total assets at end of year2014-12-31$4,041,744
Value of total assets at beginning of year2014-12-31$3,935,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,308
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$450,000
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$309,577
Participant contributions at end of year2014-12-31$4,165
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$130,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$22
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$105,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,041,581
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,935,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,037,594
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,967,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$976,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$950,812
Net investment gain/loss from pooled separate accounts2014-12-31$217,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,769
Employer contributions (assets) at end of year2014-12-31$23,326
Employer contributions (assets) at beginning of year2014-12-31$17,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$582,360
Contract administrator fees2014-12-31$18,308
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31VEID & VEID CPAS
Accountancy firm EIN2014-12-31542131378
2013 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$22
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$974,264
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$538,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$520,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$448,840
Value of total assets at end of year2013-12-31$3,935,705
Value of total assets at beginning of year2013-12-31$3,499,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,172
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$450,000
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$373,100
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$22
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$436,224
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,935,683
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,499,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,967,053
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,590,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$950,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$878,026
Net investment gain/loss from pooled separate accounts2013-12-31$525,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,544
Employer contributions (assets) at end of year2013-12-31$17,840
Employer contributions (assets) at beginning of year2013-12-31$31,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$520,868
Contract administrator fees2013-12-31$17,172
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 name2013-12-31KELLEY GALLOWAY SMITH GOOLSBY PSC
Accountancy firm EIN2013-12-31611129886
2012 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$725
Total income from all sources (including contributions)2012-12-31$765,153
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$286,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$262,928
Value of total corrective distributions2012-12-31$725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$472,053
Value of total assets at end of year2012-12-31$3,499,459
Value of total assets at beginning of year2012-12-31$3,021,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,136
Total interest from all sources2012-12-31$0
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$450,000
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$371,948
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$20,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$725
Other income not declared elsewhere2012-12-31$257
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$478,364
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,499,459
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,021,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,590,191
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,128,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$878,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$860,767
Net investment gain/loss from pooled separate accounts2012-12-31$292,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$79,527
Employer contributions (assets) at end of year2012-12-31$31,242
Employer contributions (assets) at beginning of year2012-12-31$32,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$262,928
Contract administrator fees2012-12-31$23,136
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 name2012-12-31KELLEY, GALLOWAY & CO. P.S.C.
Accountancy firm EIN2012-12-31611129886
2011 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$504
Total income from all sources (including contributions)2011-12-31$466,314
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$312,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$286,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$472,986
Value of total assets at end of year2011-12-31$3,021,820
Value of total assets at beginning of year2011-12-31$2,867,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,103
Total interest from all sources2011-12-31$0
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$300,000
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$374,982
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$504
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$153,839
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,021,095
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,867,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,128,141
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,094,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$860,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$746,073
Net investment gain/loss from pooled separate accounts2011-12-31$-6,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$98,004
Employer contributions (assets) at end of year2011-12-31$32,912
Employer contributions (assets) at beginning of year2011-12-31$27,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$286,372
Contract administrator fees2011-12-31$26,103
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 name2011-12-31KELLEY, GALLOWAY & CO. P.S.C.
Accountancy firm EIN2011-12-31611129886
2010 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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$504
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$691,686
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$188,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$164,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$441,285
Value of total assets at end of year2010-12-31$2,867,760
Value of total assets at beginning of year2010-12-31$2,364,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,633
Total interest from all sources2010-12-31$0
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$300,000
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$347,729
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$5,839
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$504
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$503,100
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,867,256
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,364,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,094,034
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,720,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$746,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$603,099
Net investment gain/loss from pooled separate accounts2010-12-31$250,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$85,000
Employer contributions (assets) at end of year2010-12-31$27,653
Employer contributions (assets) at beginning of year2010-12-31$35,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,953
Contract administrator fees2010-12-31$23,633
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 name2010-12-31BASTIN & COMPANY, L.L.C.
Accountancy firm EIN2010-12-31311765199
2009 : MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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 MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST

2021: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 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: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEDICAL RECOVERY SYSTEMS INC 401(K) SALARY REDUCTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521/PLF7KP
Policy instance 1
Insurance contract or identification numberGP82521/PLF7KP
Number of Individuals Covered94
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,651
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,651
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521/PLF7KP
Policy instance 1
Insurance contract or identification numberGP82521/PLF7KP
Number of Individuals Covered117
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,965
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,965
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521/PLF7KP
Policy instance 1
Insurance contract or identification numberGP82521/PLF7KP
Number of Individuals Covered118
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,158
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,158
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521/PLF7KP
Policy instance 1
Insurance contract or identification numberGP82521/PLF7KP
Number of Individuals Covered132
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,523
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,523
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521/PLF7KP
Policy instance 1
Insurance contract or identification numberGP82521/PLF7KP
Number of Individuals Covered146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,829
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,829
Insurance broker organization code?4
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521/PLF7KP
Policy instance 1
Insurance contract or identification numberGP82521/PLF7KP
Number of Individuals Covered172
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,875
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,875
Insurance broker organization code?4
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMP TO SALES REP
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521
Policy instance 1
Insurance contract or identification numberGP82521
Number of Individuals Covered251
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,351
Total amount of fees paid to insurance companyUSD $36
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,351
Insurance broker organization code?4
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerNON-MONETARY COMP TO SALES REP
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521
Policy instance 1
Insurance contract or identification numberGP82521
Number of Individuals Covered282
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,523
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,523
Insurance broker organization code?4
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521
Policy instance 1
Insurance contract or identification numberGP82521
Number of Individuals Covered259
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,511
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,511
Insurance broker organization code?4
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521
Policy instance 1
Insurance contract or identification numberGP82521
Number of Individuals Covered309
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,824
Total amount of fees paid to insurance companyUSD $44
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP82521
Policy instance 1
Insurance contract or identification numberGP82521
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,701
Total amount of fees paid to insurance companyUSD $20
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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