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BEACON HEALTH VENTURES 401(K) PLAN 401k Plan overview

Plan NameBEACON HEALTH VENTURES 401(K) PLAN
Plan identification number 002

BEACON HEALTH VENTURES 401(K) PLAN Benefits

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

401k Sponsoring company profile

BEACON HEALTH VENTURES has sponsored the creation of one or more 401k plans.

Company Name:BEACON HEALTH VENTURES
Employer identification number (EIN):351901068
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ANNETTE VOTA
0022016-01-01ANNETTE VOTA
0022015-01-01ANNETTE VOTA
0022014-01-01ANNETTE VOTA
0022013-01-01ANNETTE VOTA
0022012-01-01ANNETTE VOTA
0022011-01-01ANNETTE VOTA
0022010-01-01ANNETTE VOTA
0022009-01-01ANNETTE VOTA

Plan Statistics for BEACON HEALTH VENTURES 401(K) PLAN

401k plan membership statisitcs for BEACON HEALTH VENTURES 401(K) PLAN

Measure Date Value
2020: BEACON HEALTH VENTURES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,585
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BEACON HEALTH VENTURES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,702
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-011,459
Total of all active and inactive participants2019-01-011,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-011,585
Number of participants with account balances2019-01-011,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BEACON HEALTH VENTURES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,825
Total number of active participants reported on line 7a of the Form 55002018-01-01183
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-011,497
Total of all active and inactive participants2018-01-011,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,702
Number of participants with account balances2018-01-011,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: BEACON HEALTH VENTURES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,755
Total number of active participants reported on line 7a of the Form 55002017-01-01713
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-011,092
Total of all active and inactive participants2017-01-011,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-011,825
Number of participants with account balances2017-01-011,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: BEACON HEALTH VENTURES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,662
Total number of active participants reported on line 7a of the Form 55002016-01-01813
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01928
Total of all active and inactive participants2016-01-011,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,755
Number of participants with account balances2016-01-011,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: BEACON HEALTH VENTURES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,638
Total number of active participants reported on line 7a of the Form 55002015-01-01938
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01718
Total of all active and inactive participants2015-01-011,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,662
Number of participants with account balances2015-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: BEACON HEALTH VENTURES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,437
Total number of active participants reported on line 7a of the Form 55002014-01-011,001
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01631
Total of all active and inactive participants2014-01-011,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,638
Number of participants with account balances2014-01-011,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: BEACON HEALTH VENTURES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,370
Total number of active participants reported on line 7a of the Form 55002013-01-01947
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01487
Total of all active and inactive participants2013-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,437
Number of participants with account balances2013-01-011,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: BEACON HEALTH VENTURES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01940
Total number of active participants reported on line 7a of the Form 55002012-01-01997
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01371
Total of all active and inactive participants2012-01-011,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,370
Number of participants with account balances2012-01-011,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: BEACON HEALTH VENTURES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01647
Total number of active participants reported on line 7a of the Form 55002011-01-01674
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01204
Total of all active and inactive participants2011-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01881
Number of participants with account balances2011-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BEACON HEALTH VENTURES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01533
Total number of active participants reported on line 7a of the Form 55002010-01-01448
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01151
Total of all active and inactive participants2010-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01600
Number of participants with account balances2010-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BEACON HEALTH VENTURES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01451
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01533
Number of participants with account balances2009-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BEACON HEALTH VENTURES 401(K) PLAN

