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CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CARESTAR, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARESTAR, INC.
Employer identification number (EIN):311254105
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about CARESTAR, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2101352

More information about CARESTAR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PAMELA ZIPPERER-DAVIS
0022016-01-01PAMELA ZIPPERER-DAVIS
0022015-01-01THOMAS GRUBER
0022014-01-01THOMAS GRUBER
0022013-01-01THOMAS GRUBER
0022012-01-01JOHN KEMPER
0022011-01-01JOHN KEMPER
0022010-01-01JOHN KEMPER
0022009-01-01DWIGHT STEPHENSON DWIGHT STEPHENSON2010-10-12

Plan Statistics for CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01606
Total number of active participants reported on line 7a of the Form 55002023-01-01400
Number of retired or separated participants receiving benefits2023-01-01120
Number of other retired or separated participants entitled to future benefits2023-01-01144
Total of all active and inactive participants2023-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01668
Number of participants with account balances2023-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0131
2022: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01588
Total number of active participants reported on line 7a of the Form 55002022-01-01343
Number of retired or separated participants receiving benefits2022-01-01104
Number of other retired or separated participants entitled to future benefits2022-01-01156
Total of all active and inactive participants2022-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01605
Number of participants with account balances2022-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01542
Total number of active participants reported on line 7a of the Form 55002021-01-01320
Number of retired or separated participants receiving benefits2021-01-01105
Number of other retired or separated participants entitled to future benefits2021-01-01163
Total of all active and inactive participants2021-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01590
Number of participants with account balances2021-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01554
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-0194
Number of other retired or separated participants entitled to future benefits2020-01-01161
Total of all active and inactive participants2020-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01544
Number of participants with account balances2020-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01587
Total number of active participants reported on line 7a of the Form 55002019-01-01217
Number of retired or separated participants receiving benefits2019-01-01102
Number of other retired or separated participants entitled to future benefits2019-01-01227
Total of all active and inactive participants2019-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01550
Number of participants with account balances2019-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01608
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-0196
Number of other retired or separated participants entitled to future benefits2018-01-01282
Total of all active and inactive participants2018-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01581
Number of participants with account balances2018-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01606
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-01118
Number of other retired or separated participants entitled to future benefits2017-01-01297
Total of all active and inactive participants2017-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01605
Number of participants with account balances2017-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01595
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-01116
Number of other retired or separated participants entitled to future benefits2016-01-01259
Total of all active and inactive participants2016-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01596
Number of participants with account balances2016-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01583
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-0195
Number of other retired or separated participants entitled to future benefits2015-01-01282
Total of all active and inactive participants2015-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01593
Number of participants with account balances2015-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01587
Total number of active participants reported on line 7a of the Form 55002014-01-01241
Number of retired or separated participants receiving benefits2014-01-0184
Number of other retired or separated participants entitled to future benefits2014-01-01258
Total of all active and inactive participants2014-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01583
Number of participants with account balances2014-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0146
2013: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01566
Total number of active participants reported on line 7a of the Form 55002013-01-01296
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-01253
Total of all active and inactive participants2013-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01584
Number of participants with account balances2013-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0143
2012: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01515
Total number of active participants reported on line 7a of the Form 55002012-01-01366
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-01159
Total of all active and inactive participants2012-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01560
Number of participants with account balances2012-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01473
Total number of active participants reported on line 7a of the Form 55002011-01-01355
Number of retired or separated participants receiving benefits2011-01-0131
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01515
Number of participants with account balances2011-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2010: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01456
Total number of active participants reported on line 7a of the Form 55002010-01-01341
Number of retired or separated participants receiving benefits2010-01-0126
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0133
2009: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01434
Total number of active participants reported on line 7a of the Form 55002009-01-01348
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-0192
Total of all active and inactive participants2009-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01456
Number of participants with account balances2009-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0142

Financial Data on CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$15,932,960
Total unrealized appreciation/depreciation of assets2023-12-31$15,932,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$23,718,049
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,413,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,331,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,232,648
Value of total assets at end of year2023-12-31$77,787,722
Value of total assets at beginning of year2023-12-31$61,482,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$81,177
Total interest from all sources2023-12-31$55
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,215,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$208
Administrative expenses (other) incurred2023-12-31$81,177
Total non interest bearing cash at end of year2023-12-31$141,529
Total non interest bearing cash at beginning of year2023-12-31$36,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$16,304,908
Value of net assets at end of year (total assets less liabilities)2023-12-31$77,787,722
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$61,482,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,235,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,960,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$8,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$15,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$15,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$336,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$75,402,976
