401k Plan data: SHARP HEALTH PLAN 401(K) PLAN plan

SHARP HEALTH PLAN 401(K) PLAN 401k Plan overview

Plan Name	SHARP HEALTH PLAN 401(K) PLAN
Plan identification number	001

SHARP HEALTH PLAN 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHARP HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name: SHARP HEALTH PLAN

Employer identification number (EIN): 330519730

NAIC Classification: 524140

Additional information about SHARP HEALTH PLAN

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1816069

More information about SHARP HEALTH PLAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARP HEALTH PLAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RITA DATKO
001 2016-01-01 RITA DATKO
001 2015-01-01 RITA DATKO
001 2014-01-01 RITA DATKO
001 2013-01-01 ANNE STEPHENSON 2014-10-07 STACI DICKERSON 2014-10-08
001 2012-01-01 ANNE STEPHENSON 2013-10-03
001 2011-01-01 ANNE STEPHENSON 2012-06-29
001 2010-01-01 ANNE STEPHENSON 2011-07-18 STACI DICKERSON 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RITA DATKO
001	2016-01-01	RITA DATKO
001	2015-01-01	RITA DATKO
001	2014-01-01	RITA DATKO
001	2013-01-01	ANNE STEPHENSON	2014-10-07	STACI DICKERSON	2014-10-08
001	2012-01-01	ANNE STEPHENSON	2013-10-03
001	2011-01-01	ANNE STEPHENSON	2012-06-29
001	2010-01-01	ANNE STEPHENSON	2011-07-18	STACI DICKERSON	2011-07-18

Plan Statistics for SHARP HEALTH PLAN 401(K) PLAN

401k plan membership statisitcs for SHARP HEALTH PLAN 401(K) PLAN

Measure Date Value
2023: SHARP HEALTH PLAN 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 85
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 23
Total of all active and inactive participants 2023-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 108
Number of participants with account balances 2023-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SHARP HEALTH PLAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 23
Total of all active and inactive participants 2022-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 114
Number of participants with account balances 2022-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SHARP HEALTH PLAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 92
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 124
Number of participants with account balances 2021-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SHARP HEALTH PLAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 255
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 290
Number of participants with account balances 2020-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHARP HEALTH PLAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 249
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 280
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SHARP HEALTH PLAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 242
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 278
Number of participants with account balances 2018-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SHARP HEALTH PLAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 209
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 241
Number of participants with account balances 2017-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHARP HEALTH PLAN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 180
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 206
Number of participants with account balances 2016-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SHARP HEALTH PLAN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 173
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 193
Number of participants with account balances 2015-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHARP HEALTH PLAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 136
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 152
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: SHARP HEALTH PLAN 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	85
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	23
Total of all active and inactive participants	2023-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	108
Number of participants with account balances	2023-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SHARP HEALTH PLAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	23
Total of all active and inactive participants	2022-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	114
Number of participants with account balances	2022-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SHARP HEALTH PLAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	92
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	124
Number of participants with account balances	2021-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SHARP HEALTH PLAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	255
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	290
Number of participants with account balances	2020-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHARP HEALTH PLAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	249
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	280
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SHARP HEALTH PLAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	242
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	278
Number of participants with account balances	2018-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SHARP HEALTH PLAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	209
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	241
Number of participants with account balances	2017-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHARP HEALTH PLAN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	180
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	206
Number of participants with account balances	2016-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SHARP HEALTH PLAN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	173
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	193
Number of participants with account balances	2015-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHARP HEALTH PLAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	136
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	152
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on SHARP HEALTH PLAN 401(K) PLAN