Measure Date Value
2020 : BEACON HEALTH VENTURES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-25$84,693
Total of all expenses incurred2020-09-25$11,970,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-25$11,902,163
Expenses. Certain deemed distributions of participant loans2020-09-25$5,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-25$592
Value of total assets at end of year2020-09-25$0
Value of total assets at beginning of year2020-09-25$11,885,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-25$62,743
Total interest from all sources2020-09-25$20,863
Total dividends received (eg from common stock, registered investment company shares)2020-09-25$134,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-25Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-09-25$0
Total dividends received from registered investment company shares (eg mutual funds)2020-09-25$134,511
Administrative expenses professional fees incurred2020-09-25$28,550
Was this plan covered by a fidelity bond2020-09-25Yes
Value of fidelity bond cover2020-09-25$10,000,000
If this is an individual account plan, was there a blackout period2020-09-25No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-25$0
Were there any nonexempt tranactions with any party-in-interest2020-09-25No
Participant contributions at end of year2020-09-25$0
Participant contributions at beginning of year2020-09-25$41,106
Assets. Other investments not covered elsewhere at end of year2020-09-25$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-25$2,302
Income. Received or receivable in cash from other sources (including rollovers)2020-09-25$592
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-25$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-25$358
Other income not declared elsewhere2020-09-25$100
Administrative expenses (other) incurred2020-09-25$34,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-25No
Value of net income/loss2020-09-25$-11,885,421
Value of net assets at end of year (total assets less liabilities)2020-09-25$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-25$11,885,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-25No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-25No
Were any leases to which the plan was party in default or uncollectible2020-09-25No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-25$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-25$10,363,503
Interest on participant loans2020-09-25$841
Interest earned on other investments2020-09-25$20,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-25$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-25$1,463,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-25$-71,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-25No
Was there a failure to transmit to the plan any participant contributions2020-09-25No
Has the plan failed to provide any benefit when due under the plan2020-09-25No
Employer contributions (assets) at end of year2020-09-25$0
Employer contributions (assets) at beginning of year2020-09-25$14,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-25$11,902,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-25No
Did the plan have assets held for investment2020-09-25No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-25No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-25Yes
Opinion of an independent qualified public accountant for this plan2020-09-25Disclaimer
Accountancy firm name2020-09-25BKD, LLP
Accountancy firm EIN2020-09-25440160260
2019 : BEACON HEALTH VENTURES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,502,293
Total of all expenses incurred2019-12-31$1,386,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,337,874
Expenses. Certain deemed distributions of participant loans2019-12-31$19,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$496,255
Value of total assets at end of year2019-12-31$11,885,421
Value of total assets at beginning of year2019-12-31$10,769,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,018
Total interest from all sources2019-12-31$42,380
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$256,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$256,681
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$315,993
Participant contributions at end of year2019-12-31$41,106
Participant contributions at beginning of year2019-12-31$74,618
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,302
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$47,593
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$45,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$970
Other income not declared elsewhere2019-12-31$301
Administrative expenses (other) incurred2019-12-31$18,025
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$1,115,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,885,421
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,769,790
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
Investment advisory and management fees2019-12-31$10,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,363,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,033,727
Interest on participant loans2019-12-31$2,760
Interest earned on other investments2019-12-31$39,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,463,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,575,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,706,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$134,886
Employer contributions (assets) at end of year2019-12-31$14,526
Employer contributions (assets) at beginning of year2019-12-31$37,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,337,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : BEACON HEALTH VENTURES 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$6,046
Total income from all sources (including contributions)2018-12-31$874,626
Total of all expenses incurred2018-12-31$4,381,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,356,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,430,019
Value of total assets at end of year2018-12-31$10,769,790
Value of total assets at beginning of year2018-12-31$14,270,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,754
Total interest from all sources2018-12-31$46,171
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$237,069
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$237,069
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Contributions received from participants2018-12-31$752,561
Participant contributions at end of year2018-12-31$74,618
Participant contributions at beginning of year2018-12-31$164,595
Assets. Other investments not covered elsewhere at end of year2018-12-31$47,593
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$781
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$257,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$398
Administrative expenses (other) incurred2018-12-31$23,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,507,126
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,769,790
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,270,870
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$1,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,033,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,347,156
Interest on participant loans2018-12-31$6,668
Interest earned on other investments2018-12-31$39,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,575,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,736,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-838,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$419,961
Employer contributions (assets) at end of year2018-12-31$37,107
Employer contributions (assets) at beginning of year2018-12-31$21,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,356,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : BEACON HEALTH VENTURES 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$11,917
Total income from all sources (including contributions)2017-12-31$3,793,662
Total of all expenses incurred2017-12-31$1,634,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,586,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,919,971
Value of total assets at end of year2017-12-31$14,270,870
Value of total assets at beginning of year2017-12-31$12,099,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,963
Total interest from all sources2017-12-31$41,904
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$213,355
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$213,355
Administrative expenses professional fees incurred2017-12-31$4,680
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Contributions received from participants2017-12-31$1,156,948
Participant contributions at end of year2017-12-31$164,595
Participant contributions at beginning of year2017-12-31$182,078
Assets. Other investments not covered elsewhere at end of year2017-12-31$781
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,269
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$158,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$270
Other income not declared elsewhere2017-12-31$93
Administrative expenses (other) incurred2017-12-31$41,633
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$2,159,445
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,270,870
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,099,508
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$1,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,347,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,195,435
Interest on participant loans2017-12-31$7,870
Interest earned on other investments2017-12-31$34,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,736,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,637,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,618,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$604,169
Employer contributions (assets) at end of year2017-12-31$21,661
Employer contributions (assets) at beginning of year2017-12-31$74,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,586,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : BEACON HEALTH VENTURES 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$4,647
Total income from all sources (including contributions)2016-12-31$2,633,741
Total of all expenses incurred2016-12-31$1,115,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,076,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,920,933
Value of total assets at end of year2016-12-31$12,099,508
Value of total assets at beginning of year2016-12-31$10,576,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,900
Total interest from all sources2016-12-31$37,911
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$136,934
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$136,934
Administrative expenses professional fees incurred2016-12-31$5,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Contributions received from participants2016-12-31$1,197,190
Participant contributions at end of year2016-12-31$182,078
Participant contributions at beginning of year2016-12-31$182,456
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,269
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$18
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$230
Administrative expenses (other) incurred2016-12-31$32,057
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$1,517,930
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,099,508
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,576,931
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$1,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,195,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,966,400
