401k Plan data: RELIACARE LTD PROFIT SHARING PLAN plan

RELIACARE LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	RELIACARE LTD PROFIT SHARING PLAN
Plan identification number	001

RELIACARE LTD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RELIACARE, LTD. has sponsored the creation of one or more 401k plans.

Company Name: RELIACARE, LTD.

Employer identification number (EIN): 364149398

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RELIACARE LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIAN MCCORMICK 2024-09-03
001 2017-01-01 DONNA PETROVICH
001 2016-01-01 DONNA PETROVICH
001 2015-01-01 DONNA PETROVICH
001 2014-01-01 DONNA PETROVICH
001 2013-01-01 DONNA PETROVICH
001 2012-01-01 DONNA PETROVICH
001 2011-01-01 DONNA PETROVICH
001 2009-01-01 DONNA PETROVICH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRIAN MCCORMICK	2024-09-03
001	2017-01-01	DONNA PETROVICH
001	2016-01-01	DONNA PETROVICH
001	2015-01-01	DONNA PETROVICH
001	2014-01-01	DONNA PETROVICH
001	2013-01-01	DONNA PETROVICH
001	2012-01-01	DONNA PETROVICH
001	2011-01-01	DONNA PETROVICH
001	2009-01-01	DONNA PETROVICH

Plan Statistics for RELIACARE LTD PROFIT SHARING PLAN

401k plan membership statisitcs for RELIACARE LTD PROFIT SHARING PLAN

Measure Date Value
2017: RELIACARE LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: RELIACARE LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: RELIACARE LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: RELIACARE LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: RELIACARE LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: RELIACARE LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: RELIACARE LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: RELIACARE LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2017: RELIACARE LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: RELIACARE LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: RELIACARE LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: RELIACARE LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: RELIACARE LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: RELIACARE LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: RELIACARE LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: RELIACARE LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on RELIACARE LTD PROFIT SHARING PLAN

Measure	Date	Value
2017 : RELIACARE LTD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-02-28	$-29
Expenses. Total of all expenses incurred	2017-02-28	$309,154
Benefits paid (including direct rollovers)	2017-02-28	$308,382
Total plan assets at end of year	2017-02-28	$0
Total plan assets at beginning of year	2017-02-28	$309,183
Value of fidelity bond covering the plan	2017-02-28	$40,000
Expenses. Other expenses not covered elsewhere	2017-02-28	$772
Other income received	2017-02-28	$-29
Net income (gross income less expenses)	2017-02-28	$-309,183
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$309,183
2016 : RELIACARE LTD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$15,403
Expenses. Total of all expenses incurred	2016-12-31	$3,042
Total plan assets at end of year	2016-12-31	$309,183
Total plan assets at beginning of year	2016-12-31	$296,822
Value of fidelity bond covering the plan	2016-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,042
Other income received	2016-12-31	$15,403
Net income (gross income less expenses)	2016-12-31	$12,361
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$309,183
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$296,822
2015 : RELIACARE LTD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-1,609
Expenses. Total of all expenses incurred	2015-12-31	$3,002
Total plan assets at end of year	2015-12-31	$296,822
Total plan assets at beginning of year	2015-12-31	$301,433
Value of fidelity bond covering the plan	2015-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,002
Other income received	2015-12-31	$-1,609
Net income (gross income less expenses)	2015-12-31	$-4,611
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$296,822
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$301,433
2014 : RELIACARE LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$11,314
Expenses. Total of all expenses incurred	2014-12-31	$2,910
Total plan assets at end of year	2014-12-31	$301,433
Total plan assets at beginning of year	2014-12-31	$293,029
Value of fidelity bond covering the plan	2014-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,910
Other income received	2014-12-31	$11,314
Net income (gross income less expenses)	2014-12-31	$8,404
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$301,433
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$293,029
2013 : RELIACARE LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$31,723
Expenses. Total of all expenses incurred	2013-12-31	$2,395
Total plan assets at end of year	2013-12-31	$293,029
Total plan assets at beginning of year	2013-12-31	$263,701
Value of fidelity bond covering the plan	2013-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,395
Other income received	2013-12-31	$23,723
Net income (gross income less expenses)	2013-12-31	$29,328
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$293,029
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$263,701
Total contributions received or receivable from employer(s)	2013-12-31	$8,000
2012 : RELIACARE LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$56,060
Expenses. Total of all expenses incurred	2012-12-31	$1,896
Total plan assets at end of year	2012-12-31	$263,701
Total plan assets at beginning of year	2012-12-31	$209,537
Value of fidelity bond covering the plan	2012-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,896
Other income received	2012-12-31	$16,060
Net income (gross income less expenses)	2012-12-31	$54,164
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$263,701
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$209,537
Total contributions received or receivable from employer(s)	2012-12-31	$40,000
2011 : RELIACARE LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$23,526
Expenses. Total of all expenses incurred	2011-12-31	$7,063
Benefits paid (including direct rollovers)	2011-12-31	$5,199
Total plan assets at end of year	2011-12-31	$209,537
Total plan assets at beginning of year	2011-12-31	$193,074
Value of fidelity bond covering the plan	2011-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,864
Other income received	2011-12-31	$3,526
Net income (gross income less expenses)	2011-12-31	$16,463
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$209,537
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$193,074
Assets. Value of participant loans	2011-12-31	$9,790
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
2010 : RELIACARE LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$34,833
Expenses. Total of all expenses incurred	2010-12-31	$7,458
Benefits paid (including direct rollovers)	2010-12-31	$5,950
Total plan assets at end of year	2010-12-31	$193,074
Total plan assets at beginning of year	2010-12-31	$165,699
Value of fidelity bond covering the plan	2010-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,508
Other income received	2010-12-31	$17,395
Net income (gross income less expenses)	2010-12-31	$27,375
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$193,074
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$165,699
Total contributions received or receivable from employer(s)	2010-12-31	$17,438

Form 5500 Responses for RELIACARE LTD PROFIT SHARING PLAN

2017: RELIACARE LTD PROFIT SHARING 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	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RELIACARE LTD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RELIACARE LTD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RELIACARE LTD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RELIACARE LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RELIACARE LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RELIACARE LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RELIACARE LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RELIACARE, LTD.
Employer identification number (EIN):	364149398
NAIC Classification:	621610
NAIC Description:	Home Health Care Services