Measure	Date	Value
2023 : SHARP HEALTH PLAN 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
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	$741,927
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$225,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$223,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$0
Value of total assets at end of year	2023-12-31	$5,630,510
Value of total assets at beginning of year	2023-12-31	$5,113,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,131
Total interest from all sources	2023-12-31	$22,271
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$191,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$191,911
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Participant contributions at end of year	2023-12-31	$236,794
Participant contributions at beginning of year	2023-12-31	$210,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$516,846
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$5,630,510
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,113,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$4,884,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$4,402,329
Value of interest in pooled separate accounts at end of year	2023-12-31	$80,244
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$71,379
Interest on participant loans	2023-12-31	$9,968
Interest earned on other investments	2023-12-31	$12,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$429,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$429,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$519,258
Net investment gain/loss from pooled separate accounts	2023-12-31	$8,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$223,950
Contract administrator fees	2023-12-31	$1,131
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BDO USA, P.C.
Accountancy firm EIN	2023-12-31	135381590
2022 : SHARP HEALTH PLAN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$146,616
Total income from all sources (including contributions)	2022-12-31	$-1,059,405
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$988,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$978,892
Value of total corrective distributions	2022-12-31	$6,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$5,113,664
Value of total assets at beginning of year	2022-12-31	$7,308,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,230
Total interest from all sources	2022-12-31	$25,350
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$176,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$176,385
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$210,158
Participant contributions at beginning of year	2022-12-31	$203,064
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$26,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$146,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,047,810
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,113,664
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,161,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,402,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,329,957
Value of interest in pooled separate accounts at end of year	2022-12-31	$71,379
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$84,865
Interest on participant loans	2022-12-31	$10,533
Interest earned on other investments	2022-12-31	$14,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$429,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$663,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,246,384
Net investment gain/loss from pooled separate accounts	2022-12-31	$-14,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$978,892
Contract administrator fees	2022-12-31	$3,230
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : SHARP HEALTH PLAN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$146,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$90,959
Total income from all sources (including contributions)	2021-12-31	$2,004,843
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$227,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$216,374
Expenses. Certain deemed distributions of participant loans	2021-12-31	$941
Value of total corrective distributions	2021-12-31	$911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,188,651
Value of total assets at end of year	2021-12-31	$7,308,090
Value of total assets at beginning of year	2021-12-31	$5,474,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,003
Total interest from all sources	2021-12-31	$28,523
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$472,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$472,791
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$696,923
Participant contributions at end of year	2021-12-31	$203,064
Participant contributions at beginning of year	2021-12-31	$208,843
Participant contributions at end of year	2021-12-31	$26,762
Participant contributions at beginning of year	2021-12-31	$25,473
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$491,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$146,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$90,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,777,614
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,161,474
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,383,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,329,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,772,888
Value of interest in pooled separate accounts at end of year	2021-12-31	$84,865
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,743
Interest on participant loans	2021-12-31	$10,836
Interest earned on other investments	2021-12-31	$17,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$663,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$462,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$311,088
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$216,374
Contract administrator fees	2021-12-31	$9,003
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : SHARP HEALTH PLAN 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$90,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$31,108
Total income from all sources (including contributions)	2020-12-31	$1,464,855
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$202,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$196,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$700,551
Value of total assets at end of year	2020-12-31	$5,474,819
Value of total assets at beginning of year	2020-12-31	$4,152,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,191
Total interest from all sources	2020-12-31	$24,017
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$203,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$203,832
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$614,161
Participant contributions at end of year	2020-12-31	$208,843
Participant contributions at beginning of year	2020-12-31	$190,342
Participant contributions at end of year	2020-12-31	$25,473
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$86,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$90,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$31,108
Other income not declared elsewhere	2020-12-31	$-11,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,262,527
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,383,860
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,121,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,772,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,630,626
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,743
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$12,421
Interest on participant loans	2020-12-31	$13,310
Interest earned on other investments	2020-12-31	$10,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$462,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$319,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$548,983
Net investment gain/loss from pooled separate accounts	2020-12-31	$-636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$196,137
Contract administrator fees	2020-12-31	$6,191
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HUTCHINSON & BLOODGOOD LLP
Accountancy firm EIN	2020-12-31	950858589
2019 : SHARP HEALTH PLAN 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$31,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,826
Total income from all sources (including contributions)	2019-12-31	$1,423,802
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$405,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$397,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$716,344
Value of total assets at end of year	2019-12-31	$4,152,441
Value of total assets at beginning of year	2019-12-31	$3,111,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,982
Total interest from all sources	2019-12-31	$16,612
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$127,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$127,272
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$570,116
Participant contributions at end of year	2019-12-31	$190,342
Participant contributions at beginning of year	2019-12-31	$95,160
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$146,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$31,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,018,698
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,121,333
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,102,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,630,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,727,311
Value of interest in pooled separate accounts at end of year	2019-12-31	$12,421
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,293
Interest on participant loans	2019-12-31	$6,929
Interest earned on other investments	2019-12-31	$9,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$319,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$283,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$562,351
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$397,122
Contract administrator fees	2019-12-31	$7,982
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUTCHINSON & BLOODGOOD LLP
Accountancy firm EIN	2019-12-31	950858589
2018 : SHARP HEALTH PLAN 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$8,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$25,916
Total income from all sources (including contributions)	2018-12-31	$462,619
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$86,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$76,422
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$633,968
Value of total assets at end of year	2018-12-31	$3,111,461
Value of total assets at beginning of year	2018-12-31	$2,752,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,112
Total interest from all sources	2018-12-31	$11,996
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$154,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$154,826
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$521,240