Assets. Invements in employer securities at beginning of year2023-12-31$59,470,016
Contributions received in cash from employer2023-12-31$6,232,648
Income. Dividends from common stock2023-12-31$1,215,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,331,964
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN2023-12-31273858252
2022 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,804,998
Total unrealized appreciation/depreciation of assets2022-12-31$-1,804,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,291,718
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,134,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,377,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,416,546
Value of total assets at end of year2022-12-31$61,482,814
Value of total assets at beginning of year2022-12-31$64,325,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$756,975
Total interest from all sources2022-12-31$258
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$123,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$756,975
Total non interest bearing cash at end of year2022-12-31$36,016
Total non interest bearing cash at beginning of year2022-12-31$11,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,842,716
Value of net assets at end of year (total assets less liabilities)2022-12-31$61,482,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$64,325,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,960,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,022,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$15,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-443,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$59,470,016
Assets. Invements in employer securities at beginning of year2022-12-31$61,275,014
Contributions received in cash from employer2022-12-31$5,416,546
Income. Dividends from common stock2022-12-31$123,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,377,459
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2022-12-31310905417
2021 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$11,685,014
Total unrealized appreciation/depreciation of assets2021-12-31$11,685,014
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$17,950
Total income from all sources (including contributions)2021-12-31$16,904,595
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,975,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,869,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,344,000
Value of total assets at end of year2021-12-31$64,325,530
Value of total assets at beginning of year2021-12-31$52,414,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$106,298
Total interest from all sources2021-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$621,849
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$253,730
Administrative expenses (other) incurred2021-12-31$106,298
Total non interest bearing cash at end of year2021-12-31$11,406
Total non interest bearing cash at beginning of year2021-12-31$25,651
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$11,929,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$64,325,530
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,396,316
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,022,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,785,802
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest earned on other investments2021-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,816
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
Assets. Invements in employer securities at end of year2021-12-31$61,275,014
Assets. Invements in employer securities at beginning of year2021-12-31$49,589,997
Contributions received in cash from employer2021-12-31$4,344,000
Income. Dividends from common stock2021-12-31$621,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,869,083
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$17,950
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2021-12-31310905417
2020 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$13,869,982
Total unrealized appreciation/depreciation of assets2020-12-31$13,869,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,950
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$18,626,709
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,517,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,428,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,172,709
Value of total assets at end of year2020-12-31$52,414,266
Value of total assets at beginning of year2020-12-31$38,287,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,737
Total interest from all sources2020-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,311,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$57,860
Administrative expenses professional fees incurred2020-12-31$31,507
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$84,114
Total non interest bearing cash at end of year2020-12-31$25,651
Total non interest bearing cash at beginning of year2020-12-31$1,893
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$14,109,292
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,396,316
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,287,024
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$9,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,785,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,465,847
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$272,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$49,589,997
Assets. Invements in employer securities at beginning of year2020-12-31$35,720,016
Contributions received in cash from employer2020-12-31$3,172,709
Income. Dividends from common stock2020-12-31$1,253,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,428,680
Contract administrator fees2020-12-31$47,873
Liabilities. Value of benefit claims payable at end of year2020-12-31$17,950
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2020-12-31310905417
2019 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,639,998
Total unrealized appreciation/depreciation of assets2019-12-31$10,639,998
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$13,481,929
Total loss/gain on sale of assets2019-12-31$42,567
Total of all expenses incurred2019-12-31$2,706,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,622,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,465,000
Value of total assets at end of year2019-12-31$38,287,024
Value of total assets at beginning of year2019-12-31$27,511,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,722
Total interest from all sources2019-12-31$76
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$75,963
Administrative expenses professional fees incurred2019-12-31$51,775
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$20
Total non interest bearing cash at end of year2019-12-31$1,893
Total non interest bearing cash at beginning of year2019-12-31$103,698
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$10,775,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,287,024
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,511,639
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$12,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,465,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,310,118
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$258,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$35,720,016
Assets. Invements in employer securities at beginning of year2019-12-31$25,080,017
Contributions received in cash from employer2019-12-31$2,465,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,622,822
Contract administrator fees2019-12-31$19,730
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$790,948
Aggregate carrying amount (costs) on sale of assets2019-12-31$748,381
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2019-12-31310905417
2018 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$9,045,237
Total unrealized appreciation/depreciation of assets2018-12-31$9,045,237
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$4,015
Total income from all sources (including contributions)2018-12-31$10,355,034