Interest on participant loans2016-12-31$8,062
Interest earned on other investments2016-12-31$29,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,637,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,416,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$537,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$665,461
Employer contributions (assets) at end of year2016-12-31$74,331
Employer contributions (assets) at beginning of year2016-12-31$11,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,076,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDK, LLP
Accountancy firm EIN2016-12-31440160260
2015 : BEACON HEALTH VENTURES 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,151,149
Total of all expenses incurred2015-12-31$882,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$857,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,845,705
Value of total assets at end of year2015-12-31$10,576,931
Value of total assets at beginning of year2015-12-31$9,308,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,848
Total interest from all sources2015-12-31$37,164
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$261,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$261,646
Administrative expenses professional fees incurred2015-12-31$7,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Contributions received from participants2015-12-31$1,134,683
Participant contributions at end of year2015-12-31$182,456
Participant contributions at beginning of year2015-12-31$218,303
Assets. Other investments not covered elsewhere at end of year2015-12-31$18
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$155,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$230
Administrative expenses (other) incurred2015-12-31$16,797
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$1,268,257
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,576,931
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,308,674
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$1,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,966,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,744,801
Interest on participant loans2015-12-31$9,134
Interest earned on other investments2015-12-31$28,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,416,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,273,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$6,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$555,920
Employer contributions (assets) at end of year2015-12-31$11,151
Employer contributions (assets) at beginning of year2015-12-31$72,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$857,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDK, LLP
Accountancy firm EIN2015-12-31440160260
2014 : BEACON HEALTH VENTURES 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,994,225
Total of all expenses incurred2014-12-31$476,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$472,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,653,298
Value of total assets at end of year2014-12-31$9,308,674
Value of total assets at beginning of year2014-12-31$7,791,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,221
Total interest from all sources2014-12-31$6,819
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$177,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$177,708
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Contributions received from participants2014-12-31$1,022,258
Participant contributions at end of year2014-12-31$218,303
Participant contributions at beginning of year2014-12-31$129,254
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,163
Administrative expenses (other) incurred2014-12-31$4,221
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$1,517,348
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,308,674
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,791,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,744,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,348,921
Interest on participant loans2014-12-31$6,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,273,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,227,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$156,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$596,877
Employer contributions (assets) at end of year2014-12-31$72,103
Employer contributions (assets) at beginning of year2014-12-31$85,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$472,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDK, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BEACON HEALTH VENTURES 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,683,358
Total of all expenses incurred2013-12-31$558,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$556,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,705,131
Value of total assets at end of year2013-12-31$7,791,326
Value of total assets at beginning of year2013-12-31$5,666,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,825
Total interest from all sources2013-12-31$3,931
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$89,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$89,747
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Contributions received from participants2013-12-31$939,363
Participant contributions at end of year2013-12-31$129,254
Participant contributions at beginning of year2013-12-31$85,073
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$234,072
Administrative expenses (other) incurred2013-12-31$1,825
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$2,124,652
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,791,326
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,666,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,348,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,496,973
Interest on participant loans2013-12-31$3,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,227,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,084,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$884,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$531,696
Employer contributions (assets) at end of year2013-12-31$85,789
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$556,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : BEACON HEALTH VENTURES 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,632,086
Total of all expenses incurred2012-12-31$359,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$358,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,050,161
Value of total assets at end of year2012-12-31$5,666,674
Value of total assets at beginning of year2012-12-31$4,394,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$975
Total interest from all sources2012-12-31$21,915
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$73,518
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Contributions received from participants2012-12-31$720,450
Participant contributions at end of year2012-12-31$85,073
Participant contributions at beginning of year2012-12-31$66,196
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,535
Administrative expenses (other) incurred2012-12-31$975
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$1,272,437
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,666,674
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,394,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,496,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,578,448
Interest on participant loans2012-12-31$3,111
Interest earned on other investments2012-12-31$18,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,084,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$749,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$486,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$307,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$358,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : BEACON HEALTH VENTURES 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$689,744
Total of all expenses incurred2011-12-31$494,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$462,352
Expenses. Certain deemed distributions of participant loans2011-12-31$825
Value of total corrective distributions2011-12-31$29,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$779,082
Value of total assets at end of year2011-12-31$4,394,237
Value of total assets at beginning of year2011-12-31$4,198,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,275
Total interest from all sources2011-12-31$21,085
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$59,851
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$59,851
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Contributions received from participants2011-12-31$531,445
Participant contributions at end of year2011-12-31$66,196
Participant contributions at beginning of year2011-12-31$54,354
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,021
Administrative expenses (other) incurred2011-12-31$1,275
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$195,512
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,394,237
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,198,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,578,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,370,988
Interest on participant loans2011-12-31$2,616
Interest earned on other investments2011-12-31$18,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$749,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$773,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-170,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$244,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$462,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : BEACON HEALTH VENTURES 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$935,627
Total of all expenses incurred2010-12-31$574,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$526,047
Expenses. Certain deemed distributions of participant loans2010-12-31$15,134
Value of total corrective distributions2010-12-31$32,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$537,128
Value of total assets at end of year2010-12-31$4,198,725
Value of total assets at beginning of year2010-12-31$3,837,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,059
Total interest from all sources2010-12-31$23,298
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$58,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$58,462
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Contributions received from participants2010-12-31$537,128
Participant contributions at end of year2010-12-31$54,354
Participant contributions at beginning of year2010-12-31$58,535
Administrative expenses (other) incurred2010-12-31$1,059
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$361,218
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,198,725
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,837,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,370,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,021,290
Interest on participant loans2010-12-31$3,210
Interest earned on other investments2010-12-31$20,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$773,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$757,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$316,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$526,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : BEACON HEALTH VENTURES 401(K) 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 BEACON HEALTH VENTURES 401(K) PLAN