Participant contributions at end of year	2018-12-31	$95,160
Participant contributions at beginning of year	2018-12-31	$88,069
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$112,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$8,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$25,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$375,724
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,102,635
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,726,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,727,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,438,918
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,293
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,504
Interest on participant loans	2018-12-31	$4,171
Interest earned on other investments	2018-12-31	$7,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$283,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$224,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-337,889
Net investment gain/loss from pooled separate accounts	2018-12-31	$-282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$76,422
Contract administrator fees	2018-12-31	$7,112
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HUTCHINSON & BLOODGOOD LLP
Accountancy firm EIN	2018-12-31	950858589
2017 : SHARP HEALTH PLAN 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$25,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$24,434
Total income from all sources (including contributions)	2017-12-31	$1,315,128
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$137,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$126,722
Expenses. Certain deemed distributions of participant loans	2017-12-31	$5,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$975,413
Value of total assets at end of year	2017-12-31	$2,752,827
Value of total assets at beginning of year	2017-12-31	$1,573,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,721
Total interest from all sources	2017-12-31	$9,437
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$109,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$109,137
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$378,942
Participant contributions at end of year	2017-12-31	$88,069
Participant contributions at beginning of year	2017-12-31	$93,512
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$596,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$25,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$24,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,178,100
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,726,911
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,548,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,438,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,320,624
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,504
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,883
Interest on participant loans	2017-12-31	$3,803
Interest earned on other investments	2017-12-31	$5,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$224,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$155,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$220,503
Net investment gain/loss from pooled separate accounts	2017-12-31	$638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$126,722
Contract administrator fees	2017-12-31	$4,721
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HUTCHINSON & BLOODGOOD LLP
Accountancy firm EIN	2017-12-31	950858589
2016 : SHARP HEALTH PLAN 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$24,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$501,119
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$68,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$68,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$402,108
Value of total assets at end of year	2016-12-31	$1,573,245
Value of total assets at beginning of year	2016-12-31	$1,116,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$276
Total interest from all sources	2016-12-31	$7,750
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$44,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$44,186
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$341,972
Participant contributions at end of year	2016-12-31	$93,512
Participant contributions at beginning of year	2016-12-31	$86,143
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$60,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$24,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$432,460
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,548,811
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,116,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,320,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$912,606
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,883
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$3,694
Interest earned on other investments	2016-12-31	$4,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$155,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$117,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$46,162
Net investment gain/loss from pooled separate accounts	2016-12-31	$113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$68,383
Contract administrator fees	2016-12-31	$276
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HUTCHINSON & BLOODGOOD LLP
Accountancy firm EIN	2016-12-31	950858589
2015 : SHARP HEALTH PLAN 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$19,470
Total income from all sources (including contributions)	2015-12-31	$313,436
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$238,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$237,488
Expenses. Certain deemed distributions of participant loans	2015-12-31	$968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$304,091
Value of total assets at end of year	2015-12-31	$1,116,351
Value of total assets at beginning of year	2015-12-31	$1,061,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$206
Total interest from all sources	2015-12-31	$5,328
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$45,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$45,126
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$150,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$186,135
Participant contributions at end of year	2015-12-31	$86,143
Participant contributions at beginning of year	2015-12-31	$28,344
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$117,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$19,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$74,774
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,116,351
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,041,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$912,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$925,120
Interest on participant loans	2015-12-31	$2,100
Interest earned on other investments	2015-12-31	$3,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$117,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$107,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-41,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$237,488
Contract administrator fees	2015-12-31	$206
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HUTCHINSON & BLOODGOOD LLP
Accountancy firm EIN	2015-12-31	950858589
2014 : SHARP HEALTH PLAN 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$19,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$389,940
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$65,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$65,542
Value of total corrective distributions	2014-12-31	$134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$334,894
Value of total assets at end of year	2014-12-31	$1,061,047
Value of total assets at beginning of year	2014-12-31	$717,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$177
Total interest from all sources	2014-12-31	$3,722
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$44,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$44,985
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$55,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$134,167
Participant contributions at end of year	2014-12-31	$28,344
Participant contributions at beginning of year	2014-12-31	$29,231
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$200,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$19,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$324,087
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,041,577
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$717,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$925,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$569,200
Interest on participant loans	2014-12-31	$1,295
Interest earned on other investments	2014-12-31	$2,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$107,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$119,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$65,542
Contract administrator fees	2014-12-31	$177
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HUTCHINSON & BLOODGOOD LLP
Accountancy firm EIN	2014-12-31	950858589

Form 5500 Responses for SHARP HEALTH PLAN 401(K) PLAN

2023: SHARP HEALTH PLAN 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SHARP HEALTH PLAN 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHARP HEALTH PLAN 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHARP HEALTH PLAN 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHARP HEALTH PLAN 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHARP HEALTH PLAN 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHARP HEALTH PLAN 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHARP HEALTH PLAN 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHARP HEALTH PLAN 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHARP HEALTH PLAN 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	60
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	66
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	73
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	70
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	67
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	63
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	37
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $85
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $85
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	28
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $175
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $175
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

893331-087

Policy instance

Insurance contract or identification number	893331-087
Number of Individuals Covered	28
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $186
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $186
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	SHARP HEALTH PLAN
Employer identification number (EIN):	330519730
NAIC Classification:	524140

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1816069