Total loss/gain on sale of assets2018-12-31$-50,046
Total of all expenses incurred2018-12-31$2,185,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,068,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$571,337
Value of total assets at end of year2018-12-31$27,511,639
Value of total assets at beginning of year2018-12-31$19,345,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$116,953
Total interest from all sources2018-12-31$201
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$964,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$72,136
Administrative expenses professional fees incurred2018-12-31$55,905
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$9,670
Total non interest bearing cash at end of year2018-12-31$103,698
Total non interest bearing cash at beginning of year2018-12-31$37,139
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$8,169,761
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,511,639
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,341,878
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
Investment advisory and management fees2018-12-31$15,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,310,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,243,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-176,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Assets. Invements in employer securities at end of year2018-12-31$25,080,017
Assets. Invements in employer securities at beginning of year2018-12-31$16,034,780
Contributions received in cash from employer2018-12-31$571,337
Income. Dividends from common stock2018-12-31$892,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,068,320
Contract administrator fees2018-12-31$45,835
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,015
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
Aggregate proceeds on sale of assets2018-12-31$3,196,906
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,246,952
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2018-12-31310905417
2017 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,054,455
Total unrealized appreciation/depreciation of assets2017-12-31$1,054,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,386
Total income from all sources (including contributions)2017-12-31$2,605,242
Total loss/gain on sale of assets2017-12-31$8,251
Total of all expenses incurred2017-12-31$1,721,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,610,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$500,000
Value of total assets at end of year2017-12-31$19,345,893
Value of total assets at beginning of year2017-12-31$18,470,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$111,073
Total interest from all sources2017-12-31$1,438
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$823,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$88,403
Administrative expenses professional fees incurred2017-12-31$42,831
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$9,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,669
Other income not declared elsewhere2017-12-31$8,372
Total non interest bearing cash at end of year2017-12-31$37,139
Total non interest bearing cash at beginning of year2017-12-31$512,539
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$884,137
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,341,878
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,457,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,243,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,941,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$26,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$26,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$209,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$16,034,780
Assets. Invements in employer securities at beginning of year2017-12-31$14,980,325
Contributions received in cash from employer2017-12-31$500,000
Income. Dividends from common stock2017-12-31$735,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,610,032
Contract administrator fees2017-12-31$44,645
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,015
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$12,386
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
Aggregate proceeds on sale of assets2017-12-31$861,141
Aggregate carrying amount (costs) on sale of assets2017-12-31$852,890
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2017-12-31310905417
2016 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$572,450
Total unrealized appreciation/depreciation of assets2016-12-31$572,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,387
Total income from all sources (including contributions)2016-12-31$2,366,439
Total loss/gain on sale of assets2016-12-31$-3,252
Total of all expenses incurred2016-12-31$2,088,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,960,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$500,000
Value of total assets at end of year2016-12-31$18,470,127
Value of total assets at beginning of year2016-12-31$18,192,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$127,525
Total interest from all sources2016-12-31$170
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,224,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$75,899
Administrative expenses professional fees incurred2016-12-31$42,084
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,670
Other income not declared elsewhere2016-12-31$432
Total non interest bearing cash at end of year2016-12-31$512,539
Total non interest bearing cash at beginning of year2016-12-31$39,068
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$278,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,457,741
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,179,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,941,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,712,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$26,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$72,417
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
Assets. Invements in employer securities at end of year2016-12-31$14,980,325
Assets. Invements in employer securities at beginning of year2016-12-31$14,407,874
Contributions received in cash from employer2016-12-31$500,000
Income. Dividends from common stock2016-12-31$1,148,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,960,886
Contract administrator fees2016-12-31$58,249
Liabilities. Value of benefit claims payable at end of year2016-12-31$12,386
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$12,387
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
Aggregate proceeds on sale of assets2016-12-31$2,846,374
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,849,626
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2016-12-31310905417
2015 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,126,421
Total unrealized appreciation/depreciation of assets2015-12-31$-1,126,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$864,843
Expenses. Interest paid2015-12-31$57,541
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$57,541
Total income from all sources (including contributions)2015-12-31$953,914
Total loss/gain on sale of assets2015-12-31$-73,810
Total of all expenses incurred2015-12-31$1,663,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,520,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$600,000
Value of total assets at end of year2015-12-31$18,192,100
Value of total assets at beginning of year2015-12-31$19,753,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$85,156
Total interest from all sources2015-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,398,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$26,537
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,476
Other income not declared elsewhere2015-12-31$2,124
Administrative expenses (other) incurred2015-12-31$6,957
Total non interest bearing cash at end of year2015-12-31$39,068
Total non interest bearing cash at beginning of year2015-12-31$762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-709,280
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,179,713