2020: BEACON HEALTH VENTURES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEACON HEALTH VENTURES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEACON HEALTH VENTURES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEACON HEALTH VENTURES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEACON HEALTH VENTURES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEACON HEALTH VENTURES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEACON HEALTH VENTURES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEACON HEALTH VENTURES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEACON HEALTH VENTURES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEACON HEALTH VENTURES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BEACON HEALTH VENTURES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BEACON HEALTH VENTURES 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080288
Policy instance 2
Insurance contract or identification numberTT080288
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-25
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080288
Policy instance 1
Insurance contract or identification numberTT080288
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-25
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080288
Policy instance 3
Insurance contract or identification numberTT080288
Number of Individuals Covered1585
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080288
Policy instance 2
Insurance contract or identification numberTT080288
Number of Individuals Covered1585
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080288
Policy instance 1
Insurance contract or identification numberTT080288
Number of Individuals Covered1585
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080288
Policy instance 1
Insurance contract or identification numberTT080288
Number of Individuals Covered1702
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080288
Policy instance 2
Insurance contract or identification numberTT080288
Number of Individuals Covered1702
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080288
Policy instance 3
Insurance contract or identification numberTT080288
Number of Individuals Covered1702
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080288
Policy instance 3
Insurance contract or identification numberTT080288
Number of Individuals Covered1825
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080288
Policy instance 2
Insurance contract or identification numberTT080288
Number of Individuals Covered1825
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080288
Policy instance 1
Insurance contract or identification numberTT080288
Number of Individuals Covered1825
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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