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,888,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$26,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,712,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,205,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$199,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$199,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$153,387
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
Assets. Invements in employer securities at end of year2015-12-31$14,407,874
Assets. Invements in employer securities at beginning of year2015-12-31$15,335,731
Contributions received in cash from employer2015-12-31$600,000
Income. Dividends from common stock2015-12-31$1,398,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,520,497
Contract administrator fees2015-12-31$25,389
Liabilities. Value of benefit claims payable at end of year2015-12-31$12,387
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$12,387
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
Aggregate proceeds on sale of assets2015-12-31$2,352,565
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,426,375
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$852,456
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2015-12-31310905417
2014 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,947,668
Total unrealized appreciation/depreciation of assets2014-12-31$-1,947,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$864,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,684,016
Expenses. Interest paid2014-12-31$111,443
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$111,443
Total income from all sources (including contributions)2014-12-31$-198,231
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,535,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,335,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$800,000
Value of total assets at end of year2014-12-31$19,753,836
Value of total assets at beginning of year2014-12-31$22,306,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$88,930
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$850,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$27,135
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$938
Administrative expenses (other) incurred2014-12-31$5,020
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$762
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,733,726
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,888,993
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,622,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$26,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,205,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,944,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$199,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,077,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,077,534
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$99,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$15,335,731
Assets. Invements in employer securities at beginning of year2014-12-31$17,283,399
Contributions received in cash from employer2014-12-31$800,000
Income. Dividends from common stock2014-12-31$850,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,333,642
Contract administrator fees2014-12-31$30,111
Liabilities. Value of benefit claims payable at end of year2014-12-31$12,387
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$33,006
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$852,456
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$1,651,010
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 name2014-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2014-12-31311119890
2013 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$611,878
Total unrealized appreciation/depreciation of assets2013-12-31$611,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,684,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,399,070
Expenses. Interest paid2013-12-31$162,061
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$162,061
Total income from all sources (including contributions)2013-12-31$2,868,137
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,077,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$844,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,044,750
Value of total assets at end of year2013-12-31$22,306,735
Value of total assets at beginning of year2013-12-31$21,231,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71,126
Total interest from all sources2013-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$903,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$19,214
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$938
Administrative expenses (other) incurred2013-12-31$3,209
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,790,196
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,622,719
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,832,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$24,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,944,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,472,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,077,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,087,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,087,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$51
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$307,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$17,283,399
Assets. Invements in employer securities at beginning of year2013-12-31$16,671,521
Contributions received in cash from employer2013-12-31$1,044,750
Income. Dividends from common stock2013-12-31$903,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$842,034
Contract administrator fees2013-12-31$24,379
Liabilities. Value of benefit claims payable at end of year2013-12-31$33,006
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$1,651,010
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$2,399,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2013-12-31311119890
2012 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$426,591
Total unrealized appreciation/depreciation of assets2012-12-31$426,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,399,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,134,692
Expenses. Interest paid2012-12-31$209,238
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$209,238
Total income from all sources (including contributions)2012-12-31$2,403,471
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$926,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$668,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$995,000
Value of total assets at end of year2012-12-31$21,231,593
Value of total assets at beginning of year2012-12-31$20,490,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,662
Total interest from all sources2012-12-31$67
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$605,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,575
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$938
Administrative expenses (other) incurred2012-12-31$90
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$34,863
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$1,476,958
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,832,523
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,355,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,472,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,018,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,087,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,226,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,226,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$67
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$376,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Assets. Invements in employer securities at end of year2012-12-31$16,671,521
Assets. Invements in employer securities at beginning of year2012-12-31$16,244,930
Contributions received in cash from employer2012-12-31$995,000
Income. Dividends from common stock2012-12-31$605,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$663,413
Contract administrator fees2012-12-31$16,785
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$2,399,070
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$3,099,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BARNES DENNIG & CO., LTD.
Accountancy firm EIN2012-12-31311119890
2011 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,969,213
Total unrealized appreciation/depreciation of assets2011-12-31$1,969,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,134,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,790,369
Expenses. Interest paid2011-12-31$253,549
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$253,549
Total income from all sources (including contributions)2011-12-31$3,874,752
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,062,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$654,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$945,000
Value of total assets at end of year2011-12-31$20,490,257
Value of total assets at beginning of year2011-12-31$18,333,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$153,963
Total interest from all sources2011-12-31$83
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,128,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$117,805
Administrative expenses professional fees incurred2011-12-31$106,773
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$3,213
Liabilities. Value of operating payables at end of year2011-12-31$34,863
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,812,490
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,355,565
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,543,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$21,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,018,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,873,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,226,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,184,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,184,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$83
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$7,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-168,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$16,244,930
Assets. Invements in employer securities at beginning of year2011-12-31$14,275,717
Contributions received in cash from employer2011-12-31$945,000
Income. Dividends from common stock2011-12-31$1,010,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$647,075
Contract administrator fees2011-12-31$22,758
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$34,092
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$3,099,829
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$3,756,277
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$616,187
Total unrealized appreciation/depreciation of assets2010-12-31$616,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,790,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,372,123
Expenses. Interest paid2010-12-31$295,057
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$295,057
Total income from all sources (including contributions)2010-12-31$2,493,424
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$830,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$468,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$900,000
Value of total assets at end of year2010-12-31$18,333,444
Value of total assets at beginning of year2010-12-31$17,251,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66,784
Total interest from all sources2010-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$672,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$21,144
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Other income not declared elsewhere2010-12-31$304,871
Administrative expenses (other) incurred2010-12-31$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,663,376
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,543,075
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,879,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,873,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,601,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,184,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$991,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$991,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$59
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,400
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
Assets. Invements in employer securities at end of year2010-12-31$14,275,717
Assets. Invements in employer securities at beginning of year2010-12-31$13,659,530
Contributions received in cash from employer2010-12-31$900,000
Income. Dividends from common stock2010-12-31$672,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$459,807
Contract administrator fees2010-12-31$25,760
Liabilities. Value of benefit claims payable at end of year2010-12-31$34,092
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$906
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$3,756,277
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$4,371,217
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055059
Policy instance 3
Insurance contract or identification numberT000055059
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055058
Policy instance 2
Insurance contract or identification numberT000055058
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055057
Policy instance 1
Insurance contract or identification numberT000055057
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055058
Policy instance 2
Insurance contract or identification numberT000055058
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055059
Policy instance 3
Insurance contract or identification numberT000055059
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055057
Policy instance 1
Insurance contract or identification numberT000055057
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055058
Policy instance 2
Insurance contract or identification numberT000055058
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055059
Policy instance 3
Insurance contract or identification numberT000055059
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055057
Policy instance 1
Insurance contract or identification numberT000055057
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055059
Policy instance 3
Insurance contract or identification numberT000055059
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055058
Policy instance 2
Insurance contract or identification numberT000055058
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055057
Policy instance 1
Insurance contract or identification numberT000055057
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055057
Policy instance 1
Insurance contract or identification numberT000055057
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055058
Policy instance 2
Insurance contract or identification numberT000055058
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberT000055059
Policy instance 3
Insurance contract or identification numberT000055059
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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